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Michael Douglas Holder, experienced Estate Planning, Probate attorney in Colorado Springs, CO with 4 reviews
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39,12
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5.0/5
Avvo
5.0
4 Reviews
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22 Dec, 2017 by Edwin budge
I reached out to Mr. Holder for assistance in forming estates on relatively short notice, and was extremely pleased with his efforts. He displayed great skill and promptness and was communicative and thorough. He provided excellent service at a good value, and I would highly recommend him to anyone who needs to navigate the legal process concerning estate formation.
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18 Dec, 2017 by Anonymous
I hired Michael Holder to create a thorough estate plan that would protect my family and especially my two young children. Mr. Holder was so kind and generous with his time, and his excellent work represented my specific requests exactly. I was delighted with his practice and would highly recommend his counsel.
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15 Dec, 2017 by Dennis
We needed Michael and could not be more pleased with the results. He was presented with several problems and was able to resolve everything. He worked with us on a professional and personal level giving guidance and advice as was necessary. He has a large network of individuals to use as referrals and they were quite useful to us. I would recommend him to anyone
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Jeffrey James Colerick, experienced Business, Estate Planning attorney in Colorado Springs, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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29 Nov, 2013 by Anonymous
Jeff was really great about staying persistent and following through to get my legal matter resolved with a positive outcome. He also handled our estate planning/wills etc. and his guidance and knowledge was really great. I would highly recommend Jeff Colerick if you need legal services in the Colorado Springs area. He is aggressive in putting his experience to work but also very pleasant to work with. Also his paralegal was very caring and stayed on top of keeping me informed.
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12 Nov, 2013 by Anonymous
I would highly recommend Jeff Colerick as the attorney to call in Colorado Springs. I was in a car accident with my three children last year and suffered injuries to my back and neck and we all had to be taken by ambulance to the hospital. The insurance companies were impossible. A friend recommended I call Jeff. He took my case seriously and was persistent and kept me informed. He ultimately got a settlement for myself and for each of my children that was more than I even expected. We are grateful for his help.
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12 Apr, 2013 by Anonymous
I was referred to Jeff Colerick by a friend and he did an excellent job of representing me and getting me a settlement I never could have gotten on my own. He is a sharp and knowledgeable and well respected in the community. I was really impressed with how he fought for my case. I would highly recommend him to friends and family.
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Ronald James Brotzman, experienced Elder Law, Estate Planning attorney in Berthoud, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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22 Jan, 2023 by Carol
Ron was a lifelong, personal friend of my husband who passed away in March of 2020. He became a very special friend of mine. I was at a loss at the mere shock of my husband’s unexpected and sudden death. Ron helped me wade through my husband’s Trust and all of the responsibilities that I found myself having to deal with. I don’t know what I would have done without his legal expertise. Ron helped to keep me focused as I found myself oftentimes walking in a fog so much of the time for months after my husband died. Ron is the best and one of the nicest and kindest men I have ever met. He will always have a special place in my heart.
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05 Jun, 2015 by Pat
Mr. Ronald Brotzman (Ron) has been our legal counsel for over two decades and has really been there for us. Ron has provided council on family trusts and estates numerous times -- both our parents and ours. Ron has created estate plans for us including family trusts, wills, power of attorney documents and helped transfer estate property. He has been very helpful clarifying, and sometimes debunking, the cloud of legal information you come across on the internet. Ron has setup multiple LLC’s for our businesses and provided general legal counsel on potential disputes. When warranted he recommends other specialist, i.e., patent attorneys, etc. Most importantly, Ron is our first step in anything legal.
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19 Apr, 2015 by Anonymous
I have known Ron Brotzman for over 20 years and during that time he has handled a number of different legal matters for me. He is very knowledgeable about many facets of the law, especially in dealing with wills, trusts, and family law. He worked with my mother and myself in rewriting our wills and living wills, durable and medical Powers of Attorney, and Revocable Trusts. He gave us a variety of options as to how these could be set up and gave us his advice on what would be the best way and told us why. When I had an issue with a beneficiary, he helped me to figure out the best way to handle it. He is very approachable and quickly responds to any questions that I have. I know that he is looking out for my best interests and I am thankful to have him on my side. I highly recommend Ron to anyone needing an attorney.
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David A Perlick, experienced Estate Planning, Probate attorney in Boulder, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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12 Apr, 2016 by Brian
David is a top-notch, highly detailed, great listener who will quickly get to the center of your concerns in estate planning. He asks great questions, and will provide even greater solutions to ensure your estate planning expectations are met and surpassed. He operates with integrity, friendliness, and professionalism.
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02 Dec, 2015 by Beth armstrong
My father died in 2009 with challenging legal circumstances that Mr. Perlick assisted me to navigate. He continues to help me manage the Estate and its varied details, avoiding pitfalls common layperson is not likely to be aware, and seeks the best benefit and ease of transitions. I am grateful for his expertise, ease of working with and thorough communication.
