Reviews

I used Joel for estate planning. He proved to be knowledgeable, but he is TERRIBLE at returning phone calls, emails, etc. I have been waiting for a return call for many (6+) weeks. His follow-up is absolutely horrendous! Beware.......

I am very disappointed with Joel. We made the step to set up an Estate Plan(Trust, Medical POA, etc) with Joel back in 2006. He offerred an ongoing Plan that had a large initial payment for Trust Preparation,etc and then an annual payment for future updates. He prepared the trust to our satisfaction and we had one update in 2012 when we were told that Joel and his Law Partner(Peter Scott) were parting ways. We were given the choice of which partner we wanted to continue to use. We elected to stay with Joel since we felt comfortable with him. We felt that this would be very important after someone passes and he was young enough that our kids could relate to him and be comforable around him if my spouse and I passed together. Since the Law Partnership breakup Joel has not returned phone calls or emails. I have sent emails through AVVO as well. The annual payment notice has not been sent to me even with me leaving messages that I still wanted the plan and was willing to pay. I would hate to see how Joel would responded when my children would need him most. My father was a lawyer and one that worked for the good of his clients but I guess that is "old school."

Joel was hired to write an estate plan, he did half the job was paid in full. Two months went by, he didn't return email or phone calls. Oct 30 2012 he did return the phone call, apologized and said he would get the job done in a month. As of today, Dec 6,2012, no calls have been returned and the job has not progressed. Joel did not keep his word.