Filter by

star star star star star
28 Jun, 2024 by Michelle
Cathy and her team are absolutely the best estate trust law firm I have ever worked with. Having moved from California to Florida, my trust was very outdated and needed revisions badly. I had put it off for a few years and finally decided to wait no more. Upon meeting Cathy at her office, she was able to guide me thru my Estate Trust wishes and help me understand the laws in Florida. My trust was well organized and executed and she took well over an hour to assure I understood what I was signing and other details. I would highly recommend this law firm to anyone needing her services.Which technically should be everyone.
Read more Google Maps
star star star star star
21 Jun, 2024 by Osric morris
Great lawyer experience. Unlike others firms whose objective is to get you in and out i order to get to the next client, Cathey takes whatever time is necessary to make sure you understand the entire legality of the process and how it corelates to your needs. Don't believe me? Just give her a chance. After your first 'sit down' with her, you will want to thank me for writing this. At the end of the day, you and your family will be thanking her.
Read more Google Maps
star star star star star
20 Jun, 2024 by Armand vallee
What an education we received! Knowledgeable, courteous, and they had our best interests in mind as they gave us the best solutions tailored to our needs. Thank you!!!
Read more Google Maps
See more
star star star star star
11 Sep, 2024 by Anna olcese
Shannon Miller and her team at the Miller Law Firm did an exceptional job arranging our estate. They were incredibly thorough, covering every possible detail that needed to be addressed. Throughout the process, Shannon and her team were professional, hard-working, and extremely knowledgeable, which gave us complete peace of mind. We always felt like we were in great hands and are so happy we made the decision to plan our estate with the Miller Law Firm. The entire process was smooth and stress-free. In addition to being an outstanding estate attorney, Shannon is also a phenomenal elder care attorney. We are now planning to have her handle my parents' estate as well. I have 100% confidence that she will take care of everything to ensure their affairs are in order and that they are well protected, especially as they age. I highly recommend Shannon Miller and her team to anyone in need of estate planning or elder care legal services.
Read more Google Maps
star star star star star
05 Sep, 2024 by Susan snow
Everyone I dealt with was top notch - knowledgeable, courteous, and efficient. Though what I needed was fairly straight-forward, I needed assistance ASAP, and their team made it happen. Most of all, I appreciated their kindness and empathy and the respect they gave my 93 year old mom. I recommend their explanatory videos as well.
Read more Google Maps
star star star star star
26 Jul, 2024 by Debbie blair
Everyone at the office was very helpful and explained in detail.
Read more Google Maps
See more
star star star star star
14 Aug, 2024 by Ronald calderon
Gracias DrJuan De la Torre, estoy muy satisfecho por la labor hecha. Su trabajo fue impecable, muy responsable y siempre me mantuvo al tanto sobre mi caso. Lo recomiendo a todos los que necesiten resolver rápidamente su caso. Que siga el progreso y éxito en su Profesión.
Read more Google Maps
star star star star star
13 Aug, 2024 by Dasny calderon
Agradezco al Dr. Juan De la Torre por su Profesionalismo, Responsabilidad y Empatía, lo recomiendo 100% . Dios lo bendiga!!!
Read more Google Maps
star star star star star
09 Aug, 2024 by Ramon sanchez
I just want to send my deepest appreciation for Juan de Latorre it was a hard process finding the right immigration attorney after countless consultations with various attorneys when I came across Juan and met with him I knew he was the one he made my girlfriend visa process fast and easy thank you Juan’ for your help
Read more Google Maps
See more
star star star star star
20 Aug, 2024 by Randy bohannan
Ginger Lore and her staff did an amazing job for us. She took the time to make sure we understood the process and documents. We totally recommend her.
Read more Google Maps
star star star star star
19 Aug, 2024 by Mary lauzon
We would recommend the law office of Ginger Lore to anyone desiring exceptional estate planning.
Read more Google Maps
star star star star star
15 Aug, 2024 by Phil cross
A great experience in establishing a Trust. A very easy process. Ginger Lore and her staff were very professional and accommodating to our wishes and needs.
Read more Google Maps
See more
star star star star star
10 Jan, 2024 by Jane mccarthy
Mr. Glover is an excellent attorney and a very kind and thoughtful person. He always got back to me in a timely manner when I had questions and made me feel my case was a priority. I would highly recommend him!
Read more Google Maps
star star star star star
17 Sep, 2023 by Frank lucas
Been waiting for while for someone to call me back. I would like to take this time and leave a new review on behalf of Glover law firm I would like to change my rating as they did respond back quickly to an email which I did not check my emails it went into spam for some odd reason, but he was nice enough to give me a phone call to refer me to someone else to help me out with my case so thank you very much for your time and I do deeply apologize.
