Law Offices of
Margaret Mary O'Rourke
Law Offices of Margaret Mary O'Rourke

The Value of Wealth Counsel

Margaret Mary O'Rourke After practicing family law in Mendocino County for fifteen years my practice grew to encompass estate planning. I realized I could more effectively serve clients' diverse needs by enlarging my scope of knowledge. I became part of a larger estate planning community by joining Wealth Counsel approximately ten years ago. Wealth Counsel is a national organization comprised of professionals concentrating on all aspects of estate planning. Membership includes access to a daily listserv consisting of questions and answers from fellow estate-planning lawyers, along with continuing education, specialized software, personal support, and webinars.

I have evolved into an estate planner with knowledge and experience beyond the confines of rural practice. I have a full-time team of professional colleagues able to work with me in all phases of estate planning and end-of-life considerations. I am deeply grateful to this organization for taking me from estate planner with limited knowledge to someone who can confidently interact with clients who have varied needs ranging from establishing a pet trust to asset protection and dynasty planning.

With the current trend of increased migration of people around the country, family members are often thousands of miles apart. As a Wealth Counsel participant, I have instant access to the information I need about estate laws in other states.

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