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Robert Joseph Keltos, experienced Elder Law, Estate Planning attorney in Haddonfield, NJ with 24 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.
39,74
star star star star star
5.0/5
Avvo
5.0
24 Reviews
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11 Nov, 2024 by Anonymous
He was great! Efficient and timely. Made the process very easy for us. We received both digital and hard copies of our necessary paperwork.
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25 Apr, 2024 by Chris
Robert is extremely responsive to client needs and prompt with replies. He has a vast knowledge of his area of practice. He's an excellent lawyer because he is a good listener and gets all the facts necessary to achieve the best result possible for you. As a fellow attorney who has used his office extensively, I highly recommend Robert!!
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17 Apr, 2024 by Samantha
Absolutely stellar experience with Robert Keltos, Esq. From the first consultation to the final signing, his expertise and professionalism shone through. He navigated the complexities of my estate with clarity and precision, ensuring every detail was addressed. His compassionate approach made the process seamless and stress-free. I highly recommend Robert Keltos, Esq. to anyone seeking a knowledgeable and trustworthy will attorney. Five stars without hesitation!
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Laurie A. Hauptman, experienced Elder Law, Estate Planning attorney in Livingston, NJ with 22 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.
39,68
star star star star star
5.0/5
Avvo
5.0
22 Reviews
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15 Dec, 2024 by Cathy
Working with Laurie was a wonderful, stress free experience for my husband and I. We needed to update our wills and estate planning documents and she walked us through the process...taking the time explain and make sure we understood all the legal jargon and processes. As will most legal documents,there was a lot we were not sure about and Laurie was fantastic in explaining until they were clear. After only a few meetings, we were able to review the documents and have them processed. We left with confidence that all was in order as we left for a trip out of the country the next day.
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30 Jul, 2024 by Bill and gin
We met with Laurie after recommendation from friend and hearing her speak at program in town. She was very informative and made helpful suggestions for updating our legal documents. She and staff are efficient and kind.
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11 Aug, 2023 by Karen
My parents moved from out of state to an assisted living residence in NJ. Laurie handled all their Wills, POAs, and trusts in a timely and stress free manner. She is extremely professional, and she and her staff are always available to answer questions. I am currently working with Laurie to update all my own family's estate planning.
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Fredrick P Niemann, experienced Business, Consumer Protection attorney in Freehold, NJ 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
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03 Dec, 2023 by Rb
Bonnie Wright, Esq. and Tracy Balsamo, of Hanlon, Niemann and Wright, are the best team! They recently represented my family and me in selling our childhood home. I was completely satisfied with the support and protection I received from them throughout the entire process. These ladies will make sure your best interests are first and foremost and they Will Not be intimidated. They go above and beyond. You can feel very safe in their hands. They did very well by us!! I would highly recommend them to everyone!
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12 Jul, 2023 by Norm
Fred Niemann and his staff were easy to deal with and saved us a huge amount of money. The first lawyer we went to insisted that my wife and I needed complex wills, involving the establishment of many trusts, adding thousands of dollars to the cost. He actually refused to do the simpler wills. So we went to our next choice, Hanlon, Niemann & Wright. Fred, hearing the same story from us as the first lawyer, gave us the same explanation of the risk of not using trusts. But Fred listened to our explanation of why we believed that we didn't need them. He agreed with us., and Hanlon Niemann put together the two wills and the power of attorney documents that were exactly what we both wanted, and for less than the first lawyer would have charged for the simple wills that we had originally asked for. If we ever need help from a law firm again, guess who we will call.
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17 Feb, 2023 by Alexander
Richard was very thorough and provided excellent feedback. I was happy with the overall service.
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Eric R. Goldberg, experienced Consumer Protection, Elder Law attorney in Roseland, NJ 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
star star star star star
06 Feb, 2017 by Joanne
After consulting with Eric, in 2012, we hired him to handle my mother in law's estate. He implemented a trust and filed an application for a Veteran's Widow' pension, for financial assistance in her care. The application was approved and the additional money was a godsend in helping with the cost of her care. Anytime I had a question I would call the office and they were wonderful. I was never made to feel that my silly questions weren't important. Sadly, my mother in law passed away last year. A simple phone call to the office provided me with assistance in finalizing her estate. Because of the depth of his knowledge in estate planning all of her assets were protected. Eric, Clelia and their entire staff Are absolutely wonderful.
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30 Jan, 2017 by Joseph matarazzo
My experience with Eric and his team has been amazing. I had no clue about what I needed to do or know before I began this process. Being uncertain is why I put it off for so long. At the beginning of this process I immediately hit a road block with an Attorney that I was uncomfortable with which caused me to step back. Eric's staff put me in contact with him and we clicked right away. He made sure I understood all the mechanics of the planning process before we moved on. I couldn't be happier with Eric's firm and Friendly staff as well.