Read more Google Maps
star star star star star
25 Jul, 2023 by Nancy wilson
I would highly recommend Gordon Glover based upon my experience with him and his law firm. He was courteous, professional and very compassionate.
Read more Google Maps
See more
star star star star star
01 Feb, 2024 by Annelise defrank
David was wonderful for my FL bar C&F situation and exactly what I needed. I’m so happy I hired him and had him by my side during my hearing. David used to be on the board and knows what they’re looking for so his advice is invaluable. His fee was very reasonable too! I’m so glad I found him and cannot recommend him enough!
Read more Google Maps
star star star star star
28 Nov, 2023 by Justin downing
I just wanted to share what a pleasant experience I had using Dave and his firm. Dave recently handled my divorce and I must say, as far as attorneys go, he’s the guy you want . He made sure to address all of my concerns , listen and work with me through the tough process and was able to convey to opposing counsel without causing issues . We have kids in my marriage / divorce and I knew things needed to be handled delicately to achieve the best situation for our children and he did just that . He’s prompt , direct , respectful, friendly , listens to your concerns and guides you through the process as well as making sure to get things accomplished in a timely manner . I’m very please with how things turned out thanks to Dave and not once did I feel he didn’t have my best or my children’s best interest at heart . This is your guy. Hands down
Read more Google Maps
star star star star star
17 Nov, 2023 by David perkins
Google Maps
See more
star star star star star
16 Apr, 2024 by Andrea candelario
Jackie and the team at Grady Legal were our lifeline during one of the most challenging times of our lives. When our dreams of expanding our family led us into a maze of unexpected medical bills due to a miscommunication between our doctor's office and our insurance company (something we had no control over), we felt overwhelmed and powerless. Jackie and Jennifer stepped in with a blend of expertise, compassion, and unwavering determination. They navigated the complexities of our case with precision, ensuring that we were not unfairly burdened by the financial fallout of someone else's mistake. What truly set Jackie and her team apart was their genuine empathy for our situation. They understood the emotional toll it took on us, and they fought tirelessly on our behalf, not just as clients, but as human beings deserving of respect and justice. Thanks to Jackie's dedication and skill, we were able to focus on what truly mattered: welcoming our precious baby boy into the world. We are forever grateful to Jackie Grady, Jennifer Rendfrey and the rest of Grady Legal for not only resolving our legal matters but for providing us with the support and peace of mind we desperately needed during a tumultuous time. We cannot recommend them highly enough.
Read more Google Maps
star star star star star
08 Sep, 2022 by Miriam chocron
Outstanding professionalism! Very pleased!
Read more Google Maps
star star star star star
03 Feb, 2022 by Tiffani haddad
Based on a recommendation from another Atty., my father wrote to Atty. Grady about his medical bill not paid by one of the health insurances companies and asked advice on the best approach. Atty. Grady was so kind to set a conference call to discuss in details the issue. She is very professional and responsive. My father was impressed with her knowledge and skills and stated that it is an absolute pleasure to work with her. We highly recommend Grady Legal.
Read more Google Maps
See more
star star star star star
01 Aug, 2024 by Monique merrow
Google Maps
star star star star star
01 Jul, 2024 by Alfred sweeting
When Mrs.Travis was a public defender, we went to trial on 6 felony charges and she won trial. Experiencing legal difficulties, give Mrs. Travis a try. Had I got found guilty I would still be gone. Thanks Mrs. Travis Alfred Sweeting
Read more Google Maps
star star star star star
01 Feb, 2024 by Frank romero
the absolute best in Brevard!!
Read more Google Maps
See more
star star star star star
15 Aug, 2024 by Rob lambdin
Google Maps
star star star star star
11 Aug, 2024 by Gayle kolasa
Stephanie is a skilled attorney and guided us through a process that is complex. Incredible attention to detail and a lovely woman.
Read more Google Maps
star star star star star
16 May, 2024 by Matt lunceford
Great personality and business!!
Read more Google Maps
See more
star star star star star
15 Aug, 2024 by Rob lambdin
Google Maps
star star star star star
11 Aug, 2024 by Gayle kolasa
Stephanie is a skilled attorney and guided us through a process that is complex. Incredible attention to detail and a lovely woman.
Read more Google Maps
star star star star star
16 May, 2024 by Matt lunceford
Great personality and business!!
Read more Google Maps
See more
star star star star star
15 Aug, 2024 by Joshua leuthold
Great people!
Read more Google Maps
star star star star star
15 Aug, 2024 by Maha al
Google Maps
star star star star star
15 Aug, 2024 by Steven barger
Casey Williams is very professional and goes above and beyond for his clients. I have worked with a lot of attorney's and he truly cares about his clients.