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23 Oct, 2012 by Jonathan
If you want a lawyer you can find one anywhere. If you want an intelligent partner who truly cares about your business and helps you make strategic decisions (that are also protect you from a legal standpoint) then contact David. I met with David when I had not even formed my company yet and I literally will have him as part of my team for the rest of my career. An example of his brilliance was his insistence on our filing of our patents and trademarks. We were able to sell one of our trademarks (that we were no longer using) to Weight Watchers for $250,000 and that never would have happened without David. Some people view legal fees as a necessary expenditure that hurts their bottom line. I view David's time as an investment in my company and to be honest he is a bargain. In summary, if I was asked to take 5 of my best contacts to battle for the most important business challenge of my life David would flat out be one of them. Please contact me directly anytime if you would like a reference about why working with David may be one of your best moves yet. Take care
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Kara W. Edmunds, experienced Business, Car Accident attorney in Boulder, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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01 Jun, 2015 by Gene
I was extremely pleased with Kara Edmunds as my lawyer. I was in a serious automobile accident in December 2010, and she represented my claims to the insurance company. Kara kept me in the loop each step of the way and always responded promptly to my questions and concerns. Kara cautioned me not to rush this case settlement. She took her time and my reward was more that I had hoped for. I would recommend Kara Edmunds to anyone without reservation.
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15 May, 2015 by Anonymous
I was in a car accident and the insurance company was firmly offering me way less than would even cover my bills. After being bullied by the insurance handler, I called Kara to see if she could help. She came through with such integrity and persistence.
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22 Jan, 2015 by Elaine gallagher
Due to my chronic pain I was on medicine that effected my cognative and ability to perform my job. After 19 years at the same company I was ask to leave and don't come back until I was better. Needless to say I was beside myself. Kara was referred to us by another attorney and I was never so happy and hopeful when we finally spoke. I knew that I had the right person for the job. She was able to understand my problem and was able to get the job done. I highly recommend when Kara tells you what her plans are, you just go with her for the ride and help her when she may need some assistance. Because she does and will get the job done. We are so grateful how are lives had changed with all the hard work that was done in my case. Kara is the person to ask for her help, you will not be disappointed.
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David William Osterman, experienced Elder Law, Estate Planning attorney in Denver, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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20 Sep, 2017 by Lynn
My aging parents needed updated wills and a trust for real estate, and I was referred to Dave by a friend. We had our initial meeting with Dave a few years ago to discuss their individual desires. The meeting could be described as 'painful' at best, since my parents had made decisions as to their respective beneficiaries without discussion between themselves before the meeting. There was a look of shock on both my parents' faces as they each described how they wanted their property divided. Dave was extremely sensitive to the situation when he realized there was more going on than just a standard will and trust for two people in their 80s. He very diplomatically pointed out the possible legal issues with their choices of beneficiaries and how they wanted property disposed, and also brought up in a sensitive manner the personal ramifications. After a very frank and robust discussion, both parents were satisfied with Dave's recommendations, and the wills and trust were put in place. My mother passed away a few years after the meeting. Dave and his paralegal Brenda were very responsive to my needs as executor and trustee, which was complicated by my living out of state. They arranged their schedules so I could meet with them when I was in town. Dave was pragmatic in advising me as to what I could/should handle versus what they could do as lawyers for my mother and the trust. I got the sense that he was not looking to do simple tasks just to generate billable hours. They responded quickly to questions about forms to be filed, possible issues with the trust selling the family home, and additional documents needed by the realtor. It is very hard when a parent passes away, and the groundwork laid by Dave a few years ago made the estate settlement process less complicated than it would have been without the will and trust. Dave and Brenda helped throughout the settlement process, from the time of her death to the trust distribution. Working with them was one of the more pleasant aspects during this trying time.
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13 Feb, 2012 by Chris
Dave Osterman is one of the finest attorney's I've worked with. He came recommended to me by a friend, who Dave had just completed a Living Trust for. Dave's fee structure was simple and he delivered far more value than I felt he charged. The Living Trust he prepared for my wife and I was incredibly detailed and covered aspects of our assets I had not even thought of. He continues to answer questions on my trust, to this day, years after preparing it. I would highly recommend Dave to anyone, particularly with a large portfolio of assets.
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17 Aug, 2011 by Anonymous
Since I first hired Dave, he has been extremely helpful, answering numerous questions by phone at no charge even though they were not always related to the original issue.
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Rodney C Atherton, experienced Estate Planning, Real Estate attorney in Arvada, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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20 Feb, 2016 by Gregg
I highly recommend Rod, he has been extremely helpful. His wealth of knowledge and professionalism helped us through some very stressful legal issues . I really appreciate his exceptional integrity and compassion towards us, while resolving our issues.
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16 Feb, 2016 by Jimmy
Rod is a professional! He prepared our estate and was very insightful to all aspects of the best approach to aligning end of life issues with a blended family. He is friendly, compassionate and functions with a high level of integrity. Rod has faced many challenges and kept his core in tact with honor. I would trust him with any matter-professional or personal.
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11 Dec, 2011 by Anonymous
Rodney Atherton is extremely knowledgable about the work he does. More important, he has a heart for his clients. He is warm and compasionate and listens. This is truly a new experience when working with a lawyer.
