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20 Dec, 2024 by Michael ramirez
Melissa had the best customer service. She was very informative. I was very impressed.
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20 Dec, 2024 by Miguel arroyo
I called for information to set up a trust for my parents and Melissa was very informative and kind.
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20 Dec, 2024 by Keny angulo
Excellent customer service. Melissa answered all my questions I had regarding starting my estate planning.
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5.0
6 Reviews
5.0
26 Reviews
11 Oct, 2024 by Laura burton
I cannot recommend Tracy Marsh highly enough. From start to finish, she made my estate planning process stress-free thanks to her positive demeanor and attention to detail. She explained all my options clearly and answered my questions with patience and expertise, ensuring my documents aligned with my needs and wishes. I completed the process with peace of mind and confidence that my estate is in excellent hands. I plan to return to Tracy for future legal matters if needed and will refer family and friends to her without hesitation.
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15 Aug, 2024 by Ld hager
Working with Attorney Tracy Marsh and her staff, in updating my Will was a very pleasant experience. She is clearly very knowledgeable and while professional in her dealings, she is very candid and comfortable in communicating and explaining thoroughly, any questions or concerns, one might have. Tracy and her staff are just great.jhvij
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15 Jul, 2024 by Dave dennison
It was a great experience working with Tracy and her office. Tracy is very knowledgeable and thorough. I'm very happy with the results. I feel much better about the trust, feeling everything has been taken of. The documents were delivered as promised, and everything was discussed and explained before being included in the documents. I found Tracy easy to talk to, and never felt hurried in our discussions. I highly recommend her and her office.
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07 Feb, 2025 by Ruby funk
With Ryan’s help the whole probate process was completed with no glitches. He explained the process well and I was able to do my tasks easily and correctly and he did his part quickly and efficiently He answered my questions and helped ease my anxiety.
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06 Feb, 2025 by Thomas clement
I used Ryan Hodges as my attorney to handle the probate process when my father passed away. Not knowing what that process entailed or how to handle it, I reached out to Jackson White on a recommendation. Ryan got back to me in a timely manner and answered a few questions I had about the process. Ryan kept me updated every step of the way and handled things accordingly. If you’re needing someone to handle the probate process, I would recommend Ryan to handle it, he’ll get it done and make it easy for you.
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18 Oct, 2024 by Jessica barrera
I had an excellent experience working with Daniel from start to finish, everything was smooth and straightforward. He made the entire process easy to understand, always communicated promptly, and made me feel confident every step of the way. His professionalism, responsiveness, and ability to explain complex matters in simple terms were truly impressive. I highly recommend Daniel to anyone looking for a reliable and stress-free legal experience!
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16 Jun, 2020 by Josh funkhouser
I regularly refer my clients to Williams & Williams Law, LLC for estate planning, accounting and tax advice ranging from day-to-day operations, to complex transactions, litigation and estates requiring specialized assistance. I highly recommend Taylor and Michael for their premium, value-added services.
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27 Mar, 2018 by Bob cannon
BOB CANNON
AVANTE-GRAYHAWK
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13 Jun, 2017 by Linda
Taylor helped me with creating a LLC and also trust work. He was knowledgable, professional and always prepared. When I called or emailed he answered promptly. If I could give him more than 5 stars I would!
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19 Nov, 2024 by Carla paonessa
Excellent estate knowledge; responsive, and totally cooperative with 3rd party financial advisors. Tim Hall, our attorney, and his team are excellent.
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01 Nov, 2024 by David handy
Been working with MH for years. They are the best at what they do. Most importantly they don’t nickel and dime you. They give you an up front price and any question I have about my trust they answer no extra charge. Even years later. Always responsive.
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24 Sep, 2024 by Sandra rush
The level of service is top notch. They know what they're doing, and are efficient in handling any problems. (Wish I could say the same for our country's politicians!)
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21 Dec, 2024 by Marylou murphy
Very friendly with customers and welcoming. Great advice on my will. Would recommend to others.
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18 Dec, 2024 by 健身厨房eat delicious stay slim-delim
14 Nov, 2024 by Smurfette
Brendon and his staff made it very easy to understand about trusts. They made us feel at home. I would recommend them to anyone. Well worth the trip from Glendale AZ to work with them
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05 Mar, 2024 by Annette hasten
Awesome folks. So very helpful and very concerned for their customers. I will continue to use them until the day one of us is dead.
