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Joshua Andrew Smisko, experienced Business, Estate Planning attorney in Mission Viejo, CA with 156 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
44,34
star star star star star
5.0/5
Avvo
5.0
6 Reviews
Google Maps
5.0
150 Reviews
star star star star star
24 Jan, 2025 by Judith garcia
Michael was very helpful and patient. He really went above and beyond to help us with our trust! Thank you again for all of your help!
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star star star star star
24 Jan, 2025 by Brandee rose
Michael was fantastic in helping us put my grandparents’ house into a living trust. He made the process easy to understand and completely seamless. He was patient, informative, and went out of his way to accommodate my grandparents, ensuring they felt comfortable every step of the way. I highly recommend him for his professionalism and genuine care.
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star star star star star
11 Jan, 2025 by Andy wu
Michael was a true lifesaver in helping me set up my living trust. I had so many questions and concerns, but they took the time to explain everything in a way that was easy to understand. Their professionalism, attention to detail, and genuine care stood out throughout the entire process. They made something that seemed overwhelming feel completely manageable and ensured every detail of the trust was tailored to fit my family’s needs. Thanks to Michael, I have peace of mind knowing my loved ones are protected. I can’t recommend them enough!"
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Edna Carroll Straus, experienced Business, Debt Collection attorney in Mission Viejo, CA with 22 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,68
star star star star star
5.0/5
Avvo
5.0
22 Reviews
star star star star star
23 Oct, 2024 by Anonymous
No matter how difficult questions have been to ask She takes the time to try and answer. Thats a very rare quality Thank you
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star star star star star
16 Aug, 2024 by Shelly
Gave great advice and was spot on with everything she said. Definitely knows her stuff !!
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star star star star star
22 Nov, 2023 by Jessica
I had an issue regarding a deposit that I was fearful would not be reimbursed but Miss Straus was thoughtful, kind and helpful in her response. Due to this interaction, where she was not paid, I was able to receive my deposit back and feel better about the whole situation. Thanks again.
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Austin Thomas Borchard, experienced Estate Planning, Litigation attorney in Mission Viejo, CA with 59 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,06
star star star star star
5.0/5
Google Maps
5.0
59 Reviews
star star star star star
14 Feb, 2024 by Gordon richiusa
My wife and I (both seniors with several medical complications—my wife is 87 years of age and fell twice hitting her head while I have MS, among other problems) could literally not have navigated the legal negotiations that arose from my wife’s two falls without the incredible, caring assistance of all associates at the Law Offices of Steven Zwick. They were fantastic!
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star star star star star
02 Feb, 2024 by Yaneth acosta
I recently had the pleasure of engaging with the services of the law office of Steven Zwick and I must say, I was thoroughly impressed. The staff were incredibly knowledgeable and took the time to explain in a way that was easy to understand. I am grateful for their services and would highly recommend this law office to anyone in need of legal assistance.
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star star star star star
24 Jan, 2024 by Zeke a
The Law Offices of Steven Zwick were most helpful in handling my case. They were professional and fought to get me a fair settlement. I would recommend them to friends and family.
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Mitchell L. Hadley, experienced Business, Estate Planning attorney in Mission Viejo, CA with 59 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,06
star star star star star
5.0/5
Google Maps
5.0
59 Reviews
star star star star star
14 Feb, 2024 by Gordon richiusa
My wife and I (both seniors with several medical complications—my wife is 87 years of age and fell twice hitting her head while I have MS, among other problems) could literally not have navigated the legal negotiations that arose from my wife’s two falls without the incredible, caring assistance of all associates at the Law Offices of Steven Zwick. They were fantastic!
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star star star star star
02 Feb, 2024 by Yaneth acosta
I recently had the pleasure of engaging with the services of the law office of Steven Zwick and I must say, I was thoroughly impressed. The staff were incredibly knowledgeable and took the time to explain in a way that was easy to understand. I am grateful for their services and would highly recommend this law office to anyone in need of legal assistance.
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star star star star star
24 Jan, 2024 by Zeke a
The Law Offices of Steven Zwick were most helpful in handling my case. They were professional and fought to get me a fair settlement. I would recommend them to friends and family.
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Gregory James Anderson, experienced Business, Estate Planning attorney in Mission Viejo, CA with 59 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,06
star star star star star
5.0/5
Google Maps
5.0
59 Reviews
star star star star star
14 Feb, 2024 by Gordon richiusa
My wife and I (both seniors with several medical complications—my wife is 87 years of age and fell twice hitting her head while I have MS, among other problems) could literally not have navigated the legal negotiations that arose from my wife’s two falls without the incredible, caring assistance of all associates at the Law Offices of Steven Zwick. They were fantastic!
