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04 Oct, 2024 by Gina
Very helpful thank you for being there for me. Gina Gallagher/ Mejia
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18 Jul, 2024 by Paul miller
I was the executor for a family member's estate, it was my first time as an executor and I lived 7 hours away from Modesto, so I was uncomfortable with the entire probate process. I found Ogden Law Firm through a Google search , so I thought it important that I capture my experience for others. Kelsey Kern Esq. and her right-hand person Shelby Cimoli were super helpful throughout the entire probate. Their pre-prepared guidance was very thorough and helpful, plus they were always available to answer my questions as we progressed together through the process. Without hesitation, I highly recommend Ogden Law Firm to anyone in area that may need probate services.
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11 Jul, 2024 by Tim kee
As executor for a family member's estate, I was referred to Ogden Law Firm through a retired trust attorney to handle the final trust administration. After working with Ogden for several months and ultimately completing all of the complex issues surrounding the trust, I can confidently say that working with them was the right decision. As someone in another review stated, they were like working with family. They had a sincere interest in taking care of our issues, addressing our questions and providing sound advice when needed. Additionally, their patience in working with me and other family members through all of the trust complexities made our experience in working with Ogden a very positive one. (Special shout out to Kelsey Kern, Rachel Hollywood and other support members on their staff!) I would highly recommend their firm to anyone in area that may need their services
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08 Dec, 2023 by Atom21
Great to work with. Pablo sat with us and explained everything clearly and answered all of our questions. Did all the hard stuff and made the experience very easy. Everything was prepared and ready on time as well, never any setbacks. I would highly recommend working with.
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06 Dec, 2023 by Monica m
Pablo made the process of setting up our trust very easy and walked us through the process seamlessly. I’ve referred him to family and friends.
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08 Mar, 2023 by Gabe ordaz
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27 Nov, 2024 by Serena gonzalez
I love them! This has not been an easy process probate is hard and not something you can do on your own when I found Gina & Stacie I was beyond relieved. They have literally made this process so much easier they ar every knowledgeable and care and really help and go above and beyond. Eveerh. All every email always answered hot back to me in minutes most times. They treated me more then just there client I really felt like they were my friends. I would definitely recommend Gina, Stacie, Jack and the law firm. You need people like them on your side during these tough times.
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22 Nov, 2024 by Bob
Thanks to Gina and her staff for making the process go smoothly. I felt like I was in good hands.
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13 Nov, 2024 by Mardain reis
Gina and her team are professional and compassionate. Gina is very knowledgeable and knew every step I needed to take, even when my case took an unexpected turn. I am very appreciative of everything she helped me with after the loss of my father.
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13 Jan, 2016 by Lori
Betty was my attorney during a painful divorce. She advocated for me and always listened to my concerns. Her advice and assistance helped to speed a most difficult process. Thank you Betty. -L.D.
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08 Jan, 2016 by Anonymous
Over the years I have been by my husband's side as he has fought a horrific custody battle using countless of Modesto's "best" lawyers with very small results until we hired Betty Julian. She was truly amazing! She worked tirelessly along with her staff on our case, helping to organize years of information and putting all of our anxiety and fears at ease, while being direct and honest with us about our case ever step of the way. She even went out of her way to make phone calls and trips to the school on our behalf for my husband's custody case. The amount of dedication and professionalism on our case was unparalleled by any other lawyer around I assure you. If you are on the fence about hiring a lawyer, I would not hesitate to hire Betty a million times over. We have used her the last three times we have gone to court and come out on top every time since. We have tripled our custody time and halved our child support payments! She has been amazing for us! Most importantly she has kept my husband and his daughter together and us close as a family, ensuring that the courts do what is best for his daughter.
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08 Jan, 2016 by Jordan
I have hired a few lawyers over the years for my divorce and custody proceedings with lackluster results until I hired Betty Julian. I appreciated her straight forward, honest, hard-working domeanor, and utmost professionalism. Every time I go back to court with Betty by my side, I feel not only fully prepared, but I leave with more results than expected. My custodial time has increased instead of decreased and I was able to keep my daughter in her school and county of residence. As a father fighting for my rights I would suggest no one other than Betty. She is amazing and worth every dollar spent. Don't waste your time or money on other lawyers as I did before and just hire her from the start.
