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05 Jul, 2019 by Cory
At every turn, Blake has been available to discuss immediate-need items and also, when necessary, thorough, accurate and communicative on all long-term strategy legal matters as they effect my business.
We have been thrilled with the outcome of several legal matters and Blake's efforts have been at the heart of those outcomes.
I would highly encourage anyone in need of legal advice to consult with Blake/Goodson Law and Legacies before making any critical legal decisions.
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05 Jul, 2019 by Mike
Every time and item we have asked Mr Moscatello to do has been completed efficiently and accurately.
An excellent Lawyer.
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02 Jul, 2019 by Brian
Blake has been very proactive, in both document work for myself and our firm and for our clientele.
He is very thorough, and consults with other professionals when it is called for.
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02 Oct, 2012 by Neil
I was the defendant in a real estate transaction where I was representing a Buyer as her Realtor. Three years after the cancellation of the transaction, I was sue'd personally for $2M for "interfering in the contract". Unfortunately, both of the Plaintiff's were Attorney's, so they could relentlessly persue me, at almost no cost to themselves. Given this situation, I was extremely lucky to have Patrick as my "hired gun". At every turn, Patrick was able to thwart their attacks. Before my 12 hour deposition, Patrick and I met and he prepped me so that I was prepared and confident for all of the leading questions that would come my way. While all this was going on, Patrick worked behind the scene's to get the case thrown out of court, and was ultimately successful in having my part dismissed! Patrick has saved me an untold amount of money and time, and for this I greatly appreciate him and his attention to detail. I highly recommend Patrick!
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09 Jul, 2012 by Mark
Patrick represented me in a real estate matter about 1 year ago. He was incredibly thorough and treated me like a friend, as opposed to a client. He kept me apprised of my situation and actually returned my calls. I strongly recommend his services.
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19 Aug, 2011 by Anonymous
Patrick knows real estate. His counsel saved me thousands and kept me out of trouble. Many thanks!
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08 May, 2018 by Mike
In my experience, it has been very tedious and daunting to begin a conversation with an attorney, especially one at a law firm with other partners, etc. That is, usually law firms won't lend an ear, it seems, unless you pay $100-300 initial consulting fee, which is basically a $15 overview of your case and whether they think it's worthwhile$$$.
However, not only was I surprised to see Attorney Rhatz offer a no-cost consultation, but he also kept it "real." He advised me with information that even seemed to work against his assumed interest in profit (i.e., he didn't try to exploit me for money), such as by providing me with self-help research suggestions, and even helped me put together an outline for my case.
He didn't want me to lose more money winning with him (he didn't want me to spend so much money to retain him, that even if winning the case, I'd still be at a net negative dollar-loss).
He gave me his undivided attention, asked questions that showed he actually paid attention, and was very resourceful with directing me towards credible sources of jurisprudence.
What's more, is that he didn't throw me out after 15 minutes, but rather stayed with me until he felt I was sufficiently informed with the material and answers to questions to send me along my way.
This man even read through all my notes and connected with me as a person.
I also appreciated his aggressive, but civil, nature towards vanquishing the countering party. He is strategic, he is prepared to preempt the countering party's legal arguments by first calling them out himself, and sparks reassurance that he is sedulously and astutely on the case.
Obviously, I would recommend attorney R Andrew Rahtz for the aforementioned reasons, despite only meeting with him one time on an preliminary consultation.
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31 Aug, 2017 by Lynn
Wow, i needed some very important question answered about quick clam deed and liability questions and he was right on top of it, great help and a very very very nice guy . Would use him every time, he's the best out there..thanks Lynn in Tonopah
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05 Apr, 2015 by Diane
We started working with Andrew Rahtz 3 years ago as we had enlisted the help of Platt and Westby for a property issue we were having. We noticed from the beginning his willingness to listen, his attention to detail and his professional manner, which was very reassuring to us as this was our first encounter seeking legal assistance. During the many twists and turns of our case, Andrew was always prepared and represented us in a manner that we were proud of: intellectually informed and calm. He answered our many emails and phone calls in a timely manner, which was impressive knowing his other responsibilities were equally demanding of his time. This is an outstanding man that will do his best to seek a good result for your legal problems. We can recommend him to you with total confidence.
