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20 May, 2021 by Victor lozano
Patrick Mc Grory is the greatest Real State lawyer.
Victor Lozano
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07 Jan, 2021 by M.
He helped prove my case. Was confident the whole time. He believed in me and fought for my freedom. Top Notch Attorney.
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13 Aug, 2011 by Anonymous
I would like to thank you for the outstanding work you did for my son. i feel you handled the case very professionally. Of course I will definitely recommend you to anyone else and always refer to your firm if the need ever arises that I shall need any legal assistance again.
Thank you again.
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06 Mar, 2020 by Charles garnsey
09 May, 2019 by C.p.
Nathaniel Muller was instrumental in the purchase of our condo in the city. He was very knowledgeable and we really appreciated how responsive he was. We are very happy we found an excellent lawyer. Thank you again Nathaniel for all your help.
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25 Feb, 2019 by Anonymous
I used Nathaniel’s legal expertise to apply for my green card. Through the entire process, Nathaniel was available and had great advice. It is not an easy process, and having someone like him on your side makes things definitely easier.
I would encourage anybody going through this process to use his services, if you want to avoid any issues and make your life easier.
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24 Jan, 2025 by Domenic colavito
28 Feb, 2023 by Alison aliazzo
I came to Ron feeling very nervous about my new business. I felt lost in a sea of state laws and paperwork, having no idea where to begin. He was not only knowledgeable, he made me feel as if my ‘problems’ were now in his hands, that he would easily handle what needed doing, with very little work on my end. All the while, he kept me fully informed on what was happening and answered any questions I had about the process. Everything went smoothly and I am happy to report that my business is now up and running successfully. The entire experience was a pleasure! Ron is easy to talk to, personable and engaging. He responded to emails and calls right away, sometimes immediately…unheard of in today’s world. Needless to say, I can’t recommend him highly enough. A five star experience, for sure!
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25 Feb, 2023 by Lee sparaco
Highly Recommended! Ron is great attorney, very responsive, fairly priced, and explains things in a very down to earth way, that is easily understood.
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19 Feb, 2025 by Nnenna onua
14 Jan, 2025 by Jennifer haggerty
I don’t know where I’d be without Gordon Law, P.C. They saved me during one of the hardest times of my life. My divorce was messy, and I was scared I’d lose everything. But Steven fought for me like no one else could. He was relentless in court and made sure I got what I deserved. It wasn’t just about winning—it was about making sure I was okay. I’ll never forget how hard they worked for me. If you need a lawyer who truly cares, this is the place to go.
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09 Jan, 2025 by Klara whitacre
I was very satisfied with the team of family law attorneys at Gordon Law. Alex was responsible and hard working and was great handling my child custody and support case.
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04 Oct, 2024 by Debbie dacosta
Gerard Glass handled my real estate case with professionalism and achieved an outstanding result. I highly recommend him.
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31 May, 2024 by Gen pact
Exceptional legal expertise coupled with unwavering dedication, Mr. Glass exemplified the pinnacle of professionalism in defending me for my small family business. I am truly grateful for his assistance.
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04 Feb, 2024 by Matty t
Atty Glass is a very skilled and deliberate litigator. He handled a complex matter for our family which delivered great results. We couldn’t be more pleased the outcome or the services. His staff is also extremely helpful and warm to deal with.
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21 Jan, 2025 by Celia occhiogrosso
Ms. Hamberger helped me greatly in taking me through the process of finalizing my divorce from my estranged husband of 16 years. She guided me through the process of what I needed to do to find him (took off out of state) and offered me different options with upfront costs of the next steps I needed to take to gain my divorce once he was found. She always returned my calls promptly and was patient with my endless questions. I am now officially and legally divorced and thanks to Wendy I am free to move on with my life.
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21 Jan, 2025 by John jones
Wendy was an absolute lifesaver. I was facing what could have been an expensive divorce battle and felt completely overwhelmed. From the very first consultation, she made me feel heard, understood, and confident. She explained everything clearly and patiently, answered all my questions thoroughly, and fought for the least expensive way forward. Thanks to her hard work and dedication, I was able to achieve a positive and extremely fast outcome. I am incredibly grateful for her expertise and compassion.
