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Karren Danielle Bennett Taylor, experienced Business, Estate Planning attorney in Austin, TX with 30 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,66
star star star star star
4.8/5
Avvo
5.0
1 Reviews
Google Maps
4.8
29 Reviews
star star star star star
20 Dec, 2024 by Jerry schmeil
Rachel Bosworth is a terrific attorney. She is very competent, thorough and exceptionally friendly. I highly recommend her for legal needs.
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11 Jul, 2024 by Sharon s temple
Rachel Bosworth made the process of Estate Planning very easy. She was extremely knowledgeable, professional, kind, and patient as we worked through the process. Her advice enabled me to correct an issue at the bank that was problematic. I am extremely pleased with the final Estate Planning product which was provided in a nice binder making it easy to use all of our legal documents. My husband and I both give Rachel a 5 star recommendation!
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23 May, 2024 by Laura savage-rains
Rachel Bosworth is thorough, helpful, responsive, knowledgeable, and professional! I am so grateful she is walking alongside us in our estate planning. She is especially helpful in planning for special needs family members. What a blessing!
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Paul T. Morin, experienced Business, Criminal Defense attorney in Austin, TX with 288 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.
40,78
star star star star star
4.8/5
Avvo
5.0
1 Reviews
Google Maps
4.8
287 Reviews
star star star star star
26 Feb, 2025 by Taylor alexander
Susan did not ultimately represent me but was kind enough to speak on the phone multiple times to answer all of my questions and put me on the right path for my circumstances.
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24 Feb, 2025 by Melvin mickens
Susan G. Taylor is an amazing attorney who guided me through everything I needed for my Chapter 13 Bankruptcy. As someone from San Antonio, I was looking for knowledge lawyer in Texas, and Susan exceeded my expectations. She was incredibly helpful, professional, and thorough, making sure I understood all the steps of the process. If you need a dedicated and highly reliable attorney, I recommend Susan G Taylor
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21 Feb, 2025 by Adam & mae
Susan, is the nicest person I’ve ever met. She helps you through the process and is very professional. I highly recommend using her if you’re considering bankruptcy. It’s an easy process using her.
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Matthew James Meese, experienced Estate Planning, Family Law attorney in Austin, TX with 98 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
40,74
star star star star star
4.8/5
Avvo
5.0
6 Reviews
Google Maps
4.8
92 Reviews
star star star star star
27 Jan, 2025 by Traci miller babetski
The team at The Law Office of Joel A Levine were incredibly helpful, concerned, and expedient in getting my case resolved as quickly as possible.
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21 Jan, 2025 by Janeia moore
Let’s just say that I’ve went through 2 firms and this firm was INCREDIBLE. Alberto was extremely fast, efficient and checked in consistently. I would definitely recommend :)!.
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20 Jan, 2025 by Leah sellers
I am deeply grateful for the kind empathy shown to me during my duress over the violent and senseless killing of my precious Soul Dog, Zella at a Public Dog Park. Yvonne and Michelle have been patiently sympathetic and supportive of my grief and pain. I highly recommend and commend the good souls working for Levine Law.
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Shannon Ryan Holub, experienced Estate Planning, Probate attorney in Austin, TX with 18 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
40,05
star star star star star
5.0/5
Avvo
5.0
1 Reviews
Google Maps
5.0
17 Reviews
star star star star star
01 Nov, 2024 by Balaram roka
Google Maps
star star star star star
22 Oct, 2024 by Jeff
I needed a criminal attorney in Austin Texas that would handle a legal matter in a specific way for me so as to get my Austin, Travis County misdemeanor charge dismissed before I was arrested on the charge and was needing to post bond. Joseph contacted the DA and arranged for a dismissal of my charge before I was ever arrested or had to go to court. Before I found Joseph I interviewed a handful of high priced, high rated criminal lawyers in Austin, including a referral from another super lawyer in Dallas County that has handled matters for me. These other Austin lawyers I talked to seemed inflexible and wanted me to go through the entire legal process of turning myself in for the warrant, bonding out, and going to court. A bunch of time and unnecessary bullshit that I knew could be avoided with the right legal approach and the right lawyer to pull it off. Joseph was the 5 Star Austin attorney that I was looking for and he cost me a third of what the other attorneys in Austin were charging. I am so grateful and appreciative I randomly stumbled across a review from another previous legal client that indicated Joseph was the legal representation that I needed. I've been around the Texas legal system and I can tell you this is the lawyer you want on your side if dealing with a misdemeanor or even felony charge in Travis County or Georgetown. Seems like a good genuine guy as well. If I ever have another legal matter near Austin 🤞 I need help with i will be reaching out to Joseph. Thanks again man
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08 Oct, 2024 by Rudy garza
Hands down, best attorney ever! Need an attorney call the Aragon office he will be by your side no matter what!