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Kevin Gale Elmore, experienced Business, Estate Planning attorney in Fort Collins, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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30 Jan, 2011 by Travis
I retained Mr. Elmore after about a year of failed attempts at handling my home loan modification, on my own. I was facing foreclosure and was feeling a bit misled and somewhat bullied by my mortgage company. I had previously attempted to retain a different lawyer, who informed me that it was hopeless and furthermore she was amazed that I was still in my home. On a friend's referral, I called Mr. Elmore. Right from the start he was very confident, which I needed, as well as informative. He detailed what the process would entail, including my resposibilites and a timeline. Along the way I chose to file bankruptcy, which he had initially informed me was an option available to me. The banckruptcy and loan modification were both successful and I'm sleeping soundly again. There were no surprises along the way and his fee was perfectly reasonable. I'm more than happy with Kevin Elmore.
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05 Nov, 2010 by Jeanine
Kevin was very a good attorney during this very difficult time in which me and my husband had to file Bankruptsy. He was always there to answer any of my questions and was very clear. He even explained 2 or 3 times if I did not understand, untill I did. I would defintly recomend him to another person.
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16 Oct, 2010 by Anonymous
When my husband first approached Kevin, Kevin was helpful and ready to answer all questions we had. This continued throughout our time. He was available and answered every question, notified us about any questions he had, and gave us great service. We had utmost confidence in his abilities to serve our needs.
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Roger K Adams, experienced Business, Estate Planning attorney in Denver, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
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5.0/5
Avvo
5.0
4 Reviews
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10 Aug, 2015 by Cheryl
When I have bankruptcy questions for my clients, I call Roger Adams, and he helps me. He has a huge desire to help the little guy, and he goes out of his way to do so. I have found him to be knowledgeable and compassionate. I highly recommend him.
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20 May, 2014 by Anonymous
With $1.2 in secured debt and over $250k in unsecured debt, Roger was able to negotiate with the court and lenders to get us an achievable discounted payback plan to creditors via ch. 13 and keep our home. It was a long journey that took 18 months to achieve. Roger's patience, fortitude, experience and a well connected network all came in to play to make it happen. And for that we are forever grateful that there was somebody out there who understood and had the wherewithal to help us with a very difficult and challenging situation,
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27 Jan, 2012 by Denise larsen
I had a contractor who went bankrupt at the last minute. We figured out the most practical way to handle it and did it that way. I appreciate the simple and straightforward approach.
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Zachary Alexander Chapman, experienced Business, Child Custody attorney in Denver, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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17 Feb, 2017 by Scott
Zach really helped me figure out my rights according to the law. He was very professional and outlined all the options I had in an easy to understand way. After weighing my options with Zach's assistance, we chose a path that was best for my case. Zach's analysis was correct and modification I sought, I received.
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13 Feb, 2015 by Bill
Handled my case and went well above my expectations for an attorney. Explained to him that my ex wife wanted to drag this out to cost me as much money as possible. Zachary had it wrapped up and finalized in record time. I highly recommend him.
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11 Feb, 2015 by Dave
I retained Zach as my attorney as I was in a custody battle after my divorce. I had been going it alone for about six months and although I felt I had a good case, there is always the "what if" Many factors regarding my case brought me to Zach. I had relocated to another state, had a new job, paperwork to locate and file, many things had to be addressed and considered. It was overwhelming. From the moment I made the decision to get help, I knew that Zach was the attorney to represent me. The initial conversations we had by phone were comfortable and productive. The fact that I was 1400 miles away and that I was placing my children's future and well being in someone's hands was scary at first but Zach, I felt, was the one that could get it done for me. The biggest concern I had was that I had given him less than 3 months to prepare. In that short amount of time he compiled all the documents, filed all the paperwork, conducted the interviews with the witnesses. He did that and so much more. When we entered the courtroom I was confident and WE were prepared. In court Zach was direct, to the point and was able to "paint the picture" for the Magistrate. He asked the right questions of every witness called to the stand and when the proceeding was complete there was no "what if" left in my mind. When the court made their decision and I received the call from Zach that we had won, I knew I had made the right call. I cannot express enough my gratitude, nor the respect I have for Zach. I put my trust in him and he delivered. I could not be more pleased. Sincerely, Dave
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Suzanne Hohmann Ewy, experienced Business, Estate Planning attorney in Denver, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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30 Oct, 2023 by Anonymous
Suzanne was an amazing consultant in my divorce. I had never worked with a lawyer before and Suzanne helped me walk through the process with such compassion and patience. She helped me to learn how and what I needed to do to stand up for what I deserved. I am so grateful for her expertise and confidence. I would refer her to anyone I know.
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26 Oct, 2023 by Anonymous
Suzanne helped me with my divorce last year. She is professional, sharp, and extremely effective. I was able to keep my retirement accounts because she pointed out that my ex and I had always kept our accounts separate from day 1 of the marriage, and that I should be able to retain my own accounts. The judge accepted this and signed off on it, and I feel safe and financially secure as a result. As contentious as divorce can be, she helped keep everything fair and civil. She is a wonderful person who wants to help. I cannot recommend her enough!