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01 Dec, 2016 by Diane
My father passed away in June 2016 and I was appointed the executor of his estate. I live in Minnesota - and my father owned a condo in Arizona. I needed to find a good lawfirm in Arizona that would work with me over the phone & via email. Brent Gunderson and his team were outstanding.
I worked very closely with Selena in their office and Selena's Customer Service was top notch. She was consistently helpful. When I called to ask her questions for the third time, she was positive and extremely informative (taking the time to walk me through exactly what I needed to do). I was extremely impressed by support I received from everyone in this law firm. They completed paperwork ahead of schedule and were very helpful to me.
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10 Aug, 2016 by Mary jo
Brent Gunderson was very thorough while handling our estate planning. He was very knowledgeable, patient, and answered any questions that we had. We feel very confident that our estate is set up just the way it needs to be! Although this is a topic that is not easy to discuss let alone take action on, we are thankful ours is done!
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10 Aug, 2016 by Nancy
I highly recommend Gunderson Law Group, P.C.
Brent Gunderson assisted me through the entire process of managing and handling my mother's Trust/Estate.
He and his amazing staff responded to all of my telephone calls, e-mails, and questions in a timely, knowledgable and professional manner. I received solid legal advice and guidance throughout. They are the very best!
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10 May, 2016 by Gary
My wife and I have been clients of Charles Smith for many years. He wrote our estate plan, established our LLC and has advised us about business and tax planning. We are very pleased with his service which is timely and accurate. We highly recommend Charles Smith.
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05 Nov, 2013 by Russell
Mr. Smith has handled estate planning documents and contracts for me for years. He is straight-forward, incredibly helpful and insightful.
His knowledge is absolutely invaluable. Thank you very much for your help.
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02 Nov, 2013 by Alicia wadas
Charles is one of the smartest people you'll meet. He knows the law well and is able to draw upon his experience and worldly knowledge in guiding clients. He's always answered my questions thoroughly and in a way that a non-lawyer can understand. Charles has also been able to help me see a comfortable resolution to any issue. He's also personable and is able to contribute to a conversation beyond law. Last but not least, his billing is fair and the hourly rate quite reasonable for an attorney of his experience. I have worked with Charles for most of the years he has been in practice and intend to stick with him for my business needs.
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22 Feb, 2017 by Paul
I had contacted Mr. Afsharimehr to review a few family law documents that I was helping a family member with. He helped guide me through the forms to be filed and gave some extra advice on future proceedings. I strongly suggest to anybody looking for a quality and caring attorney to speak with Mr. Afsharimehr first. Thanks Afshin!
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22 Feb, 2017 by Anonymous
I contacted Afshin to help me settle my debt issues with my creditors. He took a personalized approach to reviewing my financial situation and gave me the best options to move forward. Afshin offered me a free debt analysis and savings estimate to show me where I could save money. He skillfully negotiated with my Collection accounts, Medical bills, Credit cards, and Personal loans to reduce my balances/payments. Afshins professional responsiveness to settling my debt provided me the financial security and the peace of mind I needed. His affordable expert services transformed my debt situation into an organized and fiscal responsible future. Thank you again Afshin.
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22 Feb, 2017 by Seth
Afshin provided exceptional legal advice on three critical contracts and proposals. He was thorough in his research, articulate in conveying the key issues and considerations and thoughtful in his recommendations. I look forward to working with Afshin in the future.
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09 Mar, 2013 by Rita
A friend recommended Kim to me when I was faced with a difficult post divorce court case. There were many complicating factors in my situation yet Kim handled them with such professionalism and grace. She truly has her client's best interest in mind and does all she can to bring about fair and lasting resolutions.
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13 Dec, 2012 by Anonymous
I would recommend Kim to my friends and relatives. Kim is honest and personable. She provided me with excellent advice and was realistic with my situation. She was always available to answer my questions and helped me through a very difficult time in my life.
