Jason M. Toomey - Estate Planning + IP Attorney at Intellestate Law

Kathleen M. Toomey

Director of Client Services

Meet Kathleen M. Toomey

As Intellestate Law’s Director of Client Services, Kat Toomey ensures every client feels personally supported and truly understood. After spending nearly 20 years in education, she recently transitioned out of the classroom and brings those same skills to this role—a teacher’s clarity, patience, and genuine commitment to helping people feel confident and informed.

Kat works directly with clients from the very beginning, guiding them through each step, keeping projects organized and moving, and making sure no one ever feels rushed or overwhelmed. Her ability to connect with people, listen carefully, and translate complex information into something accessible makes her an invaluable part of the Intellestate experience.

Clients often describe Kat as the calm in the storm—the steady, reassuring presence who makes even complicated planning feel approachable. Her thoughtful communication, attention to detail, and warm approach reflect the core values of Intellestate Law: compassion, clarity, and precision in every interaction.

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Recent Articles by Intellestate Law

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Many people procrastinate when it comes to estate planning. It’s not because they don’t care. They put it off because it feels overwhelming or uncomfortable. And in many cases, the biggest problems don’t come from doing nothing. They come from creating an estate...

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Wealth management isn’t only about growing assets. It’s also about protecting what you’ve built, keeping it organized, and making sure it can support the people (and causes) you care about—during your lifetime and after. That’s where estate planning comes in.  When...

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