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25 Oct, 2023 by Rodger
It is a pleasure to compliment the legal work that Susanne Ewy has done for me. At 92 years of age my ability to deal with Boulder (Colorado) County authorities is quite limited. When I received notice this year that my home valuation had just risen by 50% I was shocked. This meant my home real estate taxes would also rise by this same 50% amount! Boulder (Colorado) County displayed “comparable” nearby home properties that had recently sold as justification despite the significant differences in comparisons. I engaged Suzanne Ewy to help me deal with Boulder County over this gross exaggeration. She developed a plan, gathered materials, both statistical and visual, and, within the County-stated strict limitations, delivered my request for re-evaluation. She prepared, I think, about forty-five pages of information for the County. The County Assessor rejected her request for re-evaluation completely, requiring her to file an appeal and appear before the Board of Equalization. She prepared me for that virtual hearing, making sure that I could hear and understand the proceedings. Long story shortened, the BOE granted me the totality of my evaluation amount – the entire reduction of 50%. Virtually unheard of in this county. This will result in a reasonable tax amount that will have an immediate and a long-term effect on this aging citizen who has paid Boulder real estate taxes since about 1970. My many thanks and admiration for her reasoned and effective work is unbounded.
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Robert Brent Wareham, experienced Civil Rights, Criminal Defense attorney in Highlands Ranch, CO with 4 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
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01 Apr, 2016 by Laura
Very experienced attorney. Kept my family and my best interest in focus, current and long term, while negotiating ethically and firmly. Best outcome possible in . Talented experienced support staff making this an incredibly strong team.
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17 Mar, 2014 by Jessica
Wow! Going through a divorce is such a roller coaster. Thanks to Robert and Chris and everyone else at the firm for your help. I couldn't have made it through this without you.
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22 Feb, 2013 by Anonymous
I just went through a divorce and Robert and his staff represented me. We actually settled my case before going to Court. I got almost everything on my "wish list" and my fees were a fraction of my husband's. I would recommend Robert to anyone who wants to resolve their case quickly and amicably but without sacrifice.
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Myka Marie Landry, experienced Business, Elder Law attorney in Elizabeth, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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30 Mar, 2012 by Anonymous
When I met Myka Landry I felt confident with the advice I received from her regarding my questions. She exudes a sense of care for others and a desire to honestly help
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29 Jan, 2012 by Charles
Myka Landry is the best attorney I have worked with, she is diligent, smart and listens extremely well. Myka works hard to make complex issues easier to understand and contractually she keeps wording concise and to the point.
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29 Jan, 2012 by Beverly
We are caring for my elderly in-laws and needed clarification of the trust they drew up in California which was confusing. Myka explained everything we needed to know and has helped us in making the right choices during this tough time. She is our legal source for elder law and we will be needing her help again in the near future. We highly recommend Myka to anyone that has questions in this field.
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Gina M. Weinberger, experienced Estate Planning, Probate attorney in Boulder, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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12 Nov, 2016 by Shawn
I can't say enough about the great experience I had with attorney Weinberger. Gina was empathetic and responded with lightning efficiency to help me with my case. She saved the day for me to say the least as I was being threatened essentially for being a new homeowner. I found her to be authentic and kind. Lastly, the invoice for her services came in under the quoted estimate. Outstanding.
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30 Aug, 2016 by Bri
My partner and I worked with Gina for estate planning and we were very impressed with her. She provided clear guidance throughout the process, and offered detailed examples and clarifications to every question we asked. She has extensive knowledge about estate planning and real estate law, which dovetailed nicely with our needs. In addition, she is also interpersonally warm and easy to work with. I recommend her with highest regard and will certainly hire her for any additional estate services we need in the future.
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05 Aug, 2015 by Robert
Gina worked worked with my wife and I to figure out what type of plan (will or trust) was best for us in estate planning. She was great to work with and we are very happy with the results.
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Rose Mary Zapor, experienced Consumer Protection, Elder Law attorney in Lakewood, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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11 Apr, 2019 by Helen
I interviewed a couple of Denver area attorneys before hiring Rose Mary Zapor to do my will. I learned about her after asking friends for a referral. Rose has had many years of experience with elder law and services for the elderly, including estate planning, and with how laws work in Colorado. She did my will for a reasonable flat fee, which made me feel at ease, not on the clock, while i asked numerous questions and she answered them patiently. Rose was meticulous and detail-oriented going through various options and scenarios, and gave me some good suggestions and warnings about what not to do. Her staff is efficient, too.
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08 May, 2012 by Rick
Rose helped me with medical lawsuit and was so helpful. Quick, responsive and caring. Rose helped me in a difficult situation with opposing lawyers and went the extra mile to resolve my issue. Honest and caring!
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09 Dec, 2011 by Josh
Rose is an amazing lawyer. She is fair, knowledgeable and a very kind person. She is very well-versed in several different types of law including elder law, military law and family law. She is an acceptional mediator and a blessing to any case you may have. I used to say Rose had a heart of gold, but now I know she is solid gold from head to toe. She has my highest recomendation for any project she undertakes, any relationship she has or any legal matter for which you may need assistance. I would hire her at any other time as well for whatever issue I had at hand.
