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Daniel Del Collo III, experienced Elder Law, Estate Planning attorney in Mount Laurel, NJ with 54 reviews
Average
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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.
44,15
star star star star star
5.0/5
Avvo
5.0
3 Reviews
Google Maps
5.0
51 Reviews
star star star star star
22 Jan, 2025 by Edward resto
Mr Medway was very professional and had great communication through out the time of my case helping me with any of my questions or concerns.
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23 Oct, 2024 by Janet k
Michael's appeal saved my medical malpractice case by winning the main claim in my case. Thank you, Michael ! Michael's expertise and commitment made this happen. Michael has been supportive and always available through this process. He is trustworthy, altruistic, and down to earth. I must add Michael's lack of greed and willingness to work with his clients on the financial part of the appeal was another reason it was possible for me to go forward with the appeal. After having a malpractice attorney with 40 years of experience that was able to significantly hurt my case was devastating to me. No one should have to go through that. Michael was able to put the pieces of my case together and convince the Appellate Court that the lower court erred on a decision, which really hurt my case. If I didn't have Michael to do my appeal, I'm not sure where I would be today in terms of my case. I can now proceed with confidence that my case will be settled or won. Michael is the best ! He's in it to win it. I can't say it enough times, I am so grateful and thankful for Michael and his firm. Don't settle for less than the best.
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24 Jun, 2024 by K j
I was at a point in a medical malpractice case where a judgment summary left me deciding, do I go forward with an appeal or not. The original attorney who represented me no longer wanted to remain on my case. I knew my case had merit to it, so I decided to pursue an Appeals Attorney. I called Hegge and Confusione and spoke to Michael Confusione. I immediately had a good feeling about him. He listened to me, he was non-judgmental, and spoke to me in a down to earth manner. My appeal was done by the time promised and I couldn't believe how accurate it was. It tells the story of my case exactly how it happened. I felt Michael understood my case better than my original attorney. His effort in doing my appeal shines through and through. I can't express enough how happy I am that I found Michael to do my appeal for me. I don't believe anyone could have done a better job. Thank you Michael !
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Devan J Theiler, experienced Child Custody, Child Support attorney in Mount Laurel, NJ with 58 reviews
Average
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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.
40,64
star star star star star
4.8/5
Avvo
5.0
4 Reviews
Google Maps
4.8
54 Reviews
star star star star star
08 Jan, 2025 by Papa
Unfortunately life and marriage do not always go as you have planned. I have had a wonderful experience with Anthony. He has helped me with everything throughout the process, and answered all of my questions and concerns any time I had any. If family law is needed for you, I'd recommend this firm and Anthony.
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31 Dec, 2024 by Eric mason
I would have been lost without this law firm ,giving me sound advice and guiding me every step of the way ,women have the law on their side ,men need someone who will stand up for them . Cordell and Cordell the equalizer men need .
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30 Dec, 2024 by Gxeric jurata
Anthony Paolini is my attorney and has been very professional and is proactive. He has helped me through an extremely difficult time of my life. I would highly recommend hiring him !
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Julie R. Burick, experienced Child Custody, Child Support attorney in Mount Laurel, NJ with 6 reviews
Average
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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.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
17 Dec, 2024 by Andrew
I was referred to Julie from a friend regarding a child custody case. Julie was very helpful and professional. Julie had helped and guiled me through the process and answered all my questions. Julie and her firm answered all my questions in a timely manner. One of the best lawyers I've had. High recommend her for legal counsel.