Read more Google Maps
See more
star star star star star
03 Feb, 2023 by Sonya romero-drouare
Super sweet guy and very knowledgeable!!!
Read more Google Maps
star star star star star
30 Aug, 2022 by Robin wilson
You cannot go wrong with John Galletta. He is always available for you, usually right away. I have never had to wait an unreasonable amount of time for him. He treats you like you are his only client. Additionally his fees are so reasonable I actually called him once to ask if I've paid him all I owed! Unbelievable! I have had need of good lawyers in the past, from time to time and I can assure you he is the only lawyer I have ever actually called to make sure I'm paid up with! Anyway sometimes I read these reviews and wonder if they are paid reviews. This review is definitely unsolicited and I am in no way related to John. I recently referred a friend to John and he is giving him the same great service for the same great price as he did for me. This is just how he does business. Again, you cannot go wrong with John Galletta!
Read more Google Maps
star star star star star
19 Aug, 2022 by Tara mcnaught
Mr. Galletta and staff are wonderful to work with. We used his law firm for a probate case from when my husbands dad passed away suddenly. Even though it was a difficult time, this office was totally on top of things and compassionate too. I highly recommend using Mr. Galletta for probate or what ever you need. He will treat you fairly and help you out through the entire process!!! Thank you Mr. Galletta for helping our family!!!!!
Read more Google Maps
See more
star star star star star
24 Sep, 2023 by Pamela kranzo
Excellent service! Very knowledgeable.
Read more Google Maps
star star star star star
29 Jul, 2022 by Holly laird
If there were a few more stars, I would give them to Tony Mowry, gladly. During our initial consultation, Tony was very thorough and clear explaining my options. He immediately went to work for me and my situation was resolved within a couple of months. Tony is YOUR attorney who goes above and beyond for his clients, he establishes a personalized and professional relationship, not making you feel like some "other" case. His work is his passion for his clients and I would without hesitation hire Tony, if I need him in my future again. Forever grateful. Thanks again.
Read more Google Maps
star star star star star
11 Apr, 2022 by Ron leichliter
Google Maps
See more
star star star star star
24 Sep, 2023 by Pamela kranzo
Excellent service! Very knowledgeable.
Read more Google Maps
star star star star star
29 Jul, 2022 by Holly laird
If there were a few more stars, I would give them to Tony Mowry, gladly. During our initial consultation, Tony was very thorough and clear explaining my options. He immediately went to work for me and my situation was resolved within a couple of months. Tony is YOUR attorney who goes above and beyond for his clients, he establishes a personalized and professional relationship, not making you feel like some "other" case. His work is his passion for his clients and I would without hesitation hire Tony, if I need him in my future again. Forever grateful. Thanks again.
Read more Google Maps
star star star star star
11 Apr, 2022 by Ron leichliter
Google Maps
See more
star star star star star
28 Feb, 2024 by Zachary craig
Great law firm, Deena is fantastic and helped us with two different estate matters at a reasonable rate and got everything squared away for us, would highly recommend!
Read more Google Maps
star star star star star
09 May, 2021 by Tessia jackson
Google Maps
star star star star star
09 Nov, 2019 by Joshua davis
I am Joshua over a year cannot believe the outstanding services , ty much you guys are outstanding! through thick n thin Best lawyer/attorney ever ^^ ^^ ^^ ^^ ^^ ^^ Just saying he does what he does good Ps. I don’t do reviews let that say something
Read more Google Maps
See more
star star star star star
30 Sep, 2024 by Johnny tyler
Great Attorney. He does great work and has a professional and caring demeanor.
Read more Google Maps
star star star star star
14 Nov, 2023 by Mary coy
Great service. Will recommend.
Read more Google Maps
star star star star star
29 Jul, 2023 by Rick shockley
Excellent Attorney, care about the client, structures an answer to your issue and make recommendations that we had not thought of. Excellent pricing and accessibility. Highly recommend
Read more Google Maps
See more
star star star star star
17 Jul, 2018 by Bob spella
Google Maps
star star star star star
05 Mar, 2018 by Robert templeton
Google Maps
star star star star star
27 Oct, 2017 by Nancy vernon
Google Maps
See more
star star star star star
09 Apr, 2021 by Chrissy foderick
What a professional attorney and office! Something you do not see often anymore. We highly recommend!!!
Read more Google Maps
star star star star star
19 Nov, 2019 by Kris miles
Mr. Admire is an expert in his field. Communicates well. Makes clients feel at ease discussing their plans.
Read more Google Maps
star star star star star
03 Aug, 2018 by Surelis yanes
Mr. Admire is an outstanding attorney, who provided a thorough advise on estate planning and met our needs with professionalism. I would highly recommend him.
