"It took just one consultation to see how we could protect our children. It was worth every minute."
"They made the process for us so easy and painless and we are so grateful for his fantastic service."
Whether you’re a business owner planning for retirement or an entrepreneur securing your company’s future, succession planning is crucial. From choosing the right successors to implementing development strategies, we help you facilitate a smooth transition.
I’m Jeremy Cleverly, and I’ve dedicated over 22 years to mastering the complexities of estate planning for high-net-worth individuals, business owners, and retirees. Throughout my career, I’ve prioritized not just the protection of assets, but ensuring these assets serve a greater purpose in my clients’ lives.
At The Cleverly Law Firm, we understand that estate planning is more than just drafting documents; it’s about crafting a plan that aligns with your values and visions for the future of your family. Many of my clients initially came to me concerned about preserving their wealth and avoiding disputes among heirs—common fears that often lead to procrastination or reliance on oversimplified solutions like generic online tools or basic wills.
What we do differently is focus on your family’s unique story. We dive deep into understanding not just your financial situation but your personal wishes, family dynamics, and long-term goals. This approach isn’t just about distributing your wealth but ensuring it supports your loved ones in the most effective way possible.
to understand your specific needs and vision.
to protect and leverage your wealth effectively.
that reflect both your financial goals and personal values.
to adjust your plan as your life and laws change.
As a new parent, your top priority is ensuring your child’s future is bright and secure. An estate plan is a powerful way to safeguard their tomorrow, even if the unthinkable happens. We help you nominate guardians, establish trusts, and craft a legacy that provides for your little one, no matter what.
We are incredibly grateful to have been referred to Jeremy and his team. The idea of estate planning felt overwhelming to our family, but Jeremy made it simple and straightforward. I HIGHLY recommend Cleverly Law Firm for all your Family Estate Planning needs!
It was such a pleasure working with Jeremy Cleverly to put together the will for my elderly mother. He answered all of our questions and made the process so simple and easy! I would HIGHY recommend using Jeremy for any affairs you may need him for!!
Jeremy is great to deal with. Communicated well, very knowledgeable and professional. He helped me through a vehicle accident. Highly recommended! we need more small businesses that operate this way!
I had a fantastic experience with Jeremy Cleverly, the Cleverly Law Firm. He is very professional, knowledgeable, and really cares about his clients. Mr. Cleverly takes the time to really listen and understand his clients wishes. I would highly recommend the Clevery Law Firm!!
If you’re looking for someone to go above and beyond and to make this process as easy as possible, this is the law firm for you. Jeremy is extremely organized and makes sure every detail is covered. He made the process for us so easy and painless and we are so grateful for his fantastic service.
