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16 Oct, 2024 by Shileatha hawkins-jemison
Mark is an amazing attorney. He is warm and inviting. Hired for my bankruptcy, he explained the process, his retainer is fairly modest, and the process went fairly quick. Ms. Mary is amazing in this law team. She is warm, caring, and very polite. She answered many of my questions I had forgotten to ask initially, and often provided me with reassurance that everything would be okay. The team is honest and very transparent. I will gladly refer them to anyone needing assistance. Thank you for everything, and I wish you continued success
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16 Oct, 2024 by Shileatha
Mark was absolutely amazing. He was warm and inviting. He explained the process for my bankruptcy filing. It went by fairly quick and Ms. Mary is amazing as well. She answered all my questions that I would forget to ask Mark.They are completely honest and transparent. I will gladly refer anyone to this bankruptcy team. Thank you and wishing you continued success. Shileatha
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29 Sep, 2024 by Brian lewis
Mark and Mary are both great! They have helped me during the lowest point in my life and supported me after the fact. They are very responsive! I have had collectors reach out to me years after I have filed and they have always handled it.
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21 Dec, 2024 by Alex webster
Good advise save my marriage and savings.
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23 Sep, 2024 by Adam fink
10/10 recommend James Portman Webster Law Office! I’d give them 6 stars if I could! Or 10+! Great team of people, and very polite, knowledgeable and professional. Jim, Kim and Allison specifically are amazing! Jim is on top of things and is very aggressive when needed. I have had nothing but success with Jim and his team so far! I want to thank Jim and his team for their hard work and dedication to helping me and my wonderful boys. A++++++ for you and your team!! My boys and I appreciate you guys more than you’ll ever know!
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16 Jul, 2024 by Terry mickelson
I have hired Jim and company on several occasions. Everytime, Jim has been concerened about creating an outcome that is fair and equitable to all parties concerned. He has helped me a great deal over the past several years. I highly recommend Jim and the firm.
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19 Nov, 2024 by Carla paonessa
Excellent estate knowledge; responsive, and totally cooperative with 3rd party financial advisors. Tim Hall, our attorney, and his team are excellent.
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01 Nov, 2024 by David handy
Been working with MH for years. They are the best at what they do. Most importantly they don’t nickel and dime you. They give you an up front price and any question I have about my trust they answer no extra charge. Even years later. Always responsive.
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24 Sep, 2024 by Sandra rush
The level of service is top notch. They know what they're doing, and are efficient in handling any problems. (Wish I could say the same for our country's politicians!)
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11 Oct, 2024 by Kellie mccann
The Cardis Law Group was a pleasure to work with for our estate planning needs. They kind, professional, accomoating, and timely. I highly recommend this firm.
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10 Oct, 2024 by Al c.
Super sharp group. Went above and behind in my case. Highly recommend!
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05 Oct, 2024 by Globaljeff2004
Great firm! Phil is the best in the business. Highly recommend!!
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07 Feb, 2025 by Ruby funk
With Ryan’s help the whole probate process was completed with no glitches. He explained the process well and I was able to do my tasks easily and correctly and he did his part quickly and efficiently He answered my questions and helped ease my anxiety.
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06 Feb, 2025 by Thomas clement
I used Ryan Hodges as my attorney to handle the probate process when my father passed away. Not knowing what that process entailed or how to handle it, I reached out to Jackson White on a recommendation. Ryan got back to me in a timely manner and answered a few questions I had about the process. Ryan kept me updated every step of the way and handled things accordingly. If you’re needing someone to handle the probate process, I would recommend Ryan to handle it, he’ll get it done and make it easy for you.
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18 Oct, 2024 by Jessica barrera
I had an excellent experience working with Daniel from start to finish, everything was smooth and straightforward. He made the entire process easy to understand, always communicated promptly, and made me feel confident every step of the way. His professionalism, responsiveness, and ability to explain complex matters in simple terms were truly impressive. I highly recommend Daniel to anyone looking for a reliable and stress-free legal experience!
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21 Jul, 2016 by Anthony
I recently created an estate plan with Zachary at Dana Law Group and had a great experience. His attention to detail in preparing my estate plan and overall professional manner, clearly demonstrated his heartfelt concern for my needs. This law firm truly exceeded my expectations.
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08 Apr, 2016 by Erica bodie
My husband and I had the pleasure of working with Zach through Dana Law Group. I interviewed 3 local attorneys prior to hiring Dana Law. I was impressed by the amount of time and the thorough explanation of services prior to hire. We opted to create a revocable trust and LLC for our rental properties; we were very happy with the process and professionalism. Zach was very patient and flexible with his hours to accommodate our working schedules. He explained the best ways to protect our assets with respect to our goals. We would definitely recommend Zach and Dana Law Group for estate planning.