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18 Dec, 2024 by Jeannine jean-philippe
I was very blessed and fortunate to have Wendy Wendy as our arbitrator.She has morals and integrity and she does her work with excellence i would recommend her to anyone in a heart beaeat.
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27 Feb, 2025 by Anastasiia astafyeva
a very competent lawyer. I also want to note the responsiveness and desire to help people in need. I recommend!
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22 Feb, 2025 by Koval trucking llc
I genuinely want to express my heartfelt gratitude to the most trusted lawyer I've ever had the pleasure of working with! I firmly believe he deserves nothing less than a five-star rating. His exemplary service and unwavering dedication truly set him apart. Thank you for everything!
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13 Feb, 2025 by Eduard nikonov
This is a great team, and great lawyer.
I have gone through the entire legalization process with this team.
These are the many forms of obtaining a green card and obtaining citizenship.
I recommend it to everyone.
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01 Aug, 2023 by Alyssa estreen
I retained Moore Kuehn for a shareholder derivative case after my company stock lost substantial value. Justin Kuehn explained the shareholder derivative process up front and filed our case right away. They kept me updated with the case status and got me an incentive fee. Great firm for a shareholder derivative case!
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20 Jul, 2023 by Scott edwards
Highly recommended. Moore Kuehn saved me countless hours of time, money and headache. Prompt responses and great legal advice. Kudos all around.
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13 Feb, 2023 by Jeffrey chery
01 Aug, 2023 by Alyssa estreen
I retained Moore Kuehn for a shareholder derivative case after my company stock lost substantial value. Justin Kuehn explained the shareholder derivative process up front and filed our case right away. They kept me updated with the case status and got me an incentive fee. Great firm for a shareholder derivative case!
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20 Jul, 2023 by Scott edwards
Highly recommended. Moore Kuehn saved me countless hours of time, money and headache. Prompt responses and great legal advice. Kudos all around.
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13 Feb, 2023 by Jeffrey chery
31 Jan, 2023 by Dezoray 001
Reliable and very honest lawyer .
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18 Aug, 2019 by Dan
Ms. Heinrich's handled some personal legal issues for myself and my family swiftly and with the outcome we were expecting to acquire. I would recommend her to anyone seeking a skilled and knowledgeable attorney with great attention to all the details.
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02 Dec, 2016 by Jesse
Very professional, very organized. Made a hard experience much easier. Would highly recommend her.
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02 Feb, 2022 by Hassan ahmed
18 Feb, 2020 by Kajal f
09 Oct, 2017 by Anonymous
Very friendly and patient with me every time when I called, he was always there for my answers, sometime stupid answers.
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11 Aug, 2016 by Cari rincker
I have known Michael Bedell for several years through the NYC legal community and have referred both friends and clients his way for both real estate and commercial litigation. I always get great feedback from Michael. He has a great reputation in the legal community for being professional, smart, and responsive. He is also known for giving exceptional customer service to his clients. I recommend him without hesitation.
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14 Mar, 2015 by Randall
I know John Kosa and would highly recommend him in the area of Real Estate practice. John provided counsel during a recent issue I had surrounding a property matter and real estate contract. I found him to be well informed on the issue and concise in his advice to the point where he offered several options on how to proceed -- all of which aptly countered and positioned me well. I would definitely recommend him in the area of Real Estate practice.
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20 Nov, 2014 by Christopher
I have known John for seven years and believe him to be thoughtful in his legal process and explaining how the law applies to any legal situation. He is timely when responding to emails and phone inquiries and candid when he needs to research a subject before advising people.
When someone I know needs a real estate attorney or will/trust drafted, I will gladly place them in John's very capable hands.
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24 Jan, 2025 by Domenic colavito
28 Feb, 2023 by Alison aliazzo
I came to Ron feeling very nervous about my new business. I felt lost in a sea of state laws and paperwork, having no idea where to begin. He was not only knowledgeable, he made me feel as if my ‘problems’ were now in his hands, that he would easily handle what needed doing, with very little work on my end. All the while, he kept me fully informed on what was happening and answered any questions I had about the process. Everything went smoothly and I am happy to report that my business is now up and running successfully. The entire experience was a pleasure! Ron is easy to talk to, personable and engaging. He responded to emails and calls right away, sometimes immediately…unheard of in today’s world. Needless to say, I can’t recommend him highly enough. A five star experience, for sure!