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01 Jul, 2020 by Anonymous
Jacque Mingle beautifully carried through on multiple aspects of her training, as exemplified through her professional expertises: She was instrumental in overseeing the Guardianship Case on behalf of my ill, age-advanced mother (Alzheimer's), where concepts of elder law were at play, forefront and center. Because a contested, complicated Trust was involved, Jacque Mingle's Estate Planning background became invaluable. I would bet that Jacque Mingle has pretty much seen it all. (And she's so humble that, for the longest time, I thought that her specialty only allowed for her to handle Guardianship cases.) Later in the process, when I was erroneously, anonymously accused of elder abuse, much of it related to family dynamics and greed, Jacque Mingle stepped forward with patience and support, quietly leading the way to better days to come. Though Jacque Mingle changed law offices during this lengthy journey, she never missed a beat and kept her eyes on the tasks at hand. Not once did I feel that her personal/professional life had been disrupted during her move toward becoming a Partner, or while changing office locations, coincidentally during the time of Coronavirus... I cannot thank Jacque Mingle enough for always staying on target, while sometimes having to tirelessly engage in job requirements (evenings, laboring from home), particularly when there were time crunches. Jacque Mingle reached out with a kind heart, and was empathetic. She's humble and brilliant, so does not focus on her own star having to shine. I could count on Jacque Mingle's guidance, coupled with her integrity and strong work ethic--she helped me to move this case from a basic nightmare (after my mother fearfully bit a policeman on a hot summer day) to a workable solution, all tailored to my Mom's best interests. Since we live overseas, and have advocated for my mother's long-term best care and considerations, I could never thank Jacque Mingle enough for following through on everything, and then some, which we had discussed during our first consultation together. It's amazing how this all played out: I had contacted my mother's Scottsdale attorney for a referral, after which I ended up seeking counsel in Tucson from a complete stranger, who ended up becoming my new best friend, if even for a relatively short while (roughly 18 months). Should we ever need any further assistance down the road, Jacque Mingle would still be my first choice for legal needs. Jacque Mingle has allowed us to move forward from some very dark days, and she helped us to focus on the rays of sunshine at the end of a cold, narrow tunnel. I will be forever grateful to Jacque Mingle for doing everything right to have thus earned my respect. Jacque Mingle is a great asset to any appropriate legal situation, especially when personal strength, perseverance, and a warm smile are desperately needed in a timely manner. She's a good investment of one's time, energy, funds. Having survived numerous disappointments during the past couple of years, I can honestly say that Jacque Mingle is a positive constant in Tucson, Arizona, who still remains. Thank you, Jacque, for being able to balance your professionalism with your humanity.
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22 Jun, 2020 by Erin
Thank you Carol for being so responsive and professional throughout my case. I appreciate how you were on top of things and I never had to follow up to make sure you were doing what you said you were going to do. Thank you so much for your hard work and dedication.
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22 Jun, 2020 by Chas
Carol has been invaluable to me and my family in helping us deal with a very difficult family situation.
Carol was readily available almost any hour of the day to help with the multiple issues that came up.
I would highly recommend Carol as someone who is compassionate, professional, and very knowledgeable.
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18 Jun, 2020 by Anna
Carol has co-ordinated our process of resolving an intestate will for us when our parents passed away. It was a difficult situation . Carol handled each part of the process with expertise and communicated it all to us really well. Our family live in several different countries and she was able to
co-ordinate all 16 heirs in a smooth process to settle the estate. I highly recommend her .
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21 Jul, 2016 by Anthony
I recently created an estate plan with Zachary at Dana Law Group and had a great experience. His attention to detail in preparing my estate plan and overall professional manner, clearly demonstrated his heartfelt concern for my needs. This law firm truly exceeded my expectations.
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08 Apr, 2016 by Erica bodie
My husband and I had the pleasure of working with Zach through Dana Law Group. I interviewed 3 local attorneys prior to hiring Dana Law. I was impressed by the amount of time and the thorough explanation of services prior to hire. We opted to create a revocable trust and LLC for our rental properties; we were very happy with the process and professionalism. Zach was very patient and flexible with his hours to accommodate our working schedules. He explained the best ways to protect our assets with respect to our goals. We would definitely recommend Zach and Dana Law Group for estate planning.
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03 Feb, 2016 by Anonymous
My wife and I recently created an estate plan with Zach at Dana Law Group. Zach did a great job explaining our options, and really made the process very simple.
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18 Nov, 2024 by Bruce pavlikowski
My father had a trust with Kinghorn Law and after his passing, I became the Trustee. I retained Kevin's firm to do the Trust Administration and worked with Amber from their office.
Amber was able to resolve all of the issues dealing with Canadian investments, Treasury Direct, creditor notices and many other items. She is also creating beneficiary trusts for the survivors and taking care of all paperwork.
It has been a difficult process in dealing with the loss of a parent but Kinghorn Law has been there to assist in every aspect of the entire process. I would highly recommend them for any type of Family Law needs.
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20 Sep, 2024 by Mimi
I was new to the world of estate planning until my husband and I got a trust with Kinghorn. I can say with all honesty, it was the best thing we've ever done! If anyone wants to know more about estate planning, Kinghorn Law has to be at the top of the list. They are extremely helpful, answer any question thoroughly, and treat clients with genuine appreciation. If you're looking for a good estate planner, as well as financial services, consider reaching out to this exceptionally professional company. You won't regret it.