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03 Feb, 2016 by Anonymous
My wife and I recently created an estate plan with Zach at Dana Law Group. Zach did a great job explaining our options, and really made the process very simple.
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10 Sep, 2024 by Kathi
I contacted Sylvina and eventually hired her to help me finalize matters still lingering from my court ordered Settlement Conference. These unresolved matters come after many years of litigation and many judge changes. She worked really hard to bring herself up to speed on this case and help me to bring these matters to the new Commissioners (previous Judge retired) attention. The Commissioner re-ordered the Trustee to do the same things the previous Judge had ordered. He complied with some but, not all of those orders. Again, and again throughout the settlement process this Trustee has failed to do his duty. We were forced to take the Trustee to court in order to get him to fully comply. Sylvina did her best to enlighten the court as to the issues that the Trustee had ignored...sadly, our court system is broken, and this Trustee breached his duties and the terms of the stated wills again. I am still trying to understand how a person can meet with their attorney and have Will(s) drawn up - which clearly stated his wishes and, when those wishes are not complied with by the Trustee, our court system doesn't hold them accountable. Sylvina did her job the best she could, and I enjoyed working with her.
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10 Jul, 2024 by Leticia villela
My husband and I are so greatful for meeting Sylvina at Cotto Law, she was helpful all the way through the process and we feel safe on her hands.
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14 Apr, 2023 by Marlo thompson
A mutual friend recommended Cotto Law Firm to us and we are very satisfied with Sylvina Cotto's expert guidance in putting together our Living Will & Trust. Sylvina patiently spent time with us explaining legal terminology and gave us practical suggestions. She is very down-to-earth and we felt completely comfortable with her. I highly recommend her.
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16 Sep, 2024 by Joann calarco
My experience working with attorney Justin Call was exceptional. He is very personable. I felt comfortable working with him from the very beginning of our first meeting. I wanted to set up a Trust. Even after looking online to educate myself, I was still somewhat unclear about all that was involved. Justin was very patient and knowledgeable as he explained the various aspects that were important for me to fully understand. I was able to ask questions that he answered clearly. I grew more confident in what I needed to do for the Trust, and how it worked in general, due to his supportive demeanor.
It was a great time saver that our first 2 meetings were virtual. I appreciated his staff setting them up to fit my schedule. Reminder emails were appreciated. When I went to Justin’s office to review and sign the documents, he continued to take the time to make sure I understood everything I was signing.
Working with Justin was a pleasure. Because of his hard work and commitment, I now have a complete Trust I fully understand. I recommend him to anyone who expects an attorney to be committed to your needs and to work hard in your best interests. Thank you.
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03 Sep, 2024 by Pennington locksmith company
non responsive, unprofessional
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14 Nov, 2023 by Joshua m.
Justin Call was an amazing landlord/tenant lawyer. He was knowledgeable and helped me with everything I needed. Incredible service as well
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13 Dec, 2024 by Carla guzman
Great experience. Very simply to understand and follow. Stephanie made it easy as she took care of everything and stayed in touch with all actions. She was quick. Strongly recommended
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05 Dec, 2024 by Joe gilbert
Robert and his team were great! Very transparent while working through the process and was able to help me navigate the steps of my divorce really well. The divorce dragged on for no good reason other than my spouse finding any way to make this last longer. At the end of the day the divorce worked out in my favor and exactly what Robert said would likely happen did as the same outcome that should have only taken a few months still happened even with my ex delaying the process. Overall, very reachable through appointments and overall just a good experience.
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05 Dec, 2024 by Rosemary vittori-rice
Mr Larson has been extremely helpful. His guidance reassured me at a time where I was under great pressure and stress. He's kind, compassionate and an active listener who advocates for his client. I highly recommend!
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13 Dec, 2024 by Carla guzman
Great experience. Very simply to understand and follow. Stephanie made it easy as she took care of everything and stayed in touch with all actions. She was quick. Strongly recommended
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05 Dec, 2024 by Joe gilbert
Robert and his team were great! Very transparent while working through the process and was able to help me navigate the steps of my divorce really well. The divorce dragged on for no good reason other than my spouse finding any way to make this last longer. At the end of the day the divorce worked out in my favor and exactly what Robert said would likely happen did as the same outcome that should have only taken a few months still happened even with my ex delaying the process. Overall, very reachable through appointments and overall just a good experience.