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Sara Beth Bachman, experienced Business, Consumer Protection attorney in Naturita, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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28 Feb, 2017 by Katie
Sara is reliable, attentive to detail and hardworking. Sara provides zealous representation. Not only is Sara responsive, she is more than willing to provide clients with pertinent, knowledgeable and helpful information. She digs into the details of each client's matter and is willing to discuss the pros and cons of each solution. Sara is very thoughtful and thorough in addressing clients concerns. Sara comes with my highest regard and recommendation.
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09 Feb, 2017 by Lorna
She assisted me know a release of mortgage for my dad and also a warranty deed of. A business real Estate transaction. Both went smoothly. She is very knowledgeable and patient.
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27 Jan, 2017 by Mike
Sara handled a business sale for us while we were out of the country. She did an outstanding job in keeping our interests covered and taken care of, as well as all legal aspects. We did this with limited communication via the internet. When we returned to the USA we basically had to go over a few minor details and sign papers. She not only did everything correctly for that business transaction but has handled trust and LLC documents and procedures for us as well. We would hire Sara to handle any legal business for us, regardless of it's nature without hesitation.
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Kathryn Kaeble Todd, experienced Consumer Protection, Elder Law attorney in Lakewood, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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09 Oct, 2015 by Gary and jennifer
My wife Jennifer and I had a very warm, professional experience working with Kathryn and her staff. Jennifer has a terminal brain tumor and we needed help updating our wills and had several other questions that we needed answers for. Kathryn and her staff showed not only the answers we were looking for but brought up several key points that we hadn't even thought of. They all displayed a relaxing professionalism, compassion and we felt most comfortable that we had picked the right firm to help us. Kudos to all the staff and especially to Kathryn for making a very difficult situation much more tolerable. We will be using them again and would highly recommend them.
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11 Mar, 2015 by Anonymous
Very helpful in going through the options for updating my will and trust especially with respect to future what ifs. Very detailed in her presentation and reviews. Much more comprehensive and considerate of my opinions than the last lawyer. Has a good sense of future concerns in the senescent years.
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07 Mar, 2015 by Lynn
Kathryn handled estate matters for my mother and then for the estate. She is very knowledgeable and takes great care in making certain her clients understand the process and their options. She helped with the process and kept everyone informed. She can tailor her services to fit your needs. Her charges are reasonable, especially in this practice area. There is never any concern of selling more than the client needs. She is very patient with elderly clients. I highly recommend Kathryn.
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Shari D Caton, experienced Consumer Protection, Elder Law attorney in Denver, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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10 Apr, 2023 by Anonymous
Shari has been my attorney since May 2020 and the probate case finally closed this March 2023! I don’t live in Colorado so having to handle this all on the phone or electronically isn’t the norm. She was instrumental in giving great advice on next steps and which way to handle all the legal roadblocks. She always explained the most cost effective way versus just trying to log billable hours. I couldn’t have asked for a better attorney and would recommend her as a probate/estate attorney.
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04 Jan, 2013 by Scott
Shari helped us out in an emergency situation and she was responsive and made our family feel as if we were her only client. The highest recommendations are not enough.
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03 Jan, 2013 by Gary
My mother passed away on January 6, 2005, and I was appointed the Personal Representative of her Estate on January 31, 2005. On April 4, 2005, the State of Colorado Department of Health Care Policy and Financing filed a claim against my Mother’s Estate in the amount of $22,000.00 for Medicaid services rendered while she was alive. She also had a couple of debt collectors attempting to get paid twice by the estate. My attorney at the time couldn’t handle a case this size so he backed out. On September 8, 2005, I engaged Shari Caton as my attorney for my Mother’s Estate who helped me prove to the State of Colorado Department of Health Care Policy and Financing that I had received a disability on my back during active military service and that I was receiving disability compensation from the Veterans Administration. This was grounds for the State of Colorado to drop their claim against the estate and so they did. Thanks to Shari Caton and her high degree of legal professionalism, for blocking the State’s Claim against my Mother’s Estate and stopping a couple of money hungry thieves from getting paid twice. Shari Caton is an excellent attorney with a vast knowledge of the legal system, a high degree of legal professionalism and works diligently in helping her clients win their cases. Shari is a great person as well as a great attorney who is second to none. A real WINNER!!! I very highly recommend her to anyone needing legal help.
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Noel Pruitt Trujillo, experienced Business, Estate Planning attorney in LIttleton, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
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5.0/5
Avvo
5.0
3 Reviews
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28 Apr, 2023 by Anonymous
We worked together on a legal issue with our business. She worked hard to help us solve the issue and create a win for our business.
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07 Mar, 2023 by Dave
Noel is a compassionate and knowledgeable professional. She has handled multiple cases for me and all with a positive outcome. If you demand detail, reliability and results, Hire Ms. Trujillo.
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04 Mar, 2023 by Joe
I needed a layer for a legal matter and I contacted Noal’s firm. Noel was great to work with and very professional. She kept me informed and was always available when I had questions or concerns. She was on time and let me know what was happening to help me feel comfortable in a stressful situation. Noel was able to resolve my situation and achieved a good outcome. I would recommend Noel Trujillo if you need an attorney.
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Matthew Thomas McClintock, experienced Business, Estate Planning attorney in Evergreen, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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29 Jan, 2018 by Julia nickerson
Matt is a rare find--wealth of knowledge combined with compassion. If you live in the Evergreen Colorado area, you will want Matt as your estate planning attorney. You are lucky to have him in your area-he is known across the country as a pillar in the estate planning community.