Read more Google Maps
star star star star star
02 Feb, 2024 by Yaneth acosta
I recently had the pleasure of engaging with the services of the law office of Steven Zwick and I must say, I was thoroughly impressed. The staff were incredibly knowledgeable and took the time to explain in a way that was easy to understand. I am grateful for their services and would highly recommend this law office to anyone in need of legal assistance.
Read more Google Maps
star star star star star
24 Jan, 2024 by Zeke a
The Law Offices of Steven Zwick were most helpful in handling my case. They were professional and fought to get me a fair settlement. I would recommend them to friends and family.
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Christopher Gipe, experienced Estate Planning, Trusts attorney in Mission Viejo, CA with 27 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,03
star star star star star
5.0/5
Google Maps
5.0
27 Reviews
star star star star star
28 Aug, 2024 by Sharon bostic
We hired Chris to create our Living Trust and he has been great! I feel like he has been respectful of our time, honest in his dealings with us, and provided an end product that totally fits our needs. We would highly recommend Chris if you are looking for a Living Trust lawyer.
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star star star star star
06 Aug, 2024 by Aj glatt
We had a revocable living trust/estate plan that was over 20 years old that needed to be replaced. Chris was recommended to us and after our interview meeting, we found him extremely knowledgeable - - just what we were looking for. Chris than had several meetings with us reviewing and evaluating our needs and desires. He was thorough and easy to work with. Made helpful suggestions and recommendations as we worked through the process. We highly recommend Christopher Gibe for your estate planning and other legal needs.
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star star star star star
12 Jul, 2024 by Walter de la cruz
While researching and meeting with several legal professionals regarding wills and living trusts, I felt a bit overwhelmed with all the legal jargon and I also didn’t feel like my questions were being answered. During my search I was referred to Gipe Law. After a short initial phone call, I knew he was the guy to help me get what I wanted done. Christopher was able to listen to my concerns and goals and explain everything to me in my plain English. Meeting with him in person and going over the documents couldn’t have been smoother. I feel confident that if anything were to happen to me, my loved ones will not be lost and instead will have direction and have a legal plan set in place to be able to keep moving forward with confidence.
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Jennifer Lynn Owens, experienced Estate Planning, Family Law attorney in Mission Viejo, CA with 1 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
12 Jul, 2013 by Robert
Jennifer is the most ethical person I've ever worked with in any type of business transaction. She helped me complete a divorce and dealing with an difficult ex. She was able to mediate and break through to my ex where all else had failed before. A very good person and attorney. I don't recommend many people and am highly critical as a person. I have only good things to say about Jennifer.
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David Michael Crumpton, experienced Estate Planning attorney in Mission Viejo, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
37,79
star star star star star
4.8/5
Avvo
4.8
6 Reviews
star star star star star
15 Jan, 2019 by Kristie
David is a very professional lawyer that has a high degree of client focus. He understands the complexities of building a trust involving blended families. David is an individual who seeks to understand your situation without judgement. He takes the time to understand the family dynamics and works with you to create a trust that all parties involved are comfortable with. He has the experience and knowledge that serves to provide you with options that you may not be aware of. He is very timely with his communication and is very flexible if needed. David is very patient and is excellent in his explanations regarding trust law. Trusts have a great impact on the people who are left behind. I feel confident, utilizing David’s expertise, that I will not have to worry about those I love.
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star star star star star
04 Oct, 2018 by Aaron
Mr. Crumpton was very professional and informative when we met to discuss Estate Planning. We went over how my assets would be handled after I have passed or if I become incapacitated and my health care directive thoroughly. He answered all my questions clearly and clarified anything I had a little trouble understanding. He addressed various hypothetical scenarios I provided to him in detail. He is extremely insightful, asked questions on my situation, and advised on precautions that would have never crossed my mind. I highly recommend Mr. Crumpton and will continue to refer my friends, family, and colleagues to him.
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20 Sep, 2018 by Curtis
David listened carefully to our concerns regarding our estate and offered excellent options for addressing each issue. He was very thorough, and patient as we made changes based on the options he presented. We are confident that our Living Trust was prepared professionally and that our estate planning now meets our specific needs.
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Kelly Lynn Charhut Hughes, experienced Business, Estate Planning attorney in Mission Viejo, CA with 150 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,16
star star star star star
5.0/5
Google Maps
5.0
150 Reviews
star star star star star
24 Jan, 2025 by Judith garcia
Michael was very helpful and patient. He really went above and beyond to help us with our trust! Thank you again for all of your help!
Read more Google Maps
star star star star star
24 Jan, 2025 by Brandee rose
Michael was fantastic in helping us put my grandparents’ house into a living trust. He made the process easy to understand and completely seamless. He was patient, informative, and went out of his way to accommodate my grandparents, ensuring they felt comfortable every step of the way. I highly recommend him for his professionalism and genuine care.