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30 Jan, 2017 by Deane
I've been working with Eric Goldberg for a number of years regarding a senior citizen. He has always been very helpful-- he has been available to discuss the case, he is thorough, honest, employs excellent people, and has made a difficult situation less so.
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Mark H. Chazin, experienced Business, Consumer Protection attorney in Clinton, NJ with 20 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
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12 Oct, 2017 by Reva
We have known Mark for over 30 years and have used his service (and other partners in his office as well) for all our legal needs. Most recently, we have our "Last Will and Testament" done by Mark. Mark is extremely knowledgeable in estate planning, and his efficiency and professionalism is most impressive. He gave us a detailed overview of the process, and in doing so, also gave us insights and options to various decision points. We are very happy with Mark's service, and would highly recommend Mark and his office for any legal work.
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30 Sep, 2017 by Wayne
We had the pleasure of working with Mark Chazin in drafting our wills. As an attorney myself in another practice area, I appreciated his professional approach and knowledge of the subject area. Our wills and accompanying documents were prepared quickly and in accordance with our desires. We have used the firm for other tasks, including pronating an estate, and have been well satisfied. Recommend without limitation.
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14 Sep, 2017 by Dan
This was the second time we used Mark after creating our first wills with him over 11 years ago and it was another great experience. It is clear that he knows what he is talking about and is very easy to work with.
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Jane Marie Fearn-Zimmer, experienced Elder Law, Estate Planning attorney in Marlton, NJ with 20 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
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12 Aug, 2021 by Joe
I was recently involved in a medical crisis/misdiagnosis, I couldn't have been happier that my family found Jane. Jane Was there every step of the way from the first phone call to following up with me and my family even after discharge. She added a personal touch to the experience making the situation a lot calmer and easier on me. Jane will forever be in my back pocket for friends, family and anyone ever dealing with a situation that needs the extra care. Thanks for everything Jane!
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05 Jul, 2021 by Carolyn
Not only is Jane extremely knowledgeable, qualified and professional but also caring, compassionate and generous with her time spent with our family. Our family was at a lost as to which way to turn when it came to handling the numerous elder care issues with our mom. Jane's expertise helped guide my family through all of the confusion.
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30 Jun, 2021 by Karen
We contacted Jane who was extremely helpful with giving us specific information relating to a complicated legal issue we were dealing with. Her guidance was spot on, timely, and presented with compassion and understanding.
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Lynda L. Hinkle, experienced Elder Law, Estate Planning attorney in Turnersville, NJ with 20 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
star star star star star
18 Dec, 2022 by Barbara
Despite a totally uncooperative adversary and a lax judge, Lynda managed to get me to the end of my legal matter with a positive result - She will get back to you quickly when you reach out to her and answer all of your questions - She is a very nice person and easy to relate to
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16 May, 2022 by William
Lynda and her team are knowledgeable, professional, courteous and prompt. They treated me with respect and put a win in my column. I would not hesitate using them again. So don't waist your time or money going elsewhere. Thank you Lynda.
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21 Feb, 2022 by Bryan s
I was being treated unfairly in a family case I was in with my children. Linda Hinkle and her team took care of me and helped me in every way. They where there when I needed them. They answered all my questions, and won my case and with upmost professionalism. Thank you for everything. I highly recommend thier services.
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Jerold E Rothkoff, experienced Consumer Protection, Elder Law attorney in Cherry Hill, NJ with 20 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
star star star star star
21 Jan, 2023 by Merrik
We met with Rothkoff Law Group shortly after my father suffered a severe stroke and his outcome was uncertain. Jerry and his team were able to quickly assist us in preparing for the next steps in my father’s care while helping us carefully plan for my mother’s future. Choices had to be made and we were not prepared to navigate the process surrounding long-term care. The care coordination efforts we received were invaluable, giving us peace of mind that we were making the best decisions at each turn. The communication was clear and well documented, and we always received prompt responses to any questions or concerns we had. A sincere thank you to Jerry, Jennifer, Shannon, and everyone at Rothkoff for their guidance and support.
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16 Feb, 2022 by J. sean bradshaw
Best phone call I ever made. While speaking with Mr. Rothkoff for the first time, he asked "why are looking for legal help with managing your mother's estate?" As Power of Attorney for my mother, I was terrified I would make a mistake that would be to her financial detriment. I lived in one state, she was currently in another and was re-locating to a third. I had heard horror stories from people who just didn't know how to navigate elder care law. When I told him such, he replied: "We'd love to help you. When can you come in?" I felt like I'd just been welcomed to the family! The services provided by Rothkoff Law Group have proven invaluable. Every interaction with anyone from Rothkoff Law Group is pleasant and efficient. I'm really so grateful that I picked up the phone that day.