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Jeramie J. Fortenberry, experienced Business, Estate Planning attorney in Austin, TX with 51 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.
39,97
star star star star star
4.7/5
Avvo
5.0
4 Reviews
Google Maps
4.7
47 Reviews
star star star star star
03 Jan, 2025 by Conley leloux
Great experience Demi and Oath set up our trust for our family to tie up any loose ends
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09 Dec, 2024 by Mae scott
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09 Dec, 2024 by Donna dixon
The people I worked with didn’t mind explaining things more than once. A good quality to have when you’re speaking to people unfamiliar with the topic at hand.
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Terry Lynn Garrett, experienced Elder Law, Estate Planning attorney in Austin, TX with 101 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.
39,93
star star star star star
4.8/5
Avvo
3.9
11 Reviews
Google Maps
4.9
90 Reviews
star star star star star
23 Jan, 2025 by Tim morris
Google Maps
star star star star star
29 Oct, 2024 by Ismael cantu
I reached out to this firm for representation...what a outstanding group of professionals. Responded immediately, professionally, caring and with a purpose. What a great group of people.
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23 Aug, 2024 by Brad king
Terry was organized, thorough, compassionate, and an amazing advocate for my late grandparents and mother. She had a plan for every hurdle that popped up and streamlined the process moving forward. I recommend The Garrett Law Firm for end of life and estate planning. I’ll be using the firm to arrange my own affairs.
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Hilton K. Moore, experienced Estate Planning, Family Law attorney in Austin, TX with 21 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.
39,65
star star star star star
5.0/5
Avvo
5.0
21 Reviews
star star star star star
12 Aug, 2024 by Eddie
Mr. Moore was amazing and very detailed in all his ways of communication. Every question I had during the process was answered and explained if I had any confusions. He was prompt with our meetings and replied back to the other party as soon as they replied. He fought for what was right and very knowledgeable when it comes to the laws of divorces. I would highly recommend him and actually have to a friend of mine who is going through a divorce.
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24 Jul, 2023 by Kiranmayee(kiran)
I hired Hilton last year to help navigate my way through a divorce which was my first and hopefully last one I'll go through. You can imagine the kind of strength, guidance, and support needed to get through a divorce. My case was complicated with very stubborn other party. We were able to finalize everything on court day with fair deal with the help of his excellent mediation skills since other party also had very strong attorney. His professionalism was beyond reproach and not only got me across the finish line but helped me from myself making dumb choices. During an emotional time like this, a lady definitely needs someone with a level head on her side and he was this 100%. Hilton is a very knowledgeable attorney and was very helpful on my case. I always felt informed and protected. Fair pricing too. I highly recommend.
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27 Feb, 2023 by Jen
Hilton Moore is an excellent attorney. He listened to my priorities and helped me navigate a difficult divorce. He expedited the divorce proceedings by setting a court trial date and advocated for my divorce to be finalized online. He watched out for my best interests and supported me throughout. He is also very responsive and made sure that I was always informed of any changes or any updates. I highly recommend him!
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Russell Sloan, experienced Business, Estate Planning attorney in Austin, TX with 21 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.
39,65
star star star star star
5.0/5
Avvo
5.0
21 Reviews
star star star star star
04 Feb, 2025 by Grace
I had a fantastic experience working with Russel Sloan. He is incredibly attentive and always responds to any concerns I have within 24 hours. I was looking to open a PLLC, and he was extremely knowledgeable, guiding me through the process with ease. He is honest, resourceful, and truly has his clients’ best interests at heart. Not only did he help me with my business needs, but he also connected me with a great family lawyer for a prenup. He’s absolutely worth it, and I have no regrets hiring him. I highly recommend him to anyone in need of a reliable and trustworthy attorney!
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19 Dec, 2023 by Betsy
Russell is exceedingly professional and clearly an expert in legal issues. We hired him both in a business capacity (setting up an LLC) as well as in a personal capacity (estate planning). We could not have been happier! Russell's ability to be clear and comprehensive in the process gave us great confidence that we had come to the right guy! He crosses all the t's and dots all the i's, while maintaining personal connection, satisfying every concern and answering every question. Our last lawyer spoke in "legalese" and didn't explain things well to us. That won't happen with Russell. Highly recommend!
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13 Dec, 2023 by Anonymous
My experience working with Russell Sloan was exceptional. The top three things about working with Mr. Sloan include his responsiveness, his knowledge, and his overall professionalism. Responsiveness: Mr. Sloan was incredibly responsive and from the first connection by phone through our last correspondence, he always replied in some way to let me know the status of the issue at hand. Knowledge: Mr. Sloan shared his knowledge of the issue to provide me a thorough understanding of what I could expect and all options. In this way, he was able to lay a solid groundwork to manage expectations. I appreciated that he took the time to review everything with me during our first consultation. Professionalism: Mr. Sloan was professional in all interactions and maintained a very positive demeanor which, in my opinion, resulted in a better process overall. I was very impressed by his very consistent attitude and the way in which he corresponded with me and also on my behalf. I am very happy with my work with Mr. Sloan and would definitely reach out to him again in the future if I needed his services.