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09 Sep, 2024 by John russin
There are plenty of attorneys in Tucson, but Kinghorn Law & Financial is among the best. Kevin Kinghorn and his staff are caring, sensitive, and helpful, and they’ve mastered the skill of listening. Add that to their depth of knowledge and experience, and you’ve got a team that’s tough to beat. During a sudden personal tragedy, they carved out precious time to meet with me, answer my questions, and set me on a solid legal base.
When anyone asks me about estate and trust attorneys, my answer will be Kinghorn.
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4.8
34 Reviews
17 Mar, 2024 by Vidit, llc
These Estate Planners are top notch.
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19 Dec, 2023 by Greg k
My wife and I recently had the privilege of working with Greg Poulos, a highly skilled and experienced lawyer, and we are compelled to share our positive experience with others seeking legal guidance in estate planning.
From the outset, Greg's professionalism and commitment to his clients were evident. His extensive knowledge of wills and trusts law, coupled with his keen attention to detail, immediately put my wife and I at ease. Greg took the time to thoroughly understand our unique situation, patiently answering all of our questions and addressing any concerns we had.
One of the standout qualities of Greg Poulos is his ability to simplify complex legal concepts, making them easily understandable for someone without a legal background. He communicated with clarity and transparency, ensuring that we were well-informed throughout the entire process.
In conclusion, we wholeheartedly recommend Greg Poulos to anyone seeking a will and trust lawyer. His combination of legal expertise, personalized service, and compassionate approach make him an exceptional choice for navigating the complexities of estate planning. Working with Greg was not just a legal transaction but a positive and reassuring experience that left us confident in the security and effectiveness of our estate plan.
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30 Aug, 2023 by Elena tagge (elenita)
I give The Rosacci Law Firm
My HIGHEST recommendation for anyone needing a legal professional. From my initial consultation, they have provided outstanding representation and service.
Victoria took the time to fully understand the details of my situation and counseled me on the strengths and weaknesses of my case. Her extensive knowledge of the law and experience in this area of practice gave her unique insight that proved invaluable.
Throughout the entire process, Victoria communicated with me regularly to update me on case developments and answer any questions I had. Her responsiveness helped put my mind at ease. I always felt she had a thorough grasp on my case and was an aggressive advocate on my behalf.
In court, Victoria displayed her self to be highly competent, prepared, and persuasive. Her arguments were well-reasoned and helped achieve an extremely favorable outcome for me. I am confident I achieved a better resolution because of Victorias dedication and efforts.
I would strongly advise anyone seeking legal assistance to consult The Rosacci Law Firm for any matter, big or small. They delivers top-notch work with genuine care for their clients. I feel very fortunate to have had such an amazing attorney fighting in my corner.
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02 Jan, 2025 by Musicsoulxinc
Whoever is answering there phones is rude to paying Clients and refusing to let you speak to the attorneys your paying for thier services Not the Receptionist or 2nd Assistant very Very unprofessional telling a paying Client No as to let me check her shedule or send her a text or whatever form of commuincation is Available to contact my Attorney . How am..... Im , I to give good Reviews when situation like these keep refecting bad business Practice when levels of Urgency simple urgency Is alienating deprive . When I'm just calling to stop the harassment of these bill collectors calling me .And the next step in my case .
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31 Dec, 2024 by Lynn holzner
This review is mainly for Patricia Raymond, who has been my paralegal for this last year. I don’t know where to start. Trisha is always so happy anytime I call her. She just seems like she’s happy to hear from me even though I know she’s busy and I’m probably interrupting 100 things that she has to do. She always listens intently to my questions and gives me a complete answer and if she can’t, she will call me back with it. I feel so fortunate to have had her in my corner this past year and look forward to working with her until the final resolution of my case.
Joe, my attorney also has been great. Although I only speak to him occasionally, he too as always been very professional and willing to help me and give me the honest answers I need.
I’m very fortunate to have such a great team in my corner.
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19 Dec, 2024 by Dkry
Chris Norton is the best attorney I ever had! He ALWAYS communicated with me all the time keeping me informed on my case no matter what time it was, he stayed on things for me! Chris if I ever need your help again I know where to find you! Thank you for everything you have done for me! Negotiated a great settlement for me! I’m so happy! My case was a bit complicated but Chris made it happen!
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22 May, 2024 by Alan dowell
My wife and I met with Sarah and it was an unbelievably excellent meeting. Her knowledge and expertise is something weve never experienced. She provided answers and solutions that are brilliant!
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08 Jan, 2023 by Chris dicob
A caring, considerate, and knowledgeable group of people.
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17 Sep, 2021 by Gypsy cab
Been a client for years, she always has good chocolate.
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05 Mar, 2024 by Annette hasten
Awesome folks. So very helpful and very concerned for their customers. I will continue to use them until the day one of us is dead.