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14 Jan, 2021 by Ed
In a very tough year, after losing my sister who was primary care for my elderly parents, Jerry and his staff were a godsend in dealing with all the issues that we had to deal with. Well worth the money for setting up and maintaining care for the elderly
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Rodney J Alberto, experienced Elder Law, Immigration attorney in Forked River, NJ with 20 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
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05 Oct, 2018 by Anonymous
Rodney Alberto handled a matter for me, and he did an excellent job. His paralegal, Liz was on top of her game as well. I was under some serious time constraints, and she even came in on her day off to get done what needed to be done! I felt very comfortable with Mr. Alberto and his office- they made me feel like a priority. I highly recommend.
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17 Aug, 2018 by Yanita
Needed help with gaining US citizenship. After reading some reviews my husband and myself went in to Alberto Brothers firm. Roderick answered every question we had, walked us through every step of the process and presented us with different payment options. After hiring them they stayed in contact with us, I called for additional questions a couple of times as well. They helped me prepare for the test, even gave me a practice meeting days before the offical one. Throughout this process there staff was extremely helpful, knowledgeable and professional. I would highly recommend this firm and would definitely use them again.
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03 Jun, 2017 by Allen
The Alberto Brothers helped us in the purchase our first house. Rodney was diligent in making sure we had the best representation and received the best deal. Most importantly, he made sure that we understood each step of the process and took the time to explain it thoroughly before proceeding. We will recommend anyone we know to the Alberto Brothers for their real estate needs.
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Deborah Lee Pico, experienced Elder Law, Estate Planning attorney in Fort Lee, NJ with 20 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.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
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13 Jan, 2024 by Allan
Had the privilege of meeting Debbie Pico and was so impressed with the person she is, my Wife and retained her most professional service. Meeting Debbie provided a most secure and supportive environment. We asked Debbie to evaluate our Family Trust. Once Debbie explained certain aspects that needed to be addressed, we retained her services immediately. Debbie is the attorney that makes you feel safe & secure. We had Debbie do an entire Estate Planning Review on our behalf and she pointed out several items that needed to be altered that could have created issues later on. We would recommend the services of Debbie Pico to anyone that wants the most understanding individual that provides the most professional and caring services. Jaimi & Allan Yallof
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24 May, 2022 by Valentina
Deborah is a wonderful attorney. It was my second time asking for her help with the documents when selling the house. She is the best in the industry and go extra mile explaining everything in details. She responds immediately, no email or question ever left unanswered. I felt heard, important and protected. It’s so rare nowadays. I would be happy to use her service again when I decide to buy a house and when my family will be back to Jersey.
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18 Feb, 2022 by Darryn
If you're looking for a knowledgeable, and yet compassionate lawyer then don't look any further. I highly recommend her.
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Brian E Shea, experienced Child Custody, Elder Law attorney in Montvale, NJ with 18 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.
39,62
star star star star star
4.7/5
Avvo
4.7
3 Reviews
Google Maps
4.7
15 Reviews
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22 Jan, 2025 by Danni librizzi
Melissa and her team are wonderful professionals. I was confident being represented by Melissa during my surrogacy journey as a gestational carrier. She is responsive, thorough, and has her clients best interest in mind. I would 10/10 recommend Melissa and her team!
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31 Oct, 2024 by Pavel gonzalez
We are incredibly grateful to have had Melissa Brisman by our side throughout our surrogacy journeys. From the very beginning, she has been more than just our lawyer – she has been our advocate, advisor, and friend. Melissa went above and beyond to support us, guiding us with both legal expertise and genuine compassion, especially during challenging moments. Her dedication, kindness, and understanding made all the difference, and we couldn’t imagine going through these processes without her. If you’re looking for a lawyer who truly cares, look no further than Melissa Brisman. Pavel Gonzalez
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26 Jul, 2024 by Harpreet boora
Melissa and her team provided my partner and I (international IPs both in the UK) with legal support during our second surrogacy journey in the US. At the start, she clearly laid out the steps involved, process, timings and her fees. Throughout the process she was very responsive and always available to answer any questions that we had. Thanks to Melissa we had a smooth journey and the pre birth order, post birth order and birth certificates were all obtained in good time. Thank you Melissa for all of your help! We would fully recommend Melissa for any IPs who need legal support during the surrogacy journey.
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Justin L Scott, experienced Elder Law, Estate Planning attorney in Cherry Hill, NJ with 17 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.
39,53
star star star star star
5.0/5
Avvo
5.0
17 Reviews
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21 Jul, 2019 by Paula w .
Hiring Scott Counsel was the best decision we made! I could not have imagined the could have made such a process as seamless as they did while also helping understand my mother's care at every turn. I would urge anyone in similar circumstances to seek out Justin Scott .They are excellent!
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18 Jul, 2019 by Edward s.