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Grant Hamon Clifton, experienced Car Accident, Estate Planning attorney in Austin, TX 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 Aug, 2021 by Jay
I was referred to Grant Clifton and from our first phone call I knew that I was in the best hands. He thoroughly explained everything every step of the way and was so patient with me. Communication was simple and prompt. I am pleased with his offices’ work and I highly recommend the Law Offices of Grant H Clifton.
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12 Jun, 2019 by Lani
Mr. Clifton was professional, patient and efficient. He spent time reviewing my case with me and planning the best approach. We had great communication over the course of my time as his client. The outcome was the desired results and I was very pleased. I highly recommend Mr. Clifton.
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17 Apr, 2019 by Jared
For my case specifically Mr. Clifton was extremely knowledgeable and easy to talk to. He explained things to where I could understand them and was always patient in answering questions. He returned phone calls and responded to texts in a timely manner. Over all he was what an attorney should be and much much more. His knowledge in his field helped me feel better about dealing with my case. I would hire him again should I never need to.
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Jeff B. McDonald, experienced Business, Estate Planning attorney in Austin, TX 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
01 May, 2024 by Robert
I engaged Mr. McDonald very late in my case with the Medical Board, but he was able to kick things into high gear and get me ready for my hearing. He was absolutely instrumental in helping me get a positive outcome. I would absolutely recommend him to any physician looking for help with a Texas Medical Board case.
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30 Jun, 2023 by Meagan
Mr. McDonald was very professional and encouraging during the duration of my case. He encouraged me to be honest and insightful in my responses provided to the board, and I believe this is the primary reason why my case had a positive outcome. He made himself available whenever I had a question or concern regarding my case. If he could not answer my calls, he made sure to return them promptly. I would highly recommend hiring Mr. McDonald, as I found him to be professional, reliable, and genuine.
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23 Nov, 2022 by Andrew
Mr. Jeff McDonald is an exceptional lawyer. He genuinely cares about his clients. He went and beyond in helping me to draft an appropriate response for my medical peer review. He also coached me for the peer review interview and I was able to achieve a favorable outcome. Thank you so much for your support and understanding.
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Devin Bradley Black, experienced Business, Estate Planning attorney in Austin, TX with 19 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.
39,59
star star star star star
5.0/5
Avvo
5.0
19 Reviews
star star star star star
14 Jan, 2019 by Anonymous
I called Devin to get help with reviewing separation documents from my previous employer. Devin was quick to respond to me, and was extremely courteous even though I could tell he was in the middle of something. He called me back, spoke with me at leisure and agreed to review my documents. After he had completed reviewing my documents, he called me back and walked me through his findings. I had some specific concerns on some language in the contract and he gave me confidence that the language was standard and that the contract was fair. He also pointed out some other clauses that he thought might be problematic for me. I appreciated that very much.
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18 Dec, 2018 by Ariel jacobs
I hired Black Law Firm last month to deal with an employee who was threatening a lawsuit for discrimination on some bogus claims. He understood the value of my business's name and reputation and worked with us to take care of the employee. I didn't have to pay some secretive settlement or anything fishy at all. He just explained to the employee and his lawyer (SUPER calmly and professionally) that he didn't have a case and BOOM the other lawyer agreed and dropped the whole thing.
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21 Aug, 2018 by Kim
Our tech company acquired a smaller IP firm and Devin did the whole thing from start to finish. Very professional. Very competent. Very highly recommended - and now I know why. Great job, Devin!
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James Norman Willi, experienced Elder Law, Estate Planning attorney in Austin, TX 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
star star star star star
27 Apr, 2017 by Chris
I had Jim do my NFA Gun Trust and my family Trust. The NFA Trust was all done online and via email from Hawaii. Zero problems with that process. It was so easy to get done I had him to put together a family Trust. Very easy to work with and excellent service.
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08 Mar, 2017 by Anonymous
Jim made it very easy to set up my trust. He spent close to an hour on the phone with me answering all my questions and explaining every aspect of the trust and how it works. I never felt as though he was trying to rush to get me off the phone. I had my trust set up in a day. I would recommend Jim to anyone wanting to set up a gun trust.
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03 Mar, 2017 by Alex
I chose Jim to draft my trust and he did a great job. I've come back for questions multiple times and he always answers and is eager to help. I love that he is involved in the community which he services and it's been a pleasant opportunity to see him at some of the same events I've attended. If you need a trust, I highly recommend Jim.
