For Phillip Pearson, empathy is essential. He understands estate planning and administration often involve difficult conversations, tough decisions, and uncomfortable emotions. While many people view legal matters as adversarial, Phillip sees estate planning as a collaborative process in which he and his clients work together toward a shared objective.

Helping others secure their legacies is his passion. By listening attentively and gathering nuanced details about the big picture, he assists clients in navigating the complexities of planning or administering an estate. No matter the specific circumstances, Phillip provides attentive support, responsive communication, and a flexible approach to estate planning.

In addition to his estate planning practice, Phillip also practices in tax planning and corporate law. Outside work, he enjoys spending quality time with his wife, Katie, their son, Teddy, and their dog, Uno.

Capabilities, Successes, and Assignments

• Helps clients develop their overall estate plans.
• Drafts Last Wills and Testaments, Trusts, and ancillary documents such as Powers of Attorney.
• Helps clients with tax preparation for gift tax returns.
• Helps clients change beneficiary designations.
• Assists clients with estate administration, including the opening, handling, and closing of the probate estate of a loved one.

Primary Practice

Additional Practice Experience

News

Blog Posts