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08 Mar, 2020 by Jess
Let me start out stating I was referred to Edward Fu, atty. In August of 2014. I had spent the prior 8 years caring for my very ill mother, while trying to maintain a full-time career, as well as, attempting to prevent myself from racking up a ton of debt in the process. This did not happen, and I was not proud of it. From the first interaction with Edward, I felt at ease. At no point did I feel judged, persuaded or pressured in any way. He provided me with a clear picture of my options (bankruptcy options), and a kind understanding of my situation. I was in no situation to be able to pay for a bankruptcy in full at that time, so I placed a small retainer, and continued to make payments as I could, once I had made all the payments we would proceed. Little did I know, this was the beginning of a professional relationship that would continue in the future. Jan 2015, I had a surgery that came with multiple complications, as well as, an inability to proceed as I had originally anticipated. Edward continued to remain patient, kind, understanding, and never pressuring. He was still willing to work with me, within my abilities.
Fast forward…. To March 22nd, 2018. My family member had passed away, leaving myself, as well as, other family members listed as heirs to his estate. Shortly (within 8 days) of his passing, I was feeling stressed with excessive pressure to get representation, due to the extremely hostile nature of and developing status of the estate. Immediately, my mind went to Edward and our previous interactions. I was now the young age of 30, with no experience dealing with an Estate, Probate, or Inheritance issues, let alone – certain if representation was necessary. To top this off, I was listed as an heir in the company of estranged family. This was the perfect recipe for turbulent waters ahead.
From the moment I reached out to Edward, he provided the most exceptional representation I could have asked for! I’m not positive exactly how may estate cases he had completed prior to mine, but I know this one was a doozie. The hostility from all 3 parties, communications between lawyers, cautious disclosure of information as not to disclose anything that could be used adversely against me, the list goes on….
Edward advocated for me conservatively and cautiously, he wasn’t at all after the financial gain an estate of this nature could promise, he was beyond tactful when addressing issues of a sensitive nature (while still protecting my best interest), and communicated fully with me along the way. Not one issue, item, or situation was addressed or resolved without my knowledge. If Edward didn’t have the answer, he wasn’t afraid to admit this, but would quickly respond with a thorough detailed knowledge of my options, the circumstances, and different scenarios after he had researched the issue of concern.
I cannot explain the level of genuine concern and care he has with his clients. His high level of tact and grace. Compassion and understanding. While maintaining the highest level of professionalism & representation. I have been truly blessed to be guided to Edward Fu in multiple times of stress, frustration, and anxiety. Everything happens for a reason, and I can say I’m thankful they do.
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10 Oct, 2014 by Beth
I was going through a very difficult financial period in my life, and had to file bankruptcy-Chapter 7. I was able to get assistance through Legal Aid, and I was extremely fortunate to get Edward as a pro-bono attorney.
He saw my stack of information, and stated, "I thought this one was going to be easy." He later informed me that I was one of the most complex cases that he had worked with and "learned a lot." For that, I greatly respect him and his work ethic. He did NOT put me at the bottom of his priority list, and had incredible perseverence to complete the case successfully. My bankruptcy was discharged without any challenges, and very clean. I could not and would not have attempted this on my own.
Edward IS a busy man, however, if you email or leave a voicemail, he returns your call or email that business day. His efficiency and sense of ethics make him superior in the legal community, and I enjoyed working with him.
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21 Aug, 2014 by Elizabeth
Bankruptcy is something I never thought I would do, Life changes and sometimes you don't have any other option but to do bankruptcy.
Edward was patient and he answered all my questions anytime I emailed him he got back to me right away and just made the whole process bearable understandable and I am so grateful that I went through with the bankruptcy and chose Edward to represent me.
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14 Nov, 2012 by Steve
Excellant...accurate info...5 lawyers responded to info...Her's was only one correct....Highly recommend..
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14 Oct, 2011 by Diana
I just want to thank you for the work you did on our case. We really appreciate you stepping in to help get us paid. You were refreshing and tenacious!
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15 Aug, 2011 by Anonymous
We were very pleased with Ms. Smith's review of my father's Estate Planning and Trust documents. She went over them all to make sure they were in line with the current laws, made some changes he asked for, and helped us feel secure, knowing that everything was in order. She only did what was necessary, and didn't charge us to re-write anything we didn't need done. That way we saved both time and money. I would recommend her highly. She can start from scratch to set everything up, or just do what you need, and not overcharge you.