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04 Dec, 2012 by Danielleharvill
She's very knowledgeable in regards to the situation and case that I have. She's Trustworthy, Honest and Sincere towards my circumstance and understands what is best for me and my children. I would recommend (and have already) Kimberlee to any of my friends that needed a reliable, affordable Attorney to represent them in a time that they can't.
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29 Mar, 2013 by Don
I have used attorneys in the past to help with my wills and trusts (estate planning). Never has an attorney taken the time to thoroughly understand my intentions and goals that Matthew Bowles took! I thought I had a good grasp of my will and living trust and the changes needed to update it. I was surprised how much knowledge I lacked and all of the things Matthew Bowles explained that needed addressing. I am very thankful to have such a thorough, in depth and updated will and trust that more than meets my needs and expectations!
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28 Mar, 2013 by Michael
Matthew conveniently came to our home. He is very knowledgeable, thorough and affordable. Due to our family situation, we had to make some difficult decisions. Throughout the whole process, Matthew was patient and willing to give advice. We received our estate plan both in a nice organized binder and as a digital copy. I would recommend anyone who does not yet have a will or a trust to speak with Matthew right away.
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28 Mar, 2013 by Mary
Matthew drafted my estate documents and made the process easy. He clearly explained the different options available to me and the pros/cons of each. He returned correspondence promptly. He was flexible with the location, even coming to my home to complete part of the process. He did excellent work at a fixed fee, with no surprises to the pocketbook. I would recommend him to anyone needing estate planning.
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20 Jun, 2017 by Heather
C.J. was very good at compiling all the docs we needed and explained the process. Very grateful that we now have this in place. We would recommend him to family and friends for sure.
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20 Jun, 2017 by Nate
CJ took care of some estate planning that I had long put off. Not only was the job done quickly, but the price was fair and below my expectations. The trust he created included items I had never considered. He also provided valuable advice and follow up for the implementation of the trust...i never felt lost or like I didn't know what to do.
I sleep better with this work done, and can't recommend CJ strong enough.
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20 Jun, 2017 by Robert
CJ walked us through all of the legalize of what our trust entails - in addition to spending the time with us he also gave us the documents and instructions that we need to move forward with moving our assets into the trust.
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14 Jun, 2017 by Robert kolander
After the birth of our son, we had Libby establish our family trust. She made it very easy, was extremely patient, and answered all of our questions along the way. I would highly recommend Libby for any of your estate/will/probate or other related legal needs.
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15 Apr, 2016 by Robert
Libby handled all the questions and concerns we had about setting up our trust, and presented us with our trust in a professional, bound book complete with digital versions to store in safe places.
A professional experience throughout the entire process - I wouldn't hesitate to recommend Libby.
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08 Apr, 2014 by Howard
As an attorney practicing in a different area of law, it is nice to find an attorney that is as compassionate, experienced, knowledgable about probate, wills, and estates. Many people hope for the best when planning their wills. Libby will walk them through the process and make them comfortable thinking about the things that must be done so the family won't be fighting after the fact.
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26 Aug, 2016 by Anonymous
After I had discussed my case with several attorneys who each advised that they had little confidence that I would prevail litigating the estate issues that I faced, I hired Gary to represent me. He is a consummate professional. While others viewed it an impossible situation, Gary systematically looked at every possible contingency and developed alternative plans supported by his keen understanding of the law. I can't imagine going through a horrible situation without such a competent attorney. Gary is a great advocate; honest, exacting, knowledgeable, and intellectually gifted. A fantastic lawyer!
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16 Mar, 2016 by Teri
Gary made a very difficult situation much easier. Gary had the knowledge and expertise to help me understand what was happening at every step. He kept me well informed and was always very responsive to all my questions. I will always be thankful for his support during such a difficult and emotional time.