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07 Mar, 2017 by Joel
My colleague and I approached Matt with a business idea and need to establish an LLC. This was a first for us, so he walked us through the process in a very professional, but well thought out manner that immediately gave us confidence not only with his services, but also with our new endeavor. Matt spent time with us, asking questions about our business and getting to know the details of our plans so that he could best advise us moving forward. Matt initiated a timeline and checklist of items that we'd need to complete and within a matter of a short couple of weeks, he had us set up and ready to get to work. Matts level of experience and expertise in this area was extremely noticeable and gave us peace of mind from the onset of our discussions. Personable, intelligent, and focused on us. For these reasons, I would strongly recommend Matts services to anyone in need of legal advise and/or with similar circumstances as ours. Thanks a ton, Matt!! Joel
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28 Feb, 2017 by Anonymous
I first met with Matt approximately a year and a half ago, when I decided to establish an LLC. I had looked a several on line, do it yourself sites and just did not feel comfortable. I quickly realized that I needed professional legal assistance, in order to make sure my new LLC was created properly. After meeting with Matt and discussing all my needs, Matt put together a comprehensive plan for my LLC. He helped me decide the best state to establish my LLC in for liability protection, as well as tax benefits. Matt also created my Executive Summary and Operations Agreement. His attention to detail and diligence in looking out for my best interest, was second to none. More importantly, Matt took whatever time was necessary to make sure I fully understood not only the "big picture", but all the nuances of my new LLC. Since then, Matt has reviewed several business contracts for me. Each and every time coming back with a clear and precise answer in a timely manner, along with giving his "your best interest in mind" advice and recommendations. Matt has done such an amazing job with everything I have throw his way, it has led me to currently work with him on my family's Estate Planning. Matt is in the process of putting together a fully customized Trust for me. He has been incredible walking us through the infinite amount of options and legal scenarios, in order to find a plan that best suites my wants and my family's future needs. With Matt, you always feel that you have his full and undivided attention. He establishes a personal relationship, and you never feel like you are "just another client". He always answer questions, phone messages, emails, quickly. Often the same day, usually within an hour. You never feel forgotten about, or that your issues and questions are not important. I trust Matt fully with any and all legal affairs concerning my LLC and Estate. I would have zero hesitation recommending Matt to my closest friends and family. I think you will be hard pressed to find a better, more knowledgeable, honest, hard working and sincere Lawyer anywhere. -Chris
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Edward C Sells, experienced Business, Estate Planning attorney in Evergreen, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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27 Aug, 2015 by Scott
I hired Ted Sells to assist me with the formation of my limited liability company for my small business. He guided me through the process from start to finish-explaining each step along the way. I give him my highest recommendation.
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05 Jun, 2015 by Carla
Ted Sells represented us in the purchase of our dream home. He negotiated access easements, dealt with inspection issues and resolved all title matters for us prior to our purchase. He was always available to help us. He earned our highest recommendation.
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16 Apr, 2015 by Rick jenson
Ted handled a large commercial transaction for my development company. The legal services he provided were exceptional. In over 30 years in business, I have never come across a better real estate and business advisor.
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Ann E. Hutchison, experienced Business, Estate Planning attorney in Gypsum, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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14 Oct, 2015 by Anonymous
We have retained Ann many times to handle complex real estate matters, estate and probate issues, and high level contracts and business assignments. Ann is very knowledgeable, timely, an excellent problem solver and reasonable.
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15 Jul, 2015 by Sam
Ann Hutchison assisted both me and my parents with our estate planning. She is an incredible professional . . . Very compassionate, intuitive, thoughtful, sensitive and totally knowledgeable about every aspect of her profession. She took all the time necessary to complete this complicated process with ease and provided us all with an excellent plan giving us all complete reassurance that every detail was accounted for and specified with total clarity. I wish that everyone could have such a caring advocate as Ann Hutchison when it comes to completing their estate plans. She is, in my opinion the very best in her profession.
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14 Jul, 2015 by Harold
A very very excellent Attorney, very attentive to her clients, very will to go the 'extra mile', compassionate and understanding easy to talk to & with --- a top notch person.
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Paul Rutledge Durr III, experienced Business, Estate Planning attorney in Denver, CO with 3 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.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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31 Aug, 2024 by Robert
Paul completely understood our legal situation which involved a bridge loan, and had an associated promissory note, a deed of trust and a borrower's guaranty, all three legal documents were originally drafted by the borrower. Paul provided significant betterments/protections and sagely substituted the Colorado Real Estate Commission form for the deed of trust. He instills confidence, explains issues in layman terms and guided us to a timely and successful closing. He is highly recommended.
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12 Nov, 2018 by Glenn
Mr Durr is a consummate professional. He is an expert negotiator, and has tremendous common sense. Mr Durr has assisted me with trusts, wills, business transactions and contract agreements. Tremendous business lawyer; I highly recommend.