Read more Google Maps
See more
star star star star star
24 Dec, 2020 by Tricia brown
Google Maps
star star star star star
13 Nov, 2020 by Gildardo orduña
Google Maps
star star star star star
28 Jul, 2019 by Joyce jones
Google Maps
See more
star star star star star
15 Dec, 2017 by Jason roberts
Michael is the best attorney I have ever come across for what he does. In fact, I have said to him many times that he has "restored my faith in attorney's" again. Many attorney's will tell you what you want to hear, or drag things out because every second you're on the clock. Michael does not do that. Yes, he will charge you for his time, but he is worth his weight in gold, and he is extremely knowledgeable. I can't stress this enough. I wish he practiced in every field of law, because I would hire him for everything if I had the chance. And PLEASE, feel free to email me or contact me directly if you would like more information on my experiences with him. Happy to be a reference.
Read more Google Maps
star star star star star
14 Dec, 2017 by David shteif
Not all lawyers are created equal.. If your looking for a lawyer who shoots straight, speaks a language you can understand and of course has the ability to think on his feet, then you need to consider working with Michael Sacks. He's a litigator who uderstand how to look for problems and as a result help you avoid them. He's fair as can be, knows how to cursh issues quickly. Bottom line, if your looking for a great lawyer, give Michael a call, you will be pleasantly surprised.
Read more Google Maps
star star star star star
04 Dec, 2017 by Asnet web
Michael Sacks is a top-notch, tenacious and savvy lawyer. He came very recommended by a friend and lived up to the hype. Extremely knowledgeable and professional.
Read more Google Maps
See more
star star star star star
17 Apr, 2019 by Nico paredes (nico real estate)
I am a real estate agent in Naples and I use Gulfshore Title which is owned by Grant Law.. They do great work, very thorough and they provide great customer service. Also I have the pleasure of Knowing Jeff Grand and Josh Grant who are the attorneys there. they help my clients with any real estate needs and estate planning... I highly recommend them..
Read more Google Maps
star star star star star
17 Apr, 2019 by Juan espinosa
Jeff and Josh Grant are very knowledge of estate planing, reliable, professional. Every time I have a question I go top them.
Read more Google Maps
star star star star star
17 Apr, 2019 by Juli rueda
I highly recommend Attorneys Jeff Grant and Attorney Joshua Grant, of Grant Law. They are top notch attorneys, extremely professional, dedicated to their clients, and are passionate with what they do.
Read more Google Maps
See more
star star star star star
10 Aug, 2024 by Roger
The group at Cynthia Crofoot Rignanese (including Cynthia) were wonderful. They walked me through the process of establishing a Trust and followed me each step of the way. Yes, I hired them because they were professional, courteous, and left no stone unturned.
Read more Avvo
star star star star star
02 Aug, 2024 by Renee schmahl
Ms. Rignanese is very knowledgeable. She is very detail oriented and courteous. The Legal Eagles Team is Amazing!
Read more Avvo
See more
star star star star star
08 Aug, 2024 by Anonymous
My husband and I hired Atty. Toups to draw up our Trust several years ago and we have used him since then for legal advice. We have always found him to be very competent and knowledgeable in addition to displaying patience and an understanding of our needs. We referred him to friends who experienced the same level of professionalism we did. Atty. Toups comes highly recommended!
Read more Avvo
See more
star star star star star
18 Sep, 2024 by Nancy
Mr. Louis Okun is one of the best lawyers to deal with. We highly recommend him because he is very knowledgeable, extremely responsive, explains well, kind, honest and best in his field. In our experience, Mr Okun deserves 10 stars and happy we hired him.
Read more Avvo
See more
star star star star star
29 Jul, 2024 by Starla
Barreau Legal demonstrated excellence in both professionalism and legal expertise. Our lawyer, Jamy Barreau, put us at ease throughout the legal process by being a strong listener and answering all of our questions with patience and clarity. Jamy was always willing and available to help and provided thorough advice and expertise for our financial planning needs. We had a very positive experience and highly recommend Barreau Legal, PLLC.
Read more Avvo
See more
star star star star star
19 Sep, 2024 by Ella
Ms Parwani is a lovely person and a very excellent attorney. She filed a chapter 7 Bankruptcy for me and her main concern it seemed, was to get the best results that she could given my situation. I wasn't well during the time of working on the bankruptcy and Ms Parwani was so understanding. I would recommend Ms Parwani to anyone needing her skilled work.
Read more Avvo
See more
Discover the ideal lawyer
You can search a lawyer by practice area, lawyer name, city, state, or ZIP code
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:

  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.

Scroll to top