Jason Vance


Creative Planning Legal, P.A. in Katy, TX

I am an estate planning attorney with 18 years of experience in both basic and advanced estate planning.


19 years


Estate planning
Asset Protection

Licenses / Certifications

State Bar of Texas - Licensed Attorney


Master of Laws (LL.M.) Taxation
Doctor of Jurisprudence (J.D.)
B.S. Management Information Systems

What inspired you to get into this line of work?

I love working with people and helping them achieve their goals in preserving and passing on their legacies.

What's one piece of insight you wish all families knew?

Although it can be difficult to address post-death matters, in my experience it is much better to have these conversations with loved ones now rather than waiting until something has already happened, at which point it may be too late to put an effective plan in place.

What excites you most about working with Addio families?

The idea of helping people who often feel lost or overwhelmed by the estate planning process.

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