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Shannon M Connelly, experienced Business, Estate Planning attorney in Portland, OR with 2 reviews
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15,62
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3.0/5
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1.0
1 Reviews
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5.0
1 Reviews
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18 Mar, 2022 by Kimberly mcnamara
Called inquiring about an attorney for my potential case and even though Jonathan explained he does not prosecute these types of cases. He was more then willing and took the time to give me professional referrals that he knew of who do. He additionally was so kind and seemed truly genuine.
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11 Oct, 2012 by Anonymous
I have used several attorneys over the years and this is the first time I have actively gone out of my way to review one. I feel I need to try to warn others that Shannon isn't very good. We did not communicate well, the level of research needed was excessive for a 20 year attorney, billing was terribly slow, and together these items lead to average work at a very high price. I felt as though I was her first will client. Do yourself a favor and keep looking. Even after confronting her I felt she was uncaring. I am not the type of person to write a complaint but I hope by doing so I can help someone from overpaying for legal services.
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Ginger Skinner, experienced Elder Law, Estate Planning attorney in Portland, OR with 0 reviews
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8,00
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Raylynna J Peterson, experienced Estate Planning, Family Law attorney in Portland, OR with 1 reviews
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7,17
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1.0/5
Avvo
1.0
1 Reviews
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15 Feb, 2016 by Anonymous
Ms. Peterson was hired by me in relation to descrepencies on my credit report. During our initial consultation, she appeared competent and knowledgeable. After she was hired, she did not follow through on promises she made to attempt to contact the companies regarding my case, she did not return my phone calls or emails. I had to Physically go to her office twice. The first time I showed up, she apologized for not returning my calls stating that things got extremely busy. She admitted that she had not even started on my case and it had been almost a month since she was hired. After our meeting , I heard from her via a letter she sent to the companies on one occasion and then another "letter" that actually was an invoice for time accrued. Well it's been 6 months and I have heard nothing else from her. I just recently emailed her requesting the valve of my retainer: $44.00. This attorney is awful and I am extremely surprised she has remained in business. I only stumbled upon her through my employer's EAP Program...if you need a lawyer, beware of this one....in fact, run the other way.
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Charles A Ford, experienced Business, Elder Law attorney in Portland, OR with 1 reviews
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7,17
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1.0/5
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1.0
1 Reviews
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19 Feb, 2016 by Anonymous
Attorney Ford was referred to me via Pre-paid Legal to write a letter to someone who was defaming my name. He sent the draft letter for me to review. I submitted the letter with changes. I then received a email from his administrative assistant with the original letter attached without the changes I requested. The name and orientation of the agency was wrong, and there were several name spelling errors. I let the office know that I was not aligned with them sending out the letter. Despite my communication of my not being aligned with the letter they sent the letter out without my knowledge or approval.
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Caitlin M Wong, experienced Business, Estate Planning attorney in Portland, OR with 1 reviews
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7,17
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1.0
1 Reviews
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22 Jun, 2021 by Anonymous
I engaged Caitlin for a small project. She estimated the time to complete at roughly 3 hours. Caitlin initially sent me an email stating that she would begin the research immediately and check in by the end of the week. A month later, I've heard nothing - no status updates, no work product. I then write her an email on a Tuesday checking in to ask for a status update and to request that she have the project completed within the next 10 days. She writes back that she'll have it to me by the end of the current week. End of the week arrives, nothing. Tuesday of the following week, she emails me to she had a multi-day emergency the previous week but that she would get it to me the following morning. She did not. She also did not send me any notice that she would be delayed by the emergency. A few days after that, I emailed her to terminate my engagement with her and asked for a refund. Ignoring my email, she sent me the work product for the project soon thereafter. If you're looking for a responsible, responsive attorney who will complete work in a timely manner, I strongly recommend that you look elsewhere. Caitlin exhibited a clear pattern of excuse making throughout the engagement that I would have never tolerated from any of my own employees. I suspect that if I hadn't followed up the project would have never been completed.
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William Joseph Keeler Jr., experienced Business, Elder Law attorney in Portland, OR with 2 reviews
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4,59
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1.0/5
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1.0
2 Reviews
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01 Apr, 2014 by Anonymous
In my opinion Bill Keeler is one of the most evil men I have ever encountered in my entire life. I think that he is arrogant, selfish, inconsiderate, incompetent, and will do just about anything for money. I caught him lying to me on three occasions. He never kept any promise he made to me. He hunted me down like I was a wild animal, defamed my character and forced me against my will to testify in a civil case that had absolutely nothing to do with me and he knew it. The civil case was all because someone at his law firm had written a living trust incorrectly and did not list and give money to anyone who might contest the trust. Because of that when their client died, someone previously listed on another living trust contested the trust. Everyone knows or should know that you have to list anyone on a trust who might contest the trust and give them $1 which shows you considered them and didn't want them to get any money. Any competent attorney would have listed any and all people listed on previous trusts and given them a $1. This is standard practice in the industry. Yet Bill Keeler's law firm did not do that. And one of the people listed in a previous trust contested the trust. Surprise, surprise. NOT The case couldn't be thrown out because he wasn't listed on the trust that Bill Keeler's law firm had written. So instead of owning up to the fact that they had written the living trust incorrectly, he decided to supeona anyone who might correct his mistake. A good person doesn't force other people against their will to correct their mistake. A good person corrects their own mistakes. I was one of the people subpoenaed on their fishing expedition to correct their mistake. However, Bill told me excruciating details about the case. Attorneys are not allowed to tell details to a witness because