When my mom just passed the team at Scott Counsel helped us the whole way. Now they are helping with the estate work. Special thank you to Clare, one of the paralegals for her extensive contributions.
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16 Jul, 2019 by Bob donahue
When my wife came was diagnosed with dementia and I had talked to a person that said I would have to spend down most of our money on care for her and didn't really offer an alternatives that would work. Justin was able to help us get good care for my wife and protect the money for me.
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Yale S Hauptman, experienced Consumer Protection, Elder Law attorney in Livingston, NJ with 16 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.
39,50
star star star star star
5.0/5
Avvo
5.0
16 Reviews
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08 Jun, 2023 by Leslie
My husband and I contacted Yale Hauptman when it became apparent that my mom would need to be approved for Medicaid in order to continue her care in the residence where she has been successful. After a consultation with Yale, we hired him. Yale and everyone in his office were always knowledgeable, professional, and maintained excellent communication with us. That last part was very important, as the law office has gone through the Medicaid process many times, but it was our first time doing this, so we needed them to continually provide guidance and reassurance that everything was proceeding as needed—and they never lost sight of that. Our experience was extremely positive, and my mom has been approved for Medicaid.
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30 Dec, 2022 by Debbie
Hauptman and Hauptman is an excellent elder care law firm. My family and I have worked with both Laurie and Yale for over five years. We recently worked closely with Yale as he handled the very complicated Medicaid application process for us. He is very knowledgeable as well as answered our many questions. We were successful in obtaining Medicaid for our elderly Uncle who will now be able to continue to live in his current Assisted Living Facility. Couldn't have done it without him and his team.
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02 Feb, 2022 by Anonymous
When my husband had a catastrophic accident and needed round the clock long term care I was shocked when told the cost which could have easily bankrupted my family. There was no way we could afford it and be able to support the needs of our young family. Talking to different people led to conflicting information. I couldn’t figure out what to do until I found Yale and his staff. Yale was able to answer all my questions, help me make the right choices for my husband and our family and navigate thru the maze of rules and regulations to get Medicaid benefits my husband. This has allowed me to preserve most of our savings which will help support myself and my children in the coming years while at the same time insuring that my husband is well cared for. I could not have done it without Yale and Hauptman & Hauptman and would recommend their firm to anyone whose family needs guidance thru the long term care system.
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Rachel Shaffer Gersie, experienced Elder Law, Estate Planning attorney in Cherry Hill, NJ with 15 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.
39,46
star star star star star
5.0/5
Avvo
5.0
15 Reviews
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01 Nov, 2024 by Marianne
We are very happy with Rachel and the Firm Fendrick Morgan. We will definitely recommend them to our friends and family. As a matter of fact, our daughter is making an appointment to work on her estate planning.
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15 Oct, 2024 by Alexis
Our young family recently worked with Rachel and when we were going through the Estate planning, she related to us on so many levels, since she has a young family as well. Not only did her expertise help, but just knowing that she is coming from a similar experience and looking ahead to the future as well. We highly recommend her and their office staff is wonderful and thorough as well! Thank you Rachel for all that you do and that you gave our family peace of mind!!
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10 Oct, 2024 by Anonymous
Rachel upgraded our wills. She is very personable. Explained everything that was done that we requested.
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Madeline Thorn, experienced Elder Law, Estate Planning attorney in Cherry Hill, NJ with 12 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.
39,37
star star star star star
5.0/5
Avvo
5.0
12 Reviews
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08 Dec, 2024 by Mary
Madeline made the changes to my will an easy process. She had answers to my questions and explained them completely. The office staff is pleasant and helpful. I would recommend Madeline to my friends.
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07 Dec, 2024 by Jim
Madeline guided us through an absolute minefield of testamentary questions. She knew all the angles and posed all the right queries with consummate professionalism. We both feel much relieved after meeting with her. Plus, she’s very very nice.
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08 Oct, 2023 by Jean
Thanks to Madeline I now have a plan in place to make things easier for my family when the time comes. I thought it would be complicated because of some issues but with Madeline's help, it really wasn't. Totally appreciate her knowledge, understanding and work on my behalf.
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Joshua Perdue Donovick, experienced Elder Law, Estate Planning attorney in Sparta, NJ with 12 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.
39,37
star star star star star
5.0/5
Avvo
5.0
12 Reviews
star star star star star
31 May, 2023 by Don
Josh Donovick and his staff performed flawlessly throughout the entire process of providing me with a new Will, Power of Attorney and medical directives. From consultation through document signing I always felt very comfortable and confident in my decision to use Skylands Legal. I thought this would be very easy because I thought I knew everything I needed but after a few questions from Josh I quickly realized that I had a lot to think about. Every question he asked simply ensured that my family would be better prepared and protected for their future. I am very confident in the end result. Also very thankful to everyone at Skylands Legal.