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15 Aug, 2016 by Mike and pam
We needed assistance getting an estate settled where the attorney for the estate was very difficult to work with. Mr. Durr was excellent at working easily with a contentious person. We were so impressed with him that we had him plan our estate and get our papers in order. A year later Mr. Durr helped us with our Real Estate needs instead of using a realtor. He has always done a great job for us and been more than fair billing us.
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Lyndsey Rose Richard, experienced Business, Estate Planning attorney in Denver, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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30 Mar, 2016 by Siena
After interviewing and pricing out a few different attorneys, my husband and I felt very confident in hiring Lyndsey and her team to assist us with our estate planning. Lyndsey and Heather made this process so easy for us- we had procrastinated this for years because it seemed so overwhelming, but Lyndsey explained things in terms that made sense, put things in context with helpful anecdotes and metaphors, and guided us though the decision making process like a pro. She is a great listener and seemed to truly have our best interests at heart. We are so grateful for her guidance through this process and and have such peace of mind knowing she is our trusted advisor.
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04 Jul, 2015 by Brian
They took my situation and made it simple and pleasant. Lyndsey's expertise and personality provided me the confidence I was looking for. Very convenient and very professional.
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26 Feb, 2015 by Anonymous
Lyndsey Richard was recommended when we needed legal help in an urgent situation. She was very helpful, even willing to meet our family at our home. She is sensitive, thorough, responsive and smart.
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Bradley J Frigon, experienced Consumer Protection, Elder Law attorney in LIttleton, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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18 Apr, 2017 by Anonymous
Bradley Frigon is extremely knowledgeable about estate matters including Medicaid. He helped me immensely during a difficult time in my life. His billing practices are very fair and the money spent on probate was well spent. His staff is friendly and helpful, as well. I would highly recommend Mr Frigon and his firm.
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21 Jul, 2016 by Richard
My mother was diagnosed with Breast Cancer in early 2014. When she found out, she was quick to get her will in order with Bradley and his team. I was designated as her Power of Attorney and Executor of the will, and I had no idea what I was doing. In the initial meetings, Bradley explained everything very carefully, and took plenty of time to answer all of our questions. She passed in April of the following year, and everyone at the office was very helpful while I navigated the complicated process of selling her house, managing her finances, and ultimately settling the estate. They were able to communicate quickly and effectively when I needed it, and made the process much easier than it would have been doing it alone. I'm very grateful to Brad, Vicky, and the rest of the team.
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22 Apr, 2016 by Marcus
My mother's wish was to have my sister and I wait one year from her death to split the inheritance 50/50. As the year from her death approached I contacted my sister regarding splitting the inheritance, but she refused planning on keeping all of the money for herself and making her husband full beneficiary. My mother lived and passed away in Denver, Colorado and I live in Kansas City, Missouri. After doing an internet search, I found Mr. Frigon's site very professional, thus I contacted his office for a consultation. Although my mother made my sister personal representative and full beneficiary on the inheritance, Mr. Frigon was successful in demonstrating my mother's wishes prior to her death to my sister's attorney in the matter. The matter finally resolved in receiving 50% of my mother's inheritance and for each of my sons to receive money towards a down payment on a home. In conclusion, Mr. Frigon and his office demonstrated the highest level of professionalism and kept me apprised of all matters regarding this issue. The cost of resolving this issue was very fair.
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Tyler D Kraemer, experienced Business, Estate Planning attorney in Colo Springs, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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21 Jul, 2011 by Anonymous
Tyler Kraemer serves as counsel for our non-profit REALTOR association and is for-profit subsidiary corporation. For more than 10 years, he has skillfully guided us through contractual, IT, real estate and copyright issues. He is deeply involved in all negotiations with a number of major vendors to ensure that we obtain the services necessary for our large customer base. He is well-organized and extremely proffesional in all areas. He always demonstrates outstanding knowledge and expertise and continually hones his skill through extensive research in preparing his professional books. We are extremely fortunate to have Tyler as our legal resource.
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19 Jul, 2011 by Bill
Tyler and his law firm have assisted our bank over the years in writing legal loan documents, amendments to loan documents, reviewing legal documents and assisting the bank in the area of Special Assets. For the Special Assets area he has handled Deeds-in-Lieu, Forbearance Agreements, Judgments and Foreclosure Actions.
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18 Jul, 2011 by Pat becker
Tyler Kraemer had been the key ingredient in our successfully negotiating contracts with our very large and key clients. Our number one goal is to protect our IP while being fair to the client. Tyler has excellent negotiating skills that results in a fair result for both us and our client. Tyler has also been excellent at our general corporate needs and organization. Tyler is a loyal, brilliant attorney that we enthusiastically endorse.
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Sunita Sharma, experienced Child Custody, Criminal Defense attorney in Berthoud, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
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5.0/5
Avvo
5.0
3 Reviews
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25 Feb, 2013 by Anonymous
Sunita not only gave us great counsel, but because of her involvement in so many legal organizations seemed to know many of the people involved on both sides of our case. Those connections were invaluable to our understanding of the situation.
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18 Feb, 2013 by Mark
I hired Sunita to create some contracts for a new business I started. During our initial and free consultation, she was immediately engaged and interested, as I explained what I was looking for and never made me feel rushed or as if her time was more important than mine. I was impressed with her knowledge of contract law and she worked quickly to get me the documents for review. She was readily available for any follow-ups I had and completed the contracts in less time that I had anticipated. Her rates are extremely fair and her knowledge and efforts are outstanding. I'd recommend Sunita for any contract work you may have.