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05 Dec, 2024 by Rosemary vittori-rice
Mr Larson has been extremely helpful. His guidance reassured me at a time where I was under great pressure and stress. He's kind, compassionate and an active listener who advocates for his client. I highly recommend!
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04 May, 2017 by Tarl
I am an attorney myself, in family law. A few months ago I began what has become an emotional roller coaster ride, and listening to the advice of others, I decided to take myself out of the court side and allow myself to focus on myself and children. Jennifer took the reins, and I haven't had a single regret since. She is hands down, one of the best I have ever worked with in this field. While we still sit and discuss the case, she has a way of seeing the picture that others would not, and has dealt with false accusations, difficult opposing counsel, and a plethora of underhanded tactics from opposing counsel. She has done so with finesse and professionalism and not once lowered herself to such behavior. I highly recommend her... when my own case load is full of course. :D
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20 Apr, 2017 by Howie
Jennifer is very thorough in her preparation, yet keeps her focus and her client's focus on the main goals of your case and avoids getting caught up in the unimportant details of your case. Great at getting results in the best interests of her clients.
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18 Apr, 2017 by Steve
Attorney Jennifer Walston was easy to work with and made me feel very comfortable throughout the process. Communication with her and her staff was prompt and to the point. She obtained a judgment for money owed to me and then recorded the judgment in the counties I requested the document to be recorded. Fees were very reasonable and I would highly recommend Attorney Jennifer Walston to anyone needing legal assistance. Thanks Walston Law Group!
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03 Sep, 2019 by Greg
Kim was able to put together our Trust in a little less than a month, providing all the professional guidance needed to make sure we accomplished what we were looking to do and to make it easy to know what information she needed and we needed to get her. All in all, great experience, limited time on our part to get the product.
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27 Aug, 2019 by Ana
I was very pleased with Kimberly. She kept me up to date during the process. She was very friendly and while she elaborated on the next step and what to expect; she did so in plain English. making sure all my questions were answered.
I am so thankful for all your help.
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08 Mar, 2019 by Anonymous
I have been working with Kimberly for about three years, She guided me and has given me excellent legal advice in helping me complete and amend my POA, Health POAs, and Living Will. I would definitely recommend Kimberly to anyone interested in obtaining legal advice.
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23 Nov, 2020 by Michelle
I needed help with my estate planning and living trust. I am so glad that I came to Trent Woods. He was very knowledgeable and thorough taking the time to answer all my questions. I highly recommend Trent Woods to others.
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13 Feb, 2019 by Alan
Trent with Woods Law group is among the most professional people I've ever had the pleasure to deal with. He has the heart of a teacher and made every step of estate planning clear and understandable. Using any other law firm for your estate planning needs would be be a mistake. I give Woods Law Group my highest recommendation!
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03 Jan, 2019 by Rick
I went to Trent Woods with a case that I was told was hopeless by several other attorneys. I wanted to get my firearms rights restored. Trent stayed solid on my case with almost weekly updates on the case status and never quit on me when the court denied my first two attempts. He fought hard for me and saw the case through! He’s a professional at the highest level and he wins!!! Since I have hired Trent to represent me in non gun related cases and he was absolutely amazing! I can’t say enough good stuff about him!
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24 Sep, 2020 by Daemond
Lionel is amazing at what he does! He looks out for his clients and my case was smoothe. I couldn't ask for a better attorney to represent me in my family law proceeding. I highly recommend Lionel.
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09 Dec, 2016 by Fredeerick
Met Lionel through Fasttrackdivorce.com. Pure chance selection from a list of attorneys practicing non-adversarial family law. Lionel is a very approachable individual with a deferential personality. The collaborative process we started did not succeed in the end, but Lionel, during the course of the two years it lasted, warned and coached me, first with a view to success, then, when it became apparent that collaboration was failing, he spelled out approaches to take in order to proceed with as much success as would be possible. He seems unique in that he took the initative to treat us all to snacks/lunch. He was always prepared, friendly, very knowledgeable of the law, and in no way shied away from voicing his opinion. It was with some sadness that our professional relationship ended, my having to hire a litigator, but a personal friendship has evolved, which I am enjoying to the fullest.
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03 Mar, 2011 by Bart
I was lucky to have such a professional, compassionate and experienced attorney as Lionel Galperin to represent my interests through the dissolution process. I am glad that we chose the collaborative approach where team of trained professionals followed a structured process to help us identify mutual goals, consider various scenarios, develop parenting plans, and make mutual decisions. As my advocate on the team, Lionel Galperin understood my position on all aspects of the case and expertly represented my interests while achieving a fair settlement. The preparation of legal case work was thorough and timely and we were kept informed at every stage. The non-adversarial team approach provided all the resources we needed to facilitate communications, financial planning, real estate decision making, child welfare consultation, and administrative matters. They also brought in experts to help with pension valuation and military law matters. If you need a collaborative law attorney, I highly recommend Lionel Galperin.
