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Matthew Edward Sheasby, experienced Child Custody, Elder Law attorney in Rancho Cucamonga, CA with 6 reviews
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43,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
04 Jan, 2024 by Carlos
Matthew took my case last minute he heard me out was patient and I promise you I had to wait years for justice to be finally heard before I met Matthew. I had my daughter back safely home with me in just a short time! Although I’m not one to ever talk malice of the other party, even when it probably is necessary, I’m just more than glad that Matthew was able to get the light of justice to be seen and fixed what was broken So quickly! If you’re looking for someone who is fast reliable and doesn’t overcharge just to charge and actually gets the job done caring and professionally Matthews, your man. If your asking yourself should I take the chance on this new attorney.Don’t ask call him. I asked that same question when I first came and the moment I stepped in I knew he was the one! I couldn’t ask for more.Thank you so much Matthew I don’t think this would have happened if God didn’t put in my life.My daughter and I will forever be grateful.And no words can explain the dept of gratitude we have for you and your whole TEAM. Make the call! And get your case heard in the right hands! I’m a real parent and so is Matthew..This is a review from someone who’s had to endure the worst for no real reason.Get your family back in the right hands Matthew and his team are the ones I assure you.He will never rush you and always has a listening hear for you. Do not let another day pass, call Matthew your children deserve it.
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04 Jan, 2024 by Stephanie
After a very long search for a good attorney God placed Matthew into our lives. God is definitely good and Matthew was able to find justice for him and his daughter. This is the beginning of something great and I can assure you if you hire Matthew he will make sure he finds you justice the right way. He listens, hears you out and helps you find a solution. His professionalism comes a long way and it shows in his work ethics. If you’re looking for the right attorney I can assure you Matthew is the one for you and your family.
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19 Mar, 2021 by Emily
Matthew Sheasby is nothing short of amazing. I was so scared to get out of my marriage and he not only got me out, he had my back every single step of the way. He has been there every court date I have had, has always thoroughly answered all of my questions (and there were PLENTY in the beginning), and he genuinely cared about my case and my wellbeing. I consulted with numerous attorneys before I retained him and from the moment I met him I knew he would fight for me. I can't recommend him highly enough.
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Philip Michael Flanigan, experienced Elder Law, Estate Planning attorney in Fresno, CA with 5 reviews
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43,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
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08 May, 2017 by Amy g.
My husband and I hired Mr. Flanigan to handle my in-law's estate planning prior to my mother-in-law's transition into long term care. Despite being an attorney, I had no familiarity with this area of law and we sought out Flanigan's office after several places recommended we speak with him. His staff is incredibly professional and followed up promptly, notifying us as we passed each step in the process. Mr. Flanigan's office offered expertise, guidance and support throughout the process. We intend to hire him again for our own estate planning because we had such a positive experience; I recommend him without hesitation for anyone needing estate planning.
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07 Jul, 2015 by Dee ann
I went through a different attorney to create an Irrevocable trust to do what I thought was Medi-cal planning. After about 8500 in hourly charges for this and that I was still without Medi-cal eligibility and without the support I needed to do it on my own. A social worker at Interim referred me to Mr. Philip Flanigan and said that she and others there in her office refer clients to him- that his office processes Medi-cal fast. I was happy she did. His staff was super sweet and they were so very accommodating *despite my overstressed nature*. When we got the notification from their staff that mom became eligible- I cant put into words how relieved I was. My regret is not going to Mr. Philip Flanigan first. I will be writing a negative review for the initial attorney. I recommend to anyone out there looking for an attorney with knowledge, experience, and a great staff that will walk you through to the end-- see Philip! He has been a life saver and I cant say enough how thankful I am to have been given his name. Thank you Philip and Staff!
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05 Dec, 2014 by Anonymous
Mr. Flanigan drafted two trusts for my family. I have appreciated his knowlege and expertise in dealing with some hard elderly issue that have come up since the drafting of our legal documents. He always seems to make time to speak with us and his office staff is always curtious and helpful.
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Shawn James Ervin, experienced Elder Law, Estate Planning attorney in Sacramento, CA with 5 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
star star star star star
07 May, 2020 by Jes
While I was not able to retain Mr. Ervin due to jurisdiction issues, he was so kind and thoughtful when giving me a consultation over the phone. He was methodical, compassionate, and you can tell he speaks from experience. I appreciate his candor, and if my issue changes jurisdiction I hope to have him in my corner!
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19 Oct, 2019 by Tricia
I reached out for guidance, I wasn't sure if I had a case. Attorney Ervin talked me through the entire situation. It was great to be understood and and even better that I felt he understood. Taking the time to go over the details, he made me feel secure that he was aware of my situation and I wouldn't be fighting this on my own.
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22 May, 2019 by Anonymous
Shawn gave us an honest straight forward evaluation of our case . He kept us informed, his fees were fair, and we won our case. He was empathetic, innovative, and seemed one step ahead of opposing council.