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13 Feb, 2013 by Pat
Excellent attorney, very compassionate and caring. Attentive to my needs. Good at working with opposing counsel.
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Daniel Brian McGuinness, experienced Adoption, Estate Planning attorney in Durango, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
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5.0/5
Avvo
5.0
3 Reviews
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09 Jan, 2015 by Anonymous
I highly recommend Dan McGuinness. I was impressed with how promptly all aspects of my divorce case were handled. He was thorough in explaining the legal process—I felt well prepared for each court hearing, mediation, and all correspondence with the opposing council. He was confident in dealings with the other side, and always presented my wishes with professionalism and respect. My case involved significant safety concerns in regard to parenting time. I was assured with Dan’s expertise in preserving what was in the children’s best interest, and as a result, the Judge ruled in my favor for all parenting time issues.
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31 Dec, 2014 by Marty
I had the fortunate experience of utilizing Dan McGuinness's vast knowledge of Divorce law and procedure. I had a one hour consultation with Mr. McGuinness regarding an emergency motion filed against me by my ex-wife asking to restrict my parenting time. Dan helped me understand the correct procedure to respond and advised me on my rights, plus the best way to present my explanation in my response. Dan's expertise really helped me to prepare the exhibits that helped to validate my side of the case. Dan directed me by showing me the specific statutes in the law to support my response which were key in my case. Mr McGuiness advised me on potential hurdles I could face in my hearing like objections to my testimony and how to have them denied. Also Dan coached me on how to object to the other parties testimony and exhibits and have them sustained, which were successful in my case. These elements helped me immensely. With Dan McGuinness's consultation I was able to represent my self and prove beyond a doubt that the petitioners accusations were not true and the case was dismiss. My kids were back at my home in 3 hours.
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15 Sep, 2014 by Anonymous
I have truly appreciated working with Dan. He is thoughtful and listens to what you have to say. He gave us good guidance and as a result the judge has ruled twice in our favor.
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Francis James Cuddihee II, experienced Estate Planning, Family Law attorney in Denver, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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19 Dec, 2017 by Jason
Francis is one of the most ethical patient Lawyers that I have ever met.. With a Passion for law and helping families Francis Truly has his client's best interests at heart and if he can't do the job then he will refer someone that can.. 5⭐⭐⭐⭐⭐
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29 May, 2015 by An
I thought I wasn't able to ever get my license after an accident in 2006, I owed the insurance company of the other driver over 30 thousand dollars. After going through another lawyer and a lower debt with interest I still could not manage, after a year I gave up and stop all payments in 2009. In 2015 I got pulled over with no license among other issues, I knew I had to face the court and I knew I had to get a license for all the charges to be dropped. In order for me to get a license I had to settle with the insurance company and pay them so my outstanding judgment warrant would clear thus giving me the opportunity to get my license. In order for me to do that I needed a lawyer due to the fact that the insurance company I owed had enough with me and were not willing to cooperate. I found Mr. Cuddihee online and I thought I would give him a shot and set up a consultation, I must say it was an absolute pleasure meeting him and doing business with him, I most definitely recommend him. He was able to get me a lump sum of just 4 thousand dollars with no interest, he was always very informative making sure I knew every step he was going to make. It's very difficult to find a person of law that can manage all that you ask for and more. I can't describe the joy I feel being able to finally drive legally after all these years. Thank you for taking the time to read this I truly recommend Mr. Cuddihee and if he can not help you I know he will be able to recommend the most adequate person for your case.
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13 Oct, 2014 by Tara
Frances Cuddihee was assigned to my case through a firm I have retained for ongoing problems resulting from a horrible post divorce situation. I have been very impressed with him so far (we are still working together). He is knowledgeable and calm and highly intelligent. I also find Frances to be easy to talk to (very important), patient and compassionate. He makes you feel like he cares and I believe he does; in fact that mindset seems to be pervasive within the firm. I must have consulted with at least 8 attorneys, most of whom were curt, matter of fact, discourteous and some even downright mean. I didn't feel good about any one until I found this firm and now Frances. I have great faith in him going forward.
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William Louis Carpenter, experienced Estate Planning attorney in Denver, CO with 3 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,09
star star star star star
5.0/5
Avvo
5.0
3 Reviews
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10 Feb, 2024 by Delores
Bill prepared a trust for me in 2008. He is a caring person and explained all the aspects of the trust very well. I went with him when he left that firm. He has been quick to respond and help me with any legal matters I have contacted him about. I have complete trust in Bill which is important.
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07 Sep, 2017 by Tom
I've had the opportunity working with Bill to develop my family trust the process was easy well explained and quick… Bill was very knowledgeable and caring throughout the whole process!
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30 Dec, 2015 by John schettko
In Mid 2015 Myself and My Spouse Contacted Mr. Carpenter after he had left the initial Law Firm in which we were dealing with our Estate. Mr. Carpenter was willing to help us get our Estate affairs in order and for a fair price.
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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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