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16 Dec, 2024 by Jennifer suarez
My experience with Julie Burick, a divorce and family law attorney at Adinolfi, Lieberman, Burick, Roberto & Molotsky, P.A., was nothing short of outstanding. Ms. Burick is an excellent attorney who is certified by the Supreme Court of New Jersey as a Certified Matrimonial Law Attorney, which means;she has been recognized as an expert in divorce and family law matters. Ms. Burick took over my year-and –half case with the utmost professionalism and care. Ms. Burick fought tirelessly for my case, and especially my children. Ms. Burick took the time to explain all the documents and was very patient with my numerous questions. It was an emotionally exhausting case with too many complexities involved, but her strategic thinking, proactive approach and bold advocacy helped me, and my children, achieve a favorable outcome. Ms. Burick did not have to resort to name calling or the blame game; instead, she focused the case on the facts and the law. Ms. Burick is respectful to opposing counsels but can be feisty if needed. In addition, the paralegal staff was also courteous and prompt with their responses - which made the stressful process much more bearable. I am profoundly grateful for Ms. Burick’s exceptional services and results. I highly recommend Julie Burick and Adinolfi, Lieberman, Burick, Roberti, & Molotsky, P.A. to anyone seeking top-notch legal representation in divorce and family law.
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14 Dec, 2024 by Anonymous
As a client, I am very pleased with Julie. She’s very professional and substantially knowledgeable of the law. She’s always accessible to answer any questions I have and explains things so I know what to expect and am prepared for my cases. Thanks to Julie and her team, a lot of stress was taken away with my divorce and custody of my daughter.
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Thomas Devlin Begley III, experienced Elder Law, Estate Planning attorney in Mount Laurel, NJ 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.
39,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
star star star star star
14 Mar, 2014 by Anonymous
I am an attorney and know many others. However, when it came to hiring someone to handle my grandfather's estate we went to Tom. He was responsive, knowledgeable and patient. It is not always easy to deal with multiple beneficiaries. He recognized an error which could be corrected and petitioned the court. Because of his legal skill and eye for detail the estate saved a large amount of money.
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15 Jul, 2011 by Jim
As someone whom has been around attorneys on a regular basis due to business over the course of the last thirty years, Tom Begley's Law Firm is amongst the finest legal firms I've had the experience to be around. So much so, that when I needed strong legal advice and assistance in Estate Administration, Estate Planning and a variety of other legal issues for my family, I turned to Tom and his team of professionals at Begley Law Group to handle the array of situations involved. From the outset, Tom has been professional, knowledgeable, timely and responsive; and with his Firm, has provided outstanding representation in what at times has been very difficult situations, requiring top flight legal advice and guidance, on very short notice. The only regret I have about the Begley Law Group is that I, personally, didn't utilize their services earlier, though my family has for years, with a high level of satisfaction. This is a highly rated Firm and deservedly so, unmatched integrity, honesty, ability and attention to detail are all hallmarks to their long standing history of legal service in the area. If your looking for a first rate Lawyer and Firm, look no further, Tom Begley III and the Begley Law Group "is" the Firm to go to first for Eldercare Law, Estate Planning & Administration and a variety of other legal needs in the greater Philadelphia and Southern New Jersey area.
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Alicia Audrey Hutchinson, experienced Estate Planning, Family Law attorney in Mount Laurel, NJ 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.
39,06
star star star star star
5.0/5
Avvo
5.0
2 Reviews
star star star star star
21 Aug, 2015 by Anonymous
Alicia worked with me on a Family Law case recently. She was prepared, organized, and professional and the office staff was excellent as well. All involved helped reduce the stress of the situation and made it a very positive experience.
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30 Mar, 2015 by Anonymous
Alicia did a great job completing my divorce, handling the matter from start to finish with intelligence and consideration. Her and her firm made me feel as though the matter was not so overwhelming.
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Shawn Robert Beckett, experienced Criminal Defense, Estate Planning attorney in Mount Laurel, NJ with 51 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.
39,05
star star star star star
5.0/5
Google Maps
5.0
51 Reviews
star star star star star
22 Jan, 2025 by Edward resto
Mr Medway was very professional and had great communication through out the time of my case helping me with any of my questions or concerns.