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Richard Marc Katz, experienced Car Accident, Elder Law attorney in Pasadena, CA with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
09 Apr, 2019 by Ashley
I definitely would recommend this lawyer. He cares about people he honestly thinks about what you or you’re family has went through, he answered all my questions and I’m truly thankful for all the time and hard work he put into our case .
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29 Oct, 2013 by Joseph
I had a very, very tricky Personal Injury ("slip and fall") case that my own attorney eventually rejected. It's got a lot of risk, it involves attorney-expense, time, etc. It's against a Major Bank who vigorously defends such claims, etc. For so many reasons it's WRONG for the top attorneys in this field. Many or most who either hung-up on me or didn't call back, write back, acknowledge receipt of previous attorney's Demand Letter, etc. Even my own attorney was very lukewarm and unable to give this much time. I understood and understand it all. The fact that an attorney showed interest at all buoyed my surgery and necessary physical rehab, which took a good six months just to again walk. So either way I won, either way this turned out well because I'm walking again, in the gym, exercising, etc. Attorney Katz was just awesome in that he spent some time on the phone (despite being busy and involved in at LEAST one other trial). Returned all calls. If he said and says he'll call he does and did. I was just amazed at the Class-Level given the fact this Slip-and-Fall case is not an attractive proposition. I knew when my first attorney said he's bailing that it was a one-shot thing, a Demand Letter then everyone go home. People have to make a living, pay the rent, it has to make sense for these top guys. From what I understand, Attorney Katz is about as "Tops" as it gets. My first attorney was SURPRISED to hear Attorney Katz expressed ANY interest. (thought maybe I misunderstood or had wax in my ears). He said REALLY, Richard M. KATZ returned a call on this - wow - did Attorney Katz SEE the Demand Letter?! Which just shows how other attorneys in this field regard Attorney Katz - as the top of the top. I'm writing this because I just got off the phone with Attorney Katz. He AGAIN called back (each time I'm shocked), this is THIRD time even though he senses/knows there's nothing very strong - or unusual - or favorable about my position. Which is okay, as written I recovered, I'm well, I'm exercising again - as written the THOUGHT there might be compensation for a difficult year BUOYED my rehab, at least gave me some hope. So Attorney Katz, just wanted to come here, reflect on what a class guy you are - and how anyone needing a top Los Angeles-Pasadena-Glendale-based attorney should first consult you. I'm really in awe in light of the response from the others - and my respect for you knows no bounds. Thanks very much again for your time and attention: Joseph K
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23 Sep, 2013 by Jesus
I recently got into a car accidnet and needed advixe on my cas. Not only was Mr. Katz very informative but also went above and beyond what i was expecting. Even though it was just a consultation he told me to give him another call if i needed any more advice even though im sure he didn't have to do that.Overall it seems he's very responsible, honest and extremely helpful
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Elizabeth Feldman Caplan, experienced Elder Law, Estate Planning attorney in San Jose, CA with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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05 Sep, 2023 by Kathleen
Contacted Elizabeth Caplan today for a free consultation regarding amending my Living Trust. So knowledgeable and answered all my questions and concerns fully. Liz is very easy to speak with, is a diligent note taker and LISTENS to the client's needs. I felt comfortable from the start. I would recommend Liz and Caplan Wilkinson's services without question
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17 Aug, 2023 by Phil
We engaged Caplan Wilkinson's services to create our family trust. Unlike many other estate planning firms that often follow a standardized and high-volume approach, Caplan Wilkinson offered a tailored service at an affordable cost. We enthusiastically referred Caplan Wilkinson to both our family members and friends, and they've also had a great experience.
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08 Aug, 2023 by Lisa
Liz was helping us to set up a family trust. She clearly explained everything to us and made the process very easy.
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Teresa Gonzalez Wilkinson, experienced Elder Law, Estate Planning attorney in San Jose, CA with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
star star star star star
28 Oct, 2023 by Mimi
I had the opportunity to work with Teresa on estate planning. Teresa did an exceptional job leading me through the process and making everything understandable and straight forward. Where there were choices to be made, she made sure I understood the options and the implications of my choices. Teresa responded promptly to questions and met every deadline she set. I enjoyed working with her and have no hesitation recommending her to my friends and family.
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20 Aug, 2023 by Catherine
Teresa breaks setting up a trust into discrete chunks of work which makes the process less daunting. and easier to complete without stretching out the amount of it takes to finalize your trust. More importantly, Teresa listened to me, learned how I live my life and, my distribution goals. In turn she made custom recommendations to create a trust which is personal to my life and memory. Teresa guides you through some difficult decisions. I always felt that she was working for my benefit rather than pushing to finish up. Another huge part of Teresa's service is to ensure that you understand how trusts work especially the changes that you can make to tweak it in the future. The real definition of a living trust. Teresa/Caplan Wilkinson provides simple to use tools to document your assets, your plans and final chapter care. I'm happy knowing that my trust is not fixed but will continue to age gracefully with me.
