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Adam Michael Juel, experienced Elder Law, Estate Planning attorney in San Diego, CA with 43 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
42,03
star star star star star
4.7/5
Avvo
5.0
3 Reviews
Google Maps
4.7
40 Reviews
star star star star star
21 Jan, 2025 by Wesley zarnowitz
San Diego Elder Law Center really helped my brother and I out with knowing where we stood legally. Their staff was willing to talk to us and gave us great advice! I highly recommend giving them a call if you are in the San Diego area and need legal advice for your elderly family members!
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20 Dec, 2024 by Jeff fose
You definitely want to hook up with Scott Templeton and Rosalind Kovacs at the San Diego Elder Law Center if you need help for your ailing for deceased Parent or Relative. They really care about you and and your family members to help them though whatever legal issues in California come up. We used them, and it was a really great experience for something so challenging to go through. Please give them a call you won't be disappointed.
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27 Nov, 2024 by Marshall shelby
i asked for SDELC's help over 2 years ago after my aunt had a stroke and became cognitively impaired. i needed to take over the management of her legal and financial affairs and i worked with attorney scott templeton and paralegal ann roberts. both of them were very knowledgeable and helpful, guiding me through various legal processes. the two most complex issues were: (1) taking my aunt's bank to court since they seemed to want to fight me every step of the way when it came to accepting my power-of-attorney so that i could manage my aunt's accounts, and (2) setting up a conservatorship for my aunt so that i could comprehensively manage everything for her without any further legal challenges. throughout it all, scott and ann explained every step of every process to me in a way i could easily understand. now that my conservatorship is fully set up, i'll continue to use SDELC for all of my aunt's future legal needs. of course, i would gladly recommend SDELC (scott and ann in particular) to anyone who needs legal help for their elderly relatives!
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Zachary Blake Whitman, experienced Business, Estate Planning attorney in San Diego, CA with 542 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
41,32
star star star star star
4.8/5
Avvo
5.0
11 Reviews
Google Maps
4.8
531 Reviews
star star star star star
13 Nov, 2024 by Emilio
Crappy company, talked to some attorney named Tim, seemed liked he cared about his fees more than my needs
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23 Oct, 2024 by Joel bertrand
I had the absolute pleasure of working with Sydney during a very challenging time, and I couldn’t be more grateful. From start to finish, she provided exceptional guidance, expertise, and support. Sydney made the process so much smoother with clear communication and genuine care for my situation. Thanks to her dedication, everything was handled efficiently, and I felt supported every step of the way. If you're looking for a knowledgeable and compassionate attorney, I highly recommend Sydney and the Antonyan Miranda firm. Thank you again for everything!
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13 Oct, 2024 by Claudia huerta
Be aware 100s of positive reviews 3 months ago. These people pay for positive reviews. Read all consistent negative reviews. All spot on....
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David Gordon Rodriguez, experienced Estate Planning attorney in San Diego, CA with 209 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
40,25
star star star star star
5.0/5
Avvo
5.0
1 Reviews
Google Maps
5.0
208 Reviews
star star star star star
26 Feb, 2025 by Arturo guevara
Quede muy contento con la atencion y el servicio de la oficina del Sr. Dascanio. Muy profesionales. Gracias.
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22 Feb, 2025 by Jeannine kouri
Agradezco profundamente el excelente servicio de todos en la oficina. Mi hermano Me recomendó y quedé muy satisfecha
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21 Feb, 2025 by Salvador michel
Gracias a todos en la oficina. Siempre son muy serviciales. Si quiere un abogado lo recomiendo.
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Flora L Calem, experienced Estate Planning attorney in San Diego, CA with 25 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
40,06
star star star star star
5.0/5
Avvo
5.0
1 Reviews
Google Maps
5.0
24 Reviews
star star star star star
07 Apr, 2024 by Edward siegel, m.d.
I’ve known a lot of attorneys, both personally and professionally. Kane Handel is head and shoulders above them all. Here is a caring, experienced, straightforward and extremely competent lawyer with a passion to put her clients first.