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17 Oct, 2007 by Anonymous
I nick named Jim "lightning" because his response time was so fast and also because he brings enlightenment to the situation. And when you reach the resolution you know "lightning has Struck". Jim is tuff but has the maturity to look for the win/win. My best endorsement is that I recommend him to clients.
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16 Oct, 2007 by Anonymous
I have used Jim Struck and several ocassions for my legal needs. I have been satisfied with his work and apprecatie his timeliness and professioinalism. I have also recommended others to utilize his services and have receeived positive feedback from those referrals. I highly recommend Mr. Struck's services for those who are in need of legal advice or representation.
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16 Oct, 2007 by Anonymous
My wife and I chose The Struck Firm to handle our wills recently, not only for their solid reputation, but also for the knowledge and professionalism Mr. Struck brought to the table. We knew he was the right choice after our first meeting. He answered every question we had and the end result was exactly what we were in search of. Legal verbage can be pretty intimidating at times and Jim made sure my wife and I knew exactly what everything meant. We felt the whole firm went the extra mile for us and really, what more could you ask?
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23 Nov, 2020 by Anonymous
she took the time to work with us to find a solution. unfortunately we hit a road block. she would be a great attorney for anyone.
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23 Nov, 2018 by Shirley
Tracy put our minds at ease with professionalism with living trust.. She did amazing job. She made it all so easy for us but it was in depth what we got back. Meaning she did all the hard confusing work. Thank you Tracy Nieradzik.
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20 Dec, 2017 by Betty
Tracy is caring and professional. She took a problem, diffused the situation and quickly wrapped things up. Her fees were more than fair and fit the situation. I talked to several law offices before finding Tracy, I am so glad they were too busy to help me.
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26 Mar, 2015 by Anonymous
Harry was referred to me by a few friends who were introduced to him through their business ventures. I do not like lawyers because they like to cause more problems then solve them. This wasn't the case with this guy. He may not have all the answers right away, but he gets you the answers. He does not come up with excuses but rather tells you, the client, your options. He helps you make an informed decision and the long term consequences of such action. He is very attentive and responsive. I emailed him at 3 in the morning, and he responded within a few minutes! I thought it would be bad when I get the bill for such a late email and quick response, but he didn't even charge me as he felt that he didn't render any legal services. He's a great person, and very personable and intelligent. He has a lot of experience and education under his belt but his very modest. This education and experience makes him my go to person for all my legal needs. He may not do a particular issue, but he has always given me direction on where I can go to get help. My recent needs required a family law attorney. Harry worked in Legal Aid and was familiar with Family Law and put me in contact with other experience professionals who were able to help. His reputation with his fellow attorneys speaks for itself. Talking to other friends who have used him for their legal needs, I think he is very unique person and gives the legal profession a different meaning. He is helpful, very pleasant, and overall a great person. Please keep up the good work Harry! Orange county needs more lawyers like you!
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20 Nov, 2014 by Anonymous
I rarely write responses or reviews unless I have something to say. Harry is a great person and an attorney that cares. He would get back to me in a prompt manner with the answers I needed. He didn't even charge me for little things as he said it wasn't fair to bill me. How many times do you have an attorney say that? This made him shine in my eyes. He cared about my money and understood this perspective of a client. He has earned my business and long term loyalty.
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11 Apr, 2013 by Jennifer stasio piazza
Judy helped our family with a Trust and Will revision when we lost my father last year. She was professional, knowledgeable and caring and walked us through each step. She was very patient and answered every question we had and always was available when we needed to speak to her. Judy Jensen is someone whom you can trust implicitedly. I would recommend her to anyone.
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27 Nov, 2024 by Kyle roach
After working with what appears to be a universally viewed terrible lawyer, Mr. Bains saved the day. I am so thankful I found him, and knew it was a good choice from our initial meeting. Mr. Bains was always kind and receptive, yet straight forward and to the point, always maintaining a professional rapport. I never felt disrespected or that he was condescending to me, as I have experienced elsewhere. Other professionals expressed their admiration for his work when reading documents he wrote, such as a therapist I work with. The other significant point is that Mr. Bains did not nickel and dime me. When the bill came, I was actually shocked in a good way, as it was multiple times lower than previous counsel I had employed. Mr. Bains is a stellar attorney and I would recommend him to anyone. Thank you Mr. Bains for your diligence and candor during my case, and for not treating me as a number. Cheers!