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14 Aug, 2023 by Lance
I highly recommend Teresa Wilkinson for any estate planning work like creating trusts and wills. She updated our family trust and will documents that were over 20 years old. There was a lot to update in the trust structure and wording and for me the new documents are much easier to understand. What stands about working with Teresa are her trustworthiness and thoroughness. We've known Teresa for many years and trust her implicitly. Knowing she's an expert in estate planning and elder law gave us complete confidence in choosing her as our lawyer. Teresa was extremely thorough during our interviews to cover all aspects like advanced medical directives and a number of topics I hadn't considered.
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Leslie Ann Barnett, experienced Elder Law, Estate Planning attorney in Los Angeles, CA with 3 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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11 Mar, 2017 by Abel lopez
She gave me facts didn't dance around things direct to the point very useful now I know my basic 101 to have a direction. Now I knwo what i need to do. Thank you very much. I'm still in need of representation
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21 Feb, 2017 by Anonymous
Without even charging me, she reviewed a complex special needs trust issue and found an attorney for my mother near where my mother lives. Leslie clearly knows her stuff but is also caring and compassionate. I recommend her highly.
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12 Aug, 2015 by Anonymous
A friend referred me to Leslie when I needed some legal advice. I was in a jam and all the attorneys I contacted didn't know how to help me. In fact, one said "There isn't a way to resolve this". I was panicked! Then I spoke with Leslie who calmly told me what I needed to do. It worked like a charm! She is the BEST!
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Brian Douglas Wyatt, experienced Elder Law, Estate Planning attorney in Sacramento, CA with 3 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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17 Sep, 2016 by Barbara
My husband and I reached out to Brian Wyatt when we were ready to set up a special needs trust for our daughter. We were impressed with Brian's education and his breadth of experience. He was also genuinely gracious and professional in his conduct. He thoroughly explained the complexities of our options and asked very specific and detailed questions to produce a comprehensive product for us. We were so very grateful for the trust he prepared for us, and the peace of mind that came with it. I have returned to Brian to have him help another family member with their trust because I would refer Brian Wyatt wholeheartedly with reservation to anyone.
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29 Aug, 2011 by Jan
What I appreciate most about Brian is that he is accessible. I am able to call and ask questions about things I don’t understand. I’m not charged for this. I’m not pushed off to an assistant. I get his attention and expertise. If he’s not in, he calls back. Right away. Pretty unusual from my experience with attorneys.
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13 Aug, 2010 by Sherri
He was very personable and nice, his staff was great too. He helped answer some important questions we had and researched stuff that he didn't know.
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Stephen R. Hunter, experienced Elder Law, Medical Malpractice attorney in Irvine, CA with 3 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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21 Jan, 2023 by Maricor
I highly recommend Stephen Hunter for legal services. He is knowledgeable and competent, and helps you understand the legal system and your options. Stephen Hunter is also a great listener and puts your needs first. I'm confident he will help you achieve the results you are seeking.
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21 Jan, 2023 by Jeff
Stephen was amazing from start to finish. He was able to fight hard for me and got the results that we wanted. If you have the opportunity to work with him I would highly recommend his professional services.
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23 Feb, 2022 by Ryan
Mr. Hunter has provided invaluable legal advice for many years now. There have been various situation that we have been a party to both personally and professionally that required an expert in litigation and negotiations. He has exceeded expectations on all accounts each and every time we used his services. As we all know, trust is something you cant put a price tag on. I can attest that Mr. Hunter is someone that you can and should trust and if the past is any representation of the future, you will also be happy with the services he provides.
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Gerald Lee Kane, experienced Elder Law, Estate Planning attorney in Encino, CA with 2 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
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04 Mar, 2024 by Ontwanet
Gerald Kane is a very compassionate and professional lawyer. He has a ton of experience and knowledge and also makes the family that he is working with feel like they have a personal touch. His goal is to make sure every family is protected and understands what their options are.
