We know that technology can't solve everything. That's why we work with experienced counsel from across the country to deliver solutions that meet our users at their needs.
FreeWill Fellows are a network of trusts & estates practitioners from across the country that are passionate about improving access to law and increasing the role of charitable giving in estate planning. When FreeWill users require more advanced or complex planning than our online software offers, our Fellows are among the local resources that they may turn to.
FreeWill is committed to offering Americans the most trusted and reliable online estate planning tools on the market. At the local level, this means addressing state-by-state differences in laws, probate processes and customs.
We have developed our tools through a combination of extensive research and the assistance of respected legal experts from around the country.
With the insights of our FreeWill Fellows, we keep our tools current and focused on the needs of the local communities.
FreeWill’s free online tools can provide estate planning solutions appropriate for many Americans, but they are no substitute for experienced local counsel.
But selecting an attorney can be a daunting process. That is why we're building a network of trusted practitioners to whom our users can turn when they need a lawyer’s help.
In this way, we hope to further improve access to law and help our users connect with lawyers well-qualified to address advanced needs.
These Fellows support our mission by providing insight into estate planning considerations important to their local community.
Prior to beginning the “Cox Law Group”, Ms. Cox practiced in the estate planning and litigation venues, including State and Federal commercial litigation, international law and family law for the Annapolis law Firm, Hyatt & Weber and also, in a former iteration of Cox Law Group prior to Cox Law Group being founded in 2012. Ms. Cox previously served as an Assistant County Attorney in Anne Arundel County and Baltimore County from 1994-1997, where she successfully defended municipal Police Departments, Community Colleges, the Board of Education and the Detention Centers in tort actions and alleged constitutional violations, frequently in the United States District Court for the District of Maryland.
Ms. Cox’s complex litigation background provides her a unique understanding of how best to guide clients to avoid estate planning pitfalls, particularly in of light of individual family dynamics.
Ms. Cox has enjoyed serving in many local charitable capacities.
LindaCox@TheCoxLawGroup.com
Cox Law Group
127 Lubrano Drive, Suite 201
Annapolis, Md. 21401
Phone: (410) 998-3973
Fax: (844) 903-4587
Born on the Westside of Chicago, a grandson of a police chief and son of a detective, I have been a police lawyer and a community lawyer with Tuohy Law Offices and provided over 4,000 Living Trust estate plans for working-class families. In 2015, I founded the social enterprise, Comprehensive Benefits of America, LLC (CBA) to provide progressive digital financial wellness solutions to help improve Americans’ financial wellness. In 1989, I founded Dreams for Kids as a hand-up to lift underserved youth toward a better future. After serving more than 70,000 youth, Dreams for Kids opened the Chicago Loop Campus of GCE Lab School to provide real-world learning experiences promoting equity, sustainability, and social entrepreneurship while educating tomorrow’s global citizens.
tom@tuohylawoffices.com
17W220 22nd Street, Suite 300
Oakbrook Terrace, Illinois, 60181
(312) 559-8400
David M. Postic is a shareholder at the Oklahoma City law firm of Postic & Bates, where he focuses his practice on estate planning, asset protection, trust and estate administration, and elder law. He strives not only to provide clients with a thoughtful estate plan and the peace of mind it offers, but also to equip each client with the tools to make settling their affairs as simple as possible. Outside of practice, David teaches Wills & Trusts as a professor at the University of Oklahoma College of Law, where he earned his law degree. He is also an active member and Past President of the Oklahoma City Midtown Rotary Club and is a Trustee and Executive Committee member of the Oklahoma Foundation for Excellence, a 501(c)(3) charitable organization dedicated to recognizing and encouraging academic excellence in Oklahoma’s public schools.
posticd@posticbates.com
2212 Shadowlake Drive
Oklahoma City, Oklahoma 73159
(405) 691-5080
Nobody wants to be remembered for squandering family resources, becoming a burden later in life, or leaving a big mess behind when they’re gone. As an elder law attorney and financial advisor certified in long-term care, Philip helps design and align clients’ legal and financial plans, so they’ll be remembered well and can stop worrying about outliving their money. He’s served on the Board of Governors of the American Academy of Estate Planning Attorneys, as President of the National Academy of Elder Law Attorneys (SC Chapter), and been recognized by the Supreme Court of South Carolina for his service to its citizens, bench, and bar. Over the past 20 years, he’s protected more than $750 million dollars from probate, taxes, and nursing homes, and helped over 1,500 families enjoy peace of mind.