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26 Feb, 2016 by Teresa
Gary is an amazing attorney. He was actually referred to my family from a different attorney who does the same work. When the other attorney heard what we were trying to accomplish, he said we needed to call Gary because he is the best and he is absolutely correct! We were able to quickly get a guardian/conservator in place and he certainly turned a very difficult, stressful situation into a manageable one. He got things done with lightening speed as I'm sure this could been a long drawn out expensive case. It says a lot when another attorney will turn down business to refer you to best. You will not go wrong hiring Gary to represent you and we certainly appreciate and thank him for everything he has done.
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15 Nov, 2016 by Mike
My case was very complicated and the other side had many more resources. "K" did an excellent job of pulling together a great deal of information in a short time. He was not intimidated when many others were.
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03 Oct, 2016 by Larkins construction
Attorney Ellison assisted us with the case regarding employment law with two counties in Minnesota. After completing work for the counties they did not pay us for the work yet we were being taxed for it and subsequently end up falling behind. We obtain the services of attorney Ellison who took her case and assisted us ultimately leading to the judge granting us actual litigation. That means a lot to a small business attorney Ellison was fair his costs was reasonalve. He communicated all actions of the litigation and informed us of what to expect after the litigation. He made himself flexible to our needs. He is the people's attorney and I would definitely refer him to anyone that is looking for representation in a field that he specializes in.
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27 Sep, 2016 by Mark
Keilembo provided excellent advice and service for my husband and me to create our will. Thank you!
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09 Oct, 2019 by Ryan
Lorenz and Kari were a pleasure to work with. He worked with me on everything in meeting my court room needs even though they were not his normal type of practice. His rates were affordable and he made it convenient to represent my case from the other side of the country (I live in Florida). Their small family operated practice was professional, responsive and easy to talk to. With that being said I hope to never need his services again. ;)
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16 Feb, 2018 by Anonymous
This guy is awesome. He came to my house even though I didn't get off work until 6PM. He explained everything to me until I understood what was going on with my case. He didn't talk down to me and didn't make me feel dumb for not understanding. He's young but he's extremely smart. Very detail oriented and he doesn't let anything get passed him.
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16 Feb, 2018 by Joseph
I contacted Lorenz for some business law help. Specifically, I had some questions about a contract and NDA that were being drawn up, and I wanted some answers from a local attorney. It was important for me to understand the language of the contract, and there were a few things that weren't quite making sense. Lorenz provided quick responses, and a no-nonsense translation and explanation of the legal language that I was stuck on, as well as great advice on how to move forward. Not only would I contact Lorenz again for legal help, I would also recommend him to anyone in Show Low, Lakeside, or the surrounding areas. He's a local legal expert who's easy to work with.
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10 Dec, 2015 by Andrew
The one thing I learned early is that you need a team of great people to advise you on getting head in life. For my family, two of those trusted advisers are Paul and Michael Faith. Their knowledge and experience has saved me 10's of thousands of dollars and hundreds of hours in time. I highly recommend this firm.
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05 Dec, 2015 by Navi naisoro
I have known Attorney Paul Faith for over 30 years since his practice first opened in Avondale.
I have used Paul's legal services over these years for real estate transactions,accident, personal and family law.
You feel secure and confident dealing with Paul because he is extremely knowledgeable especially in complex and arcane real estate matters.
Paul is also a highly ethical lawyer and individual. This aspect is often underrated but together with specialist knowledge ensures that there will be no comebacks. Paul stands behind his product.
Especially pertinent for us West Siders Paul is a walking repository of information on real estate transactions in the West Valley. Ask Paul first because he knows all the who's who in construction and development and the legal and regulatory issues that may have arisen.
Paul is the Deputy Mayor of the City of Litchfield Park and has held various legal counsel or prosecutor roles for quite a few West Valley cities. It is this extensive local background, experience and specialist expertise that I believe sets Paul apart.
Paul is a highly ethical and extremely competent legal professional. If you require development and real estate legal services, Paul is definitely your go to man. If you have other issues Paul would direct you to other members of his legal team. I absolutely believe you will be in good hands with Paul.
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05 Dec, 2015 by John
I have know Paul for over 30 years and during that time not only has he been my lawyer, but also my friend. He has always been extremely professional, considerate and fair in any type of situation that we have needed his help. He has represented and advised me and my business with my best interest at heart. He has a vast amount of knowledge and experience and I would gladly recommend Paul to anyone that needs a lawyer.