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Gabriel Gorena Gallas, experienced Estate Planning, Probate attorney in Austin, TX 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
star star star star star
17 Nov, 2022 by Teresa burrhus
When we went to see Gabe we were unsure of the exact direction we needed to go with our legal paperwork. Gabe talked us through the different scenerios that applied to us, explained things in terms that we could understand, and guided us through the maze of different documents. He then sent us home with our "homework" to do. We communicated with him via email to iron out details and when we met with him for the final signing of documents he was very efficient and explained everything very well. Gabe has a sense of humor that was greatly appreciated. Thank you, Gabe, for a job well done. Our peace of mind is a direct result of your professionalism and kindness.
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15 Nov, 2022 by Margaret
I first hired Gabe to represent me in a probate matter. Then my husband and I asked him to update our wills and related documents. Gabe is very professional and easy to work with. He is knowledgeable and thorough, and he does a good job of explaining things. Because we trust his judgment, we have asked him to recommend other professionals to us, such as a financial advisor and CPA. Although it is difficult to think about one's own mortality (much less spend money on it!), an ounce of prevention is worth a pound of cure. And when it comes time for our own wills to be probated, we know that our child will be in good hands working with Gabe. That kind of peace of mind is priceless.
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08 Nov, 2022 by Amanda
We worked with Gabe to set up our wills and estate paperwork. He made the process seamless and easy, helping us understand each aspect along the way. We left feeling confident in our decisions and grateful Gabe made it a painless experience. Highly recommend!
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Bradford G. Wiewel, experienced Estate Planning, Probate attorney in Austin, TX 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
06 Jul, 2024 by Reym51
Upon my father's passing, I suddently found myself as the one identified with the responsibilities of Executor of his personal estate. The Weiwel Law Firm did an outstanding job in helping me understand what my role entailed and helping me through the process. Their legal guidance and support is what made the completion of the entire process such a success and a positive experience during such a difficult time. The staff interacted in a professional manner, while remaining sensitive to the needs and constant questions of our surviving family members. As couple of years later, we worked with their staff again in the completion of our own Personal Estate planning - once again, the firm provided superior service.
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21 Jul, 2014 by Sheryl
We have known Brad and his staff since 2002. They set up our family trust and have provided service and maintenance on that trust ever since. Brad is a caring, kind man and he and his staff are meticulous about providing us with the best service and advice.
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23 Feb, 2014 by Randolph
Wiewel Law Firm created our Trust and related documents. They did a great job of educating us about the relative costs and benefits of wills and trusts, and walked us through the whole process, engaging the whole family. We elected to become Life Planning clients, so Wiewel will keep our documentation up to date as laws and our life circumstances change. We have been very pleased, and recommend Wiewel highly.
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Catherine L. Tabor, experienced Business, Criminal Defense attorney in Austin, TX 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
16 Feb, 2024 by Daniel
Cathy is some the coolest and fastest help I've ever had from an attorney!!! I would highly recommend her to anyone.
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24 Oct, 2023 by Anonymous
Catherine Tabor went over my driving record and knew exactly the options I had to acquire my driving privileges. When she received a curve ball in the process she didn't stop till she accomplished what I needed. After 10 years of not having my driver's license, I met Cathrine and currently waiting for the mail to deliver my driver's license.
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05 May, 2021 by Brittany
Cathy and Robert helped my husband and I put together our estate planning documents. After the birth of our daughter we knew it was important to get our affairs in order. Bob and Cathy made the process very easy and walked us through everything step by step. I would highly recommend them for any of your estate planning needs!
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Megan Baumer, experienced Elder Law, Estate Planning attorney in Austin, TX with 11 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.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
23 Sep, 2024 by Eddie
Megan Baumer was my attorney on my Bankruptcy case. She did an amazing job! She was very thorough, friendly, thoughtful, and kind throughout the entire process. There was never a question I needed answered that I couldn’t turn to her with and she made the entire process easy and less daunting each step of the way. My partner and I couldn’t be more pleased with the results. The entire Baumer Law team did a terrific job. They are best bankruptcy law office in the Austin area. I would highly recommend them to anyone in need of a good bankruptcy lawyer. They know what they’re doing.
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08 Dec, 2022 by Susan
Megan Baumer was a pleasure to work with - she was knowledgeable and thorough! Wills and End of Life Documents aren't easy - lots of details and tough decisions to think through. My husband and I knew we were in good hands with Megan's guidance and direction. She was both professional and friendly - nice combination!
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25 Nov, 2022 by Dina
Megan Baumer was so helpful. Working on our estate planning was not an easy task. Megan walked us through the importance, answered multiple follow-up questions, and stayed patient the whole time. I recommend her services to anyone. She treated us with respect too.
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Kelly Christopher Kocurek, experienced Business, Estate Planning attorney in Austin, TX with 8 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.