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25 Jul, 2013 by J. randy
I could not have had a better experience with the Law Offices of Gerald L. Kane. Gerry is a top-notch attorney who took all of the pressure off of me in putting together my will and trust, completely handling every detail in a totally responsible and professional manner. Also, his staff is A-plus, across the board. I could not be happier with the work Gerry has done for me and have already been recommending him to all of my colleagues. Randy
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Stephen Kenneth Hall, experienced Elder Law, Estate Planning attorney in San Luis Obispo, CA with 2 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
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11 Aug, 2018 by Bob and linda
Several years ago we hired Stephen Hall to write the documents for our estate. Since then we have retained him for counsel regarding gift-giving and other items throughout the years with the latest issue being the distribution of our father’s estate. When our father died with full blown dementia he left control of his sizable estate and a portion of his holdings to an unlicensed caregiver who had being living with him for a few years. Mr. Hall immediately petitioned the court to have the person removed as trustee. In the courtroom we found Stephen to be an experienced and well prepared negotiator, he sited where the State of California form to leave an inheritance to a caregiver had not been filled out and past cases where abuse occurred; he then met our objective to have the estate put safely in the hands of a fiduciary. Stephen was confident, authoritative and direct. When we met with the caregiver in mediation to resolve the issue of their inheritance Stephen sized up the possible outcomes as new information came to light and counseled us on our options. It came to the point where we had to make a pretty tough decision. Stephen was professional and supportive as he counseled us on the monetary, emotional and time costs to us if we went to trial. This was helpful in making our decision. Stephen Hall is a man who open and above board in every aspect of his dealings. His high moral fiber comes to surface as you work through a process with him. He is committed to giving his clients the best service from himself as well as from his staff.
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26 Mar, 2017 by Randy
When my aging parents needed help with their estate planning I set out to interview attorneys for the job of reviewing and updating their existing trust. I gathered recommendations from other professionals in the community, and Stephen Hall was one of three that I met with for initial consultation. While the other two attorneys I met with were more than competent to handle the job, Mr. Hall stood head and shoulders above them both. Mr. Hall's in-depth knowledge of not only the law, but of estate tax issues as well, is a combination that I have not found with any other attorney. He asked questions none of the other attorneys asked, and provided ideas that none of the other attorneys offered either. It was a crystal clear decision to hire Mr. Hall. Since the initial work with my parent's trust, we have had him work on our own family trust, as well as my wife's parents. I have recommended him to anyone who asks, and without exception people have been profoundly pleased with the work of this office. Not only is Mr. Hall one of the most knowledgeable attorneys I've ever worked with, but his staff are all highly professional, competent, and responsive. I cannot recommend this team highly enough.
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Antoinette Middleton, experienced Elder Law, Estate Planning attorney in San Diego, CA with 2 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
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26 Jun, 2020 by Frances
I found Attorney Middleton and her office assistant to very professional yet easy to communicate with. All questions were answered and call backs were done in a timely manner. I found her to be very knowledgeable and extremely helpful in completing court documents and filings.
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15 Nov, 2017 by Bridgette
Antoinette Middleton successfully guided me through a legal process that I was unfamiliar with. She was always prepared for meetings and court apprearances. I appreciated her professionalism, and compassion during times when I did not think I would make it through the difficulties of my case. Antoinette informed me of resources that will help me fulfill my duties as trustee of my mother's estate. She also informed me of organizations that I should contact for support. The case was determined in my favor and I will trust her in the future should any legal needs arise.
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Julie Maureen Fiedler, experienced Elder Law, Estate Planning attorney in San Ramon, CA with 2 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
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16 Apr, 2019 by Dennis
I hired Julie to review trust documents, change trustee, write new power of attorney, and file changes with county. Julie was clear with explanations of steps needed to accomplish changes and efficient in completing required documents.
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26 Dec, 2012 by Mrs. m
I had tried for over several months, to find an Attorney that would handle Medi-Cal, and not be afraid to fight the system. Most Attorneys said, "You will never win with Medi-Cal - give up". When I called Julie (referred by another attorney), she told us she would be at our house for a consultation. That happened within 24 hours. She took a load off our shoulders that can't be put in words. Her very capable staff called the next morning and let me know what the next step was. To make a real long story shorter, she was able to facilitate and stop the possibility of us being on the streets within a few months. My husband suffered a massive stroke 5 1/2 years ago and is still totally disabled. I truly don't know what we would have done without finding her. Miss Fiedler is caring, knowledgeable, attentive, and knows the system, which can be very nasty and non-caring. Just ask me I know! I am this wonderful man's wife and his best and most tenacious friend. Thank you Julie - Don't even hesitate to call her!
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Bonnie Marie Bursk, experienced Elder Law, Estate Planning attorney in Granada Hills, CA with 2 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
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11 Mar, 2024 by David
Ms. Bursk was extremely helpful in clarifying my options for me in our meeting. She was to-the-point and quickly led me to the best course of action. For me, the best course of action isn't legal action at this time, but I would certainly consult with her and/or hire her as my attorney if the need arises.
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24 Mar, 2020 by Janiece
Ms. Bursk helped me wade through a painful probate process. She even informed me that I could do what was needed by myself without going through the entire Probate Court process. She also referred me to an out of state attorney who will be able to complete settling this estate. Can't ask for a nicer, more professional attorney!
