Legal Shield

Legal coverage without the complexity


In short, life can be unpredictable, and the law can be complicated. We’ve created a model for legal coverage in which you know exactly what you’re getting and precisely how much you’re paying for it. Once you sign up, you can sit back, relax, and know you’re covered by an entire law firm.

Access for all


Legal issues can be costly. Decades ago, our own founder discovered that the hard way. So we’re leveling the playing field. With affordable access to trusted legal counsel, you can focus more on the issue at hand, and less on whether you can afford it.

Worry Less, Live More


We believe that by educating, protecting, and serving our members, we can improve their lives dramatically. With a law firm by your side, you can walk through life knowing you are protected every step of the way.

Asset Protection in Estate Planning


You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.


To insulate your property from such claims, you'll have to evaluate each tool in terms of your own situation. You may decide that insurance and a Declaration of Homestead may be sufficient protection for your home because your exposure to a claim is low. For high exposure, you may want to create a business entity or an offshore trust to shield your assets. Remember, no asset protection tool is guaranteed to work, and you may have to adjust your asset protection strategies as your situation or the laws change.







What We Can Help With


Charitable Trusts

Your Will

Living Trusts

Gifting Strategies

Living Will

Fundamental Questions

Selecting an Executor

Estate Settlement

Determining the Tax

Tax Saving Strategies

Life Insurance


Family-Owned Business

Gifting Stock

Special Situations

Generation Skip Tax

Reviewing Your Plan

Asset Protection


Gift/Estate Taxes


Jody Patteson

901 E. Saint Louis St., Ste 200

Springfield, MO  65806

Phone: 417-866-5151

Cell:  417-425-3514


Kerry McManus

901 E. Saint Louis St., Ste 200

Springfield, MO  65806

Phone: 417-830-0944

Cell:  417-827-6913

Fax: 417-763-3227

© 2018 Clear View Insurance and Financial Services