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29 Sep, 2021 by Amaury
I and my wife recently worked with Mrs. Casandra Strunk in the preparation of our wills and other legal documents. She is extremely thorough and competent and will ensure her clients fully understand the documents they are signing. She is very sweet and easy to work with. Her paralegal and other office workers are also very professional and courteous. I highly recommend Cassandra Strunk for your legal needs.
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24 Sep, 2021 by Sabrina
Cassandra and her team were wonderful. I was able to update my estate documents with an easy process. I also appreciate Cassandra providing recommendations and her insights on scenarios I should consider now and in the future as I am planning for my families future. Cassandra and her team were very responsive and a delight to work with.
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21 Sep, 2021 by Stephen
Cassandra helped us with a change to our Will and medical power of attorney. She was timely and efficient in this process and explained concisely each step in the documentation.
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28 Sep, 2020 by Susan
We chose Mr. Sorrell to assist my mother in law with her will. He was very thorough, thoughtful, and knowledgeable. He made the experience for her very comfortable. He answered her questions and our questions with patience and her best interest was at the fore front. Reasonably priced. Very pleased with our experience with Mr. Sorrell.
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09 Jul, 2019 by Lucy
My husband and I wanted a nontraditional home ownership and looked for an attorney to help us. While the first attorney we talked to seemed to think this was complicated and hard to accomplish, Mr. Sorrell gave us several options and helped us sort through them to arrive at a good solution for our problem. In addition, he evaluated our out of state documents and helped us feel confident that we were compliant with North Carolina laws. We finished the estate planning feeling comfortable with the process and results. We highly recommend him!
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29 Mar, 2019 by Anonymous
Mr. Sorrell was so great to work with. My husband and I are planning for our future and were deciding between a will and a trust. He explained both to us and helped us make our decision. We never felt pressured into choosing anything we didn't want. He explained everything clearly and answered all of the questions we had. He is also an excellent resource to guide you along the way if for any questions after you have set up your will/trust. He was very professional and we will definitely use him for any future needs. I fully recommend to anyone!
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20 Aug, 2015 by Spencer
Jazmin negotiated a commercial real estate deal for us. From the first draft to the last, she got it done and we are now proud commercial property owners. When your future is on the line, you want your lawyer to show confidence, she was; you want your lawyer to show competence, she did; but most of all, you want a lawyer who GENUINELY CARES about your needs and purposes in life, that's why you should use Jazmin. This is what motivates her to be so good at what she does - you. We love working with her and surely will again!
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13 Jul, 2015 by Anonymous
Upon our initial appointment, Jazmin had researched and informed me of several things. She consistently stayed in touch and was mindful of deadlines. Because of her expertise, I was completely satisfied with my resolution.
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15 Mar, 2015 by Emma h.
Attorney Caldwell was thoughtful and knowledgeable in her approach to all my issues of estate planning. There were no surprise fees. All charges were discussed up front. During our session she was very kind and hospitable; she made me feel like family. She has handled everything to the point where I have nothing to worry about. I’m so thankful that I can rest easy at night and have peace of mind knowing that my family will be taken care of. The process of collecting information was extremely well organized and efficient. The estate planning portfolio she provided was comprehensive and very easy to understand. I appreciate the thoroughness, patience and professionalism of Attorney Caldwell.
- E. Harper
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11 Oct, 2016 by Kiarah
I hired Rose to help with my divorce because I didn't know anything about the process outside of the basic state requirements. She made the entire process as painless as possible and kept in communication with me every step of the way. She even made sure to ask about how my pregnancy and baby preparations were going. I strongly recommend her to anyone who is looking for legal help, not just for her amazing professional demeanor but also for her interpersonal skills.
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09 Jul, 2016 by Anonymous
I used Rose Staples Deese to draft my will. She was thorough, and took the time to explain the process to me so that I could decide what language best fit my needs. She made the process easier than I ever thought it could be to have a will created. I'd recommend her to anyone needing an attorney.
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21 Dec, 2023 by Timothy heath
I highly recommend attorney, Kristen Nardone for your legal needs. This law office is of a high caliber that you will not find any where else around. The office staff are phenomenal.