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03 Apr, 2023 by Megan
Joshua Donovick was so helpful with our extremely difficult situation! I couldn’t possibly thank him him enough, and I highly recommend him! Without him we not have gotten through our situation. Truly cares, and the best of the best!
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11 Mar, 2023 by Dorothy
I hired Joshua Donovick to create a new Will for me, since my previous Will was written while I lived in Pennsylvania, and I am now residing in New Jersey. Joshua was certainly knowledgeable, very pleasant and took time to answer all my questions thoroughly. I was very impressed that he not only listened to me, but that he understood my concerns and helped me make wise choices within both my Will and also my Living Will. I highly recommend Joshua Donovick.
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Paul J. Maselli, experienced Business, Elder Law attorney in Princeton, NJ with 10 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.
39,31
star star star star star
5.0/5
Avvo
5.0
10 Reviews
star star star star star
24 Apr, 2009 by Anonymous
I was referred to Paul out of necessity by a consultant, so I didn't know what to expect. I've always had a decidedly negative opinion of most attorneys and I expected more of the same. What I got from Paul, and the associates at his firm, was the polar opposite. First, an understanding of the intricacies of my particular situation, and an explanation of the law, and my options, in plain English. Second, they took a personal interest in my situation, and even advised me on several occassions to choose a simpler resolution, even though it obviously meant lower billings for the firm. Third, I was always kept current on any status changes in the various pending issues/cases that they were handling for me. That is something I have never been able to get from an attorney. I always knew what was going on within an hour of when it happened. And all this at a very reasonable hourly rate, plus extremely detailed billing statements, which is another attorney first for me.
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16 Apr, 2009 by Anonymous
I have used Paul and his firm for both personal and business legal matters for over 10 years. He is an excellent lawyer and also an honest and honorable man. He was always truthful about all matters. I was always kept informed about the proceedings and the billings. He would tell me when I was wrong and recommend the best course of action. Honesty like that is hard to find. His firm handles all legal matters for my computer consulting company. I have had to go to court 3 times for business disputes and Paul won every case. In addition to business litigation Paul also does all the company's contract work and general legal counsel. Paul has also handle all my personal legal matters such as real estate, estate planning and taxes. Once again because of Paul I have never been on the loosing side in a legal dispute.
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10 Apr, 2009 by Anonymous
Paul represented me in a law suit that involved business activities. His background in bankruptcy law serves him well in understanding how business run.
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Andrey Milvidskiy, experienced Elder Law, Estate Planning attorney in Paramus, NJ with 9 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.
39,28
star star star star star
5.0/5
Avvo
5.0
9 Reviews
star star star star star
17 Aug, 2021 by Abiodun
My case started 5 years ago with Mr. Milvidskiy and his law firm. I had a really complicated immigration case but he took his time to listen carefully, very professional and gave his honest opinion in my first consultation. What I love about his approach is how "brutally honest" he was with me every step of the way. If you are like me and hate anyone sugar coating stuffs then you have found the right lawyer. It was a long journey to get here as a US citizen eventually but I wouldn't have it any other way. Some top qualities include professionalism - always, intelligent and well versed in immigration law. I highly recommend and thanks for taking my case on!
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31 Dec, 2020 by Evelyn
My husband and I couldn't be happier with the services provided by Andrey Milvidskiy and his associate, Pamela. We were looking for an attorney that we could relate to in formulating our Estate Plan to preserve our assets for which we’ve worked hard all of our lives. Having been a paralegal for over 20 years, I researched “elder care” attorneys for several months before we consulted with Andrey. Andrey provided guidance throughout the process of developing our Estate Plan, which put us at complete ease. His expertise in the field of elder law and estate planning coupled with his business and financial sense is unparalleled. I can’t recommend this law firm highly enough. Ron & Evelyn Colvin Hackensack
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28 Feb, 2019 by Evgeny
Andrey Milvidskiy is very professional and knowledgeable attorney, he would always takes his time to listen to all of my families needs. He is very prompt with returning all of our calls . We used him previously for my Grandmother’s and Mother’s issues and now he just finished my paperwork and we are very pleased with the result!!!!
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Peggy Sheahan Knee, experienced Consumer Protection, Elder Law attorney in Hackensack, NJ with 9 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.
39,28
star star star star star
5.0/5
Avvo
5.0
9 Reviews
star star star star star
27 Sep, 2022 by Anonymous
Peggy gave us excellent advice regarding my Mom’s situation that was practical and easy to understand. Her no nonsense approach is refreshing and she does not try to overly complicate issues and concentrates on practical, cost effective solutions. I highly recommend her! We will hire her for probate!!