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13 Jul, 2024 by Francisco cuascut
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20 Jun, 2024 by Martha valencia
Super recomendado! Aunque mi caso no estaba dentro de sus áreas de practica, Ana fue muy amable y paciente respondiendo todas mis preguntas. Definitivamente tendré en cuenta a Silva Injury Law en el futuro.
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24 Oct, 2023 by Andres navarrete
I hired Mr. McAllister 10 years ago to help my with my case. His defense has had a positive impact throughout my life. I highly recommend his office. He was always very professional and knowledgable of the law.
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21 Aug, 2023 by Kristinlynn “kris” kjos-tanner
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22 Jul, 2023 by Lindsey stailing
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17 Dec, 2011 by Robert
It was a roller coaster of emotions in 3 months working together, at last I’ve got what was hoped for, thanks Lauren.
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16 Dec, 2011 by Michelle
Definitely trust Lauren’s advice in terms of my family case issues.
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10 Dec, 2011 by Paul
Feel confident under her representation.
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11 Dec, 2024 by Michelle mattice
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11 Dec, 2024 by Liz g
I have consulted with Mr. Kalanta twice now, and both times I left his office feeling relieved, cared about, and a bit more educated on the situation I am facing. Mr. Kalanta is not only educated and great at what he does-but also upfront, professional while remaining compassionate , thorough and kind. He could have simply accepted my retainer money due to the fact that I entered his office very anxious and almost set on hiring an attorney, instead he cared enough to give me advice and refer me to an organization that can possibly be of assistance concerning my family’s safety. This attorney knows what he is doing and has wonderful connections, so if you’re needing legal representation, it’s definitely worth it to seek a consult from him. Although I don’t necessarily need to retain a family law attorney at this time, if the time comes that I do, Kalanta Law office is the place I will go.
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10 Dec, 2024 by Raúl lozano
Muy buen servicio Lo recomiendo
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29 Oct, 2024 by Amanda lee jordan silva
Amazing attorney! She was there for me and guided me so I can get my daughter back. Thank you so much Lindsey!
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02 May, 2024 by Jessica blount
Be careful the billing is corrupt and the case will drag on with no attempt to resolve.
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27 Feb, 2024 by Vicky “mixed creationz” hernandez
If you need someone who is going to hear you Not sell you a dream But be fair and work diligently and respond with a quickness I highly recommend I hadn't felt heard before on my own and she totally stood up for me and encouraged me in the process . Thank you to Vernisse and Lindsey you guys have truly made a difference in not only my life but my child's life and I'm forever grateful.
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01 Jun, 2022 by Lee ramirez
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29 Aug, 2020 by Tara saldivar
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16 Dec, 2024 by Stephanie abanathie
Probably one of the best and most genuine lawyers I’ve met. She’s fair , she’s smart, she’s kind and she’s not messing around. She helped me and my brother , her client, deal with a very hard time and it felt like I’ve known her for years. I hope to jot need her services but If i need a criminal defense attorney she’s exactly who I’m calling and I will sing her praises to anyone who needs her. Her office is on top of things and communicates effectively which is half the battle with any attorneys office (thanks Christian!). Thanks again Mrs. Monez for everything
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20 Nov, 2024 by Theresa kisling
Jared Jordan saved the day! He was straight forward with us. Told us what to expect. He took the extra time with us to make sure my autistic son understood everything. I never felt like he was out for my money and then gone. I just felt like he was on our team. He got our case excused and clear of any wrong doing. THANK YOU MR JORDAN!!
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08 Nov, 2024 by Franko beltran
I highly reccomend ! Did a great job ! Thanks again .
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04 Oct, 2024 by Gina
Very helpful thank you for being there for me. Gina Gallagher/ Mejia
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18 Jul, 2024 by Paul miller
I was the executor for a family member's estate, it was my first time as an executor and I lived 7 hours away from Modesto, so I was uncomfortable with the entire probate process. I found Ogden Law Firm through a Google search , so I thought it important that I capture my experience for others. Kelsey Kern Esq. and her right-hand person Shelby Cimoli were super helpful throughout the entire probate. Their pre-prepared guidance was very thorough and helpful, plus they were always available to answer my questions as we progressed together through the process. Without hesitation, I highly recommend Ogden Law Firm to anyone in area that may need probate services.