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21 Dec, 2023 by Bridget waddell
Kristen Nardone was fantastic to work with - she answered all of my questions and explained everything to me during the process. She exhibits high moral character and inspiring integrity. Her knowledge of the legal system is extensive, and I would highly recommend Nardone Law to anyone in need of legal assistance and representation.
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21 Dec, 2023 by John milessr
When we first came to Kristen's office for professional advice concerning our financial situation, we were a little nervous and did not know what to expect. We were being sued by a credit card company and didn't know what to do about it. We provided Kristen with all of the information she requested concerning our financial hardships, and without hesitation and with full assurance, she had an answer and a plan of action for us to take. She was so knowledgeable and confident about the plan she recommended for us, therefore our anxieties were eased, and we too became certain that everything was going to work together for our good, and we were right. Initially, there was a plan and effort to file a Chapter 7 bankruptcy, but we learned of some information that negatively effected the Chapter 7 and made a Chapter 13 more appropriate for us. This meant that Kristen had to make adjustments and invest more time in our case, and this is where she proved to be so resilient and committed to our best interest. Her communication was always prompt and thorough throughout the whole process. As the Chapter 13 moved forward, there was a lot of resistance from one of the creditors; they filed numerous objections against our filing of the Chapter 13, including where we filed it. Once again, we became a little nervous, but Kristen always spoke with such confidence and poise about overcoming this adversity, and she assured us that everything was going to work in our favor. Kristen's legal response to the objections was so knowledgeable and complete; it was amazing. We could tell she put a lot of time and effort into fighting for us and upholding the truth, of which we are so grateful. Kristen won for us over and over again. She made my first time ever appearing in court pleasant and something I could appreciate as she demonstrated great professionalism and savvy. I can't say enough about Kristen's hard work and commitment to us! We are and always will be so grateful, and we can truly say we are better now than we were when we first visited her office. Thank you so much, Kristen, for all you have done for us, and God bless you always.
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12 Sep, 2024 by Mommy bear
I had the privilege of working with Adam on a complex real estate litigation matter, and I couldn’t be more impressed with his expertise and dedication. He has demonstrated an unparalleled command of real estate law and an unwavering commitment to achieving the best possible outcome.
What sets Adam apart is not only his deep knowledge of real estate litigation but also his strategic approach to handling intricate legal issues. He meticulously reviewed all aspects of the case, provided clear and practical advice, and executed a well-crafted strategy that addressed both immediate concerns and long-term implications. His attention to detail and proactive communication ensured that I was always informed and confident throughout the process.
In addition to his legal acumen, Adam exhibits remarkable professionalism and empathy. He took the time to understand my goals and concerns, making me feel like a valued client rather than just another case. His negotiation skills were particularly impressive, as they managed to navigate complex negotiations with skill and tact, leading to a favorable resolution.
If you’re seeking a knowledgeable, diligent, and results-driven real estate litigation lawyer, I wholeheartedly recommend Adam. His expertise and dedication will undoubtedly make a significant difference in your case.
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11 Sep, 2024 by Jada clyburn
11 Sep, 2024 by Clement manu
12 Sep, 2022 by Anonymous
I hired Michael Burgner to do some work for me. I can honestly say I would not hire him again nor would I recommend him to anyone.
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29 Jun, 2015 by Nicole
I have known and done business with Michael Burgner for about 15 years. He has always been honest, compassionate, informative, friendly, and effective in his practices. To be quite frank, I would trust him with my most precious possessions; my business, my life and the lives of those I love. He has been a valuable and highly valued business associate and friend.
Sincerely,
Nicole
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08 Jun, 2015 by Joe
Michael Burgner has been involved with my Business and personal operations for over 10 years. The words that come to mind when I hear the name Michael Burgner are, Honesty, Dependable and Professional. Michael is an Attorney you can feel comfortable with knowing he has your interest in hand.
Thank you Micheal for all you do !
Joe G. Untz
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23 Aug, 2024 by Truly free
23 Jul, 2024 by Mrinali rao
My partner has been trying to get in touch with John Lewis for his ongoing case for months now. No reply received yet. Is there someone from the office who can reach out to us??
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12 Mar, 2024 by Julielynn
Can We Give NEGATIVE STARS?? NEVER CALL BACK! 2 People LOST THEIR license Because of THIS OFFICE. TERRIBLE !!!!!!!!!!!!