it might sway their testimony. But Bill did exactly that to me. In my opinion he was trying to get me to lie under oath. He also sent a process server to go to all my neighbors and tell them that I was being served papers. That process server hunted me down for over a month. I work a lot so I was never home when she tried to serve me. That gave me many sleepless nights during that month because all my neighbors were coming up to me telling me that someone was trying to serve me papers. I knew that I had done nothing wrong to get someone to serve me papers. He had never sent me a letter in the mail to tell me what was going on in advance. His first effort without giving me a chance to volunteer to testify was to serve me papers to get me to testify against my will. Again it is extremely rare for a person to be supeonaed in a civil case. Yet, because Bill, in my opinion, has no morals, it didn't bother him that he had made my life hell by defaming my character to all my neighbors. When he finally got a hold of me, I figured out right away he wasn't owning up to the fact that they had made a mistake. And they wanted me to correct their mistake. I was so furious when I found the truth about why the process server had defamed my character for over a month.. To make matters worse, he and one of his staff threatened to throw me in jail if I didn't do exactly what they wanted. Knowing they would be throwing a completely innocent person in jail didn't bother Bill and his staff one bit. In my opinion, the person who should be thrown in jail is Bill and his staff. In my opinions they are criminals. I sent Bill two certified letters telling them not to contact me and I sent over 50 emails telling them not to contact me. And the next day Bill would always contact me out of complete disrespect, arrogance and selfishness. I couldn't sleep for four months over a case that was 100% caused by Bill Keeler's law firm's incompetence, in my opinion. Now you know why I think Bill Keeler is one of the most evil men I have ever encountered.
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07 Feb, 2014 by Anonymous
Mr. Keeler told us we would not be liable for anything but our own attorneys fees but infact he joined us to a petition that held us responsible for over 100 grand of all the other partys fees. He filed responses we never agreed to or even signed just to rack up more charges. Mr. Keeler was all about the money rather then having a close bond with his clients or even standing up and showing compassion for a deceased individual who deserved justice! NOT TRUSTWORTHY! I do NOT reccomend and would NOT ever use again! Please research thoroughly before you just think because of his age and how long he has been practicing law he must be good at what he does.
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David J Malcolm, experienced Business, Estate Planning attorney in Portland, OR with 2 reviews
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4,59
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1.0/5
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1.0
2 Reviews
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03 Dec, 2024 by Samson
I hired him for something that should have taken a few weeks to get done. Here we are over a year later, I'm about to lose my business and no closer to resolution.
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14 Apr, 2022 by Anonymous
We used this lawyer because another lawyer referred him for real estate issues. Unfortunately, as we found out, he has zero knowledge on real estate law. Even though we hired him and paid him and would’ve cost us more money to change lawyers, we ended up going with a different lawyer due to his lack of knowledge and incompetence.
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Marsha M Morasch, experienced Estate Planning, Family Law attorney in Portland, OR with 1 reviews
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4,57
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1.0/5
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1.0
1 Reviews
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01 Jan, 2009 by Anonymous
Mrs. Morasch gouged me in my divorce. She made sure everyting was convenient for her and not in her client's best interests. She would not respond timely to any of my written requests/instructions and lost my divorce case for me due to her poor representation which has cost me thousands of dollars. During the divorce hearing, she just sat there and never once defended me. She was a total disappointment.
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Erin C Keeler, experienced Estate Planning, Family Law attorney in Portland, OR with 1 reviews
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4,57
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1.0/5
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1.0
1 Reviews
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11 Mar, 2016 by Wendy
DO NOT HIRE ERIN KEELER (RICKARDS) AS YOUR DIVORCE ATTORNEY. Erin Rickards failed me in every way that a divorce attorney could fail. She failed to give me good advice. She failed to critique every level of the valuations done of shared assets. She failed to ensure that premarital assets were attributed to me. She failed to account for money that could have and should have been deducted from the equity of assets. She failed to go after my ex when we really had him with his lying and concealing of assets. She failed me. I trusted her and thought she knew what she was doing. But she did not. She had barely been out of school three years when taking my case she had NO business being my divorce attorney. She made mistake after mistake and failed to protect me from total financial ruin. The results of Erin Rickards failure towards her client is that I am about to go into bankruptcy because of the insurmountable debt that I have incurred because of the huge divorce judgement against myself. I owe more on my divorce judgement today then I did in 2010 because at 9% interest I can barely make the interest payment each month. Furthermore, the emotional and physical stress that I have suffered since my divorce trying to run the business that I unhappily own and be a single mother and pay my ex-husband every extra cent I have has had a terrible toll on my physical health to the point that I can no longer even work in the restaurant as I am physically unable. Please take my advice and do not use her if you want to come out on top on your case.
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Susan Ford Burns, experienced Estate Planning, Probate attorney in Portland, OR with 1 reviews
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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.
4,57
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1.0/5
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1.0
1 Reviews
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05 Jan, 2011 by Anonymous
"Whoever wrote this did not know what they were doing" said a Multnomah County Judge to me in 2010 regarding my simple bill of sale Mrs. Burns crafted expensively for me in 2009. The judge also said "This document is not legally binding" and "If I were you I'd seek legal advice against your lawyer." After my lawsuit was thrown out I approached Mrs Burns for a return of my money. She refused, and gave me the name of her malpractice insurance company. My new lawyer told me its expensive and fruitless to go up against another lawyer like this, and it's not really worth the money that I spent already. (As a side note, I should have known better, for at my first meeting there, there was dog poop all over her office and meeting room floors and it stank horribly. Completely unprofessional.)
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Lynn M Murphy, experienced Estate Planning attorney in Portland, OR with 1 reviews
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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.
4,57
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1.0/5