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13 Sep, 2017 by Rev. peter j. palmisano
I came to know Peggy 10 years ago. She helped and continues to help my family to deal with all property/estate planning. Peggy is extremely efficient in her field of expertise. She sees every situation to completion for the greatest good of her clients. Every person and s ituation is managed with integrity, dignity and respect. I highly regard Peggy as a woman of great intelligence and wisdom who also has at heart the greatest good for all people and especially family values. I highly recommend her and her firm.
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22 Aug, 2017 by Paul
Peggy Knee has provided our family with excellent legal family advice and services. She is thorough, timely and helps you to understand your living wills, wills , power of attorney and trusts.
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Harold Lee Grodberg, experienced Elder Law, Estate Planning attorney in Clark, NJ with 6 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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
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02 Jun, 2016 by Cassandra kalos
Mr. Grodberg was very professional, sincere, and practical. I felt comfortable discussing my situation and he was able to provide me with all the facts and options at hand. He's a straight shooter and that's a quality I really appreciated. I would definitely recommend his service to anyone.
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12 Aug, 2015 by Nancy
Harold Grodberg was very knowledgeable, very helpful and gave us excellent guidance as our lawyer. He never failed to return calls or have data ready for review. He was a sympathetic listener and went out of his way to make a house call so that papers would be signed on time. We were pleased with his law firm and would not hesitate to recommend him.
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24 Jul, 2015 by Catherine
Not only is Harold Grodberg extremely knowledgeable in elder law, he is also very good at what he does. His care and concern for his client's best interest is so much a part of who he is and how he practices law. Harold challenges himself to come up with a 'better way' for his clients. He was instrumental in allowing my father to remain in his home and to be cared for at home which was my father's wish. It also doesn't hurt that Harold has a great sense of humor and makes one heck of a cup of coffee! Thanks for everything, Harold.
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David A Faloni Jr, experienced Elder Law, Estate Planning attorney in Fairfield, NJ with 6 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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
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13 Sep, 2017 by Michelle
I highly recommend this team for any real estate transactions you may have. Everything was handled professionally and my transaction went very smoothly. My biggest concern was responsiveness and his paralegal Stephanie never made me wait for an answer. They are a great team to work with.
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25 Aug, 2017 by Alyssa
I have worked with David on several transactions over the last few months and they have all went extremely well due to his knowledge and responsiveness. His paralegal, Stephanie Merillo, is also extremely knowledgeable and a pleasure to work with. I highly recommend David Faloni.
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19 Nov, 2016 by Anonymous
I've been using David Faloni for over 5 years now for all my legal matters. I can't say enough good things about David and his staff of professionals. His rates are the best around. David takes a great personal interest in each and every person. I have recommended many people to David. He recently handled my house closing. He arrived early to the closing and everything was in perfect order thanks to David and Stephanie his Senior Paralegal. The buyers lawyer had dropped the ball on so many items and David and his team went above and beyond to get things accomplished so I was able to close on time. He stayed for the entire closing unlike the buyers lawyer who said hello and left the closing to her staff to handle. Afterwards David offered to take us to lunch. This firm is a 10+ in my book
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Jeff Vandrew Jr., experienced Elder Law, Estate Planning attorney in Red Bank, NJ with 6 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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
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18 Jun, 2017 by Kyle
Over the years, I have hired and consulted with Jeff on various matters. He's awesome. High-integrity and all-around great guy. Excels at explaining complicated concepts in an easy-to-understand manner. Solves problems efficiently and effectively.
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16 Jun, 2017 by Michael
Jeff has been helpful with handling me and my families tax and legal matters. I came into things understanding just enough to be dangerous and Jeff helped explain all of the complexities of estate planning and the benefits of POA, Medical POA and proper utilization of a trust. I've recommended Jeff to my family and friends for their tax and legal needs and would like to recommend him to you as well. Jeff works hard, is very intelligent, has up to date technology and is the exact type of person you want to be handling your tax and legal matters
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16 Jun, 2017 by Vincent
Jeff Vandrew has been handling my taxes and finances for many years and I find not only the experience to great but I never leave with any worries or questions. We were able to easily pivot a conversation around taxes and investments to a legal consultation around my fathers house. We are now moving forward with his advice and very satisfied with the results.
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Gary Ben Cornick, experienced Elder Law, Estate Planning attorney in Somerville, NJ 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.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
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30 Jan, 2020 by Cliff
Mr. Cornick represented me in obtaining guardianship for my now deceased mother when she was no longer able to make safe decisions for herself. After my mother passed away, Gary handled the estate, aiding with probate, taxes and all necessary legalities. Next, he brought wills and health directives for my wife and myself up to date. Most recently, he obtained updated paperwork in order for me to collect New Jersey Unclaimed Property after the state contacted me regarding that. I’ve always been more than satisfied with his thoroughness and dedication to seeing the job through to completion. Without hesitation, I would recommend Gary Ben Cornick to everyone.