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Joel Robert Bryant, experienced Elder Law, Personal Injury attorney in San Diego, CA with 1 reviews
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info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
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21 Oct, 2016 by Anonymous
We were in a very messy situation with too many family members. Mr. Bryant was honest, upfront, gave us terrific advice and was very fair in an otherwise impossible situation. His office is run very well, he responded to all of our needs and wouldn't hesitate to hire him again. We wish him continued success- Matt & Patti
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Lena Ghianni, experienced Child Custody, Child Support attorney in Poway, CA with 4 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,00
star star star star star
5.0/5
Google Maps
5.0
4 Reviews
star star star star star
17 Dec, 2024 by Erik m .s
Good service, great people
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08 Jul, 2024 by Kathleen sampson
I approached Ms. Ghianni to prepare our Living Trust. We have some unique issues that needed to be addressed and Lena gave us alternatives to consider to make that process easier. Her advice and instruction were sound and so helpful. I highly recommend her legal counsel!
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08 Jul, 2024 by Eddie russell
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Joseph Edward Deering Jr, experienced Elder Law, Estate Planning attorney in Santa Monica, CA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,00
star star star star star
5.0/5
Google Maps
5.0
1 Reviews
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16 Oct, 2022 by Colin mccormick
Fax 📠
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Tyler Bryant Saldo, experienced Car Accident, Elder Law attorney in San Luis Obispo, CA with 2 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
43,00
star star star star star
5.0/5
Google Maps
5.0
2 Reviews
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30 Oct, 2022 by Tim mclaughlin
From setting up a family trust, preparing leases, and representing me in difficult situations, they are always there for me. I would highly recommend this Office. Call them first!
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18 Aug, 2022 by Dan parker-king
Tardiff & Saldo Law Offices know their stuff. After a relative passed away, their house, pension, and bank accounts were a mess due to a poorly planned estate by a different attorney. We should have gone to Tyler. Tyler sat down with us, and patiently sorted through the documents, and provided us with a path forward. I definitely recommend talking to Tardiff & Saldo about estate planning BEFORE someone passes away.
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Barry Alan Zimmerman, experienced Car Accident, Elder Law attorney in Auburn, CA with 65 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,78
star star star star star
4.8/5
Avvo
5.0
7 Reviews
Google Maps
4.7
58 Reviews
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30 Sep, 2024 by Laura buntich
Zachary Merliss does his job with pride and really works for his clients n gives them the chance to be home with there family and loved ones during these hard times. I my self did not have any hope of getting out for a very long time maybe years, Mr. Merliss came to see me n jail and advised me that we had court in few days n he was going to push for me to go home on ancle monitor. I cried on way back to my cell thinking there's no way I'm going to go home with the charges I am facing. And when we went to court that day n I was told by the judge I was going home with gps I was inshoke right after dinner they told me roll it up. Next day I was at home playing with my grandson . THAT YOU MR MERLISS ONCE AGAIN FOR EVERYHING. It's not over yet but I believe he is doing everything to make sure justice is done. Wish us luck.
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14 Aug, 2024 by Harry scarborough
For the better part of nine months, David Frank and his firm represented us in a lawsuit over a real estate dispute that became very contentious. Having no prior experience with legal issues - despite numerous real estate transactions - we were truly lucky to have engaged David to represent us. He and his staff kept us fully apprised throughout and worked diligently to expedite the process. David exemplified professionalism yet recognized the benefits of levity. Many thanks to the Frank Law Group for their efforts on our behalf!
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29 May, 2024 by Jacque martinez
Laura Strasser is a wonderful attorney. She helped me through an extremely stressful and difficult divorce. I am grateful for her caring nature during the times that were emotional and for her strength and knowledge when she needed to stand up and fight for me. I would highly recommend Laura and her team.
