Plan My Estate is an online platform that helps groups of individuals complete straightforward estate planning in 10 weeks. Led by Alicia Romeo, Esq. an attorney with 30 years of experience and former Boston law firm partner, the program assists with common family issues and conflicts involved in estate planning as well as with the legal work involved.
You will go through the program with other individuals and families, with the ability to interact with each other and ask questions, yet will have your own confidentiality, so that the entire experience will be rich and rewarding as we build a generational legacy together.
Learn More by Taking the Free Master Class!
Hi, I’m Alicia Romeo
I am a former Boston law firm partner and have practiced law for 30 years. I received my J.D. from Temple University School of Law and have a bachelor’s degree in Mechanical Engineering from the University of Delaware. I enjoy helping people with legal issues, with my online ministry and in philanthropy assisting my homeland, Montserrat, BWI. I am the mother of three daughters and am also married to a government leader so that means I split my time between Montserrat and the USA. I have remained committed to assisting my family, friends and community with the wealth of legal experience and knowledge that I have gained over the years. I hope I can help you on this important part of your legal journey though this innovative Plan My Estate program.
"Estate Planning is sacred spiritual work, it is coming to peace with family conflict, with some gritty legal work thrown into the mix. Let me help you."
- Alicia Romeo, Esq.
DISCLAIMER
No Legal Advice Intended
The contents of this Plan My Estate website, the Masterclass and any consultation sessions you sign up for are intended to convey general information only and not to provide legal advice or opinions. The contents of this website, and the posting and viewing of the information on this website, should not be construed as, and should not be relied upon for, legal or tax advice in any particular circumstance or fact situation. The information presented on this website may not reflect the most current legal developments. No action should be taken in reliance on the information contained on this website and we disclaim all liability in respect to actions taken or not taken based on any or all of the contents of this site to the fullest extent permitted by law. An attorney should be contacted for advice on specific legal issues.
No Attorney-Client Relationship Created
Nothing on this website, in the Masterclass, or in any consultation is an offer to represent you, and nothing on this website is intended to create an attorney‑client relationship. An attorney-client relationship may only be established through direct attorney‑to‑client communication that is confirmed by the execution of an engagement agreement. The content of any unsolicited email sent to Riverstream Investments ("Riverstream"), Plan My Estate ("PME"), Alicia Romeo, Esq. ("Romeo"), or to any of their affiliated attorneys at an email address available on this website, will not create an attorney‑client relationship and the contents of such unsolicited email shall not be considered confidential. Therefore, do not use this website or the email addresses available on this website to provide confidential information about yourself or a legal matter to Riverstream, PME, Romeo or any of their affiliated attorneys.
No Guarantee of Results
The attorney biographies and practice area summaries are not intended to indicate or guarantee that any of the same or similar results can be achieved in future matters; the outcome of a matter depends upon a number of factors. These biographies and summaries are intended only to provide general information about the experience of our attorneys.
Authorized Practice of Law
This website is not intended as advertising or as solicitation for legal services. Viewing of this website does not constitute Alicia Romeo, Esq.'s direction of this website into a particular state; and this website is not directed into any state where this website is not in full compliance with all laws and ethical rules or where Alicia Romeo, Esq. or any of the attorneys affiliated with PME are not licensed to practice.