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01 Apr, 2022 by Rob
I wanted to take a moment to share my fantastic experience working with Kelley Whalen’s Law office. Kelley and his Team were fast at getting back to me and were able to provide me with a Speedy Process regarding a Civil Traffic Violation that the Judge residing in Hardin County. His Team was able to provide me with a very amicable and much appreciated resolution. I had contacted 3 other offices and none had even responded to my need until after this was already completely resolved, and I had paid my fees to both Kelley’s Law Office and the Court House in Hardin County. I am grateful and would highly recommend them. Not to mention that I really felt like they cared and were extremely courteous. Thank you, Kelley and Your Team, for your time and everything you did to help me with this matter. Respectfully, Rob
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28 Mar, 2022 by Ernestine vasquez- castilleja
The offices of Kelley F. Whalen was absolutely amazing in taking care of my needs. When my husband passed and did not have a will. They made the whole experience so easy. The were wonderful and always communicated with me if there was any information that changed or I may need to be updated on. I had the privilege of speaking with Mr. Whalen a couple times and what a kind and extremely knowledgeable person he is. Everyone was amazing!! Thank you for all of your help!! I highly recommend your office.
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28 Sep, 2021 by Anonymous
For the first time in 30 years I found myself without a job, going through several hardships and unable to pay my bills. I was sued and facing a lawsuit. Devastated and unsure of where to turn, I found Terri at Kelley F. Whalen Law Offices by the grace of God. She provided me so much comfort and support in addition to helping me with the suit. I’m so thankful and humbled by her generosity and knowing there are people like Terri who truly care.
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25 Jan, 2021 by Kris
My experience with Sandra Lefler and her staff has been exceptional. Ms. Lefler has deep experience in complex legal issues which is invaluable in bringing creative solutions to unique legal challenges. In additional to her technical skills, she is a good listener, very collaborative and has the ability to manage circumstances that could become volatile with grace and integrity.
As one who has very high standards, I have been extremely pleased with the quality of her work and her engaging manner. Rest assured, you will receive a high level of legal competence, professionalism and personal care about your case when you engage the services of this law firm.
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19 Dec, 2020 by Pamela
Sandy told me I was more involved in the drafting of my Trust than anyone she ever before worked with, yet I never sensed a second of resentment as we completed the project. Her lightening quick absorbing of nuance, instant recall of various provisions, and erudite additions were exactly on target - and beyond - with my goals and comments. The hours it took to complete the Trust were well beyond both of our initial estimates, yet her generously and selflessness in final billing should win an award for her industry. Do not hesitate to use Lefler Law.
Maintaining offices in California, as well as Texas, seems to be done seamlessly and all in stride. Our work was delayed due to a 2 week out of area trial, and then over Thanksgiving, but Sandy still managed to meet my legal deadline to have the documents filed. She even sent me a pic and menu from an outdoor restaurant she visited, via bicycle, during our project. This was a very satisfying experience, with a personable woman whom you feel you would love to become a personal friend of - all via Zoom, phone and emails.
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16 Jan, 2013 by Jeff
I contacted Sandra shortly after my father passed away in 2012 and wanted to make sure that: 1) My father's name is removed from their home title, and 2) to make sure my mother's will is up-to-date and we had all the necessary powers-of-attorney/living will/et al in place. We had these done several years ago in Georgia, but wanted to make them current for Texas.
Sandra was very responsive and helpful with advice on what the next steps were for both issues. She made it very clear, simple, and straightforward for us and her fees were very reasonable in comparison to others we had contacted.
I will using her for my own will and estate plan. She doesn't try to impress you with legal mumbo-jumbo to make it look as though she knows what she's doing...she takes the time to take you thru the steps and is happy to explain any questions that come to mind during the meeting.
Very professional, and has a great attitude about customer service.
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15 Jan, 2019 by Karla samaripa
Mr. Leffingwell assisted our firm in converting from an S-Corporation to an LLC. In addition provided a comprehensive Buy/Sell Agreement for our owners and provided legal counsel on other corporate documentation. He was very knowledgeable, professional, and experienced. His staff was very helpful and accurate in followup documentation.
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03 Jan, 2017 by L. william perrin, cpa
Frank Leffingwell's office prepared an employment agreement for me so that I could have all my current employees to sign it. I had not done this previously because another attorney had informed me many years ago that such agreements are not enforceable unless my practice has trade secrets I wanted to protect. And I did not think that we had any such trade secrets. Frank explained to me that such agreements are enforceable for a couple of years even without our practice having trade secrets. And that this is long enough to provide me the protection that I desired. His firm also prepared an excellent employment agreement for me within a couple of weeks and all of my current employees have signed it. Now I can rest easier about the future.