Legacy Law Firm, LLC
info@planningyourlegacy.com
100 Stone Village Dr., Ste. 102
Fort Mill, SC 29710
(803) 746-7000
Rebekah M. Burchfiel’s practice concentrates in the areas of estate planning, trust and estate administration, trust litigation, and small business formation. Prior to her career in estate planning, Rebekah’s practice focused on civil litigation. This background experience helped her develop a detail-oriented approach to applying the law and a unique perspective on risk reduction and planning for the future.
Rebekah received her Juris Doctor from the University of Oklahoma in May 2017. She received a BA in Political Science with a minor in International Studies, from the University of Oklahoma in May 2014. Rebekah grew up in Alva, Oklahoma, and now lives in Oklahoma City with her husband and their son. She is an active member of the Oklahoma City Midtown Rotary Club.
Rebekah M. Burchfiel
rebekah@rebekahburchfiel.com
P.O. Box 2021
Oklahoma City, OK 73101
(405) 492-7370
Jacob Davis is a Partner and Managing Attorney of Nalls Law Group, LLC in Dayton, Ohio. Jacob’s practice focuses on business law, commercial litigation, estate planning, employment law, and real estate law. He represents clients across Ohio and Tennessee. Jacob earned his B.S. in Political Science from Middle Tennessee State University (MTSU) and his Juris Doctor from the University of Dayton.
Jacob was named a Tennessee Attorney for Justice in 2020 and 2021. He is a proud member of the American Bar Association, Dayton Bar Association, Ohio State Bar Association, Phi Alpha Delta Law Fraternity, and Tennessee Bar Association.
Prior to attending law school, Jacob spent several years working in the consumer finance and insurance industries and gained valuable experience with wealth management and asset protection strategies.
C. Jacob Davis
Jacob.Davis@nallslaw.com
33 White Allen Ave
Dayton, OH 45405
(937) 813-3003
Brianne has been practicing in the areas of estate planning, probate, and trust administration in the South Sound for almost 20 years. She owns her own practice, Kampbell Legal Planning, PLLC, where she enjoys working with clients to create lasting estate plans and advise executors and trustees in the administration of all types and sizes of estates. She received her J.D. from Seattle University School of Law, her B.A. in English Literature from the University of Portland, and attended Bellarmine Prep. Currently, Brianne lives in Gig Harbor with her husband, Brian, and her two kids, Kate & Max. In her hours outside of the office, Brianne loves running, reading, cooking, playing with her kids, learning about entrepreneurship & appreciating the beauty of the PNW.
Brianne M. Kampbell
brianne@kampbell-law.com
2501 N. Alder St.
Tacoma, WA 98406
(253) 564-2088
Evan Guthrie is the owner of Evan Guthrie Law Firm and primarily focuses on estate planning and probate law. Evan graduated from the College of Charleston in Charleston, SC with a bachelors degree in Political Science and the University of South Carolina School of Law in Columbia, SC. Evan is currently a member of the Dorchester 2 School Board in Dorchester County, SC after being elected in 2016 and reelected in 2020. Evan is active in the community and volunteers for many causes including animal rescue and education among many others,
Evan Guthrie
contact@ekglaw.com
164 Market Street Suite 362
Charleston, SC 29401
(843) 926-3813
I entered Estate Planning and Elder Law after my father was diagnosed with early-onset Alzheimer’s Disease. So I had first-hand experience with many of the issues my clients face relatively early in my life. I am admitted to the bar in New York, New Jersey, Connecticut, and Florida. As my practice has evolved, I focus more on the complex aspects of estate planning, such as business succession, sophisticated trust instruments, and fiduciary services. Before founding my practice, I spent nearly a decade spent nearly a decade working at several of the most prestigious law firms in the New York area. I have been named a Rising Star in Estate Planning and Probate in the Metro Edition of the New York Super Lawyers each year since 2017. I also serve as the Chair of the Legal Committee of the NYC Chapter of the Alzheimer’s Association.