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30 Jan, 2020 by Pat
Gary was recommended in a FB group forum. I was pleasantly surprised with how much time he spent with me on our initial consult to determine not only what I wanted but also what I might need. His office also communicated well with what turned out to be an easy and positive process. Highly recommend!
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20 Jan, 2016 by Anonymous
Gary is an incredibly talented and honest lawyer. I went through his Prepp program and was so very happy with the results. I would highly recommend Mr. Cornick
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Pamela A Quattrone, experienced Elder Law, Estate Planning attorney in Cherry Hill, NJ with 5 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.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
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17 Jun, 2015 by Greg
Hello, Pam is one of the best lawyers in South Jersey. She'll work with you to the end and has plenty of patience to help you resolve your difficult problems. All you have to do is Lay back and allow her to work her magic. Pam will work hard on your case 100% always keeping you in the loop. In my book she is a 10.
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02 Jun, 2015 by Gene
I have been working with all levels of attorneys for over 45 years. Pam is at top of list. Excellent professionalism,knowledge and most importantly the ability to understand and communicate the most difficult of legal issues and options. Most unique in today's world
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02 Jun, 2015 by Salvatore
Two relatives of mine, both sisters, had strokes within weeks of each other, after discharge from a hospital they were placed in an undesirable nursing home for rehab, which eventually turned into a long-term care situation. I was at a loss on how to get them out of this place & what to do next. That's when I called Rice Elder Law and spoke to Pam Quattrone, who immediately stepped in, made me POA, found us a wonderful facility. She also gave us information on what to do about any assets, and tirelessly worked to get them both on Medicaid. She has been there for any and all questions and has made all our lives so much better. Pam really knows her business and we would highly recommend her for any elder care situation.
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Marilyn E Atlas-Berney, experienced Elder Law, Real Estate attorney in Millburn, NJ 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.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
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25 Feb, 2020 by Carly
Marilyn was our attorney for both selling and buying our homes. She was always available to answer our questions, so pleasant to work with and incredibly knowledgeable about what terms to accept and which ones to push back on. We always felt she had our best interest in mind and would not only recommend her but she will always be our real estate attorney moving forward.
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09 May, 2019 by Linda
Marilyn completed two real estate transactions for me and I would hire her again without reservation. She embodies what everyone expects in a professional: she is meticulous, responsible and dedicated to her client's interests and, not inconsequentially in my experience, a fighter when she needs to be and a diplomat otherwise. She is personable, patient in explaining the fine points of contracts and accessible. I recommend her very highly.
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29 Mar, 2017 by Heather g.
Marilyn is an awesome attorney to work with. This was my second experience using Marilyn's services, and I felt like I brought her the most crazy real estate situations. She was extremely proactive and knowledgeable in appropriately handling both circumstances. She also was very patient with my super detail-oriented, impatient nature, which reassured me that things were competently being taken care of. I am used to having to chase people for a living to get things done, and Marilyn was actually beating me to the punch in this regard. I definitely will use her again!
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Steven W. Tarta, experienced Elder Law, Probate attorney in Midland Park, NJ with 4 reviews
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39,12
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5.0/5
Avvo
5.0
4 Reviews
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30 Dec, 2021 by Steve
After asking friends and consulting with various lawyers, I chose Steven Tarta, Esq. to develop an Estate Plan that would address my particular needs in providing support for my family. In our discussions, I found Mr. Tarta’s depth of knowledge and experience in Estate Planning invaluable in helping better define my goals and develop a plan that I am confident will provide the support I wanted to achieve. I found Mr. Tarta and his staff very easy to work with and I recommend the services of this office without hesitation to anyone seeking the development of an Estate Plan to ensure the security and wellbeing of their family.
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08 Nov, 2021 by Anonymous
Listens and provides easy to understand advise. Clearly very knowledgeable regarding the current laws that would impact a document that provided for our family.
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04 Nov, 2021 by John
Very professional; knowledgeable and always available Readily available when needed!
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Neel G Shah, experienced Business, Elder Law attorney in Monroe, NJ 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.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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18 Oct, 2017 by Sue
We can't say enough about the entire team at Shah and Associates. Every phone call is answered promptly and pleasantly, and their expertise is second to none! Neel is an absolute pleasure to work with, and he presents all the options for estate planning with no bias and in a way that you can make the most sensible decision for your family. Plus, I LOVE efficiency, and every contact has been answered almost immediately - every client is treated like a VIP and that's invaluable! I can't think of anything that this firm can do better!