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06 Dec, 2013 by Valerie
I met with Mr. Vergun for a half hour consultation as a result of a referral by the Oregon State Bar. I spoke with him by phone and emailed ahead of time of my areas of concern regarding a small business I am starting. There was technical statutory research that needed to be done for several questions. When we met, his answers were thorough and specific to my questions; however, he also provided related information that he thought might be helpful, and it was. I felt comfortable with him and confident in his knowledge. I expect to need more legal advice through the next year, and I intend to stay with Mr. Vergun as my counsel.
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24 Jul, 2013 by David
What Larry lacks in hair, he makes up for in intellectual genius. I have had Larry work on many of the business dealings our company has been involved with. He is easy to work with, fast at returning my calls, and getting down to the brass tacks of what I need. His intelligence and experience make him a goldmine of legal advice. I'd trust him with anything I have on my legal plate.
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06 Sep, 2012 by Kurt
Larry is a good listener and asks the important questions first. He seems to know the shortest path from my problem to a great solution (gets results faster and for less money), and he explains his reasoning well. I always go to Larry first for explanations of complex legal issues, and he's always got a clear answer.
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24 Feb, 2016 by Shane
Scott Levin was great he did a fabulous job for me with by B.K. I had a lot of legal issues and finical debt that I was not able to pay. Scott made everything I was going through so much easier Scott is very professional and he worked very hard to make sure all my issues was handled and done right. I have referred others to Scott because of the great job he did for me I would highly recommend Scott to any one looking for legal work. Shane
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06 Jun, 2012 by Sarah
Mr. Levin, Esq. was extremely helpful and made things a lot easier for me by explaining everything thoroughly and being very clear about what I could and could not expect in the way of potential outcomes. I would definitely recommend him to friends.
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01 May, 2022 by Anonymous
Good personality, easy to understand and very helpful in general. She was able to answer my questions in a way I could understand and didn't make me feel stupid for asking questions. Concise, professional and expedious. I would recommend to anyone in need of estate planning.
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12 Apr, 2022 by William
Heidi did a will for my wife and I, she was very professional and did a great job. She explained things very well and helped us both understand what we needed and didn't need in our estate plan.
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22 Aug, 2016 by Guy
I was referred to Andrew by Oregon Bar Association for a question about an aggressive internet image website that was demanding an exorbitant amount of money for one photograph I was using. Andrew was very easy to reach, knowledgeable, professional in his dealings, and he was fair in his fee. I would certainly use him again.
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14 Apr, 2016 by Tiffany
I am the CEO of a fairly new company here in Portland (a little over a year old). Because we are new (ish), it is important that we establish relationships with those we NEED to work with that will not kill our bottom line while still providing excellent service and value.
Andrew definitely fits the mold here. After a consultation, I knew that he and his partner, Jackson, were going to be a great fit for Guest One. Both Andrew and Jackson go out of their way to make sure that I am informed regarding specific business choices so as to avoid both simple and complex legal landmines.
They have never made me feel like I am "one of many", but rather "first", every time.....and they have never made me feel like my questions or needs put me "last in line".
They are transparent with what they do and what they offer HUGELY....and will work with their clients to make sure that the services they are offering fit the way that THEIR client needs...both professionally and financially.
I would recommend Andrew and Jackson to any other business I know seeking strong, assured, realistic and confident legal counsel for their business needs, and already have.
Seriously...if you are looking for business attorneys that WILL go the extra mile, and not just say they will....Andrew and Jackson are who you should speak to.
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07 Oct, 2022 by Todd trierweiler
Having 37 years of experience and working with 100’s of attorneys, I have found the expertise in business related matters exceptional. She is great to work with and has a wonderful personality.
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28 Mar, 2012 by Anonymous
I have worked with Maite during two incidents that occurred while conducting business in Portland.
1) I foolishly didn't read the fine print and was involved with a horrible contract. I thought I was getting a free promotion through Yellow Pages, but it turned out to be an entirely different company. I felt like I wasn't alone when I hired Maite, and the issue was settled amicably.