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25 Feb, 2023 by Lee sparaco
Highly Recommended! Ron is great attorney, very responsive, fairly priced, and explains things in a very down to earth way, that is easily understood.
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06 Feb, 2025 by Molly canu
This is our third time working with Tracey. She is super organized, very knowledgeable, and always clear in communicating every step of the way. She is friendly and kind but also gets things done quickly and efficiently. Highly recommend her.
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31 Dec, 2024 by Michele curcio
I sought the services of Tracey for the sale of my home based on the recommendation of my real estate agent, who I trust without question. Lucky me. Trace was responsive, attentive and experienced. Her advice was frank and direct, which I appreciate, and her team worked seamlessly. I would not hesitate to engage her again.
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17 Dec, 2024 by Kelly wing
Tracey handled both our sale and purchase and was incredible all the way through. Both transactions were complicated to say the least and she gave us very sound advice and guidance in every step. We have the most trust in her and cannot imagine we would have made it to the same end point without her.
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09 Jun, 2023 by Amy h
I want to take the time to thank Brian Decarolis for representing me for my permit he took his time with me made sure I understood the process my hearing would take an all possibilities he is a very honest attorney I would recommend him to anyone in need of his services thanks again Brian
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21 Apr, 2023 by Darren shelton
Brian brings a sense of peace and a wealth of knowledge. His confidence and attention to detail are 2nd to none. I highly recommend him!
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21 Apr, 2023 by Keisha trubia
He is very on top of things and knows what he is talking about! What I liked most is that he himself reached out to me to discuss everything instead of having an assistant call me like several other attorneys did. Straight to the point with everything and I was pleased with how my case was handled/settled. Very highly recommended!
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20 Jun, 2024 by Ryan waterbury
Thomas is a stand up guy we appreciate everything he does for the community.
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18 Jan, 2023 by Joseph azcona
Thomas is very professional and friendly. I was very satisfied with him because I felt he handled my case with ease. He took the time to explain everything to me and handled my case in a timely manner.
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21 Dec, 2022 by Chris b
Thomas is a great lawyer. He is very knowledgeable and keeps you informed. I could reach out to him whenever I had questions and he would respond promptly. He’s also good at taking time to listen and understand what his clients have to say. I highly recommend him to anyone in need of representation. Great personality too. Very professional.
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25 Sep, 2024 by Christa arnell
can’t say thank you enough me and my whole family are so grateful to alex and the whole crew at the DWI team highly recommend.
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28 Jun, 2024 by Shea day
Professionalism at it's best.
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28 Jun, 2024 by David magaro
Top notch service. Highly appreciate them.
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12 Oct, 2024 by Christopher wall
Hughes Matthews Legal Group from Rochester, New York is a good legal place to find attorneys for car accidents. They cover many different claims on injury and the whole legal process. They have many lawyers with extensive knowledge for any case.
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22 Jul, 2024 by Eunice krauss
Working with our attorney and his staff has been an easy and straight forward process. From the very initial phone call that my wife and I had with them, we felt assured that they were able to cover our needs. They addressed the details involved with our car accident case with ease and made sure we didn't miss any step along the way. I appreciate all of their hard work and I wouldn't hestiate to recommend this law firm to anyone who needs a car accident attorney!
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13 Mar, 2023 by David everett
19 Feb, 2022 by Tom criscuola
Excellent service
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27 Oct, 2021 by J 123
If you're searching for an attorney, you must consider one's experience, temperament, personality, responsiveness, and legal finesse in dealing with "divorce" especially when children are at stake causing an embattlement the likes of which the movie Kramer vs. Kramer looks like a Disney movie. Tony and I never went to trial, but fully prepared for it up to the day of trial. His responsiveness is uncanny. He does not raise his voice, is not aggressive, but when arguing points, he will back his opponent into a corner with untenable arguments. He responds to emails almost immediately. He knows the law. We dealt with the opposition consistently lying, as did my Ex, about all matters and were prepared to expose the truth at trial. Go for a consult. Its a no brainer to higher such a qualified, personable, and knowledgeable lawyer who is a regular guy. His office staff were also friendly, competent, and compassionate. He will also make you aware of all strategies, and the costs for applying each. After, forensics, law guardians, parenting coordinators, full trial prep, I'm satisfied with the outcome as much as one can be. I was ready to see this through to the very end, and did, with a competent attorney in Tony beside me.