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Lynn Ann Dean, experienced Elder Law, Estate Planning attorney in Roseville, CA with 84 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,75
star star star star star
4.8/5
Avvo
5.0
2 Reviews
Google Maps
4.8
82 Reviews
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28 Dec, 2024 by Alicia pusley
100% I would recommend Mr. Kreeger. He went above and beyond for me even though it was a “small” case. His assistant Jade was also amazing and was always there to answer even my small questions and if she didn’t have the answer for me right then she would always get right back to me. Chris would call me to even let me know they were still working on the “back end” stuff so I never doubted they were working on my case. Then after everything was done and my check was ready he met up with me the day after Christmas (yesterday, 12/26/24), even though his office was not open and he had family in town for the holidays, just to make sure I got my check. I have already referred him to my husbands coworker
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27 Nov, 2024 by Sharni dhaliwal
I had the unfortunate experience of being in a car accident recently, and I’m so grateful to have had Chris Kreeger by my side. From start to finish, Chris kreeger was professional, attentive, and incredibly knowledgeable. Chris took the time to thoroughly explain every step of the process and made sure I felt supported throughout.Chris’s expertise and dedication were evident in the exceptional outcome of my case. I highly recommend Chris kreeger to anyone in need of an attorney who truly cares about their clients and delivers outstanding results. Sharni
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21 Nov, 2024 by Ras mele
Very good personal injury lawyer. He works hard for his clients
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Cheryl Lynn Walsh, experienced Elder Law, Estate Planning attorney in San Juan Capistrano, CA with 22 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,74
star star star star star
4.8/5
Avvo
5.0
14 Reviews
Google Maps
4.5
8 Reviews
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28 Jul, 2024 by Marci
I was referred to Ms. Walsh by Fay Blix, Esq. as someone who could take care of the strange circumstances surrounding the sale of my co-op apt in a senior community. My co-signer and I are seniors. When my co-signer died unexpectedly during the sale, we were not able to locate papers he had written assigning to me all the proceeds of the sale since his interest in the co-op involved no money. He lived 400mi. away and the missing paperwork meant his “share” went to the probate of his estate to eventually be paid to me. I needed a lot of expert help to deal with all the complications which arose. The widow involved had no problem with assigning me the money, but the Calif. Probate had to be accomplished first. Ms Walsh was well-qualified to work with the widow’s atty to sort through the long process. She pro-rated all of our many, many emails and I was very pleased with her thorough knowledge and expertise with all aspects of this unusual case. It took over two years to finally get to the very successful conclusion and I am forever in her debt. I highly recommend her services! Since I had moved out-of-state, this all was handled by phone calls and emails. In fact, I have never met her, but she is a treasure!!
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24 Dec, 2022 by Bill parks
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01 Nov, 2022 by Sam
Cheryl is an outstanding attorney. After meeting with her for the first time, we knew we had the right attorney to take our case. After my mother passed, we discovered that her husband had filed a Quit Claim and moved the home into his name and into his trust. When he passed a month later, he passed the home to his brother. I was contacted by his attorney who wanted to get the house sold ASAP. We were able to delay the process until we found Cheryl who started the communication with the other attorney. Cheryl was amazing. She took control of the situation and handled the other attorney with strength. Cheryl knew the law and interpreted the trust according to the letter of the law. In the end, we won the case and the home is to be put back in the original trust. Cheryl and her staff, Taylor, Robin and Maggie are just outstanding. I can’t say enough about them. If the need arises, I would not hesitate to use Cheryl again and I would certainly recommend her to anyone that is looking for and exceptional estate attorney.
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Valerie A Powers Smith, experienced Consumer Protection, Elder Law attorney in Palm Springs, CA with 14 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,73
star star star star star
4.9/5
Avvo
4.9
14 Reviews
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18 Feb, 2016 by Paula
We recently were notified by our insurance company that after 25 years our daughter's private duty nursing hours were being reduced. A mom of a special needs child recommended we contact Valerie Powers Smith for help. Valerie had an instant understanding of our problem and immediately took charge of the situation. In just three days she collected and reviewed hundreds of pages of medical information, interviewed pertinent medical personnel, made numerous phone calls and had the insurance company decision overturned. Valerie kept us informed of her progress daily through emails and phone calls. She understood the stress we were under and was always available for questions. I highly recommend Valerie Powers Smith to anyone who is in need of an attorney .
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09 Nov, 2015 by Mary ellen
I am writing for the purpose of recommending, in the strongest possible terms, that anyone who needs legal advice or representation for a special needs family member contact Valerie Powers of Slovak, Baron, Empey, Murphy and Pinkney. I have had a very long relationship with Valerie Powers as my special needs brother’s stay at the home he had been living in for 48 of his 50 years had been legally challenged multiple times and Valerie worked tirelessly to make sure he was not moved. Her care, concern and compassion about some sensitive personal and legal issues made it easy for us to talk openly with her. She went over and above in contacting the appropriate agencies involved and was available very early while practicing from the West Coast, we reside in Connecticut, to weigh in on some very time sensitive issues. We also had the utmost faith that her knowledge of this legal system would ensure us the best possible outcome under the constraints of the law.
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29 Jan, 2015 by Kathleen
I retained Valerie Powers Smith to represent my interests in a trust litigation matter. It was a difficult time for me with very difficult people to deal with. Without a doubt, I would not have made it without her help. She really got every nuance of all the characters and completely understood my position and what I wanted. She guided me through the process legally, and emotionally, explaining the process and my options until I could understand. She supported me, listened and genuinely cared. She is truly a special person and exceptional attorney.
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Doreen Dizon Erenea, experienced Elder Law, Estate Planning attorney in San Diego, CA with 22 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,68
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4.8/5
Avvo
5.0
2 Reviews
Google Maps
4.8
20 Reviews
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21 Nov, 2024 by Jennifer gonzalez
Alex is such a thorough and compassionate man. He helped me with my case and receive an outcome favorable to myself. He was efficient and communicated expectations clearly. I will always recommend him and his skills to anyone. He came recommended from a friend and am grateful I made this decision.