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11 Jul, 2024 by Tim kee
As executor for a family member's estate, I was referred to Ogden Law Firm through a retired trust attorney to handle the final trust administration. After working with Ogden for several months and ultimately completing all of the complex issues surrounding the trust, I can confidently say that working with them was the right decision. As someone in another review stated, they were like working with family. They had a sincere interest in taking care of our issues, addressing our questions and providing sound advice when needed. Additionally, their patience in working with me and other family members through all of the trust complexities made our experience in working with Ogden a very positive one. (Special shout out to Kelsey Kern, Rachel Hollywood and other support members on their staff!) I would highly recommend their firm to anyone in area that may need their services
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26 Feb, 2015 by Anonymous
All I can say is I dont feel so alone going through a probate at the age of 37. From the moment he made "Me" onto a "We" I have known I have someone in my corner. I dont give all stars but only because we've only just begun. Thank you Mr. Elledge
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12 Dec, 2013 by Cindy
Mr. Ernest Elledge is a professional attorney who handled my grandparent's estate trust. He is an effective communicator and kept me informed of each step in closing the trust. Each time I had a question, he was easy to reach and had a prompt answer. He has the experience that you would want your attorney to have. He took it upon himself to protect the best interest of his client and gives 100% of his time and energy on a daily basis. I strongly recommend Ernest Elledge as your estate attorney.
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15 Feb, 2017 by Anonymous
Robin was always detailed in her explanations of the dissolution process and provided me with all of the options that were available to me. She was responsive to my questions and always returned phone calls and emails promptly. I always felt like I knew what was happening with my case, and what was coming next. I feel confident in referring her to anyone who is in need of an attorney.
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05 Nov, 2016 by Cindy
After a 30 year marriage an extended separation I found it necessary to file for divorce. Ms. Reno was there for me every step of the way. She was very thorough in her explanation of the whole process and made the tasks much more comfortable than I anticipated. I have great gratitude for her patience and kindness. I'm very happy with the results of my case. I have and I would again recommend Ms. Reno to anyone looking for an honest, knowledgeable and professional attorney.
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21 Jan, 2016 by Ronald
I went through a very horrible divorce, and an extremely difficult child custody battle. Robin would always listen to all of my concerns, and addressed them as best as she could. She was very sympathetic to the pain the difficulties put me through. She would always make sure that I had answers to all of my questions in a timely manner. She never lied to me or try to sugar coat anything. She would just let me know the plain, and sometimes very hard, truths. She very patiently walked me through the whole long process. She always made sure that I knew all the good and bad possibilities, and prepared me for every possible outcome. She would always reassure me through the discouraging phases, and rejoice with me in the victories. After informing me of all the possible options we could take, she wouldn’t push me to go one direction or the other but, she would wait patiently for my decision on which path to take. After I was fully informed and had made my decision then, she would pursue that path wholeheartedly, with all her knowledge and skills. Thankfully in the end we were wonderfully victorious in our case. I say “we” because, with Robin you won’t feel you’re going through it alone. I truly believe the reason why we were so successful is because of Robin’s guidance, patience, knowledge and skill. She is a fantastic attorney, and I recommend her to everyone who wants only the highest quality attorney in their corner. Thank you Robin for all that you have done for me and my children.
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06 Nov, 2024 by Joshua dait
Tai Bogan, a long with his team, reduced my stress and handled everything appropriately and professionally. I couldn't be more thankful that they did such a fantastic job with my case. Thank you, Tai!
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18 Aug, 2024 by Ortensia peralta
Tai helped my husband get out of a ridiculous criminal charge. He took his time and fought hard to prove his innocence. I would recommend Tai Bogan to represent anyone I care about.
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04 Apr, 2024 by Brian bockert
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11 Dec, 2024 by Michelle mattice
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11 Dec, 2024 by Liz g
I have consulted with Mr. Kalanta twice now, and both times I left his office feeling relieved, cared about, and a bit more educated on the situation I am facing. Mr. Kalanta is not only educated and great at what he does-but also upfront, professional while remaining compassionate , thorough and kind. He could have simply accepted my retainer money due to the fact that I entered his office very anxious and almost set on hiring an attorney, instead he cared enough to give me advice and refer me to an organization that can possibly be of assistance concerning my family’s safety. This attorney knows what he is doing and has wonderful connections, so if you’re needing legal representation, it’s definitely worth it to seek a consult from him. Although I don’t necessarily need to retain a family law attorney at this time, if the time comes that I do, Kalanta Law office is the place I will go.