Michael J. Greenberg
michael@mjglawyers.com
515 Madison Avenue, 31st Floor
New York, NY 10022
(212) 401-5750
Justin grew up on a large working farm and ranch in North Central Nebraska. He began working on the family farm at a very young age and established a strong work ethic, which follows him today. After attending college, and graduating from UNL-Law, Justin established a successful practice in Lincoln, Nebraska.
Justin is now licensed in Arizona also and his focus is on using past experience associated with poor and nonexistent estate planning, involving the family farm on which he grew up, to help those in need of estate planning and probate litigation. His focus is to look at each case individually and create strategic, successful solutions for his clients.
Justin Cook is a leading practicing attorney and highly respected by his peers. In his free time, he enjoys spending time with his wife and dogs and training Brazilian jiu-jitsu.
Justin J. Cook
jcook@thiescook.com
1820 East Ray Road,
Chandler, AZ 85225
Nebraska: 402-438-6900 Arizona: 602-281-4335
Practicing law is a second career for me. I spent about two decades in engineering and project management jobs at large corporations while running an engineering consulting business in the background. After leaving my engineering career to take care of my parents, I went back to school for a law degree. My law firm focuses on estate planning, business services, and dispute mediation. In fact, it is the combination of all three areas that keeps my workdays exciting: mediating disputes in a family-run business, so the business and the people can all form estate plans and business succession plans, is one of my favorite parts of my job.
In my free time, I like fixing old Jeeps, flying old airplanes, and renovating old houses.
Kevin M. Strait
Kevin.Strait@AnzenLegal.com
3555 Stanford Road, Suite 208,
Fort Collins, CO 80525
(970) 893-8857
An Atlanta native, Kevin’s family settled in Georgia in the late 1780s and is widely known for Meaders Pottery, which has some pieces proudly displayed in the Smithsonian. Kevin graduated from Oglethorpe University in Atlanta with a double B.A. in Philosophy and Political Science.
Kevin then graduated from Georgia State University College of Law, focusing on estate planning and trust law. He is a member of the American Bar Association, the Georgia State Bar Association, and the Atlanta Bar Association. Kevin’s passion is charitable planned giving.
On a personal note, Kevin has played drums since age 5, picked up the trumpet at age 13, and guitar at age 33. An avid animal lover, Kevin has served on the advisory board for FurKids for twenty years. Furkids is Georgia’s largest no-kill animal rescue charity.
J. Kevin Meaders
kevin@magellanlegal.com
4170 Ashford Dunwoody Rd Ste 480
Atlanta, GA 30319
(404) 257-8811
Mrs. Cameron is a licensed Family Law Attorney in Texas. She has extensive training in alternate dispute resolution techniques, family law, and family violence. Ms. Cameron has lived overseas, has four children of her own, and has been a mentor for teenagers through Young Life for twenty years. She is passionate about advocating for children, through equipping parents with effective strategies of communication, healthy boundaries, and mental health advocacy. Mary Beth Cameron created the first Limited Scope Representation for divorce in Texas that focuses primarily on helping clients resolve their legal battle on their own. This program offers financial counseling, conflict resolution coaching, parenting classes, and legal documents all for a flat fee that beats most attorney’s retainers.
Mary Beth Cameron
admin@goodnightlaw.com
700 Westgreen Boulevard
Katy, Texas 77450
(713) 929-6218
Zachary brings a unique and distinguished background and perspective to FreeWill. After graduating from Yeshiva University with honors, and graduating from New York Law School as a Van Memorial Scholar, Zachary began the early part of his career working in big law, spending time at one of the most prestigious law firms in the country. After desiring a more direct and interactive experience with his clients, Zachary left big law to work at smaller firms, before ultimately taking a risk and deciding to become his own boss, starting his own practice in New York City, much of which is focused on Trusts and Estates. That risk has been well worth the reward. Zachary has also been successful outside of the law, owning his own tea company named Anxietea, as well as owning multiple racehorses based in Kentucky.