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22 Sep, 2014 by Sylvia
We were looking for a lawyer to represent us in AZ since we were out of state. We were coming to Tucson for a limited amount of time and needed to find someone quickly. We wanted to meet with someone face to face, so we were comfortable dealing with them long distance. Mrs. Conway was able to get us in for a consultation quickly which was great. She was honest and upfront about the situation which we appreciated. We had already made contact with a few others to no avail or satisfaction. She was very helpful and knowledgeable with the circumstances of our case. And if she didn't have an answer she found one. She kept us informed and was available for questions with a quick response. I could not be more happy with her professionalism and felt comfortable working with her long distance. She was very upfront and honest through the whole case (which was somewhat complicated) and we were able to have a positive outcome. If you are in the market for a lawyer I highly recommend Katrina Conway!
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28 Nov, 2024 by Michael harding
They didn't even give me a callback. I left a message months ago requesting they review a case covered by my employer's legal plan.
Avoid.
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06 Nov, 2024 by Randee pena ribon
I am extremely grateful with Christy Thompson and her legal team. Without a doubt, they will help you understand the complexities of a personal injury case and will work hard to ensure you receive the best possible outcome.
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30 Oct, 2024 by Edens holistic connection
Attorney Lamb was quite professional, and gave very good advice concerning my situation.
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29 Oct, 2024 by Ken
After a major life change, I needed to establish a trust to ensure my son's future was secure, and the Law Offices of David Karp in Tucson, Arizona, exceeded my expectations. David and his team provided outstanding, personalized service, carefully listening to my needs and guiding me through every decision with care and professionalism. They explained all options for my estate planning in clear, understandable terms and ensured that the solution I chose was meticulously prepared. Their dedication to thoroughness and follow-up left me with complete peace of mind, and I highly recommend them for their expertise and genuine commitment to their clients.
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21 Oct, 2024 by Lisa
David is extremely knowledgeable and his team is fantastic to work with. We are at ease knowing our estate planning is being handled by this firm.
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28 Jun, 2024 by Mary
David and his staff were extremely professional and competent. From our first initial meeting to the final product, his humor, friendly demeanor and expert knowledge were incredible. Each step of the process was explained in detail and his entire staff were responsive and extremely thorough. We are very grateful for his expertise in the development of our trust, my husband and I would highly recommend his firm.
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20 Dec, 2022 by Lisa
Care, Compassion, Kindness and Professionalism are what you will receive and experience from the entire staff at Johnson & Associates. My mom and I needed to set up a Special Needs Trust. She made us feel so comfortable, going way above and beyond in helping us get everything done. She made it feel like a simple thing the way she laid out the “To Do List” for items for us to gather and the end product was amazing! Really, really appreciate her and her staff! I wouldn‘t go any where else!
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12 Nov, 2020 by Judy
My cousin referred Lora Johnson to me regarding my options in a personal situation I found myself in. She was not only helpful but empathetic to my situation. Lora was succinct while still presenting some possibilities I hadn't considered. I would return to Lora in a heartbeat. She is excellent.
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30 Oct, 2020 by Andrea
Lora Johnson and her superb office team have been professional, supportive, and crucial in guiding me with my End-Of-Life wishes, needs, and arrangements. Like many others, I have been an out of state transplant here for decades. Lora’s guidance is deeply appreciated and invaluable for the particular needs of my family. I highly recommend her because of her expertise, experience, and her careful and helpful consideration.
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29 Jan, 2020 by Lyn
Helped with family trust settlement and closure.. professional, friendly, helpful... exceeded my expectations
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05 Jun, 2019 by Diana
Michelle was referred to us by our financial planner. The fees were significantly higher than the last will & trust we created 16 years ago. However, her knowledge of the law, level of detail in addressing complex issues and willingness to explain things in layman's terms was helpful. Our work schedules and locations made it difficult to meet, and she was willing to conference call after hours to review the documents and save us a trip downtown. Her accommodation of our schedule and thoroughness of the legal forms was appreciated. Staff was friendly and approachable. They also assist families with ALS for end of life planning, and have a sensitivity to working with families of loved ones with ALS.
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23 May, 2019 by Cindy
Michelle and her team did a fantastic job with our estate planning. Her knowledge and advice were invaluable. We now have peace of mind knowing our beneficiaries will be well taken care of.
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07 Aug, 2024 by Jim snow
After speaking with attorey Eric Macdonald of JacksonWhite Law, I chose to retain him as my representative in handling my wife's ALTCS application with the State of Arizona. I was very happy with the cost involved and with the successful approval of her application, even though it didn't go as smoothly as initially envisioned. I would recommend Eric and his firm to anyone needing this kind of service without reservation.
Jim Snow
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10 Jul, 2024 by Michael capeloto
Easy to deal with.
Very professional and dependable!
Their superior knowledge helped us to win our case.