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10 Dec, 2024 by Raúl lozano
Muy buen servicio Lo recomiendo
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25 Oct, 2024 by Onkar singh
bad loywer no have knowledge waste my time he need just money and play with people
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15 Oct, 2024 by Francisco ortega
Byron was very helpful with my legal matters, I would definitely refer him to people i know
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25 Jul, 2024 by Cj crippen-gonsalves
I will admit that I may not be totally objective about this firm as AG is my big brother. He is the hardest working attorney (with a Juris Prudence degree (equivalent of a Ph.D in law) He helps people in need and doesn't gouge them like most lawyers do.
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29 Sep, 2023 by Bobbie ables-smith
Bruce is very knowledgeable, helpful, and friendly. He gives good advice to meet your legal needs without trying to rack up your expenses. He gave us a free 30 minute consult and that really helped us make sound decisions for what we wanted him to help us with. Would highly recommend him for estate planning, wills, trusts, etc.
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18 May, 2023 by Ron vincent
Bruce did a superb job with our trust.
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02 Sep, 2022 by Judy demakas
He yelled at me during my divorce. He hung onto my house profits and would not release them to me. I had to hire another attorney to get my money. When he finally gave her my money? He had taken out money he owed me plus! He overcharged me thousands of dollars over what I owed him. No recourse on getting my money back from him. No attorney here in Modesto would go after my money from him. He charged me with phone calls that I never got, meetings that we never had, and phone calls that he made without my consent to other people.
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24 Aug, 2024 by Jane johnson
After 2 years of battling for a divorce, I finally agreed to a settlement based on erroneous information I received from my lawyer Tamie Cummins. I lost thousands due to her mistake. And there are no attorneys that will take malpractice suits against other attorneys. Attention to detail is lacking. I gave 2 stars because I think the divorce process in CA is broken—which isn’t her fault.
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05 Aug, 2024 by Mary robison
A complete disappoint in an easy divorce matter. Poor communication. Do you research don't waste your time or money.
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01 Apr, 2024 by Priscilla
This is my attorney office. I really recommend Lauren Franzella There
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24 Nov, 2024 by Alberto perez
Monica was very professional and took care of my situation. She knew what to do and how to handle it, and make the process very easy for me. Greatly appreciate her!
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11 Oct, 2024 by Andrea almaguer
La atención que me brindaron fue perfecta por que me orientaron a tomar la mejor desición , dentro del dentro del marco legal por lo que estoy muy agradecida
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04 Sep, 2024 by Sunila prasad
Hiring Gradford Law Firm was the best decision I could have made. He followed through on his word and made sure I got the best possible outcome. He is confident and knows how to make any situation less stressful. I would highly recommend him to anyone. Could not be more thankful to Gradford Law Firm.
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19 Jan, 2024 by K nalu
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29 Oct, 2023 by Tarah rotermund
Mr jensen is through and down to earth.
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24 Jun, 2023 by Claudia torkelson
They helped us navigate complex family estate planning gracefully and professionally. Well worth the fee for a peaceful transition!
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19 Jan, 2024 by K nalu
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29 Oct, 2023 by Tarah rotermund
Mr jensen is through and down to earth.
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24 Jun, 2023 by Claudia torkelson
They helped us navigate complex family estate planning gracefully and professionally. Well worth the fee for a peaceful transition!
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09 Dec, 2024 by Keith mccann
Nicole did our trust and estate planning, went the extra mile when a county staff didn't know about filing workflow. Appreciate the good work. Recommend totally.
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07 Mar, 2024 by S. uzzer
Attempted hire this firm to file some documents in a petition to the courts on an estate case. Lady said we dont do probate case. I feel if she would have listened to the circumstances better it really wasnt a probate case. I can not recommend this firm to anyone else. Sorry.
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15 Jun, 2023 by Toni bell
Very professional, knowledgeable and friendly.
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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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