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21 Mar, 2024 by Neysa macbaisey
Kane is an amazing attorney! She fought tooth and nail for my case and getting the best outcome for me! I will definitely recommend her services to my friends if they need it.
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27 Nov, 2023 by Akhil bhargava
Kane is a very knowledgeable and Professional Lawyer, She was very involved from the first day and guided me through the complete process. Since I was bitten by a Dog on my daily walk, I was traumatized and she handled everything really well and got me the result I had expected. I would recommend her for sure
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Jennifer Bonita Siverts, experienced Estate Planning, Family Law attorney in San Diego, CA with 21 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,65
star star star star star
5.0/5
Avvo
5.0
21 Reviews
star star star star star
20 Dec, 2024 by Cheryl
Jennifer and her amazing staff, paralegals are very professional, hardworking, and diligent. I appreciate their quick responses and follow up. They listen carefully and ultimately your results are beyond expectations!! If I could give more stars I would. Their generosity and ability to work effectively is above and beyond
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07 Jun, 2022 by Veronica
I hired Jennifer and her team to handle my divorce case. They are all so knowledgeable, and very caring during such a difficult process. Most importantly, everyone is very communicative and on top of everything! I parted ways with another divorce attorney who was unbelievably inept! It was scary and discouraging looking for someone else who could take over my case, but Jennifer and her team came in to save the day! Thank you Jennifer! I’m finally free! And thank you Michelle, for putting up with all my anxiety and phone calls! Thank you all!
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03 May, 2022 by Will
Jen is an amazing attorney and an amazing person. She went significantly above and beyond the call Of duty and ended up getting me 10x higher payout than initially anticipated. She is an extremely effective attorney, and you will enjoy working with her throughout the process!
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Steven Farley Bliss, experienced Estate Planning, Probate attorney in San Diego, CA with 20 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
star star star star star
23 Jan, 2021 by Maria
Mr. Bliss is one of the best lawyer I had ever known. He is honest and kind. I had learned a lot from him by taking his lecture in his web before setting up my living trust.
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02 Aug, 2016 by John
Steven was extremely accommodating working around a two income family. He took the time to explain the process of establishing our family trust.
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01 Aug, 2016 by Barbara
Mr. Bliss was able to schedule us within a reasonable amount of time. His office in Mission Valley is easy to find. He completed our trust within the time period that he gave us. Completing the trust paperwork was fairly easy. We felt comfortable working with him. He also promptly returned my phone call when we had questions. We would recommend him.
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Teddy Robert McNamara, experienced Elder Law, Estate Planning attorney in San Diego, CA with 17 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,53
star star star star star
5.0/5
Avvo
5.0
17 Reviews
star star star star star
25 Oct, 2023 by Constance
Teddy R McNamara is an excellent attorney specializing in estate planning and probate. Teddy prepared my living trust and throughout this process he was extremely through and knowledgeable. Besides knowing the law regarding trusts inside and out he has all the traits you look for in choosing an attorney. Although he is very busy he takes time to answer any and all questions. I liked Teddy as an attorney right away. I quickly got to know him as more than just my attorney but as a friend as well. I enjoyed working with him very much. The whole experience was very easy knowing he cared not only as my attorney but also as my friend. Thank you Teddy for giving me the peace of mind for my family’s future.
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25 Aug, 2017 by Terri
Eight years ago, my family contracted with Teddy McNamara to amend my father's trust upon his death. Teddy's work back then assured that we returned to him eight years later when my Mom passed away. Teddy was attentive and very responsive in dealing with the administration of my Mom's trust/estate, which involved long-distance tasks/signing papers. In addition, Teddy was very available at all times (particularly on weekends and after hours), and was personable. We shared travel information, which was a welcome diversion from all of the tasks at hand! We greatly appreciated this aspect. Administration of my Mom's estate was timely and quick, which is how I wanted it to be. The only recommendation I would make is that documents be reviewed a bit more thoroughly before going to the client, i.e. spelling and correct names. A quick re-check before sending documents out would probably suffice.