Evan Tompkins did a fantastic job!
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18 Jun, 2024 by Ruthie marler
I wanted to thank Monica and Jessica for all their hard work on my case. I would highly recommend this team to anyone that is needing legal representation. I was facing assault charges and disorderly conduct and they went above and beyond to prove my innocence and as a result of that, all charges were dropped. Not only were the charges dismissed, they were able to get my record sealed. Monica worked tirelessly on my behalf. Jessica was always pleasantly available as well as Monica. I appreciate all that they did!
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18 Nov, 2024 by Anonymous
Hiring Nora was the best choice I made. Despite my parents' final wishes being very clear and in writing, my circumstances were complicated by an intransigent, irrational sibling. Nora confidently and expertly navigated court filings and the nonsense put forth by my sibling's attorneys. She showedmastery of the law, responded quickly to all my questions and concerns, and did it all with a gentle touch and awareness that this was hard and emotional for me. Her guidance and her conviction in my positions fueled my resolve to fight to the end, and the satisfying resolution I deserved.
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15 Aug, 2024 by Anonymous
I hired Nora after my sibling's falsely accused me of not meeting my trustee duties. It was the hardest time of my life. I lost my parents and those who were supposed to be there to support me were against me. Nora did an incredible job at clearly explaining the next steps and helping me understand what options I had available. She kept me calm and focused on one step at a time. Even when she was faced with insane drama from my sibling's she stayed positive and always reassured me everything was going to be okay. She went above and beyond countless times, especially when my mom passed. I can't imagine getting through the last years without her knowledge, guidance, and empathy. Nora has my complete trust and I highly recommend her for anyone going through similar situations.
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19 May, 2024 by Anonymous
Nora took on a complex estate case and did a great job for us. She always handled herself professionally, and expressed confidence without being nasty or aggressive. Nora was very responsive and willing to answer any questions. We would highly recommend her.
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13 Dec, 2024 by Craig lambert
We searched for quite a while to find someone who was very experienced, client friendly, knowledgeable, and willing to work with us. Lisa and her staff exceeded our expectations and was great to work with. We wouldn’t hesitate to recommend her in the future.
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06 Dec, 2024 by Lyndsi sherman okh
David Uffens was great! He helped answer all of our questions and was really easy to work with. Highly recommend him for your legal needs!!
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06 Dec, 2024 by Leila ali-akbarian
I own and operate a small primary practice in Tucson. Lisa Paine has been our lawyer for the past 5-6 years, and she has been remarkable. She is personable, timely, and has done a wonderful job including helping us establish our LLC, developing business
and consulting contracts, and other various legal needs we have over the years. She is a gem to work with. I highly recommend her for that service. Additionally, my husband and I hired her to complete our will and trust. She helped us navigate difficult decisions and created a very important document that will protect our family in the future. I also highly recommend Lisa for estate planning. Her price point is fair as well.
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19 Jun, 2024 by Sheila
I received great guidance throughout the process of creating my estate plan. Ms. Schmitz provided professional advice with that personal touch that fit my needs.
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13 Dec, 2023 by Tom
Shameless did a great job working with us on our will, explaining every step of the way. The office staff was also excellent.
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07 Dec, 2023 by Kathy
Shanelle did a great job handling the personal details of our estate planning. She made sure that we understood every step of the process and provided great followup when needed. Our overall experience was excellent!
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15 Apr, 2023 by Shari
Thank you to Caleb Lihn of Taylor & Lihn, and his amazing team - Kimberly, Michelle, Hannah and Catey.
I first had the pleasure of meeting Caleb when he assisted me after my mom passed. His professional approach, expertise, respect and caring were quite obvious from the moment he sat down and spoke. I felt quite relaxed.
The next time I spoke with Caleb was when he assisted me with my estate plan. This was something I had been planning on taking care of for years, but for whatever reason, I kept putting off. After initially meeting with Caleb, I came to realize that I wasn’t putting this off. I was just waiting for the right lawyer. I immediately knew he was perfect for me! It is quite different when you are looking at your own life in front of you and making decisions! Caleb did not try to “sell” me documents that were not necessary for me. He immediately explained exactly what I did and did not need. Caleb and his team reassured me every step of the way, and made sure I was comfortable before I signed off on all documents. Each and every one of you were a calming source throughout! Questions were answered before I even asked. Words cannot express how grateful I am for all the time and attention you took to make this happen. Thank you for your patience throughout!
Caleb is a wealth of knowledge. Thank you for the amazing experience provided to me each and every time we spoke, whether it was in person, via ZOOM or a phone call.
In addition, my documents were organized in a professional binder (as opposed to a two pocket paper folder). I was also provided with a thumb drive containing digital copies of my documents.
To go one step further, shortly after my signing, I received a letter from Caleb thanking me for allowing him to represent me in the preparation of my estate plan.
My experience was above and beyond what I imagined!