Read more Google Maps
star star star star star
23 Oct, 2024 by Janet k
Michael's appeal saved my medical malpractice case by winning the main claim in my case. Thank you, Michael ! Michael's expertise and commitment made this happen. Michael has been supportive and always available through this process. He is trustworthy, altruistic, and down to earth. I must add Michael's lack of greed and willingness to work with his clients on the financial part of the appeal was another reason it was possible for me to go forward with the appeal. After having a malpractice attorney with 40 years of experience that was able to significantly hurt my case was devastating to me. No one should have to go through that. Michael was able to put the pieces of my case together and convince the Appellate Court that the lower court erred on a decision, which really hurt my case. If I didn't have Michael to do my appeal, I'm not sure where I would be today in terms of my case. I can now proceed with confidence that my case will be settled or won. Michael is the best ! He's in it to win it. I can't say it enough times, I am so grateful and thankful for Michael and his firm. Don't settle for less than the best.
Read more Google Maps
star star star star star
24 Jun, 2024 by K j
I was at a point in a medical malpractice case where a judgment summary left me deciding, do I go forward with an appeal or not. The original attorney who represented me no longer wanted to remain on my case. I knew my case had merit to it, so I decided to pursue an Appeals Attorney. I called Hegge and Confusione and spoke to Michael Confusione. I immediately had a good feeling about him. He listened to me, he was non-judgmental, and spoke to me in a down to earth manner. My appeal was done by the time promised and I couldn't believe how accurate it was. It tells the story of my case exactly how it happened. I felt Michael understood my case better than my original attorney. His effort in doing my appeal shines through and through. I can't express enough how happy I am that I found Michael to do my appeal for me. I don't believe anyone could have done a better job. Thank you Michael !
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John M Devlin Jr, experienced Business, Estate Planning attorney in Mount Laurel, NJ 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
07 Jun, 2014 by Anonymous
Handled the sale of my manufacturing business. Skilled negotiator and very knowledgeable in tax and regulatory issues. Highly recommend for complicated business matters
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Jeffrey S Walters, experienced Estate Planning, Real Estate attorney in Mount Laurel, NJ with 8 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.
35,25
star star star star star
5.0/5
Avvo
5.0
8 Reviews
star star star star star
06 Sep, 2021 by Doug p.
Excellent! Returns calls and emails you to keep you updated. Jeffrey Walters definitely knows Law and the old saying you get what you pay for. He will go above and beyond. Please note his 5 star rating. I always look to ratings and if I could give him more I would. Highly recommended and he is worth every dime. Thanks Jeffrey.
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06 Jan, 2019 by Marilynn
My case is still on going, however I am very pleased with Mr. Walters services and Happy I chose to go with him at my attorney. He makes himself available when you call to speak with him and is willing to listen to my many concerns/questions without hesitation. Thank you Mr. Walters!
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11 Dec, 2018 by Anonymous
I was in a bit of a jam after being awarded a bid on a property. The timing between contract receipt and signature requirements was rather short. I contacted Jeff to consult on the contract received and he was excellent. Went above my expectations and clearly knows the law. Was always available when I called the office.
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Francine W. Kaplan, experienced Elder Law, Estate Planning attorney in Mount Laurel, NJ with 4 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.
35,12
star star star star star
5.0/5
Avvo
5.0
4 Reviews
star star star star star
13 Dec, 2020 by Christopher
This lawyer has went out of her way to make sure I received custody of my daughter she is very knowledgeable and fights harder and works harder then any lawyer I ever met! She also has a heart of gold!
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20 Feb, 2018 by Anonymous
Francine Kaplan recently updated my will, Power of Attirney and Medical Directive Ms. Kaplan is the most compassionate and knowledgeable lawyer I have ever met. I highly recommend Francine Kaplan
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14 Nov, 2010 by Robert
Francine Kaplan has represented my family and me since October of 2007. Our case involved a very difficult family conflict involving settlement of a life estate. Francine listened to our concerns and advised us thoughtfully and professionally. She was tough in the courtroom and gentle but forthright in her counseling. Francine is knowledgeable, honest, through and considerate. I have complete confidence in her as my legal representative.
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Thomas Patrick Kelly, experienced Business, Elder Law attorney in Mount Laurel, NJ 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.