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15 Nov, 2020 by Anthony
Best Lawyer I ever had
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12 Jan, 2024 by Tony b
Steve was a true professional. I highly recommend this firm!
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05 Apr, 2023 by Ross johnson
24 Sep, 2021 by Lynn szatkowski
Ross Cammarata and his paralegal staff are excellent. I've personally used them for my home closings. In addition, I've been referring them to my real estate clients since 2006 and they've never let myself or my clients down. Stellar!
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03 Aug, 2018 by Regina nichols
Laura Sherris is a very sharp and knowledgeable estate attorney. Laura handles the estates in a timely, efficient manner and always promptly returns calls. One of the cases that I referred to Laura was a difficult estate and she was very creative with the estate planning. My client advised that he was very pleased with not only her knowledge of the field, but also her patience and compassion. I highly recommend Laura Sherris for any estate planning needs.
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25 Jun, 2018 by Salvatore messina
Laura Sherris was referred to me by an attorney who handled the sale of my business. I am thankful for that referral
Laura is extremely competent along with a winning personality that allows her to work successfully with the heirs in addition to the testator
My estate required setting up an appropriate trust that helped protect my wife without disturbing the principal designated for the other heirs
Laura comes off as a true expert in estate law
This allows her to offer legal advice which which bears the same high level of importance as the documents that she prepares
I highly recommend Laura
Salvatore Messina 6/25/18
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25 Jun, 2018 by Nick zutrau
I recommend Laura completely. Laura handled an overwhelmingly complex estate administration for me. I was facing several unresolved lawsuits, a dozen creditors, and difficult family members. Laura took on every obstacle quickly, pleasantly and efficiently. It really felt like she had my back in every situation, support that was crucial in an incredibly difficult time.
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31 Dec, 2022 by Michael gural-maiello
25 Aug, 2022 by Josh mueller
I had a great experiencing deploying Lee & Miao for my first home purchase. I was coming off a poor experience with another firm on a failed purchase attempt when my realtor recommended their services. Thorough, knowledgeable, responsive, and great attitude. Also appreciated their advice and assistance with some follow-up items post close.
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11 Jun, 2022 by Laura knight
My partner and I hired Chris Miao for our first ever home purchase, which was a co-op. It was a complicated and long process, but Chris was super helpful and patient. We had a great experience working with him!!
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13 Feb, 2025 by Cesar martinez
Wugman and Wugman was very helpful. They guided me through all the steps I had to take in my workers comp case and I would recommend them to everyone going forward.
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07 Feb, 2025 by John dilone
★★★★★
“I can’t thank Dan and Michael and team enough for their outstanding support and dedication to my case. From the very beginning, they were professional, compassionate, and incredibly knowledgeable about workers’ compensation laws. They guided me through every step of the process, ensuring I understood my rights and fighting to get me the compensation I deserved. Their expertise and commitment made all the difference in my case. If you’re looking for a trustworthy and hardworking workers’ compensation lawyer, I highly recommend Wugman & Wugman.
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02 Feb, 2025 by Diana martinez
Crismelly is an amazing immigration lawyer. We can not thank her enough for her hard work, professionalism, support, patience and most importantly communicating with us and guiding us through every step needed! She was always on top of every immigration letter, email, website status during the process of our case. Who ever needs any kind of immigration help she is the perfect lawyer to go to 100% !!!
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14 Nov, 2024 by J m
Christine and Kathleen are amazing! Not only are they incredibly helpful, they treated us like family. I highly recommend this Law Office!
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26 May, 2024 by Nicole grimaldi
Christine and her staff helped our family through one of the toughest times when we lost our grandma. Her and staff made it easy during a tough time I would recommend this firm.