I highly recommend Taylor & Lihn. Caleb and his team are the real deal! They will not disappoint!
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23 Oct, 2021 by Karen
My husband and I were more than pleased with the service Caleb and his team afforded us, Not only was he thorough and extremely helpful but he spent all the time needed to explain every single decision we wanted to make.
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26 Jun, 2019 by Anonymous
Caleb is an exemplary professional, who I hired to draw up my Living Will, and to document my durable power of attorney and healthcare power of attorney.
Caleb was straightforward, and patient in answering all of my questions, of which there were many. He was gracious in adapting to my busy pre-surgery schedule, and provided a concise product in an efficient and timely manner.
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11 Jan, 2017 by Daniel
We hired Mr. Morrison to establish a living trust for our estate. With a new child in our family, property in multiple states, and assets we needed to ensure remained with the family, it was important to us that a document be prepared which outlined all of our wishes. Mr. Morrison took the time to listen to our concerns. He was both friendly and professional. He provided an outline of our living trust and then once we agreed to the specific instructions, he drafted the document promptly and on schedule.
Thank you Andrew for your professionalism and kindness, I look forward to recommending your services to all my friends and family as they are required.
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29 Nov, 2016 by Ron
Andrew led us through the creation of our Living Trust. Provided the support we needed to complete the steps we were required to do ourselves. Redirected us around the roadblocks put in our way by the unknowing individuals we had to deal with. Andrew was there personally whenever we required his support.
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22 Nov, 2016 by James
Mr. Morrison comprehensively explained the Joint Trust concept and process. He ensured that we understood each segment, our role in providing the required information, his role in ensuring that all Joint Trust legal requirements were met, and walked us through each step of the Joint Trust procedure. Mr. Morrison answered each of our questions in language we could understand and completed the Trust documents consistent with the timeline he originally proposed and we accepted. Most importantly, he walked us through the final Joint Trust documents section-by-section, ensuring that we understood each section and that we could easily locate information as needed. Mr. Morrison also advised us of information that only we could enter into the Joint Trust document and ensured that we understood what was required in those unilateral entries.
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03 Sep, 2019 by Greg
Kim was able to put together our Trust in a little less than a month, providing all the professional guidance needed to make sure we accomplished what we were looking to do and to make it easy to know what information she needed and we needed to get her. All in all, great experience, limited time on our part to get the product.
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27 Aug, 2019 by Ana
I was very pleased with Kimberly. She kept me up to date during the process. She was very friendly and while she elaborated on the next step and what to expect; she did so in plain English. making sure all my questions were answered.
I am so thankful for all your help.
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08 Mar, 2019 by Anonymous
I have been working with Kimberly for about three years, She guided me and has given me excellent legal advice in helping me complete and amend my POA, Health POAs, and Living Will. I would definitely recommend Kimberly to anyone interested in obtaining legal advice.
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30 Jul, 2024 by Peggy ollerhead
Professional, timely service. Appreciated the text boxes provided on the draft that explained potentially confusing passages.
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23 May, 2024 by Xxheatdrxx
My thanks to Dane.... a great attorney and a true heart.
He helped me "figure out" if i had any inheritance from an estranged father. He told me my options and in a way I could understand. I highly recommend this law firm. I dont understand why there are any reviews under 5 stars for this law firm!
Kenneth
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07 May, 2024 by Leona kay
18 Jan, 2022 by Sherry
Our initial interview with Chris revealed his extensive experience and significant knowledge of complex estate planning. He prepared documents that will enable us to carry out my brother's wishes and be assured that everything is in order and compliant with state law.
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03 Sep, 2019 by Michelle
I have had a trust for many years with revisions completed three times. When we moved to Prescott, we redid our trust once again engaging Chris Inman. He was so easy to work with. He is innovative, informed, listens intently, and is extremely organized. I can't speak more highly of Chris and recommend him without reservation.
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29 May, 2019 by Sue
Chris showed such honesty and integrity during my dealings with him I would not hesitate to recommend him to anyone. Nice firm!
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03 Sep, 2019 by Chantel
Kathie is very friendly and helpful. She helped us and my elderly mom tailor our living trust to exactly meet our needs. She made sure we understand every step of the process and takes her time to educate and explain to us everything in great detail. Thank you so much.
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13 Nov, 2017 by Anonymous
Ms. Warner responded to my inquiry quickly and provided a thorough, yet concise response to me.
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04 Aug, 2016 by Autum
Katie worked hard on my case, and I've been so very pleased with her diligence, integrity, and organized approach. I was looking for someone who could help me with the difficult issues in dealing with the executor of my deceased Grandparent's estate, and frankly--I feel lucky to have found Kathryn Warner. I really felt like she was with me every step of the way, remaining available and supportive throughout the entire process. Additionally, my case ended up going to trial because of the failings of the executor to act in accordance with the trust distribution, and Kathryn skillfully and efficiently won my case! Hiring Kathryn Warner was, without a doubt, the best legal choice I've ever made. I'd definitely recommend her to my family and friends.