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02 Feb, 2025 by Tracy eitner
Emily and her staff helped us set up guardianship for our son, a special needs trust, and wills for my wife and I. We are very happy with the services. She provided us with a wealth of information to manage the yearly requirements of the guardianship. I would highly recommend Emily for anyone who needs legal representation!
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29 Jan, 2025 by Sheila peabody
Attentive , knowledgeable, compassionate, delightful.
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25 Jan, 2025 by John phin
Emily Taylor has represented my family for years. As the complexities of our life have increased, her representation has become ever more important. She and her staff are always gracious and effective. We thank her!
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04 Nov, 2024 by Jared whittenberg
Brant was great to work with. He was very knowledgeable and bent over backwards to assist me during a difficult situation. I sincerely appreciate his assistance and knowledge, he lives up to his business’ name.
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31 Oct, 2024 by Jenn price
Brant is absolutely amazing! He really went to bat for us and set clear expectations and deadlines. He was available and easy to contact. I would recommend Brant to anyone that need help with debt settlement. 100% worth every penny!
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13 Oct, 2024 by Marlys schwartz
I highly recommend compassionate counsel. They helped me get thru my dilemma. They were very prompt in returning phone calls and emails. You could feel compassion and caring in the replies.
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14 Jun, 2024 by Yandi valdes
Gracias al abogado Adam y todo su equipo de trabajo. Se los súper recomendaría a cualquiera con toda la confianza del mundo son muy profesionales en el trabajo que realizan. Me siento bendecido por el trabajo que realizó el abogado a mi favor. Por mi experiencia es la mejor oficina de abogados que pude haber conseguido, siempre atentos y muy amables conmigo. Gracias
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17 Feb, 2024 by Efrain cortez
Que tal mi nombre es Efraín anteriormente con un problema legal DIU y gracias Jackson White que cuenta con excelentes abogados me solucionaron mi caso. El abogado Adam Ashby y su asistente Luis de corazón les agradezco, trabajaron en equipo para poder sacar adelante mi caso y así solucionando mi problema, no pude encontrar mejor abogado que Adam. (Excelente Abogado)
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11 Jan, 2024 by Jenni
Great lawyers! They kept my husband from going to jail and made sure we had the best results in everything Adam Ashby and Luis Sisniega
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22 Oct, 2014 by Erik
I have worked with Hans for over a year. At all times, Hans remained level-headed among the most trying of situations. He kept focused on what mattered and avoided distractions. We have had enjoyed positive results, and I attribute the outcome to Hans command of the law and willingness to explore and pursue all options instead of just the obvious ones. I am satisfied with my choice as it made a difference and turned my situation around from when I was previously represented by another attorney.
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19 Aug, 2009 by Mike
Did a great job for us on my father's estate. Laid everything out.
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06 Jun, 2015 by Patricio
Kelly is an awesome attorney at law. She puts her clients first and puts all her faith hard work and dedication into her expertise. She is amazing and won't let her clients down. Kelly is trust worthy and knows her business real well. So who ever needs representation, Kelly is the one to hire to fight the good fight and gets the job done. Thank you for all you done for me and my family. Kelly you are truly a blessing.
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20 Aug, 2014 by Stephanie
She worked fast with limited time. She did her best for me and honestly im glad she decided to take my case. Some times an aggressive approach doesnt work. She was very factual without being overly aggressive and i would recommend her.
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19 Jan, 2022 by Jason
I needed help with questions for an Arizona probate. Jason responded quickly and was thorough in his explanation. Incredibly helpful and easy to talk to.
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12 Jan, 2021 by Don
Jason did an outstanding job preparing our trust and estate planning documents. We were very happy with the service.
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19 Mar, 2015 by Brian
Craig is a very competent and compassionate attorney. His understanding of the law, combined with his kind and considerate manner, made our recent experience not only productive but enjoyable.