Read more Google Maps
star star star star star
11 Jan, 2025 by Andy wu
Michael was a true lifesaver in helping me set up my living trust. I had so many questions and concerns, but they took the time to explain everything in a way that was easy to understand. Their professionalism, attention to detail, and genuine care stood out throughout the entire process. They made something that seemed overwhelming feel completely manageable and ensured every detail of the trust was tailored to fit my family’s needs. Thanks to Michael, I have peace of mind knowing my loved ones are protected. I can’t recommend them enough!"
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Donald R Kurtz, experienced Estate Planning attorney in Mission Viejo, CA with 59 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,06
star star star star star
5.0/5
Google Maps
5.0
59 Reviews
star star star star star
14 Feb, 2024 by Gordon richiusa
My wife and I (both seniors with several medical complications—my wife is 87 years of age and fell twice hitting her head while I have MS, among other problems) could literally not have navigated the legal negotiations that arose from my wife’s two falls without the incredible, caring assistance of all associates at the Law Offices of Steven Zwick. They were fantastic!
Read more Google Maps
star star star star star
02 Feb, 2024 by Yaneth acosta
I recently had the pleasure of engaging with the services of the law office of Steven Zwick and I must say, I was thoroughly impressed. The staff were incredibly knowledgeable and took the time to explain in a way that was easy to understand. I am grateful for their services and would highly recommend this law office to anyone in need of legal assistance.
Read more Google Maps
star star star star star
24 Jan, 2024 by Zeke a
The Law Offices of Steven Zwick were most helpful in handling my case. They were professional and fought to get me a fair settlement. I would recommend them to friends and family.
Read more Google Maps
See more
Dean Emerson Daggett, experienced Business, Estate Planning attorney in Mission Viejo, CA with 56 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,06
star star star star star
5.0/5
Google Maps
5.0
56 Reviews
star star star star star
28 Nov, 2024 by Hazel ma eulen quinquito
I had a wonderful experience with Banner Attorneys, and I cannot recommend them highly enough. From my very first impression, I found their team to be incredibly kind-hearted and genuinely caring. They made communication easy and transparent, providing clear explanations of how they could assist me throughout the process. I was fortunate to work with Attorney Brian, who was not only knowledgeable but also very approachable. His dedication to my case was evident, and I felt supported every step of the way. Additionally, Linda Miranda was always available to answer my questions and provide guidance, making me feel valued and heard. Overall, I am truly impressed with the level of service I received. I feel grateful for their help and am confident that they are committed to ensuring that their clients receive the support and representation they deserve. I hope Banner Attorneys continues to assist many more people in need, as their compassionate approach makes a significant difference. Thank you, Banner Attorneys, for your excellent service! I am completely satisfied with the results.
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star star star star star
29 Oct, 2024 by Alejandra ochoa
I wanted to share my experience with Banner Attorney, Lynda who handled my auto accident case was so helpful from the beginning. Having had previous experience with other attorneys I will always recommend Banner Attorney and more specifically Lynda. I knew I was being taken care of, she was very helpful with the entire process, what was needed from my end and getting the best medical help for my injuries. I am so thankful for all the efforts and extent she went above and beyond to make this as easy as possible!
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star star star star star
19 Sep, 2024 by Jose aguirre sr
Thank you Banner Attorneys for helping me during this rough time. They are very professional and always kept me informed throughout the process. I recommend them 100% and confident in their work.
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Nicole Ann Vettraino, experienced Estate Planning attorney in Mission Viejo, CA with 27 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,03
star star star star star
5.0/5
Google Maps
5.0
27 Reviews
star star star star star
28 Aug, 2024 by Sharon bostic
We hired Chris to create our Living Trust and he has been great! I feel like he has been respectful of our time, honest in his dealings with us, and provided an end product that totally fits our needs. We would highly recommend Chris if you are looking for a Living Trust lawyer.
Read more Google Maps
star star star star star
06 Aug, 2024 by Aj glatt
We had a revocable living trust/estate plan that was over 20 years old that needed to be replaced. Chris was recommended to us and after our interview meeting, we found him extremely knowledgeable - - just what we were looking for. Chris than had several meetings with us reviewing and evaluating our needs and desires. He was thorough and easy to work with. Made helpful suggestions and recommendations as we worked through the process. We highly recommend Christopher Gibe for your estate planning and other legal needs.
Read more Google Maps
star star star star star
12 Jul, 2024 by Walter de la cruz
While researching and meeting with several legal professionals regarding wills and living trusts, I felt a bit overwhelmed with all the legal jargon and I also didn’t feel like my questions were being answered. During my search I was referred to Gipe Law. After a short initial phone call, I knew he was the guy to help me get what I wanted done. Christopher was able to listen to my concerns and goals and explain everything to me in my plain English. Meeting with him in person and going over the documents couldn’t have been smoother. I feel confident that if anything were to happen to me, my loved ones will not be lost and instead will have direction and have a legal plan set in place to be able to keep moving forward with confidence.