39,25
star star star star star
5.0/5
Avvo
5.0
8 Reviews
star star star star star
27 Aug, 2015 by Cindy
Kelly has been extremely helpful with my estate planning needs over the last several years. He has had to educate me from the ground up, and has done so in a very thorough, professional and caring manner. I am very comfortable and confident with the documents and plan we have created. I highly recommend Kelly because of his competence, professionalism and excellent communication skills. And because he is a genuinely nice person.
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06 May, 2015 by Lawrence
I'm an attorney and I've referred several clients to Kelly for wills and estate planning. Without exception, everyone I've sent to him has come back to me and thanked me for recommending Kelly. They compliment his responsiveness, his ability, and his bedside manner. I'd recommend clients to him without any hesitation.
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02 Feb, 2015 by Mary
Kelly created my family partnership papers. He was attentive and meticulous on the details. I was impressed by his overall knowledge, listening skills, and ability to project into the future needs of my estate.
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Jared Allen Greathouse, experienced Business, Estate Planning attorney in Austin, TX with 7 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.
39,22
star star star star star
5.0/5
Avvo
5.0
7 Reviews
star star star star star
27 Sep, 2023 by Elliot
I hired Jared Greathouse at the suggestion of my CPA. Jared helped me with numerous years of R+D Credit to save 10s of thousands on my Tax Returns. He went above and beyond in communicating with the IRS when they wanted additional information. In additional, we consulted with him over several real estate concerns. I found him to be friendly, knowledgeable, and probably the best attorney that I have worked with. Thanks Jared.
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13 Apr, 2020 by Christina
Jared is a very knowledgeable professional. I started a new business and his knowledge and guidance has been invaluable. I had him review a business contract and he found some items that needed to be updated and include legal terminology. If your a business owner, I highly recommend Jared Greathouse.
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07 Apr, 2020 by Donna
Jared has consulted with me professionally on several business matters. His breadth and depth of knowledge and the understanding of the inner workings of the law were incredibly helpful for me in my own business decisions. After consulting with him, I felt much more confident in making the business decisions I needed to make. Not only that, he is personable and very easy to talk with. For these reasons and more, I highly recommend Jared Greathouse for your business law needs.
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Tracy J. Willi, experienced Appeals, Estate Planning attorney in Austin, TX with 6 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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
12 Mar, 2016 by Paul
Tracy Willi is one of the top notch appellate attorneys in Texas. I was involved in an appellate situation where I needed a great appellate attorney and Tracy Willi came highly recommended to me. I highly recommend using Tracy Willi and her expertise in appellate law and would definitely use her again. Paul
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10 Aug, 2013 by Jill
I recommend Tracy Willi for all intellectual property issues. I am so thankful for everything she has done for me! I could not have gotten past this ordeal without her. I appreciate every second she worked on my case and will forever be grateful!” *****
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17 May, 2013 by Jody
I was referred to Tracy by a corporate attorney and I am writing in now to express my sincere thanks to Tracy for her outstanding lawyer services on my case. I had a complicated civil court case related to custody that went on for far too long in the county court (it was so very stressful) and then resulted in my needing to file bankruptcy (which just added to even more stress), following also an appeals filing to the custody case, as well. The long-story short of it, is that it was a complicated and exhausting process that went on for months & months and I just needed a trusted legal counselor who could help me get to the proper resolution and allow me to gain peace-of-mind. I obtained Tracy's expertise because she came highly recommended and has experience in complicated cases related to appeals and bankruptcy matters; and frankly, I needed her to oversee a couple of attorneys who were not operating at a trustworthy and responsive pace in order to finalize matters on the case(s) to proper resolution. From the moment I talked with her, I could tell she was going to keep me informed, handle the processes correctly and efficiently and the questions she asked me and comments & feedback she provided gave me the up-front confidence that she is very knowledgeable and was going to handle the process all the way through. I needed to get matters finalized and properly executed and Tracy did exactly that (AND she left me with the open-door policy that if anything else was to show up that was concerning, that all I needed to do is reach out to her again to get her legal advice and assistance, if needed, to address it). And for clients, this is a great peace-of-mind. Tracy is one of those elite attorneys who gives the profession of law a great name. What you see and receive from Tracy in professional, dedicated service is what one would expect and hope to get for legal representation.....and that is 200%. I am thankful that I was able to be introduced to her, and I definitely recommend Tracy Willi! And thank you for allowing me to post a review.
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Kathleen Macaulay, experienced Business, Estate Planning attorney in Austin, TX with 6 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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
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14 Aug, 2019 by Anonymous
A new codicil when I needed to make a will adjustment before traveling out of country. Most appreciated.
