Year in Review

2019 has been a year of growth for the Rebecca Mason Law firm. 

Early in 2019, it became clear that the firm’s workload was too high for me to be out of the office two full days each week at the Municipal Court.  After I made sure that the court had transitioned from its carbon-less paper / typewriter system to a computer system, I stepped down from serving as a local judge at the end of February.

I was truly honored to have the opportunity to serve our community as its Municipal Judge.  The voters put their trust in me, and I believe I served with integrity and treated everyone who appeared in my court fairly.  It was a difficult decision. 

But it was the right decision. 

Refocusing all of my professional efforts on estate planning, probates, and guardianships has allowed the firm to significantly expand our client base and provide even stronger personalized customer service.

Estate planning is on nearly everyone’s to-do list.  All too often it is the first item to get de-prioritized as life happens.  But failing to plan can result in leaving behind a pretty big mess for your loved ones.

In 2019 we dramatically improved efficiencies in our process.

Our office keeps the momentum going when a client takes the first step of coming to the initial consultation.  Our team has been able to consistently provide to estate planning clients the first draft of their estate plan within two weeks – often in just one week – of the initial consultation, and we have improved the timing of the will signings, with nearly every client signing his or her estate plan within 30 days of our initial consultation.

This year, we also had several huge successes for our guardianship clients, and we had some interesting probates involving some pretty remarkable people.  I am blessed each day to have this opportunity to walk a difficult walk with people who have lost a loved one and help ease their load.

Refocusing also allowed me to spend more time with my family.  I was able to coach my daughter Eleanor’s U11 soccer team.  I haven’t played since college and it was incredibly fulfilling helping the girls learn and watching them fall in love with the sport.  For many, it was the first time they ever played soccer. Both of my daughters also participated in Girls on the Run, which culminates with a 5K at Miller Stadium in Milwaukee.  I was able to train with the girls and ran the 5K alongside Amelia.  And little Cory and I have been able to spend quality time reading the Harry Potter series together.   

As 2019 comes to a close, I am filled with gratitude and peace.  If I had the fortune of working with you this year, thank you.  If our paths did not cross this year, please know that I am here to help and hopefully we will meet in 2020!

Year in Review – 2020 Planning Resources

Estate Planning: a Gift for your loved ones

Why everyone needs an estate plan