2) Another incident occurred involving employment. I felt lost again and fear that someone wouldn't be able to handle the bad news I had to deliver. Consulting with Maite during this ordeal helped ease my mind and in the end the situation was smooth sailing.
Sometimes we need assurance in order to take care of our own business. We're small people, small business owners.
Although I am no longer needing her services for my business, I highly recommend Maite as an attorney for almost all business transactions, whether monetary or personnel.
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29 Sep, 2012 by Tony
Ms. Schleicher has represented me in a large and complicated bankruptcy case in re Sunwest Management and Jon Harder. Although the deck was stacked against us Tara succeeded where most other attorneys failed. Tara is the best and if you want to win, don't waste your time looking anywhere else
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02 Mar, 2017 by Bob
We were referred to John Davis for guidance in estate planning and value of a trust in our situation. John was a good listener, collected family dynamics, challenged our ideas, focused our thoughts and in the end developed a great workable plan. Since we don't speak "Lawyer-ese" and the "Trust" concepts were unfamiliar, the one thing that finely helped pull everything together and sealed the deal, was a visual "graphic" presentation with decision points, arrows and boxes. Thanks John, .... You Done Good
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24 Mar, 2016 by Kenneth
Mr. Jolly has been a good lawyer just wish this would not take so long to go through probate my dad died may 15 th 2015 and here it is March 24th 2016 been almost a year. Not trying to sound rude but this should not take so long to do we would tell everyone about how you was on pur side and how you fought for what my father in law would have wanted and for that I thank you for taking on my case
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05 Mar, 2024 by Mj
Very knowledgeable very pleasant to speak to
I highly recommend her
She helped answer questions I had in regards to an adoption case, she provided very good answers and was very pleased to speak to
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26 May, 2011 by Beverly
Ms Stern was quick to understand and knew how to best advise me for my situation. She is easy to talk to, a good listener and then promptly proceeds with the necessary steps to begin the process. She also explains things in plain and simple terms. She worked very timely for me and has a great approach. I couldn't have been any more pleased. I highly recommend her. Her fees are reasonable as well.
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10 Nov, 2016 by Nancy
Ginny helped me through setting up living trusts for me and for my mother. It went without a hitch. And she is always a bright light in my day with her lovely personality!
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24 Oct, 2018 by Anonymous
John has been my attorney in a business
matter.
I find John to be a good listener, discusses options, strongly has my best interest in the outcome, and sensitive to
my financial limitations. I will use his
services in the future when needed.
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25 Oct, 2017 by Anonymous
Dina was a compassionate lawyer who took the time to understand the circumstance, do research, and take the case on with confidence. Dina followed up regularly, and was professional and easy to work with. I would highly recommend Dina for personal injury representation. She was patient and took the time to ensure I was ready to settle, and provided good information to be able to get the maximum settlement for this type of case.
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22 Apr, 2010 by Tonya
My husband and I just completed our Trust through the Law Office of Katherine West. I wanted to share her contact info. with you because we were thrilled to find a competent, intelligent, patient, sincere, and completely knowledgeable attorney. We had planned to have a trust made right after our son was born (almost 4 years ago) but kept putting it off. Probably, because we knew it was exploring and answering some difficult questions. Well, push came to shove when we booked our first vacation away from the boys and literally asked ourselves, "if we crash, what happens to the boys". I know it's a morbid thought, but we certainly wanted to decide our children's fate.
We found that so much more is involved in a trust. All that you could want answered, is and by completing it, we feel very secure.
So, here is Katherine's information. Like I said, she was a complete pleasure to work with. She made it easy for us, was patient, and answered every question in a way that was clear and understandable.
(contact information removed)
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25 Jan, 2019 by Liz
Through that site Mr. O'Connell offered a half hour free consultation. He called and answered several questions thoroughly and with a respectful demeanor and in a way I can understand. Due to the complexity of my situation ( dealing with a deceitful personal representative and her lawyer) Mr. O'Connell continued to assist and answer questions via email. He went above and beyond to help me even at times being a buffer between me and the personal representative and her attorney. This helped A LOT ! Without Mr. O'Connell and his exceptional assistant's interaction and daily communication I would not have been able to retrieve family heirlooms and sentimental items, they were headed for the dump since spite is my families coping method. I am forever grateful to Mr. O'Connell and Mrs. Snelling for their professional, above and beyond work with their exceptional understanding and respectful mannerisms in handling me and my situation.