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18 May, 2015 by Anonymous
Our case was much more trouble than it was worth. We flew in to Arizona from Kentucky after my uncle passed away. We had no idea what to do. Rilus pointed us in the right direction, gave us some helpful tips, and sent us on our way. We would have lost money if we pursued anything. He was honest with us. I thank him for not taking advantage of our situation. Rilus is a man you can trust.
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21 Sep, 2013 by Anonymous
We have retained many law firms over the last 40 years. The Dana Firm and R. M. Dana were tops in every way. Business was discussed. Plans were made. Documents were emailed and signed within two weeks.
That is a job well done.
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17 Jul, 2013 by Daniel
The lawyer was on time, handled himself well, appears knowledgeable and trustworthy. We felt comfortable and secure that our Trust will be done professionally.
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18 Mar, 2016 by Roger
I’m Roger Steuer and President of Marineland Gardens Community Association. I have been working with Jeff Jones for a number of years changing association common grounds to tax exempt from property taxes. He was very helpful navigating and instructing our association through this difficult process. I’m very grateful to Jeff helping our association achieve our common grounds property tax exemption.
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17 Feb, 2016 by Kathy
Mr Jones is a fantastic attorney...answers all your questions...returns phone calls promptly...he sees you as a person not just a case number...he had done wonderful in court...the staff there is very kind and helpful...I highly recommend him to anyone
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27 Jan, 2016 by Anonymous
Mr. Jones handled my needs quickly, professionally, and he would always respond to communication within a day. All of my legal needs were met, and I'd go to him again in a heartbeat...
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19 Dec, 2024 by Danny
Awesome people to work with!
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12 Dec, 2024 by Drew sharps
A straightforward and positive company to have represent you, very responsive and informative.
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08 Dec, 2024 by A
01 Dec, 2016 by Diane
My father passed away in June 2016 and I was appointed the executor of his estate. I live in Minnesota - and my father owned a condo in Arizona. I needed to find a good lawfirm in Arizona that would work with me over the phone & via email. Brent Gunderson and his team were outstanding.
I worked very closely with Selena in their office and Selena's Customer Service was top notch. She was consistently helpful. When I called to ask her questions for the third time, she was positive and extremely informative (taking the time to walk me through exactly what I needed to do). I was extremely impressed by support I received from everyone in this law firm. They completed paperwork ahead of schedule and were very helpful to me.
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10 Aug, 2016 by Mary jo
Brent Gunderson was very thorough while handling our estate planning. He was very knowledgeable, patient, and answered any questions that we had. We feel very confident that our estate is set up just the way it needs to be! Although this is a topic that is not easy to discuss let alone take action on, we are thankful ours is done!
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10 Aug, 2016 by Nancy
I highly recommend Gunderson Law Group, P.C.
Brent Gunderson assisted me through the entire process of managing and handling my mother's Trust/Estate.
He and his amazing staff responded to all of my telephone calls, e-mails, and questions in a timely, knowledgable and professional manner. I received solid legal advice and guidance throughout. They are the very best!
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20 Jun, 2017 by Heather
C.J. was very good at compiling all the docs we needed and explained the process. Very grateful that we now have this in place. We would recommend him to family and friends for sure.
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20 Jun, 2017 by Nate
CJ took care of some estate planning that I had long put off. Not only was the job done quickly, but the price was fair and below my expectations. The trust he created included items I had never considered. He also provided valuable advice and follow up for the implementation of the trust...i never felt lost or like I didn't know what to do.
I sleep better with this work done, and can't recommend CJ strong enough.
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20 Jun, 2017 by Robert
CJ walked us through all of the legalize of what our trust entails - in addition to spending the time with us he also gave us the documents and instructions that we need to move forward with moving our assets into the trust.