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03 Jan, 2017 by Elizabeth
Frank Leffingwell and his team are the perfect example of what corporate counselors ought to be--they're wise, fast and attentive. They've really helped build our business.
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16 Jul, 2019 by Ryan
I will never regret walking through the doors of this office for help! Dawn Korman and her team were outstanding! I had a lot of concerns and during the initial consultation Dawn laid out what to expect throughout the legal process and educated me on what steps should be taken. It's hard to understand everything sometimes as the arduous process is going along, but as everything came together towards the end, I realized that I had chosen the right team to represent my family. Custody issues can be extremely hard on everyone and having this law office in our corner was amazing. We will always be grateful for the great job they did!
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17 Apr, 2019 by Justin boothe
Excellent experience. The team walked me through every step of the process from the beginning so there were no surprises. They answered my countless questions when problems arose through the process and gave me all the options to make an informed decision. They were also instrumental in protecting my rights as the petitioner for the short and long term.
I highly recommend them.
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18 Feb, 2018 by David
Having had some experience with law firms, I can say without hesitation that Jim Jarvis Law is a wholly fine family law office. Jim Jarvis, himself, is a lawyer of unquestionable integrity and ability. He is always focused on his clients and their needs. The channels of communication with him and his staff are always open, and client questions readily answered. Professional time is put to good use, and the firm is fair and reasonable in its charges. I wholeheartedly to recommend Jim Jarvis Law.
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17 Sep, 2018 by Gina
My husband and I made an appointment for Les to review a will we constructed from an online form we googled. We thought all our bases were covered but weren't completely confident. Les didn't fault us for constructing a homemade will and asked the right questions to help us understand the constructs of a will verses a trust, the pros and cons of each and recent Texas family law changes. This information provided a much bigger picture. With his guidance we were able to make informed decisions in how to appropriate last wishes and amend our will. We found Les to be very down to earth, knowledgeable, and professional throughout the entire process.
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13 Sep, 2018 by Steve
Les has handled all of our real estate transactions here in Georgetown. He provides exactly what we need very promptly. Les took care of the trust needs of our family. He was very attentive to our needs and fairly priced. Most recently he handled various power of attorney documents for us. All of our work with Les has been very professional and a pleasure to work with each time.
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22 Jul, 2013 by Jimmy
I've had the opportunity to work with Wendi on several occasions. Everything from Real Estate, Personal injury, Divorce Cases and Will's and Probate. She graduated top of her class at Baylor University and is probably one of the most caring and trustworthy attorneys I've ever had the pleasure of working with. She goes above and beyond to get your case settled and is very meticulous about her work. I refer all my friends, family and clients to her. If you're looking for the best attorney! Call Wendi!
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27 Jul, 2016 by Penny
I've used used both Layne and his wife Christina for my legal needs for many years. They are always honest, responsive and upfront with me and have gone above and beyond to help me. I would recommend either of them without reservation.
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22 Jun, 2017 by Roxann
my daughter was going through an issue with child custody and when i saw his action in court and he was able to get my granddaughter back, very impressed. i am hiring him now for another issue we have with a divorce.
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23 Nov, 2014 by Joel
My Wife and I chose Mr. Bain to represent us in our legal proceedings. After our initial meeting with him, we felt more at ease and more confident that we had made a good decision. Mr. Bain led us through all of the criteria that we needed to do and of course again, He made us feel relieved. We will recommend His firm to others that need legal help in his field.
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21 May, 2018 by James r w medina
Used the legal service rendered by Mr. Guleke. Outstanding attorney. Never had to worry about his legal expertise or presentation before the bar.
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17 Mar, 2014 by Larry
Elizabeth McFarland was recommended by a friend for her expertise in estate planning. She was very responsive to my requirements and delivered the final legal documents ahead of schedule. During the process she provided a clear explanation of the work and made changes that I requested in a timely manner. I found Elizabeth to be very trustworthy and knowledgeable with a pleasant demeanor.
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06 Sep, 2017 by Marcos
Awesome attorney
Communicates well with clients
Listens intently
Provides excellent results
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22 Dec, 2024 by Jay sauces
I just want to say Lesa Hoing you are a very professional attorney in the court room and outside the court room on my child support case you are very up front with everything you say in court and don't back down from anyone. I highly recommend Lesa Hoing to be your next attorney.