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28 Nov, 2023 by Noel
Pure lazy- Has a messaging system and throws canned message after canned message- wasted a week of my life waiting for a response only to be told to call after sending more messages- if I wanted to/was able to call I wouldn’t have out on messenger . This is pure laziness
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09 Oct, 2016 by Cheryl
Amanda was extremely helpful and provided service with care. Se was informative without being overbearing and gave me all the information needed to make my decision. She provided excellent guidance throughout the entire process. A true professional I would recommend over & over.
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08 Oct, 2016 by William
I was searching for an attorney to structure my will and power of attorney before I left for work out of the country and was referred to Amanda by a friend. I came into the meeting with a large amount of assumptions of what I thought I needed and Amanda quickly educated me on what I actually needed. She wrote my will and established a durable power of attorney so that my fiance could take care of financial matters in my stead.
Amanda was a pleasure to work with and I will certainly refer my friends and family to her.
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12 Jan, 2023 by Anonymous
In dealings w Mr. Kraus who came to Concord Nc in abt 2005
From various states included Dekalb, GA
Colorado and residence in AZ.
he had different types of law and arrived here where some of his children resided .
Mr. Kraus has done everything to dishonor
Any written, verbal or ethically related position.
He has been nothing but revengeful and using his power against those he needed to respect , guide and assist in situations that were not properly placed on those parties he had no compaction in abusing his power in wrongly placed power.
Over charges, false postings in legal records, and misconduct are a few of his many faults.
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18 Oct, 2013 by Wanda
Mr. Kraus agreed to assist me with a complicated and time sensitive Guardianship issue. Having been appointed my sister's Guardian 2 1/2 years ago became more daunting when her Medicaid benefits were given a 30 day notice of termination effective 8-31-13. Reinstatement meant a hasty sale of real estate and dealing with two separate courts to gain approval. Mr. Kraus listened to my details involved, and immediately agreed to help me. Mr. Kraus kept me updated via email and phone throughout the many reams of paperwork, accompanied me to court in a Western NC county to appear in court, took complete charge to lessen my stress. I sincerely do not know how this could be accomplished so quickly, even the nursing home where my sister resides, could not believe how quickly Mr. Kraus accomplished the task....under 45 days. Without hesitation, I highly recommend Mr. Kraus and his staff if timeliness, attention to detail, and professionalism are critical to the issue.
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16 Feb, 2024 by Anonymous
Mr. Brannen was appointed by the court to represent me. I was very disappointed with him. Having had no need of an attorney in my 64 years, I had no experience with lawyers or the court system. My case was continued over and over again. He did not return my calls and I never knew what was going on. I did not want to or need to take up an inordinate amount of his time. I am sure that court appointed cases do not pay as much as defendant paid cases, but if he takes them, then he should allow honest representation. Not HONEST!!
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04 Nov, 2016 by Anonymous
This lawyer was so poor in his handling of my case. He would not return calls most of the time. He would not show up in court and would not tell me he would not be there. I was so confused when the first time he did not show up in court. I didn't know what to do. I think he is a horrible lawyer.
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05 Jan, 2016 by Anonymous
We hired him for zoning appeal. He was horrible
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FAQs
Questions? We have answers
What an Estate Planning Lawyer Can Do for You
An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.
By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.
When Should I Hire an Estate Planning Lawyer?
Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:
- Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
- Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
- Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
- Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
- Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
- Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.
Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.
What Does an Estate Planning Lawyer Do?
An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:
- Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
- Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
- Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
- Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
- Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
- Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
- Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.
How Are Estate Planning Lawyers Paid?
Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:
- Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
- Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
- Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.
It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.
How Much Does an Estate Planning Lawyer Cost?
The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:
- Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
- Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
- Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
- Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.
Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.
Top Questions to Ask an Estate Planning Lawyer
Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:
-
What is your experience with estate planning?
Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services. -
How will you charge for your services?
Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs. -
What strategies do you recommend for my estate?
A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes. -
How often should I update my estate plan?
Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change. -
Do you offer ongoing support or updates?
Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law. -
How will you help my beneficiaries if something happens to me?
Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.
How to Check the Credibility of an Estate Planning Lawyer
To ensure you’re hiring a credible estate planning lawyer, follow these steps:
- Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
- Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
- Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
- Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
- Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.
What Should I Prepare for My First Consultation?
To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:
- List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
- List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
- Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
- Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
- Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.
By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.