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08 Aug, 2019 by Gary
Kathleen Macaulay is a go getter. She does everything with enthusiasm and efficiency. Mrs. Macaulay has a great knowledge of the law which has helped lessen the stress during the different stages of processing my parent's estate. She was was able to stop the foreclosure on my parent's house and facilitate the return of the house to the full ownership of the family. She been involved with all aspects of processing and settling the estate, like helping getting tax returns completed for various tax years that my parents owed and helping to find a competent realtor to help sale my parent's house. Mrs. Macaulay is always there to help me and to answer questions. She is very reasonable with what she charges for her services. The previous law office was outrageous with what they charged for their services. I highly recommend Kathleen Macaulay.
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24 Jan, 2019 by Bryan and sylvia
Kathlyn Macaulay was hired to help settle a very difficult property and heirship issue. She worked continuously to find a solution. I would recommend her again to anyone....
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Pamela Denise Hailey-Petty, experienced Business, Estate Planning attorney in Austin, TX with 6 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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
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25 Jul, 2023 by Cynthia
The Hailey-Petty Law Firm is a great place to work. I have been a Paralegal for over 35 years, and I have worked in several law firms, from the small - one lawyer firm, to the big downtown firms with 20+ attorneys, and this firm, by far, is the most compassionate and is a firm where the client is the number one priority. As a team, we work closely with each other to provide the most professional service we can for each client. We have many staff meetings to discuss our client's cases, so that each client's case is moving forward. We also have many training sources, so that we can provide the best service for our clients. At the end of the day, it is very rewarding to have bosses like Pam, Jessica and Kay who are very appreciative, respectful, and compassionate with each of their employee's needs - no matter what they may be. Thank you, Pam, for showing me appreciation, respect, and compassion, and thank you for being a great leader! I truly love my job and this firm.
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11 Aug, 2019 by Lynnette
Contacted and hired Mrs. Petty for a will and estate planning. She and everyone in the office was professional, friendly and made my experience comfortable. She was patient and provided great information on options. I learned a great deal through the process and will certainly use their services again and refer to friends and family.
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27 Jun, 2019 by Theresa
Thank you all for your patience and attention to detail when creating a will for both my husband and myself. We had no idea what all went in to creating a sound and complete will for a blended family. You were very through and happy to answer all our questions!
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Patrick John Flueckiger, experienced Estate Planning, Real Estate attorney in Austin, TX with 172 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.
39,18
star star star star star
5.0/5
Google Maps
5.0
172 Reviews
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29 Oct, 2024 by Araceli herrera
I was not a client of Mr. Murray, but I conducted an interview with him regarding a topic I was researching. He was extremely helpful and gave very detailed answers. I could tell he cared very much about the issue, and was very interested in my research. Overall, he was very knowledgeable and very helpful to my research and I would recommend anyone who would like professional insight to reach out to his firm.
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24 Oct, 2024 by Bobby gonzales
I met Rey Diaz about five years ago, to represent my son and his family. Rey and his staff were very professional and knowledgeable and they produced results far and beyond what I was expecting. Since then my family and I have hired Rey's team to represent us on three different occassions. He came thru for us on all occasions. I highly recommend Rey Diaz and all his associates, to all my friends and whomever may need a lawyer that treats his clients with dignity and respect, and is willing to fight for them. Thank you Rey, Your my family's attorney for life. Your team deserves 10 stars. Thanks for winning for us!!!
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04 Sep, 2024 by Blythe brooks
Wonderful team at Reynaldo Diaz office! They were very thorough, they took very good care of me and answered all my questions and in a timely manner. They ensured that we were completely taken care of throughout the entire process, and I don’t know where I would be if it weren’t for their services. Thank you so much!
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Erin Hamilton Jansen, experienced Business, Estate Planning attorney in Austin, TX with 164 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.
39,17
star star star star star
5.0/5
Google Maps
5.0
164 Reviews
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31 Oct, 2024 by Layna k. gonzalez
I just became a US citizen and I do not think it would be possible without Jason. He helped me first with the resident card and removing all the conditions and then told me when I was ready to become a US citizen we could do that as well. He made the process very easy and I felt so prepared when I went to the interview to take the test. Don’t forget to study your 100 questions! Thank you Jason !
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18 Sep, 2024 by Daniela dominguez
Jason is widely considered one of the best immigration attorneys in Texas and my husband and I were impressed with how he works and the detail he put in to getting our case approved.
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18 Sep, 2024 by Daniel novales
I can’t believe how fast Jason got me my green card. Really, in just a few months I became a permanent resident. He was referred to me by other lawyers who had mentioned the success he has had with other clients and now I see why. A high quality immigration lawyer. Incredible lawyer and person! Would 100% recommend!
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Thomas Warner Lewis, experienced Estate Planning, Tax attorney in Austin, TX with 164 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.
39,17
star star star star star
5.0/5
Google Maps
5.0
164 Reviews
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31 Oct, 2024 by Layna k. gonzalez
I just became a US citizen and I do not think it would be possible without Jason. He helped me first with the resident card and removing all the conditions and then told me when I was ready to become a US citizen we could do that as well. He made the process very easy and I felt so prepared when I went to the interview to take the test. Don’t forget to study your 100 questions! Thank you Jason !
