LINDA M. SHERFEY, P.C.
Preventing stress, frustration, and a family meltdown by creating customized estate plans for seniors
Long before Linda became Linda M. Sherfey, Attorney and Counselor at Law, she was an officer in the U.S. Navy. It was a career that brought her to Hampton Roads, where she retired from service after 20 years. During the last four years of her military service, Linda, a self-described planner, began preparing for a law career by attending Regent University law school at night, where she found herself especially drawn to estate planning.
“In my own life’s journey, I was completely clueless about estate planning until I was in law school,” Linda says. “It saddens and scares me that so many people don’t know what I now know, and so my mission has become to write and speak about estate planning in a way that is not only informative but also interesting.”
“I want to be a family’s trusted legal advisor for the long haul.
I don’t charge by the hour but by the service,
at a flat rate, so there are no surprises.
I meet with families in their homes and, when necessary,
at a nursing home or assisted living facility.
In other words, I make house calls.”
To accomplish her goal, Linda wrote a book entitled The 5 Declassified Estate Planning Secrets You Can’t Afford to Ignore. The book’s subtitle says it all: What You Don’t Know Can Sink You, Your Family, Create Unnecessary Stress, Frustration, Cost Thousands of Dollars and Result In a Family Meltdown. In addition, Linda sponsors monthly seminars about estate planning where everyone who attends receives a free copy of her book. It is also available for purchase in print or as an e-book at Amazon and Barnes and Noble.
Linda is confident and articulate when she describes her approach to practicing law. “I am a problem solver,” she says. “I listen. Clients tell me about their family, their issues, and their goals. I provide the legal know-how. We work together as a team. I have a process for providing a customized estate planning experience and building relationships – lifelong relationships – with the people I serve.”
It was this desire to provide outstanding service for her clients that inspired Linda to open her own firm nearly 13 years ago, a firm completely and solely dedicated to estate planning and estate administration.
As an expert in her field, Linda knows what works. “Most people want to do the right thing by their families but just don’t know what that actually means,” she says. “Estate planning today is so much more than planning for what happens to our assets after we die. The reality is that we live long lives. Mental disability and some level of long-term care are likely. The earlier people begin to plan for this reality, the better.”
Linda has redefined the estate-planning experience for her clients. “I want to be a family’s trusted legal advisor for the long haul,” she says. “I don’t charge by the hour but by the service, at a flat rate, so there are no surprises. I meet with families in their homes and, when necessary, at a nursing home or assisted living facility. In other words, I make house calls. My clients know I’ve thrown the time clock out the window and want to concentrate only on designing a customized plan for each of them.”
Linda doesn’t want anything to stand in a potential client’s way when it comes to seeking the services she provides, so the first appointment, called a discovery consultation, is free. “I want to do everything I can to encourage seniors who want to prevent stress, frustration, and a possible family meltdown by creating a customized estate plan,” she says. “Estate planning is really a gift to your loved ones.”
Clearly passionate about her subject, Linda continues, “Estate planning is so much more than writing a will. Planning avoids a crisis, and the longer we wait the fewer options we have. I help families put their plan in place, and remind them to keep their plan up-to-date. Mostly, I make sure my clients can rest easy at night knowing they have a plan, a guide, and a resource if their family has questions.”
According to Linda, clients say that what they like best is her clear and easily understandable way of explaining estate planning. They also say that Linda asks leading questions, really listens, and offers customized solutions. She has a ‘put at ease’ kind of attitude, and never tries to rush or pressure clients.
“Estate planning is so much more than writing a will.
Planning avoids a crisis, and the longer we wait the fewer options we have.
I help families put their plan in place,
and remind them to keep their plan up-to-date.
Mostly, I make sure my clients can rest easy at night
knowing they have a plan, a guide, and a resource
if their family has questions.”
Being a wife, mother, and grandmother herself, Linda brings a true empathy for families to her work. She and her husband, Sol, have been married for 35 years. They have a daughter, Joanna, five grandchildren, and a great-granddaughter.
Linda offers a unique, printed monthly newsletter. In addition to legal advice in plain English, the newsletter contains a word search puzzle and a tested recipe. Anyone can get a free subscription. She also offers a telephone seminar on estate planning topics most months, the details of which can be found in The Shopper and in her monthly newsletter. “You don’t have to get in your car for a telephone seminar,” Linda explains. “You call in on the date and time listed and listen in on your telephone in the comfort of your home. You can also ask questions. I love to speak to groups on estate planning topics, and I promise not to be boring!”
Linda’s parents were Roscoe and Mary. “They meant everything to me,” she shares. “They taught me to live with integrity, to seek excellence, and to value ethics in my profession. They also taught me the value of planning and a dedication to learning – to knowledge. But most importantly, they taught me the value of both serving others and of relationships, and that the connections we share with one another as human beings are what really matter in this life. We all want the same things – to avoid pain and find happiness, for ourselves and our loved ones,” she says, “and for me it is my deep desire to form a personal connection with my clients that makes me a different kind of lawyer.”
Linda Sherfey, P.C.
638 Independence Pkwy.
Chesapeake, VA 23320