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07 Aug, 2009 by Anonymous
I have worked with Kendall VanConas for many many years. She is truly wise and experienced beyond her years and . When it comes to Kendall's clients, her communication, responsiveness, and quality service are a top priority. Kendall's perspective is valuable, and I have gained so much insight as a result. It is always a great pleasure to work with Kendall VanConas.
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09 Jul, 2009 by Anonymous
I've known Ms. Van Conas for several years and have had an extremely satisfying experience with her and her staff. Both Ms. Van Conas and her associates have been the most professional and courteous attorney firms that we've had the pleasure of working with. A 10!
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17 Mar, 2016 by Heather
Mark helped me through a very difficult issue with the upmost professionalism and expertise. He was honest and realistic with me through the whole case but also empathetic when I needed it. I highly recommend him.
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08 Mar, 2018 by Patty
Bill Bullis is a gift from heaven. Anyone who is fortunate enough to work with him should feel blessed.He is a man who wastes no words. He lives and breathes estate law. He has been a lawyer since 1963.A lifeguard at State beach before that. He has reasonable rates as well.
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29 Aug, 2024 by John garcia
I Juan Garcia the Shermer firm highly recommended in auto accidents.they sent me to the medical doctors for my injuries.the attorney and assistances were very helpful on the case I was very pleased on the outcome thank you 😊
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22 Aug, 2024 by Nazario dorado silva
Excellent service very professional and made this whole process stress free I highly recommend the Schurmer firm.
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22 Aug, 2024 by Robert coronado
Amazing communication throughout the entire process the entire process! Met with Attorney Schurmer twice, which is something that I have never experienced, usually they are to busy. Again amazing experience
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24 Jul, 2024 by A r
We hired Kendall VanConas and this firm to update our estate - they initially said they'd print our documents and give return them to us in a day or two - instead they took weeks just to print copies of our estate documents and only gave them back weeks later after we had to prompt them and ask for them.
After that, we had to continually call and send emails to repeatedly ask when we were going to ever hear from them about our estate planning after our initial meeting in May, we were told their assistant went on vacation so they were behind and would try to catch up soon (but still never heard anything from them after that), weeks went by and again we reached out to ask when things would move forward and were told Kendall had surgery and had "gotten behind" on things in her recovery (We were never told she was out for a medical leave prior to that). We had to contact them again on July 1st only to be told they were all out of the office until after July 8th - this firm doesn't do work, they do billing and make excuses, that's about it.
They also refused to give us notes from the one meeting we had with them - for which we were billed $750 and told, the notes from that meeting were "privy for them" not for us so our request for a recap of our own estate planning meeting was refused.
Do not waste your time with this firm, they have NO incentive to move forward with your project or estate planning, they will take you as a client then sit on your estate planning and DO NOTHING, but bill you for any meetings, then drop the ball, and you will never hear from them again, very unprofessional and our experience with them was completely frustrating and a total waste of our time, as well as costly - as we got nothing from our $750 meeting with them, not even an outline or meeting recap of the notes they took from our estate planning meeting.
They also don't communicate at all, and never told us about the lead attorney's surgery or time out from the office for her recovery - and apparently, no one else in the firm does anything. (They take a full week off for July 4th - the entire firm apparently, as no one responded to our July 1 email as they were all "out of the office until after July 8th). After July 8th we still heard NOTHING. Kendall told us she would follow up with a timeline of our estate planning status the following week, but she never did, and that never happened.
When they had an assistant out of the office that also apparently makes all their work come to a screeching halt - all of this is inexcusable, unprofessional and is a poor representation of a firm that is supposed to be on their game helping people update their estate planning.
You will likely pass away before they ever get to updating your estate - we moved on and found a much better firm that actually does work, and would strongly recommend people stay away from this firm if they need something done in a reasonable time and feel communication is important at all, as this firm doesn't communicate, they make excuses when you reach out because if you hire them, you will be the one doing all the planning and reaching out, they do not do anything at all but sit on your estate planning and watch time go by!
From the first meeting in May until we fired them in July for a span of almost 2 months, we had one meeting, they copied our files and then absolutely nothing else ever happened in moving forward with our estate planning - they never gave us a timeline for getting it done, which we asked about for 3 weeks, but they never provided a timeline because they had no plan to do the work or had decided for some reason due to their incompetence and lack of continuity in their own office and within their staff's capability to take years to do an update on our estate planning.
This firm is not doing anything but taking business then sitting on it, doing meetings with clients and refusing to give the clients any notes or minutes from meetings clients are being billed for! There are firms that do effective estate planning, but sadly, this isn't one of them.
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02 Jul, 2024 by A g
Poor representation.
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27 May, 2024 by India smith
Great service highly recommended
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24 Jul, 2024 by A r
We hired Kendall VanConas and this firm to update our estate - they initially said they'd print our documents and give return them to us in a day or two - instead they took weeks just to print copies of our estate documents and only gave them back weeks later after we had to prompt them and ask for them.
After that, we had to continually call and send emails to repeatedly ask when we were going to ever hear from them about our estate planning after our initial meeting in May, we were told their assistant went on vacation so they were behind and would try to catch up soon (but still never heard anything from them after that), weeks went by and again we reached out to ask when things would move forward and were told Kendall had surgery and had "gotten behind" on things in her recovery (We were never told she was out for a medical leave prior to that). We had to contact them again on July 1st only to be told they were all out of the office until after July 8th - this firm doesn't do work, they do billing and make excuses, that's about it.