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23 May, 2024 by Edelyn alvarez
Mr. Alex Mashiri handled my case with professionalism and achieved an outstanding result. Mr Alex was always available to answer my questions and concerns. He put me at ease throughout the legal process. I highly recommend this Law Firm
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29 Jan, 2024 by Cassie jackson
Alex went to bat for me and my case when I had almost lost hope in finding an attorney who would take on my case. Alex went above and beyond with everything he did. He called me with updates so I never worried. I told him I completely trusted him and he did not let me down. He also came down to my level and helped me understand everything that was going on and made sure I was involved step by step. In the times when I was starting to lose my way he counseled me and told me the truth and I appreciate that tremendously. I would recommend 100x over. Thank you Alex for everything you did for me! There will always be a special place in my heart for you!!!
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Gene Louis Osofsky, experienced Consumer Protection, Elder Law attorney in Orinda, CA with 20 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,59
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4.8/5
Avvo
5.0
9 Reviews
Google Maps
4.5
11 Reviews
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09 Jan, 2023 by Tom
Mr. Syme is an encyclopedia of knowledge. And honest as they come. Very refreshing.
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06 Nov, 2022 by Anonymous
Mr Osofsky explains everything very thoroughly, is extremely patient answering all questions, ensures the primary person's wishes are known to him and are being carried out. This includes consulting with our Mom 1:1 with us out of the room to ensure this. He then stayed with us over a long period of time as Mom sorted out her living situation etc. Once he established the correct trust for Mom, he then worked as an intermediary with our CPA. When Mom passed he processed all the paperwork and again served as an intermediary to the government and CPA. He was extremely thorough, professional but personal and empathetic as he worked with us all. He remains up on current law and policy. I highly recommend Mr. Osofsky.
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13 May, 2022 by Debra lopez
I can’t say enough about this attorney. I came upon a very stressful, overwhelming problem I had to deal with for my dad. The laws and all the things that I can do -I can’t do for him and my mom since I’m the power of attorney so overwhelming. He made the passage of things that I needed to get done quickly he explained them eloquently so I could understand .answered thousands of questions that I had regarding them and their situation. I would definitely refer anyone I know to him in regards to the elderly care he’s very knowledgeable! Very honest as well ! It’s hard to explain how overwhelmed I was with my parents situation and he really help me with that
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Rita Anne Holder, experienced Child Support, Elder Law attorney in Walnut Creek, CA with 82 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,31
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4.9/5
Avvo
3.8
4 Reviews
Google Maps
4.9
78 Reviews
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16 Dec, 2024 by Michael misciagna
Estate planning is so important, especially when you have a family. It can be daunting trying to find the right person to lead you through the process and we STRUCK GOLD when we hired Stefanie! She helped us to achieve some peace of mind. She is incredibly knowledgeable, responsive, and patient with all our questions. Stefanie makes the whole process easy to handle and understand. On top of that, she takes the initiative to ensure we've done our part to implement the estate plan into lives. She makes you feel like she's a part of your family; that she cares. Thanks Stefanie!
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20 Oct, 2024 by Lori
When we decided to build a trust, my husband did a search online and found Law Offices of Stefanie West, Inc. I was a little hesitant about this since we usually go through referrals, but after our first meeting with her we knew she was the one. Stefanie is very thorough and walked us through all of the paperwork step-by-step. She also gave us examples of how a situation may or may not play out when we were unsure. She always provided important guidance and recommendations throughout the process. She was also always reachable and responded right away. She’s professional yet has a good sense of humor and makes you feel very comfortable. Stefanie is an exceptional attorney and we highly recommend her services!
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06 Oct, 2024 by Lucy frank
Are you consistently putting off the daunting task of making your trust? So did I, for years, YEARS, because I didn't even know where to begin. I didn't want to meet with a stuffy lawyer who I couldn't connect with, I didn't want to be faced with big legal jargon I didn't understand. I needed someone who would lay it all out for me in simple terms, answer my incessant questions, and be there every step of the way, which is EXACTLY what I have found in Stefanie. Stefanie is organized, communicative, accommodating, caring and has very clear cut instructions on how to successfully set up your trust. She is with you every step of the way and is someone you can call on as life changes. She knows what she's doing, and she made what would have been an otherwise dry and honestly somewhat dreary task feel more approachable. As long as you follow through with her very clear and concise instructions, you will be set and so glad you trusted Stefanie, I sure am!
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Samuel Joseph Mamola, experienced Elder Law, Estate Planning attorney in Irvine, CA with 294 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,07
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4.9/5
Avvo
3.1
12 Reviews
Google Maps
4.9
282 Reviews
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05 Feb, 2025 by Katrina flores
He was very interested in helping me with all my questions an directing me with the right team ! THANK YOU I APPRECIATE IT!