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Benjamin Behar, experienced Estate Planning attorney in Mission Viejo, CA with 27 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,03
star star star star star
5.0/5
Google Maps
5.0
27 Reviews
star star star star star
28 Aug, 2024 by Sharon bostic
We hired Chris to create our Living Trust and he has been great! I feel like he has been respectful of our time, honest in his dealings with us, and provided an end product that totally fits our needs. We would highly recommend Chris if you are looking for a Living Trust lawyer.
Read more Google Maps
star star star star star
06 Aug, 2024 by Aj glatt
We had a revocable living trust/estate plan that was over 20 years old that needed to be replaced. Chris was recommended to us and after our interview meeting, we found him extremely knowledgeable - - just what we were looking for. Chris than had several meetings with us reviewing and evaluating our needs and desires. He was thorough and easy to work with. Made helpful suggestions and recommendations as we worked through the process. We highly recommend Christopher Gibe for your estate planning and other legal needs.
Read more Google Maps
star star star star star
12 Jul, 2024 by Walter de la cruz
While researching and meeting with several legal professionals regarding wills and living trusts, I felt a bit overwhelmed with all the legal jargon and I also didn’t feel like my questions were being answered. During my search I was referred to Gipe Law. After a short initial phone call, I knew he was the guy to help me get what I wanted done. Christopher was able to listen to my concerns and goals and explain everything to me in my plain English. Meeting with him in person and going over the documents couldn’t have been smoother. I feel confident that if anything were to happen to me, my loved ones will not be lost and instead will have direction and have a legal plan set in place to be able to keep moving forward with confidence.
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David Edward Emerson, experienced Estate Planning attorney in Mission Viejo, CA with 2 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
35,00
star star star star star
5.0/5
Google Maps
5.0
2 Reviews
star star star star star
15 Apr, 2020 by Sufen wang, m.s.
Professional, Responsive, Timeliness, Availability (24/7)! Provided sound legal advice!
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star star star star star
22 Oct, 2017 by Renu seth
I wanted to start a business. So, I asked Janet to review the FDD. She pointed out few points that I wasnt aware of. I am very happy with her service. Her response was very quick. Thanks Janet!!
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Oscar O Mestre, experienced Estate Planning attorney in Mission Viejo, CA with 35 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
34,34
star star star star star
4.9/5
Google Maps
4.9
35 Reviews
star star star star star
30 Jul, 2024 by Bhavesh patel
Great service, and supportive to prepare trust in California.
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star star star star star
06 Jun, 2024 by Grace garcia
My experience with the Law Offices of Joseph P. Foley was a very favorable one. I was able to amend my trust with ease and the process only took a couple of weeks. Thank you so much for the assistance!
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24 May, 2024 by F k
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Joseph P. Foley, experienced Estate Planning, Probate attorney in Mission Viejo, CA with 12 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
28,71
star star star star star
4.2/5
Avvo
4.2
12 Reviews
star star star star star
19 Dec, 2023 by Katrina
This office of Joseph Foley was extremely helpful from the first time I called to the very end. His staff was great in handling everything a.
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15 Jun, 2020 by Marcy
My employer gives a benefit of creating a trust. I selected to work with Joseph Foley and his staff. Mr. Foley's group are professional and flexible with their time. I worked specifically with Douglas Wallace and Veronica Roberson. Mr. Wallace explained, in detail, every part of my trust. He was very patient with all my questions. I recommend this group!
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06 Apr, 2020 by Nicholas
The legal work that I needed was very complex, and I needed to have a law firm that was very thorough in ever detail. They did this and much more!! The service I received was impeccable. I would recommend Joseph P. Foley to anyone from the smallest assets to millions of dollars.
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Nicholas A Tarjoman, experienced Business, Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Wendy Diane Wayland, experienced Business, Consumer Protection attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Joshua Smisko, experienced Business, Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Jean Claire Wilcox, experienced Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Barron Edward Ramos, experienced Estate Planning, Litigation attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Frederick Gerard Muscarella, experienced Elder Law, Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Wendy Diane Wayland, experienced Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Dwight G Beckstrand, experienced Bankruptcy, Business attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Patrick Joseph Wood, experienced Business, Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
4,00
star star star star star
0.0/5
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Christopher Gipe, experienced Estate Planning, Probate attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
3,00
star star star star star
0.0/5
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Rick James Fenelli, experienced Estate Planning, Tax attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
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Karianne Welch, experienced Business, Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
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Garrett Peter Maughan, experienced Business, Estate Planning attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
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Charles Joseph Liberto, experienced Estate Planning, Tax attorney in Mission Viejo, CA with 0 reviews
Below Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
0,00
star star star star star
0.0/5
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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:

  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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