Getting to Know
Jessica Jax, St Louis Regional Manager
TuckerAllen
Personalized Estate Planning Made Easy


“The best way to predict the future is to create it,” Abraham Lincoln observed and most estate planners agree. Just ask Jessica Jax, St. Louis Regional Manager of TuckerAllen. “Everyone needs an estate plan. If you own assets of any kind – a home, investments, life insurance or other possessions – then you have an ‘estate’ and you need an estate plan.

“Your estate plan designates who will inherit your property and ensures that your children and loved ones will be taken care of in accordance with your wishes. And your wishes can have an enormously positive impact on the future of your designated beneficiaries.”

There is a misconception that creating an estate plan is not important for ‘ordinary’ people but rather something only families with a high net worth. People are surprised to learn that having an estate plan is extremely important, even essential, for everyone.

“The documents TuckerAllen writes for our clients are personalized and carefully prepared. For instance, when we prepare a trust for a young family we anticipate potential additions to the family, so that the trust can grow with the family.

“Estate planning can also give you peace of mind to know that your family will be taken care of if something were to happen. We plan for circumstances that we hope never arise, but tackling these difficult questions is important.

“If you or your spouse could one day need long-term care or special needs planning, an estate plan can provide a strategy that will help you protect your assets and provide for your family. Having a quality estate plan is one of the best things you can do for yourself and the ones you love.

“We also handle planned giving so that any institution near and dear to someone’s heart can be included. In addition, it’s a good way to leave a legacy.

“Most people feel a sense of relief when their estate plan is complete It’s as if a weight has been lifted from them and a long time personal goal has been achieved. We love our clients and love to help them get that sense of relief.”

“TuckerAllen is a different kind of law firm. We only do one thing. We believe that by limiting our legal practice exclusively to estate planning, we can serve each client’s unique needs more competently, more efficiently and more cost effectively,” says Jessica.

About Lewis Rice
TuckerAllen is a wholly owned subsidiary and extension of the law firm of Lewis Rice LLC. Founded in St Louis in 1909, Lewis Rice is a leading regional law firm with more than 150 attorneys practicing in virtually all legal specialty areas.

John M. Hessel, well known and highly respected attorney for the City of Kirkwood, is with the prestigious Lewis Rice firm. He is also a past Kirkwood-Des Peres Area Chamber of Commerce Citizen of the Year.

"Lewis Rice founded TuckerAllen because we saw a real need for this kind of estate planning service in our community. We want this process to be simple for people, and very accessible. For that reason, our prices are posted and fixed, and we have six offices spread throughout St. Louis and Illinois.

“As a longtime resident of Kirkwood, I am proud to have a TuckerAllen in our neighborhood. The attorneys at TuckerAllen have helped more than 1,000 families in town record their wishes and make a plan for the future-and that makes me feel good," reports John Hessel.

What to Expect at TuckerAllen
At TuckerAllen, the process is easy, straightforward, and understandable. There’s no preparation necessary and nothing to bring – except yourself. Our services are customized to suit your unique needs and wishes. TuckerAllen will work with you to uncomplicate the complicated.

At TuckerAllen, the attorneys pride themselves on their responsiveness and quick turnaround. You’ll always know the fees up front, and always receive a personalized plan that reflects your own unique needs.

TuckerAllen Estate Planning Services
If you don’t know the difference between a will and a trust or know if you need elder law planning or special needs assistance, TuckerAllen can help. During your initial consultation, your TuckerAllen estate planning attorney will discuss your needs and explain our services. You will be asked questions such as: Do you own a home? Do you have children? Does someone in your family have special needs or require long-term care? Your answers will clarify which estate planning service is right for you. There’s no preparation necessary.

Will Package
• Free Initial Consultation
• Last Will & Testament
• Healthcare Directive (Living Will)
• Medical Power of Attorney
• HIPAA Release
• Financial Power of Attorney
• Beneficiary Deed

The Will Package may be right for you if you have only a few assets and no minor children, and if you don’t mind your estate going through the probate court process.

Trust Package
• Free Initial Consultation
• Revocable Trust
• Pour-Over Will
• Healthcare Directive (Living Will)
• Medical Power of Attorney
• HIPAA Release
• Financial Power of Attorney
• Beneficiary Deed

The Trust Package may be right for you if you want to avoid the probate court process, you have minor children, or you’re interested in having your assets distributed to your loved ones expeditiously.

A TuckerAllen attorney will help you determine if a trust is best suited to your circumstances. If it is, TuckerAllen will craft one that clearly reflects your wishes.

Elder Law & Special Needs
• $500 Initial Consultation
• Long-Term Care Planning
• Medicaid Planning
• VA Benefits
• Asset Protection Trust
• Elder Law Estate Planning
• Special Needs Estate Planning
• Special Needs Trust

Many people are surprised to learn that providing for an individual with special needs requires specialized planning to avoid rendering them ineligible for government benefits.

TuckerAllen can help untangle the web of complexities of elder law and special needs with a strategy to protect your assets and benefits.

Schedule Your Initial Consultation Today
There’s no preparation necessary and you don’t need to bring any paperwork – just bring yourself and your questions. The TuckerAllen attorneys will help you decide which services are right for you and your family. Just give them a call at 314.335.1100 to arrange your FREE consultation.

About Jessica Jax
Jessica attended Northwestern University, north of Chicago and got her law degree from Duke University in North Carolina. She, her husband, 2 year old daughter and 4 year old son live in Wildwood.

She and the TuckerAllen Kirkwood team are looking forward to meeting the entire Kirkwood-Des Peres Area Chamber of Commerce membership. Please introduce yourself to them at an upcoming meeting and pass the word about TuckerAllen to all your friends.

For additional information or to schedule your initial consultation, you can call them at 314.335.1100. You can also review TuckerAllen’s services and fees on their website www.tuckerallen.com. Their office is conveniently located at 1001 S. Kirkwood Road, Suite 130 on the southwest corner of the Kirkwood Road/Big Bend intersection.