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16 Sep, 2022 by Michael
Excellent attorney. Josh Mozell did a fantastic job handling the conservatorship case of my mom. Despite a very contentious opposing party, his strategy, legal expertise and guidance was spot on. Highly recommend! A+++
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26 Feb, 2019 by Karen
We were visiting AZ from out of state and found ourselves in a traumatic situation. We needed a lawyer and Josh Mozell was excellent in helping us resolve our case and outcome. I would not hesitate to recommend him. Words cannot express our heart felt thanks to him. Thank you Josh Mozell.
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22 Nov, 2016 by Emily
I worked with Josh as opposing counsel on a recent litigation case. He was incredibly knowledgeable of the laws and issues we were dealing with. He was always responsive, candid and friendly as well. It was enjoyable to be able to work so well with opposing counsel. while both still representing our clients' best interests. I look forward to working with him again!
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29 Nov, 2019 by Cindy
We needed to understand our options for our own estate as well as issues for supporting/assisting family members who are dependent on Medicaid. Charlotte provided clear guidance, answering key questions. We then decided to set up a trust and she was wonderful in helping us through that process, including topics such as providing support for someone on Medicaid and coordinating with a fiduciary to ensure all of the legal bases were covered.
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06 Sep, 2017 by John
Did excellent jog setting up and executing a long term plan for my mother. Which also involved assistance going through medical and financial audit for ALTCS and obtaining VA benifits.
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31 Aug, 2017 by Patricia
Focused on serving clients in the most positive and experienced manner. Thoroughly explains the process and basis behind all actions. Completes work accurately and promptly. Has done estate documents for two generations of our family. Highly recommend for knowledge of law and ability to provide service with personal touch. Both invaluable and not easy to find based on my previous experiences. Premier attorney.
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FAQs
Questions? We have answers
What an Elder Law Lawyer Can Do for You
An elder law lawyer specializes in legal issues that affect older adults, their families, and caregivers. These lawyers handle a broad range of topics, including estate planning, Medicaid and Medicare, long-term care planning, guardianship, elder abuse, and retirement planning. The goal of an elder law lawyer is to protect the rights, finances, and well-being of elderly individuals and to help them plan for future healthcare and financial security.
If you or a loved one is aging and facing challenges related to healthcare, finances, or legal matters, an elder law lawyer can provide essential guidance to protect your rights and interests as you age.
When Should I Hire an Elder Law Lawyer?
Hiring an elder law lawyer can be beneficial in many situations where older adults need help with legal, financial, or healthcare-related decisions. Common reasons to hire an elder law lawyer include:
- Estate planning: If you want to create or update a will, set up trusts, or ensure that your assets are distributed according to your wishes, an elder law lawyer can help with comprehensive estate planning.
- Medicaid and Medicare planning: If you need help qualifying for Medicaid to cover long-term care or need advice on navigating Medicare benefits, a lawyer can guide you through the application process and protect your assets.
- Long-term care planning: If you’re concerned about paying for nursing home care or assisted living, a lawyer can help you create a financial plan and explore options for government assistance.
- Guardianship or conservatorship: If a family member is unable to make decisions due to age-related cognitive issues, an elder law lawyer can assist in setting up legal guardianship or conservatorship to ensure their care.
- Elder abuse and exploitation: If you or a loved one is experiencing physical, emotional, or financial abuse, an elder law lawyer can help you take legal action to stop the abuse and recover damages.
- Retirement planning: Elder law lawyers can assist with planning for retirement, including managing pensions, Social Security, and other retirement income.
- Special needs planning: If you have a disabled family member who requires special care, an elder law lawyer can help create trusts or other legal arrangements to ensure their long-term financial and healthcare needs are met.
What Does an Elder Law Lawyer Do?
An elder law lawyer provides a wide range of legal services to help older adults and their families navigate the complexities of aging, healthcare, and estate planning. Their responsibilities often include:
- Drafting wills and trusts: Creating legal documents that outline how an individual’s assets will be distributed after death, ensuring that their wishes are honored.
- Medicaid and Medicare planning: Helping clients protect their assets while qualifying for government benefits to cover healthcare and long-term care costs.
- Establishing guardianships: Assisting families in setting up guardianship or conservatorship for loved ones who are unable to make decisions due to mental or physical incapacity.
- Protecting against elder abuse: Investigating claims of elder abuse or financial exploitation and representing the victim in legal actions to stop the abuse and seek compensation.
- Planning for long-term care: Developing strategies to cover the costs of nursing homes, assisted living, and other long-term care options without exhausting the elder’s financial resources.
- Managing probate and estate administration: Guiding families through the probate process to ensure that the decedent’s assets are distributed according to the law and their wishes.