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26 May, 2024 by Zayaton
14 Dec, 2023 by Carol castle
Our go to professional in all real estate transactions. Christine has taken all types of deals and always gets them to the closing table. We trust our clients with Christine. She is the best attorney for estates and wills as well.
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29 Nov, 2016 by Anonymous
Great attorney. Used her when I sold my house and for my will. Very efficient and very sweet. I recommend Christine to everyone I talk to.
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04 Nov, 2019 by William maher
06 Dec, 2012 by John spaschak
Mr. Kelleher is a WNY icon when it comes to his experience and success in real estate law. History speaks for itself. As one of the top attorneys in the region for over 30 years, he has represented thousands of clients to a successful close. His support staff and paralegal team are also the top in WNY. Not only is his representation the finest, the costs are super fair and competitive. If you are looking for an honest hard working competent and seasoned attorney, look no further.
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27 Apr, 2016 by Anonymous
Had him review some documents and pointed out many holes in the documents. Very detail oriented
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02 Nov, 2015 by Jake- brawl stars
10 Nov, 2014 by Theresa
The Estate Planning Law Center did an excellent job providing me piece of mind in making sure what I've worked hard for was protected. I attended the free workshop and met with an attorney that provided me all the answers to my questions and made sure I had a solid Estate Plan in the event that my loved ones needed to carry out my plans if something happened to me.
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20 Jan, 2025 by Salvatore fasino
18 Jan, 2025 by Leanne chen
David's attention to detail and prompt communication were remarkable. He kept me well-informed of all developments, responded quickly to my questions, and proactively addressed potential concerns before they could become issues. His extensive knowledge, combined with his tactical negotiation skills, proved invaluable in reaching a resolution that protected my interests. I would unequivocally recommend David to anyone seeking experienced legal representation.
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16 Jan, 2025 by Erin l
Great experience with Mr. Alex Granovsky and his staff. He was polite, informative and professional while handling sensitive matters. Very grateful to find this firm- 10/10 recommendation!
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18 Oct, 2024 by Emmanuel moustakakis
Mitch Sandler has represented me in 5 real estate transactions over the last 15 years. He has always handled my cases seamlessly. He is thorough, efficient, and professional at every step. He answers phone calls and emails in a very timely manner. He has walked me through every step of each closing and several times has even advised me after the fact. He anticipates issues (and issues undoubtedly come up any time you are buying or selling a house), and works very well with banks and other attorneys to avoid delays and missteps. He takes the stress out of the process.
I recommend him in the strongest terms. He's great.
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26 Jun, 2024 by J persaud
Buying a home can indeed be a lengthy and challenging process, but having a competent lawyer can truly make all the difference. Josh proved to be indispensable throughout our home buying journey. He meticulously drafted and reviewed our contract, offering invaluable advice and carefully weighing the pros and cons of every decision we faced. I highly recommend Josh for anyone seeking a reliable and knowledgeable attorney to guide them through the intricacies of purchasing a home.
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22 May, 2023 by Rich zimmer
Mitch helped me with my estate planning and I could not be happier. He is very knowledgeable and responded promptly to all my questions . I highly recommend his services!
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FAQs
Questions? We have answers
What an Estate Planning Lawyer Can Do for You
An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.
By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.
When Should I Hire an Estate Planning Lawyer?
Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:
- Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
- Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
- Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
- Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
- Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
- Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.
Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.
What Does an Estate Planning Lawyer Do?
An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:
- Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
- Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
- Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
- Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
- Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
- Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
- Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.
How Are Estate Planning Lawyers Paid?
Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:
- Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
- Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
- Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.
It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.
How Much Does an Estate Planning Lawyer Cost?
The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:
- Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
- Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
- Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
- Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.
Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.
Top Questions to Ask an Estate Planning Lawyer
Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:
-
What is your experience with estate planning?
Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services. -
How will you charge for your services?
Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs. -
What strategies do you recommend for my estate?
A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes. -
How often should I update my estate plan?
Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change. -
Do you offer ongoing support or updates?
Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law. -
How will you help my beneficiaries if something happens to me?
Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.
How to Check the Credibility of an Estate Planning Lawyer
To ensure you’re hiring a credible estate planning lawyer, follow these steps:
- Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
- Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
- Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
- Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
- Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.
What Should I Prepare for My First Consultation?
To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:
- List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
- List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
- Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
- Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
- Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.
By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.