Law Offices of Zachary D. Helprin
zhelprin@helprinlegal.com
Manhattan
41 Madison Avenue, 31st Floor
New York, NY 10010
(646) 202-2465
Long Island
6800 Jericho Turnpike, Suite 120W
Syosset, NY 11781
(516) 393-5810
Noam’s practice focuses on all aspects of Trusts & Estates, including estate planning and probate, and administration. He develops and implements sophisticated and customized estate plans for individuals and families of varying wealth and backgrounds, including high net-worth, and represents and counsels individuals and families throughout the probate and administration of estates and trusts. Noam also prepares estate and gift tax returns. Noam has spent his entire legal career practicing trusts & estates law.
Prior to joining K&S LLP, Noam was an attorney at two boutique trusts & estates law firms in Manhattan. Noam serves as co-chair of the Cardozo Alumni Association’s Trusts & Estates Group and previously served as a member of the UJA Trusts & Estates Group and the New York City Bar Association Trusts, Estates and Surrogate’s Court Committee. Noam has lectured on a variety of trust and estate topics before several organizations and groups, including the New York State Bar Association. Noam earned his law degree from the Benjamin N. Cardozo School of Law with a concentration in tax law and is admitted to practice law in the States of New York and New Jersey.
Kanarfogel & Srolovitz LLP
office@kandslawllp.com
38 Adele Rd.
Cedarhurst, NY 11516
(516) 588-0363
Marc S. Bekerman is a solo practitioner who devotes substantially all of his practice to trusts and estates. Marc is also an adjunct professor at New York Law School where he was formerly the Associate Director of the Graduate Tax Program. Marc received his Bachelors of Arts in Mathematics from the State University of New York at Binghamton, his Juris Doctor from Fordham University School of Law, and his Masters of Laws in Taxation from New York University School of Law. Marc is admitted to practice in New York, New Jersey and California, as well as several federal courts including the United States Tax Court.
Marc has served in a variety of capacities for the Real Property, Trust and Estate Law Section of the American Bar Association, including as chair of its advisory committee for the Skills Training for Estate Planners program and co-chair of the Skills Training for Estate Planners program, as a member of its Council, as chair of its standing committee for Community Outreach, as vice-chair of its standing committees for Continuing Legal Education and Communications, as a member of its standing committee for Planning, and as its Liaison to the Section Officers Committee on Continuing Legal Education. Marc is currently a Member of the Bloomberg BNA Tax Management Estate Tax Advisory Board and formerly served on the New York State Bar Association’s Standing Committee on Legal Education and Admission to the Bar.
Marc is the author of two portfolios published by Bloomberg BNA Tax Management as part of its Tax Management Portfolio Series (Probate and Administration of Decedents’ Estates and Estate Tax Payments and Liabilities: Sections 6161 and 6166). Marc has published articles in numerous publications, including Probate & Property Magazine, Estate Planning, The Practical Lawyer, and Bloomberg BNA Tax Management’s Estates, Gifts and Trusts Journal and has won several awards including the 2007 Excellence in Writing Award, Best Practical Use Article – Trust and Estate and the 2011 Excellence in Writing Award, Best Cutting Edge Article – Trust and Estate from Probate and Property Magazine.
Marc is very active with Binghamton University, having served as the Secretary of the Alumni Association, a member of its Parents Leadership Council, and as an Alumni Admissions Volunteer Leader for which he was honored with a Medal of Distinguished Service.
Marc S. Bekerman
(516) 858-4008
mbekerman@clmlaw.com
1129 Northern Boulevard, Suite 402
Manhasset, New York 11030
www.clmlaw.com
We ask that each FreeWill Fellow provide a review of our forms to confirm they create valid instruments under the laws of the Fellow’s jurisdiction, while accounting for the most common estate-planning needs.
We also ask that our Fellows provide periodic updates regarding any notable changes to T&E laws in their state. In return:
If you are an estate planning attorney interested in being a FreeWill Fellow and would like to learn more, please contact us at fellows@freewill.com.