They also refused to give us notes from the one meeting we had with them - for which we were billed $750 and told, the notes from that meeting were "privy for them" not for us so our request for a recap of our own estate planning meeting was refused.
Do not waste your time with this firm, they have NO incentive to move forward with your project or estate planning, they will take you as a client then sit on your estate planning and DO NOTHING, but bill you for any meetings, then drop the ball, and you will never hear from them again, very unprofessional and our experience with them was completely frustrating and a total waste of our time, as well as costly - as we got nothing from our $750 meeting with them, not even an outline or meeting recap of the notes they took from our estate planning meeting.
They also don't communicate at all, and never told us about the lead attorney's surgery or time out from the office for her recovery - and apparently, no one else in the firm does anything. (They take a full week off for July 4th - the entire firm apparently, as no one responded to our July 1 email as they were all "out of the office until after July 8th). After July 8th we still heard NOTHING. Kendall told us she would follow up with a timeline of our estate planning status the following week, but she never did, and that never happened.
When they had an assistant out of the office that also apparently makes all their work come to a screeching halt - all of this is inexcusable, unprofessional and is a poor representation of a firm that is supposed to be on their game helping people update their estate planning.
You will likely pass away before they ever get to updating your estate - we moved on and found a much better firm that actually does work, and would strongly recommend people stay away from this firm if they need something done in a reasonable time and feel communication is important at all, as this firm doesn't communicate, they make excuses when you reach out because if you hire them, you will be the one doing all the planning and reaching out, they do not do anything at all but sit on your estate planning and watch time go by!
From the first meeting in May until we fired them in July for a span of almost 2 months, we had one meeting, they copied our files and then absolutely nothing else ever happened in moving forward with our estate planning - they never gave us a timeline for getting it done, which we asked about for 3 weeks, but they never provided a timeline because they had no plan to do the work or had decided for some reason due to their incompetence and lack of continuity in their own office and within their staff's capability to take years to do an update on our estate planning.
This firm is not doing anything but taking business then sitting on it, doing meetings with clients and refusing to give the clients any notes or minutes from meetings clients are being billed for! There are firms that do effective estate planning, but sadly, this isn't one of them.
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02 Jul, 2024 by A g
Poor representation.
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27 May, 2024 by India smith
Great service highly recommended
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23 Sep, 2024 by Holly barrow
Aweful experience. I was handed a folder full of "how much money and how many magazines I've been in". Then they declined our case even though a ventura doctor was the main cause of my father's sudden passing because it wouldn't make the law office millions and he told us Ventura county is allowed to hire D- doctors. Now we lost our dad, the doctor kept practicing and my mom struggled for years because my dad was the bread winner.
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15 Sep, 2024 by Nataliee bonilla
Honestly the best service i could have asked for any questions or concerns i had were addressed and handles. Highly recommend Karen.
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05 Sep, 2024 by Karie ragan
The thought of filing for bankruptcy was terrifying, feeling scared and not knowing what to do was awful. I was referred to Karen by a friend, I called and she was able to schedule a consult right away. She made me feel so comfortable and explained the whole process step by step. She made me feel like I was doing the right thing and that everything was going to be okay. She was there every step of the way and answered all of my questions. She made the process easy and painless. Her office was great and reminding me of what what documents were needed and when. She followed up after everything was done and was there if I had any questions or concerns. I would definitely recommend her.
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23 Sep, 2024 by Holly barrow
Aweful experience. I was handed a folder full of "how much money and how many magazines I've been in". Then they declined our case even though a ventura doctor was the main cause of my father's sudden passing because it wouldn't make the law office millions and he told us Ventura county is allowed to hire D- doctors. Now we lost our dad, the doctor kept practicing and my mom struggled for years because my dad was the bread winner.
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15 Sep, 2024 by Nataliee bonilla
Honestly the best service i could have asked for any questions or concerns i had were addressed and handles. Highly recommend Karen.
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05 Sep, 2024 by Karie ragan
The thought of filing for bankruptcy was terrifying, feeling scared and not knowing what to do was awful. I was referred to Karen by a friend, I called and she was able to schedule a consult right away. She made me feel so comfortable and explained the whole process step by step. She made me feel like I was doing the right thing and that everything was going to be okay. She was there every step of the way and answered all of my questions. She made the process easy and painless. Her office was great and reminding me of what what documents were needed and when. She followed up after everything was done and was there if I had any questions or concerns. I would definitely recommend her.
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23 Sep, 2024 by Holly barrow
Aweful experience. I was handed a folder full of "how much money and how many magazines I've been in". Then they declined our case even though a ventura doctor was the main cause of my father's sudden passing because it wouldn't make the law office millions and he told us Ventura county is allowed to hire D- doctors. Now we lost our dad, the doctor kept practicing and my mom struggled for years because my dad was the bread winner.
Read more
15 Sep, 2024 by Nataliee bonilla
Honestly the best service i could have asked for any questions or concerns i had were addressed and handles. Highly recommend Karen.
Read more
05 Sep, 2024 by Karie ragan
The thought of filing for bankruptcy was terrifying, feeling scared and not knowing what to do was awful. I was referred to Karen by a friend, I called and she was able to schedule a consult right away. She made me feel so comfortable and explained the whole process step by step. She made me feel like I was doing the right thing and that everything was going to be okay. She was there every step of the way and answered all of my questions. She made the process easy and painless. Her office was great and reminding me of what what documents were needed and when. She followed up after everything was done and was there if I had any questions or concerns. I would definitely recommend her.
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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.