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18 Sep, 2024 by Daniela dominguez
Jason is widely considered one of the best immigration attorneys in Texas and my husband and I were impressed with how he works and the detail he put in to getting our case approved.
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18 Sep, 2024 by Daniel novales
I can’t believe how fast Jason got me my green card. Really, in just a few months I became a permanent resident. He was referred to me by other lawyers who had mentioned the success he has had with other clients and now I see why. A high quality immigration lawyer. Incredible lawyer and person! Would 100% recommend!
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Keith D. Maples, experienced Child Custody, Child Support attorney in Austin, TX with 5 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.
39,15
star star star star star
5.0/5
Avvo
5.0
5 Reviews
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06 Dec, 2020 by Sue
Keith is amazing. If your divorce involves a child with special needs, there simply is no attorney more knowledgable than Keith. He seeks what is fair, just and reasonable. He is accessible , supportive and as nice as can be!
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08 Jan, 2019 by Anonymous
Keith's knowledge, confidence, and sense of humor got me through a very difficult time. He was efficient and clear in his communications during the legal proceeding, and I felt confident and very happy to have him by my side. His para legal, Spring Liberty was incredibly helpful as well. Great team, great experience they bring to tough situations!
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03 Feb, 2017 by Barb
Keith came highly recommended from a friend whose husband serves as a Judge and who spoke highly of Keith's reputation for doing what is fair and just for the children of divorce. He served as the lead attorney on my divorce case and did the initial consultation with me. Keith managed to put me at ease despite the obvious emotional distress I was under, and although I ended up working with an associate at his firm, he remained involved in my case, offering his nearly encyclopedic knowledge of family law as needed. I am so grateful to have had him in my corner during this difficult time in my life, and can't say enough about him and his entire firm.
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James Russell Frost, experienced Business, Estate Planning attorney in Austin, TX 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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08 Mar, 2019 by Susie
Russell Frost made our estate planning process a breeze. We were very nervous about it, but Russell made everything so easy to understand. The process was very smooth thanks to his experience and professionalism. We will definitely use him for all our future needs.
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15 Jun, 2018 by Anonymous
I was referred to and hired Russell and his firm to assist a client of mine with a business matter that required local Texas counsel. Russell's work was professional, dead-on responsive and extremely efficient. It was easy to tell he's well versed in the state business requirements and easy to tell he's part of an efficiently run firm. I will definitely hire Russell and his firm again when I have a need for local Texas counsel.
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21 Jun, 2015 by Kristina
Russell was everything we wanted in a lawyer! He made our estate planning process simple, seamless, and easy to understand. He works quickly and efficiently, yet still makes all correspondence feel personal and unrushed. A perfect combination of friendliness and professionalism. We will definitely be returning customers for any legal issues in the future. Thanks Russell!!
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Ambika Nagasandra, experienced Child Custody, Child Support attorney in Austin, TX with 147 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
Google Maps
5.0
147 Reviews
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23 Jan, 2025 by Alex baum
I cannot recommend Adam Loewy and his team enough. After I was hit by a car while riding my bike, Adam guided me through the entire legal process with incredible expertise and care. He was attentive, supportive, and always available to answer my questions. Thanks to Adam and Laura's hard work and dedication, we were able to achieve exactly the outcome we wanted. I'm incredibly grateful for the support and professionalism of his entire team.
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18 Jan, 2025 by Dom jakob
Loewy Law firm tremendously helped me in my process after a traffic accident. Not only did they handle the lawsuit from filing to settlement, but also assisted me in getting access to medical specialists, so I can focus on healing. I’m very thankful for their expert help and highly recommend them!
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17 Jan, 2025 by Keiffer preston
Adam and his team were absolutely stellar. They were clear & communicative and kept me in the know throughout the entirety of the case. I truly feel that my case would not have played out the way it did without Adam's expertise and experience. I would without a doubt recommend him and his team to anyone who needs legal representation. Thank you again for your excellent counsel
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Mark Thomas Sessums, experienced Business, Estate Planning attorney in Austin, TX with 4 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.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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05 Mar, 2020 by Alicia
Mr. Sessums got us the legal and emotional closure we needed. He went above and beyond by taking the time to find and provide answers to all our questions in a way that we could understand. He did amazing research and found answers we didnt even know to ask the questions about. He always had a positive attitude that kept us going through a difficult situation. The outcome he got was beyond what we had ever hoped for! I strongly recommend him for all your real estate related needs!