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20 Nov, 2024 by Brooke daniel
Having worked with both Lisa Hoing and Lisa Goddard on the court side, I can say both attorneys are always prepared, professional, and fight for their clients in every case. I highly recommend them!
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07 Nov, 2024 by Kathy wesian
Carl Knickerbocker was the best!! Amanda his side kick was always always there!! If you Email her she'd respond within 10- 30 minutes tops. They got the Job done after two more than fair settlement"s. Two Car wrecks and they walked me through every thing. I never felt alone or forgotten. They were always there. I'm very grateful to Carl and Amanda GREAT TEAM!!
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5.0
4 Reviews
4.0
11 Reviews
09 May, 2024 by Tonya martinez
The law firm prepared my estate planning documents. A couple of meetings and I was done. Documents were put into a nice binder for me to keep. It has all of the originals and 1 copy for your convenience.
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16 Apr, 2024 by Duane grimme
We met with Keely Freund to review wills, completed a few years ago. She was considerate, thoughtful, and articulate. In determining the present validity of the document in hand, Keely represented Lefler Law Firm professionally, while articulating anything questionable, keeping our interests up front. We left feeling well served and will use this law firm again.
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14 Apr, 2022 by Benjamin carr
Might be closed - hasn't replied to contacts after a month.
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21 May, 2010 by Anonymous
Ms. Holcomb thoroughly understands estate planning. Her good advice and promptness in fulfilling my request for a Will that protected my young family, especially from the taxman, proved invaluable.
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18 Dec, 2024 by Bob bryson
I selected this business via their reviews and ratings and was not disappointed. Keely was very professional and helpful during a difficult time. I expect to work with them in the future.
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12 Dec, 2024 by Terri mikeska
Keely Freund and the staff at Heritage Law helped generate the documents I needed with kindness and compassion.
I highly recommend this firm.
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09 Dec, 2024 by Larry ewing
My experience with Heritage Law deserves the 5 Star rating.
Wendi, Keely and the staff were very helpful to me and my family.
The probate process was easy, and all paperwork was explained in detail. They made sure I understood everything on documents before signing anything!
I really appreciate the time they spent with me. I would highly recommend Heritage Law to those who are needing professional assistance with legal matters.
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20 Sep, 2024 by Bernadette stone
17 Sep, 2022 by Christene nemetsky
Donna and Wren Stump handled a probate, adoption and a custody suit for my family. They were thorough, professional, caring and friendly. They took our calls at all hours, replied to email within 24 hours and always made us feel secure in our pursuit of legal matters. Honestly, I hope I don’t need another need for an attorney but if I do, I know who to call.
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16 May, 2022 by Paul swofford
Great knowledge of wills and business matters
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18 Aug, 2023 by Lisa mills
14 Mar, 2022 by Garrett henning
14 Mar, 2022 by Garrett
I was sued over a $1,000 medical bill. I would much rather have appreciated my attorney telling me from the beginning go ahead and pay the invoice. My LegalShield membership turned me on to Tim's firm. A paycheck was soaked up for almost the same value as what I settled on over a years time. The day before trial Tim told me I should go ahead and settle. I could type a five page article on why not to use the firm but I'll leave it at, good luck if you hire Tim.
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02 Oct, 2024 by Orlando
He may call himself an attorney but he is far from being one. After initially taking my case and speaking with great confidence that the issue would be resolved in less than 6 months, things quick dragged out to over 3 years and through this time, the only time jerel showed any a enthusiasm towards the case was when funds in the "Trust" were running low, after then I rarely heard from him until it was that time again to "Top Up" the account. jerel did nothing but take my money and waste my time, and he did it well because in the beginning he would string me along with good news to then getting billed again which became a vicious cycle. Many of the documentation that was sent out on his behalf always contained grammatical errors which I corrected and had resent so the defendants could actually take him serious. A lot of the research involving the case I did myself, no initiative was ever taken on this guy's behalf. Since I've made my case of not topping off my account he has yet to fulfill his word on getting the motion to dismiss signed by the courts, another simple task that was screwed up multiple times (confirmed by the court's county clerk and they even told me I should find another attorney, because a good attorney doesn't make mistakes like this, their words, Amy was her name.) jerel is not a man of his word, don't waste your time or money on this guy or his "firm", completely incompetent and unprofessional, take your hard earned money to a real attorney that will fight for you, not his checking account.
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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.