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16 Mar, 2015 by David
For the last two years I have been taking care of a Aunt with dementia. Before she got sick she executed a complete trust package, will, trust, Medical POAs etc. It was a huge help in taking care of her.
My wife and I had always put off getting our "Stuff" in order till I met Craig. He walked us through the whole process and now we are prepared like my Aunt was. Craig answered all of our questions, took his time to make sure both my wife and myself felt very comfortable with our decisions etc. The staff was friendly and professional yet brought some humor into a what could of been a tedious process. I would highly recommend Craig and will use him for all my legal needs.
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03 Sep, 2019 by Eric
Kent was amazing. He excelled in communication, and he was very understanding and listened to or unique situation. He explained everything in detail and was an amazing advocate for what we wanted to do. I would highly recommend him and his services.
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03 Sep, 2019 by Anonymous
Kent and his staff were friendly and very professional. From the first meeting we had a high degree of confidence in their expertise and knee we had landed in the right place. I wouldn't hesitate at all to recommend Phelps Estate Planning to close friends and family members or to complete strangers!
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04 Mar, 2017 by Anonymous
I was in 2 car accidents within 2 weeks neither I which were my fault
I sustained both personal injury and property damage
Dealing with three insurance companies hospitals and s rental car agency were beyond my capabilities
In addition to guiding me what to do and not to do , Mr Abdo took over dealing with all the various agents and systematically managed all the other
Complexities in my best interests
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23 Feb, 2017 by Iris
I hired Nicholas to review a contract I had with a group home. I believed the quality of care my family member received was extremely poor, and went against what was stated in my contract. Nicholas got me out of my contract, I was issued a refund, and was able to move my family member.
I was so pleased with Nicholas's help that I have since hired him to assist me with a personal injury case. This case is ongoing and Nicholas keeps me informed on a regular basis.
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01 Oct, 2015 by Chris
Everyone in the office from the attorneys to the ancillary staff are stellar. I have always been recognized by name right when I walk in. (Only office to ever do so) There is absolutely no attitude, it's almost like visiting with a friend (and I do consider them friends after the way I have been treated.) Mr. Buntrock (and his assoc) are extremely knowledgeable and helpful. I have used them for several areas of law, and will continue to, because of their outcomes, but also because they treat you with true compassion and concern. Recommend without reservation!
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02 Sep, 2015 by Anonymous
Mr. Buntrock is an exceptional lawyer! He handled my personal injury case a little over a year ago. Shane made things easy to understand and was able to secure a favorable settlement in my case. I would recommend him to anyone looking for a trustworthy lawyer.
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16 Feb, 2013 by Jeff
Ike is a very thorough and thoughtful attorney. He's honest, trustworthy and will let you know his true feelings and advice regarding a course of action with the client's best interest in mind, not his retention of you as a client and additional billings for him or his firm. He's a true business partner and confidant and takes his clients concerns and interests quite personally. I would strongly recommend Ike.
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20 May, 2011 by Sean
Ike is a detailed attorney who provides unique services to those looking for asset protection. His approach has helped many I know.
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24 Apr, 2012 by Janice
Lauren Garner protected me against assaults on a family trust by exploitative relatives and unscrupulous attorneys. She fought admirably and ethically for six years. It was long and arduous because the opposing, unscrupulous attorneys (one of whom has been reported to the bar multiple times) tied things up in the court with numerous expensive tricks, threats, and maneuverings-- all of which ultimately failed. She always maintained the highest standard of ethics and fought with intelligence. Eventually she was able to negotiate a settlement that was as fair to me as possible given the fraud perpetrated by the other side and bring an end to a battle that had been abusive of me and the memory of my father who had established the trust. Had she not been there for me, nothing would have been left of a trust established by my own father. She is sympathetic, well organized, knowledgeable. I can not speak too highly of her.
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26 May, 2010 by Pam
I can't say enough good things about Lauren Garner as an expert in probate law. My family came to her at a very emotional time to evaluate a very dramatic situation and the advice and counsel she provided in an initial consult brought both legal and emotional clarity and understanding of our situation. This helped us to resolve the issues and move on. I recommend her sound advice and counsel to anyone. I was very impressed with her integrity and her groundedness in dealing with very difficult emotional terrain concerning two deaths.