- Setting up advance directives: Helping clients establish healthcare directives and powers of attorney to ensure their medical and financial decisions are carried out if they become incapacitated.
How Are Elder Law Lawyers Paid?
Elder law lawyers typically charge for their services based on the complexity of the case and the type of legal work involved. Common payment structures include:
- Hourly rate: Many elder law lawyers charge by the hour, especially for tasks such as drafting documents, handling legal disputes, or providing ongoing legal advice. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
- Flat fee: For specific tasks, such as drafting a will or setting up a trust, some lawyers charge a flat fee. This can range from $500 to $5,000 or more, depending on the complexity of the estate plan.
- Retainer: For long-term legal representation, such as managing a trust or handling guardianship matters, a lawyer may charge a retainer, which is an upfront payment that covers future legal work.
- Contingency fee: In some elder abuse or financial exploitation cases, a lawyer may work on a contingency fee basis, meaning they only get paid if they recover compensation for the client. This fee is typically a percentage of the settlement or damages awarded.
Be sure to discuss fees with your lawyer during the initial consultation to understand how you will be billed and what the total cost of services might be.
How Much Does an Elder Law Lawyer Cost?
The cost of hiring an elder law lawyer varies depending on the complexity of the case, the lawyer’s experience, and the fee structure. General cost estimates include:
- Simple estate planning: Drafting basic documents, such as a will or power of attorney, may cost between $500 and $2,000, depending on the complexity of the client’s assets and wishes.
- Complex estate planning: Setting up more advanced estate plans, such as revocable or irrevocable trusts, Medicaid planning, or special needs trusts, can range from $2,000 to $10,000 or more.
- Guardianship or conservatorship: Legal fees for setting up guardianship or conservatorship often range from $2,000 to $5,000 or more, depending on the complexity of the case and whether disputes arise.
- Medicaid planning: Legal fees for Medicaid planning can range from $1,500 to $10,000, depending on the level of asset protection needed and the complexity of the individual’s financial situation.
Always ask for an estimate of fees during your initial consultation to ensure you understand how much the legal services will cost.
Top Questions to Ask an Elder Law Lawyer
Before hiring an elder law lawyer, it’s important to ask the right questions to ensure they have the experience and expertise needed to handle your case. Key questions to ask include:
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What experience do you have with elder law cases?
Make sure the lawyer has experience handling cases similar to yours, whether it's estate planning, Medicaid applications, or elder abuse claims. -
How do you charge for your services?
Clarify whether the lawyer charges by the hour, a flat fee, or a retainer, and ask for a detailed estimate of the total cost. -
What is the best approach for my case?
Ask for an honest assessment of your situation and what legal strategies the lawyer recommends. -
How long will the process take?
Whether it’s drafting an estate plan or setting up a guardianship, ask the lawyer how long they expect the process to take. -
Will you handle my case personally?
In larger firms, junior attorneys or paralegals may handle parts of the case. Make sure you know who will be working on your case directly. -
What documents should I bring to the consultation?
Ask the lawyer what documentation or information you should prepare for your consultation, such as medical records, financial statements, or prior legal documents.
How to Check the Credibility of an Elder Law Lawyer
To ensure you are hiring a reputable elder law lawyer, follow these steps to verify their credentials and experience:
- Check their bar status: Verify with your state bar association that the lawyer is licensed to practice and has no history of disciplinary actions.
- Look for elder law experience: Review the lawyer’s website or professional profile to ensure they specialize in elder law and have experience with cases similar to yours.
- Read client reviews and testimonials: Look for client reviews on platforms like Avvo, Martindale-Hubbell, or Google to see what previous clients have said about the lawyer’s professionalism and success rate.
- Ask for references: A credible lawyer should be able to provide references from past clients who have worked with them on elder law issues.
- Check for certifications: Look for certifications or affiliations with organizations such as the National Academy of Elder Law Attorneys (NAELA), which can indicate the lawyer’s dedication to elder law.
What Should I Prepare for My First Consultation?
To get the most out of your first consultation with an elder law lawyer, it’s important to come prepared with relevant documents and information. Here’s what you should bring:
- Existing estate planning documents: If you have a will, trust, or power of attorney in place, bring copies for the lawyer to review.
- Financial records: Provide details of your assets, including bank accounts, investments, real estate, and retirement accounts, as well as any debts.
- Medical information: If the case involves guardianship or Medicaid planning, bring relevant medical records that detail the individual's health condition and care needs.
- Insurance policies: Bring information about health insurance, long-term care insurance, and any other relevant policies.
- Questions for the lawyer: Write down any questions you have about your legal needs, the process, and the lawyer’s fees.
- List of family members or beneficiaries: Prepare a list of the individuals you want to include in your estate plan or who will be affected by the legal process.
By preparing thoroughly for your consultation, you can help the lawyer assess your situation more effectively and receive the best legal advice tailored to your needs.