35,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
14 Apr, 2020 by Mike
Helped my parents with their estate planning. Including revised wills and trusts. Very professional and friendly as well.
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Julie A Williamson, experienced Elder Law, Estate Planning attorney in Mount Laurel, NJ 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.
35,03
star star star star star
5.0/5
Avvo
5.0
1 Reviews
star star star star star
09 Jun, 2017 by Marc denish
Attorney Julie Williamson was referred by a fellow attorney and retained by me for legal guidance in an extremely sensitive situation involving my mother diagnosed with dementia and a family at odds. The retaining of Julie's services began as protection for our mothers well being over a self indulgent son acquiring Power of Attorney and all assets. With the sad passing of my mother shortly after Julie was retained, turned our relationship from legal guidance to legal representation in an extremely stressful court case, taking almost 3 years in total to come to a successful conclusion. She handled every obstacle thrown her way by the defense including the change of attorneys by the defendant during the process. Julie Williamson is a professional both inside and outside of the courtroom. Her calm demeanor is shadowed only by her tenacity when needed. Her compassion for her clients is sincere. I would like to thank Julie for the tremendous effort put forth and would highly recommend her services to any one.
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Megan Christine Gallagher, experienced Business, Estate Planning attorney in Mount Laurel, NJ with 90 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.
25,66
star star star star star
4.3/5
Google Maps
4.3
90 Reviews
star star star star star
16 Dec, 2024 by Jennifer suarez
My experience with Julie Burick, a divorce and family law attorney at Adinolfi, Lieberman, Burick, Roberto & Molotsky, P.A., was nothing short of outstanding. Ms. Burick is an excellent attorney who is certified by the Supreme Court of New Jersey as a Certified Matrimonial Law Attorney, which means; she has been recognized as an expert in divorce and family law matters. Ms. Burick took over my year-and –half case with the utmost professionalism and care. Ms. Burick fought tirelessly for my case, and especially my children. Ms. Burick took the time to explain all the documents and was very patient with my numerous questions. It was an emotionally exhausting case with too many complexities involved, but her strategic thinking, proactive approach and bold advocacy helped me, and my children, achieve a favorable outcome. Ms. Burick did not have to resort to name calling or the blame game; instead, she focused the case on the facts and the law. Ms. Burick is respectful to opposing counsels but can be feisty if needed. In addition, the paralegal staff was also courteous and prompt with their responses - which made the stressful process much more bearable. I am profoundly grateful for Ms. Burick’s exceptional services and results. I highly recommend Julie Burick and Adinolfi, Lieberman, Burick, Roberti, & Molotsky, P.A. to anyone seeking top-notch legal representation in divorce and family law.
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14 Dec, 2024 by Ingrid juliano
Julie Burick has been my family law attorney for 10 years. She is always responsive, thoughtful, compassionate and extremely knowledgeable about every detail. I trust her and she has helped me through some very difficult issues.
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14 Dec, 2024 by Neece zerfing
As a client, I am very pleased with Julie. She’s very professional and substantially knowledgeable of the law. She’s always accessible to answer any questions I have and explains things so I know what to expect and am prepared for my cases. Thanks to Julie and her team, a lot of stress was taken away with my divorce and custody of my daughter.
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Ronald Michael Katkocin, experienced Business, Car Accident attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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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Elaine J. Petruzziello, experienced Elder Law, Estate Planning attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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
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0.0/5
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Eileen Theresa Siegeltuch, experienced Business, Estate Planning attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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
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0.0/5
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Mitchell T. Grayson, experienced Business, Estate Planning attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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
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0.0/5
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Rebecca Diane Boudwin, experienced Estate Planning, Family Law attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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
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0.0/5
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Joseph E. Scocca, experienced Business, Estate Planning attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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
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0.0/5
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Michael Charles Rose, experienced Business, Estate Planning attorney in Mount Laurel, NJ with 0 reviews
Below Average
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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
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0.0/5
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FAQs
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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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