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14 Jun, 2024 by Yandi valdes
Gracias al abogado Adam y todo su equipo de trabajo. Se los súper recomendaría a cualquiera con toda la confianza del mundo son muy profesionales en el trabajo que realizan. Me siento bendecido por el trabajo que realizó el abogado a mi favor. Por mi experiencia es la mejor oficina de abogados que pude haber conseguido, siempre atentos y muy amables conmigo. Gracias
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17 Feb, 2024 by Efrain cortez
Que tal mi nombre es Efraín anteriormente con un problema legal DIU y gracias Jackson White que cuenta con excelentes abogados me solucionaron mi caso. El abogado Adam Ashby y su asistente Luis de corazón les agradezco, trabajaron en equipo para poder sacar adelante mi caso y así solucionando mi problema, no pude encontrar mejor abogado que Adam. (Excelente Abogado)
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11 Jan, 2024 by Jenni
Great lawyers! They kept my husband from going to jail and made sure we had the best results in everything Adam Ashby and Luis Sisniega
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01 Oct, 2015 by Chris
Everyone in the office from the attorneys to the ancillary staff are stellar. I have always been recognized by name right when I walk in. (Only office to ever do so) There is absolutely no attitude, it's almost like visiting with a friend (and I do consider them friends after the way I have been treated.) Mr. Buntrock (and his assoc) are extremely knowledgeable and helpful. I have used them for several areas of law, and will continue to, because of their outcomes, but also because they treat you with true compassion and concern. Recommend without reservation!
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02 Sep, 2015 by Anonymous
Mr. Buntrock is an exceptional lawyer! He handled my personal injury case a little over a year ago. Shane made things easy to understand and was able to secure a favorable settlement in my case. I would recommend him to anyone looking for a trustworthy lawyer.
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13 Apr, 2016 by Carol
I worked with Ryan to create my Living Will and Trust. He truly helped me make sound legal decisions that will help me and my family now and in the future. I highly recommend Ryan! Great Lawyer!
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08 Apr, 2016 by Erica bodie
My husband and I had the pleasure of working with Ryan through Dana Law Group. I interviewed 3 local attorneys prior to hiring Dana Law. I was impressed by the amount of time and the thorough explanation of services prior to hire. We opted to create a revocable trust and LLC for our rental properties; we were very happy with the process and professionalism. Ryan was very responsive to e-mails and was prompt to follow-up with documents and our questions. We would definitely recommend Ryan and Dana Law Group for estate planning.
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02 Mar, 2016 by Jeremy
Dustin and I have worked together on a variety of legal matters for several years. Dustin is the consummate professional--unwavering in his commitment to honest and ethical practices. He puts the client first and is a skilled draftsman and negotiator. I would recommend him without reservation to anybody that asked.
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04 Feb, 2010 by Daniel
After 20+ years in nearly all phases of Business and Developement, I have spent an exhaustive amount of time working with Attorneys. To surprise and delight I was referred to Mr. Horne and he didn't disappoint. As an Accountant and Attorney with an extensive background, he quickly and easily grasped my complex issues. I go to him for everything still.
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09 Mar, 2021 by Kathryn
We can’t say enough great things about our attorney, Mr. Scott Jensen! Several years ago, we saw him for a consultation, concerning a very detailed family matter in an estate settlement. His expert advice was instrumental in these matters.
Mr. Jensen is now handling our estate documents. He is professional & cordial, with attention to detail. The staff are helpful, and kind. We couldn’t be more happy to have found him & his firm. A very trusted, reputable law firm.
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08 Nov, 2018 by Anonymous
Made setting up will and living trust very simple. Very responsive and was able to get everything finalized quickly.
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27 Jul, 2013 by Jane
Greg is a great communicator, and very responsive. Good Knowledge of the real estate law.
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22 Aug, 2022 by Anonymous
Leanne is very knowledgeable in family law. She practices with ethics and integrity that is so rarely seen, especially in the family courtroom setting. Very trustworthy and recommended over and over again.
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03 Sep, 2021 by Alan
I had my trust reviewed. Ron Compton did the review and rewriting. He is one of the most efficient and professional people I ever known. I will never use another attorney for my estate work.
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16 Jul, 2024 by Anthony
Thomas and Genesis Legal Group are the best out there!
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15 Jul, 2024 by Lori raia
Thomas Hogle is unmatched in his way of navigating the legal system and helping each of his clients. highly recommend!
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15 Jul, 2024 by Jared gunnell
Thomas is an excellent attorney who will handle your case with dedication and care.
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11 Dec, 2024 by M b
No regrets. Patiently addressed all of my questions while thoroughly going that’ll the details of a Trust. Even after everything was finalized, my additional questions were quickly addressed. Awesome and highly recommend.
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04 Dec, 2024 by Jamie bowhall
Brent Bryson is an exceptional attorney who truly cares about his clients. He guided me through a challenging legal process with professionalism, expertise, and compassion. His communication was excellent, always keeping me informed and answering my questions promptly. Brent went above and beyond to ensure the best possible outcome for my case. I highly recommend Bryson Law Firm to anyone in need of dedicated and knowledgeable legal representation.
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12 Nov, 2024 by Michael salazar
Bob is one of the most trusting people I know. He handles every situation with the upmost respect and care!
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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.