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10 Dec, 2013 by Anonymous
Leanne is great. Always available by phone, she seems to work everyday. Very knowledgeable and protective of her clients and their interests. The best attorney by far our family has ever worked with.
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04 Apr, 2019 by Anonymous
I was cited for trespassing by Tri-Met and hired Mr. Blake to defend my case. Mr. Blake successfully had my ticket dismissed at trial and demonstrated a thorough understanding of the law -- so much so that the officer who had given the citation approached Mr. Blake after the conclusion of trial for advice. I found Mr. Blake to be honest, straightforward, and helpful in dealing with my case. I felt comfortable throughout the process even though this was my first experience with the legal system. I recommend him highly!
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15 Oct, 2012 by Anonymous
Neda is without a doubt one of the most trust-worthy attorneys I know. She is an excellent, client-focused professional, who prides herself on successful out-comes. Neda's altruistic approach, coupled with her extensive knowledge in the field of estate planning makes her a brilliant attorney.
I would highly recommend Neda for any estate planning work you need done.
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05 Jan, 2016 by Robin parker
Aaron representing my family with a Trust issue as well as personal Will, Trust and Estate Planning. He was the most responsive attorney I have had and informative on the information needed. Highly recommended.
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06 Sep, 2015 by Brandon and sara
We really thought there was no such thing as a compassionate, thorough, wise, and professional attorney out there who put clients first. We were wrong, because Marisol embodies those qualities and more. She made us feel like we were her only clients, answered with grace all of our countless questions-some of them two or three times-and expertly produced our documents correctly and on time. But the really rare quality she possesses is that she really, really listened to us, and then empowered us to be knowledgeable. She took the time to provide wise counsel, to help us make the right decisions for us and guide us through the legal complexities. To top it off? She's an engaging, light-hearted person; the process was actually fun. We wouldn't recommend anyone else.
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02 Jun, 2014 by Mariella
We had a very complicated probate case. However, Jane was very professional and dedicated attorney. She made the process very smooth even though it last for more than three years.
We were so lucky to find such knowledgeable, responsive, and trustworthy attorney.
Thank you Jane for all you hard work!!!
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24 Jan, 2018 by Robert
Eric was very helpful and knowledgeable when I had a question about Medicaid eligibility, he was very patient and had several great suggestions about my issue (rental income). I would definitely use Eric again and recommend his services to anyone needing help with Medicaid questions.
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01 Nov, 2016 by James
Vanessa prepared wills and related paperwork for my wife and me. We have known her for years and did not hesitate to hire her. She is detail-oriented, professional, and experienced.
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08 Aug, 2024 by Jim
Recently updated my Trust and Will
I no longer live in Oregon. All chanhed were done on line.
I had some apprehension at first
But the firm staff and attorney made the process easy, prompt and when finished, I was happy and satisfied with the finished document.
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31 Jul, 2024 by Arthur
Jim and his team have been our attorneys for 7 years. They created wills and trusts for my husband and myself. They handled all aspects of this service with great professionalism. We appreciate their care and advice.
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5.0
1 Reviews
20 Oct, 2024 by Pamela
Shea was super knowledgeable, answering all my questions in detail. I have a complicated case which seemed very confusing to me but he laid it all out on my next steps. Unfortunately, the business I have to conduct is in a different state than where he practices so he gave me the name of an attorney that can further address my issues. I will definitely hire him for any thing that I need in Oregon and Washington!!
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08 Mar, 2023 by Catherine palmer
Todd is absolutely wonderful to work with. He is exceptionally smart, trustworthy, honest, hard-working, experienced and an all-around great guy. I felt safe having him represent me in a business transaction and thought the billing for his services was straightforward and fair. I highly recommend him.
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08 Mar, 2023 by Catherine palmer
Todd is absolutely wonderful to work with. He is exceptionally smart, trustworthy, honest, hard-working, experienced and an all-around great guy. I felt safe having him represent me in a business transaction and thought the billing for his services was straightforward and fair. I highly recommend him.
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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.