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13 Sep, 2017 by Luis ortega
I am a corporate landlord owner. I was presented with a discrimination complaint from a tenant to avoid eviction for nonpayment. I was not aware of the seriousness of this complaint until my banker overheard my conversation and she suggested immediate legal representation. I contacted Mark with very little time to prepare. He was able to delay a site visit and prepare enough documentation to get the matter dismissed with no fault.. Thank You Mark, You will continue to be my only legal representation
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12 Dec, 2016 by Arthur
I am a Senior Claims Manager for a roofing company. Mark was actually a client that I provided a roof for. I had an ongoing Child Support issue. Once I found out he was a Lawyer I asked him for advice. At that time my legal issue weren't as serious. He gave me good advice free of charge. But a short time after, I was in a situation that took a nasty turn. The Attorney General's Office had set my child support at a fair rate, I thought... I was told we would have to come back because the mother wanted legal advice... when we returned, what was originally agreed upon, dramatically changed... I was facing the Judge. Instead of the attorney who was just used as a negotiator the other times I went there... from what they were telling me, it was sounding like I was going to be paying possibly double to tripe what was originally agreed upon. This would have had me deep in debt and most likely ended me up in jail, as it truly wasn't fair legally to my actual income. At this point I knew I needed a lawyer. Mark was the first person I thought of. Mark has a great approach of trying to avoid the courtroom, if possible. Although we did have to go into the court house, Mark had turned all my anxiety into relief very quickly. Days before my court date, with very little notice or much time for Mark to work with, outside of the courtroom, Mark was able to negotiate... First, with the Lead Attorney, at the Attorney General's Office, and then with the mother. He not only negotiated a fair and reasonable child support for me, he negotiated it in a way that totally satisfied the mother as well. Mark's price was fair too! He also has really worked with me on payment, because I was already in a pretty tough financial situation. Mark provided me with much needed relief and total satisfaction! He also is a great guy and easy to work with, which is an added plus. I would strongly recommend him!
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Carole S. Callaghan, experienced Estate Planning, Probate attorney in Austin, TX with 4 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.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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30 Nov, 2016 by Melissa
I highly recommend Carole Callaghan for estate planning and probate. She provided excellent service when we were making our estate plan and answered all of our many questions with patience and understanding. Carole has helped many people I know with their estate plans and probate, and they have also been happy with her performance. She thought of issues that never occurred to us and helped save the beneficiaries of our estate future time, money, and aggravation by dealing with them upfront.
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31 Oct, 2013 by Anonymous
Carole assisted me with a problem with a landlord retaining my security deposit and seeking an additional almost $600 above and beyond the security deposit for "repairs" to my previous apartment. My landlord threatened my credit rating if I didn't pay the additional money within 10 days of receiving the notice. The landlord didn't provide a list of damages, just a list of costs to repair things in the apartment. Carole sent my previous landlord a super strong demand letter. The landlord almost immediately dropped the request for additional money and agreed to "settle" my account by zeroing it out--keeping the security deposit, but not charging any additional money. Carole would have gone further for me, including filing suit to seek the return of the security deposit, if I had asked her to. But I'm a college student and just didn't have the time to follow through. My main concern was protecting my credit rating. Carole was incredibly responsive to me and handled this problem for me professionally and promptly. I know this may not sound like a big deal, but I'm about to enter the job market and employers these days often check credit ratings. Without Carole's assistance, my credit rating may have been damaged because I couldn't have afforded to pay the extra $600 my landlord was demanding. Thanks to Carole's help, I don't have to worry about that and can just focus on graduating! Hook 'em Horns and THANKS CAROLE!
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25 Jun, 2012 by Lance
Carole did a great job advising me from the start and patiently walked me through my ignorance of the divorce process. She was always responsive to my calls and e-mails. I really felt she went the extra mile.
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Lauren Jensen Schoenbaum, experienced Business, Estate Planning attorney in Austin, TX with 4 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
22 Aug, 2017 by David
Lauren provided excellent work and guidance in reviewing a contract I had been presented with from a new client. She was prompt with her work and clearly explained the legal aspects to me when I had questions. Lauren wrote portions of the contract to protect the interests of my small company, but she was also very fair to the client and worked for a win-win outcome. I recommend Lauren to anyone needing legal services that she covers.
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08 Jul, 2017 by Mindy
I hired Lauren in a rushed situation and she handled it with perfection and ease. I need a detailed contract to be prepared for a consulting agreement I was entering into with a company, as well as a sales commission agreement and a non-disclosure/non-compete for a partner I had just engaged with. I called her in need to all of these items to be done asap, within a day. That same day she drafted the items, sent them to me for review and completed all my edits in a timely manner. She answered a barrage of questions and counseled me though them all. She is professional, responsive, and knowledgeable. I will be using her for all my business needs going forward.
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23 Jun, 2017 by Beverly
Lauren is easy to work with, thoughtful and straight-forward. I would recommend her to anyone needing business start-up help or estate planning. I'm glad to have her guidance on such important matters.
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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:

  1. What is your experience with estate planning?
    Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

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