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30 Dec, 2018 by Matthew
Paul is very knowledgeable and answered every question I needed. Would recommend to everyone who needs a Lawyer.
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19 Apr, 2017 by Marvin h.
When I needed to put an estate plan together, Paul was there for me. He spent all the time I needed answering questions about what I needed to do to put a will together. He is very knowledgeable in his field and extremely patient. I would not hesitate to recommend Paul to anyone who needs estate planning.
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13 Apr, 2016 by Carol
I worked with Ryan to create my Living Will and Trust. He truly helped me make sound legal decisions that will help me and my family now and in the future. I highly recommend Ryan! Great Lawyer!
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08 Apr, 2016 by Erica bodie
My husband and I had the pleasure of working with Ryan through Dana Law Group. I interviewed 3 local attorneys prior to hiring Dana Law. I was impressed by the amount of time and the thorough explanation of services prior to hire. We opted to create a revocable trust and LLC for our rental properties; we were very happy with the process and professionalism. Ryan was very responsive to e-mails and was prompt to follow-up with documents and our questions. We would definitely recommend Ryan and Dana Law Group for estate planning.
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27 Mar, 2020 by Bill
Listens well, has a nice attractive trust/will/etc package, seems to be very thorough & comprehensive. I highly recommend. I've seen these "spiels" before, but this one was impressive enough to make me a customer... a very happy customer!
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17 Mar, 2020 by Joseph
Jake Carlson and his team at Lifeplan Legal are exceptional. They were able to take us from the initial consult all the way through the hiring process and completed an estate plan that my wife and I are extremely happy with. Jake is a true professional. He was always available to answer and review questions, simplify many legal terms and procedures and help us understand the differences between various powers of attorney. My wife and I were very impressed with his depth of knowledge and his genuine care and concern for his clients. The concept of create an estate plan based on values is also another clever and meaningful approach that really resonated with us. Jake and his team at LifePlan Legal aside from being highly professional and approachable, are also friendly and thorough. We believe that we acquired a wonderful value and give Jake and his team the highest recommendation to anyone looking for a meaningful approach to estate planning. We have great peace of mind knowing that we have secured our assists and our future through using Jake and his team. Thank you again!
Still Very Satisfied,
Joseph and Jordan Lawless
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26 Feb, 2019 by Anonymous
Chip is very knowledgeable, compassionate and caring. He takes the time to listen and applies his expertise to help his clients in the best way possible. I would highly recommend.
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05 Oct, 2018 by Sheldon
Chip was kind, thorough, efficient and knowledgeable in restating our family trust, originally prepared in California in 1987. Our estate is relatively modest, but he helped us ensure that our daughter and special needs son are looked after in a fair and equitable way.
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FAQs
Questions? We have answers
What an Estate Planning Lawyer Can Do for You
An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.
By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.
When Should I Hire an Estate Planning Lawyer?
Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:
- Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
- Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
- Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
- Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
- Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
- Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.
Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.
What Does an Estate Planning Lawyer Do?
An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:
- Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
- Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
- Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
- Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
- Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
- Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
- Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.
How Are Estate Planning Lawyers Paid?
Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:
- Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
- Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
- Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.
It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.
How Much Does an Estate Planning Lawyer Cost?
The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:
- Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
- Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
- Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
- Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.
Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.
Top Questions to Ask an Estate Planning Lawyer
Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:
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What is your experience with estate planning?
Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services. -
How will you charge for your services?
Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs. -
What strategies do you recommend for my estate?
A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes. -
How often should I update my estate plan?
Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change. -
Do you offer ongoing support or updates?
Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law. -
How will you help my beneficiaries if something happens to me?
Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.
How to Check the Credibility of an Estate Planning Lawyer
To ensure you’re hiring a credible estate planning lawyer, follow these steps:
- Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
- Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
- Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
- Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
- Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.
What Should I Prepare for My First Consultation?
To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:
- List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
- List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
- Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
- Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
- Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.
By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.