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25 Sep, 2015 by Marge
I went with a friend to a seminar at Shah & Associates. Neel's presentation was terrific! I immediately signed up for a consultation on Estate planning. On the day of my appointment I was a little apprehensive (being a nervous person to begin with). There was absolutely nothing to be worried about! Everyone in the office is wonderful--friendly and accommodating. Neel explained everything that I needed to know, gave me choices, guided me and let me make up my own mind. When decisions had been made, Neel and the staff swiftly put together everything that I needed into one complete package. My family will not encounter any difficulties when they need to access all my information. I am grateful to Neel and his staff for making something that could have been nerve-wracking into an enjoyable experience. Knowing the staff at Shah and Associates is truly wonderful!!!!!
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06 May, 2010 by Ap, satisfied client
Neel is an exceptionally talented attorney, someone who has the ability to look at the overall situation holistically, and develop the most appropriate sound & pragmatic solution. He truly is a problem solver who has an uncanny ability to sift through the noise, and anticipate potential hurdles by leveraging his peripheral vision very effectively. I am thrilled to have found him and highly recommend his firm. The entire staff seemed as if they were dedicated to just my needs.
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Robert J Shanahan, experienced Consumer Protection, Elder Law attorney in Flemington, NJ 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.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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08 Jan, 2021 by Robert
Bob is a trusted and competent attorney. He has written my family's will, and Trust. Additionally Bob set up the LLC for my business. I feel comfortable referring my clients to Bob.
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10 Feb, 2017 by Marge
Bob has been our attorney for the past twenty-one years. His firm has handled real estate closings, estate planning and LLC legal work for us. He is very knowledgeable and honest and it's just a pleasure doing business with him.
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27 Aug, 2012 by Adina
he is informed, will keep you informed, returns phone calls,makes a supreme effort on your behalf. We are New Yorkers but when in NJ he is our guy.
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Brittany Tedesco, experienced Elder Law, Estate Planning attorney in Cherry Hill, NJ 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.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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20 Dec, 2021 by Carol
I was power of attorney and then executrix for my husband's godfather, who passed away after his 100th birthday. Brittany helped me handle the insolvent estate, from the filing of requisite documents to handling dunning letters from creditors for which there were no funds to pay under $5,000 in debts. I found her to be knowledgeable, professional and caring and would recommend her without reservation.
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26 Oct, 2020 by Chad
My elderly aunt, who lived at home by herself, began displaying signs of dementia, while recovering from a fall. It became quickly apparent that I would not be able to handle my aunts' estates and also help her apply for Medicaid, so I needed assistance. From the moment I spoke on the phone with Brittany, I knew I was in good hands. Brittany and her team kept me updated through the entire process and I am forever grateful to them.
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22 Oct, 2020 by Cindy
Loved working with Brittany. Over the years, found her knowledgeable and very patient with me. All the details were handled as we were guided through the process. We were very happy with the outcome. Would not hesitate to use her again if needed, or to recommend her.
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Annemarie Schreiber, experienced Elder Law, Estate Planning attorney in Toms River, NJ 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.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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22 Nov, 2015 by Ilah
Ms. Schreiber was extremely knowledgeable and totally put our minds at ease while my husband and I obtained guardianship for our disabled son. She made it seem easy and worry-free. Parents of disabled children have so many other concerns that they need to address over the course of their children's lives that it was such a pleasure having Ms. Schreiber represent us. Along with being professional, she was also very loving and kind. We can't thank her enough!
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03 Jul, 2012 by Judith
Ms. Schreiber has a thorough and accurate knowledge of the disabled. She answered specific questions regarding the guardianship of my very handicapped daughter. Ms. Schreiber became familiar with my daughter's case and did not generalize questions about her disability or her care. She made sure information was provided to me at my convenience, when I was available, and fought for my child not to have to attend a court appearance. This would have been tramatic due to her disabling condition. All questions were answered and I was at ease with the level of confidence she held and passed on to me throughout the guardianship process. I would recommend Ms. Schreiber to those seeking compassionate assistance.
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26 Jun, 2012 by Betty
I first met Annemarie about a year ago when I needed someone who I could trust & provide advice on matters of selling my parents place of residence due to illness, passing & the settling of estate matters. It was refreshing to finally have an attorney who took the stress & worry out of handling such matters during extremely difficult times. Once these items were completed, to which great care & attention were given, I then retained her services for my own personal family needs. Again everything went like clockwork; smoothly & without any stress associated with such issues & needs. Annemarie's experience, guidance & assistance on matters regarding estate planning as well as social security disability were/and are invaluable. This is the first time that I can say in all my years of working with attorneys, from a professional & personal standpoint, that someone actually responded back, put forth a plan, executed it, advised well, followed up, made sure "t's" were crossed, "i's" dotted and returned calls & emails in more than a timely fashion. She has two wonderful assistants, Sandra and Grace, who, together and individually, form a great team. Annemarie's values, experience and care for her clients definitely sets her apart from the rest. No one client is the same or has the same need to which Annemarie understands and pays great attention to. Without hesitation, I have already recommended Annemarie to others and will continue to do so.
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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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