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03 Feb, 2025 by Gabriela gomez
Ryan was super helpful and ensured I had different options I could pursue my hit and run accident!
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30 Jan, 2025 by Wala moe
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Adam Michael Juel, experienced Elder Law, Estate Planning attorney in San Diego, CA with 43 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,03
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4.7/5
Avvo
5.0
3 Reviews
Google Maps
4.7
40 Reviews
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21 Jan, 2025 by Wesley zarnowitz
San Diego Elder Law Center really helped my brother and I out with knowing where we stood legally. Their staff was willing to talk to us and gave us great advice! I highly recommend giving them a call if you are in the San Diego area and need legal advice for your elderly family members!
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20 Dec, 2024 by Jeff fose
You definitely want to hook up with Scott Templeton and Rosalind Kovacs at the San Diego Elder Law Center if you need help for your ailing for deceased Parent or Relative. They really care about you and and your family members to help them though whatever legal issues in California come up. We used them, and it was a really great experience for something so challenging to go through. Please give them a call you won't be disappointed.
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27 Nov, 2024 by Marshall shelby
i asked for SDELC's help over 2 years ago after my aunt had a stroke and became cognitively impaired. i needed to take over the management of her legal and financial affairs and i worked with attorney scott templeton and paralegal ann roberts. both of them were very knowledgeable and helpful, guiding me through various legal processes. the two most complex issues were: (1) taking my aunt's bank to court since they seemed to want to fight me every step of the way when it came to accepting my power-of-attorney so that i could manage my aunt's accounts, and (2) setting up a conservatorship for my aunt so that i could comprehensively manage everything for her without any further legal challenges. throughout it all, scott and ann explained every step of every process to me in a way i could easily understand. now that my conservatorship is fully set up, i'll continue to use SDELC for all of my aunt's future legal needs. of course, i would gladly recommend SDELC (scott and ann in particular) to anyone who needs legal help for their elderly relatives!
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Sally G Bergman, experienced Consumer Protection, Elder Law attorney in San Mateo, CA with 9 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
41,88
star star star star star
4.8/5
Avvo
4.8
9 Reviews
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03 Aug, 2022 by Michele
It's extremely rare in today's world to meet a person who does things out of the goodness of their heart and because it's the right thing to do. Sally is such a person. She gave me excellent advice. She spoke with me at length, knowing I was too far away to be a client. She never even mentioned a consult fee. She's a rare gem and anyone that is lucky enough to hire her should know they are in very good ethical compassionate hands.
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17 Sep, 2019 by Patricia
Atty. Bergman helped me promptly and perfectly helping me to identify specific problems needing resolution. She proved to be a true gold mine and I trust her expertise and integrity unconditionally. Atty. Bergman also gave me a referral for an attorney in my area, which I appreciate. I'd have hired Atty. Bergman in a flash if she practiced in my area. I recommend her highly.
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19 Aug, 2019 by Frank
She was very helpful with my difficult legal question and provided me with answers I wouldn't have thought of. Very caring regarding my dilemma and showed me my option possibilities. Thank you.
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Patrick Allen Calhoon, experienced Elder Law, Insurance attorney in San Diego, CA with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
41,73
star star star star star
4.7/5
Avvo
5.0
1 Reviews
Google Maps
4.5
2 Reviews
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15 Sep, 2023 by John “slap” hermann
The best of the best in their respective focus areas of law work here. They treated me very well as a mail room clerk and I think very highly of them all.
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24 Mar, 2023 by Tyler tran
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11 Aug, 2015 by Eugene
Mr.Calhoon was dedicated to my Elder Abuse case. He spent countless hours involved in research. His professional approach paid off in a successful conclusion. I would highly recommend him in his area of expertise.
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Konstantine Antony Demiris, experienced Elder Law, Estate Planning attorney in Walnut Creek, CA with 78 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
41,02
star star star star star
4.8/5
Avvo
5.0
20 Reviews
Google Maps
4.7
58 Reviews
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22 Nov, 2024 by Karen schuckman
Our family business needed to close down and declare bankruptcy. David Arietta was recommended to us and we found him and his staff to be very professional and communicative during a difficult time for us. They provided clear and concise instructions on completing paperwork, always replied in a timely fashion and represented us successfully in court. We definitely recommend David Arietta 100%.
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20 Nov, 2024 by Lance wong
I recently needed help getting a corporation through the business bankruptcy process and David Arietta came highly recommended. David clearly explained what to expect and both he and his staff were very responsive throughout the proceedings. I would recommend him without reservation to anyone needing help with bankrupcty.
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15 Nov, 2024 by Toni de alba
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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:

  1. 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.
  2. 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.
  3. What is the best approach for my case?
    Ask for an honest assessment of your situation and what legal strategies the lawyer recommends.
  4. 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.
  5. 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.
  6. 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.

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