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1.0
1 Reviews
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27 Jan, 2009 by Sha
Lynn mostly knew how to charge, bill and write Agreements to lock me in. She would make a super Sales Person! You simply, 'can not like this girl'. She would not 'stand up for me', if you know what i mean. Lynn had a hard time allocating her time towards her clients needs. She was busy with personal business. It is hard to write this but you see, she keeps her message machine full after she is 'done' with a client. I believe her MO is talking you into a last retainer fee and then closes you out. at least this is what happened to me. after completely loosing a hearing completely, she then talked me into 'getting the guardian off' for $2,000 more dollars. After that, i heard noting from her at all. she locked me into a conservatorship and guardianship, when i ordered her 'not to sign those papers'. but to clear her 'desk', to finish what she reinged in, she had to complete those papers, else all was lost for her 'history'. i have not been able to contact her 3
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Richard W Miller, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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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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David R Nepom, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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James Scott Bruce, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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4,00
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Jeffrey C Joy, experienced Estate Planning, Insurance attorney in Portland, OR with 0 reviews
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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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David E Grein, experienced Estate Planning, Probate attorney in Portland, OR with 0 reviews
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4,00
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Alexandra Thompson Devendra, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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4,00
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Michael F Van Hoomissen, experienced Business, Consumer Protection attorney in Portland, OR with 0 reviews
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4,00
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Jennifer Peters, experienced Estate Planning, Family Law attorney in Portland, OR with 0 reviews
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4,00
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J Alan Jensen, experienced Estate Planning attorney in Portland, OR with 0 reviews
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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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Harshi M Waters, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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Alan M Laster, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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Dean J Gibbons, experienced Estate Planning, Personal Injury attorney in Portland, OR with 0 reviews
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Amy E Geerhart, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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Michael John Turner, experienced Estate Planning, Probate attorney in Portland, OR with 0 reviews
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4,00
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Mercedes W Rhoden-Feely, experienced Estate Planning, Family Law attorney in Portland, OR with 0 reviews
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William A Henderson, experienced Estate Planning, Litigation attorney in Portland, OR with 0 reviews
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Lauren A King, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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Rodney H Grafe, experienced Bankruptcy, Estate Planning attorney in Portland, OR with 0 reviews
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R Milan Hanson, experienced Business, Estate Planning attorney in Portland, OR with 0 reviews
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FAQs
Questions? We have answers

What an Estate Planning Lawyer Can Do for You

An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.

By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.

When Should I Hire an Estate Planning Lawyer?

Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:

  • Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
  • Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
  • Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
  • Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
  • Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
  • Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.

Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.

What Does an Estate Planning Lawyer Do?

An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:

  • Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
  • Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
  • Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
  • Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
  • Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
  • Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
  • Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.

How Are Estate Planning Lawyers Paid?

Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:

  • Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
  • Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
  • Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.

It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.

How Much Does an Estate Planning Lawyer Cost?

The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:

  • Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
  • Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
  • Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
  • Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.

Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.

Top Questions to Ask an Estate Planning Lawyer

Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:

  1. What is your experience with estate planning?
    Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services.
  2. How will you charge for your services?
    Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs.
  3. What strategies do you recommend for my estate?
    A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes.
  4. How often should I update my estate plan?
    Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change.
  5. Do you offer ongoing support or updates?
    Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law.
  6. How will you help my beneficiaries if something happens to me?
    Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.

How to Check the Credibility of an Estate Planning Lawyer

To ensure you’re hiring a credible estate planning lawyer, follow these steps:

  • Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
  • Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
  • Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
  • Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
  • Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.

What Should I Prepare for My First Consultation?

To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:

  • List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
  • List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
  • Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
  • Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
  • Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.

By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.

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