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20 Apr, 2017 by Jessica
Teddy is not only an excellent lawyer, he is genuinely one of the best people I have ever had the pleasure of meeting. He is a hard worker and takes great pride in running an honest business. He single-handedly turned around the most difficult time of my life and I now consider him a trusted friend. Since then, he has referred me to a number of other business professionals, all of whom exhibit his same work ethic and personal touch.
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Ramona S. Suchomel, experienced Estate Planning, Probate attorney in San Diego, CA with 28 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,51
star star star star star
4.9/5
Avvo
5.0
6 Reviews
Google Maps
4.9
22 Reviews
star star star star star
06 Nov, 2024 by Ryan raker
Webb Law helped me with a simple matter, it went smoothly with the other party and required about half the estimated amount of effort. Webb Law inflated the billing hours to consume 100% of the retainer. A planned meeting with one $250/hr employee was attended by three people billing nearly a combined $1k/hr, their attendance was not necessary and did not add value. Sending me a boilerplate document was billed at 2 hours. I contacted them about my concerns and they dismissed them and offered legal mediation as the only resolve. If you choose to use Webb Law be very clear about who you are meeting with, what their cost is, and how long it will take.
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19 Aug, 2024 by Ana rosa osuna
Atty. Sole Suchomel Webb was very knowledgeable. She assisted me and my family in establishing a conservatorship for my daughter. Her office was very responsive to our needs and questions about the conservatorship
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19 Aug, 2024 by Karla camacho
La abogada Suchomel Webb nos ayudo con el conservatorship de nuestra hija. La abogada nos ayudo a que el proceso sea bastante facil y rapido. Definitivamente recomiendo los servicios de la abogada ya sea para conservatorship o cualquier otro asunto legal.
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Peter Nicholas Karvelis, experienced Business, Estate Planning attorney in San Diego, CA with 16 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,50
star star star star star
5.0/5
Avvo
5.0
16 Reviews
star star star star star
03 Jan, 2016 by Joseph
Peter is a master of his craft! His legal expertise made the process of selling my business a smooth and comforting one. His knowledge and ways of communicating the work he does to protect my interest in the transaction was superb. He put my best interest at the forefront of his work, and was speedy with followup for all different matters, thorough with his contract preparation and development, and provided excellent communication with the other party throughout the transaction. I highly recommend Peter, and will definitely use him with my future business needs. Sincerely, Joseph Ignatius Reitinger JIR Inc.
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23 Oct, 2015 by Dm
I have worked with Pete on many legal matters over the past decade. He has formed at least a half dozen companies for me ranging in complexity and financial structure. He has also helped me with asset sales. Besides creating the legal for my businesses, Pete has helped me in personal legal matters as well. He is smart and level headed. These qualities allow him to see clearly in a variety of legal matters across a number of industries. Often attorneys are let “off the chain” at a moment of crisis rather than engaged in a process from the beginning to insulate risk. Pete’s calm demeanor allow him to be part of the conversation from the beginning. He is objective and brings an incredible amount of value to any conversation and legal situation. Pete will be the first to tell you that he is not an expert in every field and I respect him for that honesty. However, I believe that his clear thinking, thorough approach, understanding of the entrepreneurial process, and his trustworthiness provide clients with everything they need from their standard counsel. Pete is a top notch attorney. In moments of legal intensity Pete has a cool hand. Above all he is an excellent human being.
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18 Sep, 2015 by Anonymous
I was very pleased with Peter and his firm. From start to finish, Peter guided me through every step and made me feel comfortable with the whole process. That was a huge deal for me knowing many lawyers out there don't take the time to make you understand and do the right thing. I recommend Peter to anyone who needs any professional guidance.
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Megan Kristine Perry, experienced Estate Planning, Family Law attorney in San Diego, CA with 14 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,43
star star star star star
5.0/5
Avvo
5.0
14 Reviews
star star star star star
17 Dec, 2024 by Carlos
I highly endorse Megan; she handled my case promptly and efficiently and I will always refer her to any of my family and friends. She explained everything and reassured me when I was stressed, worried and nervous dealing with my ex-wife and the state of California judicial system. After a week and half my case was settled, and she helped me out to settle another issue with the outcome I wanted. Carlos
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19 Nov, 2024 by Anonymous
Megan helped navigate a very stressful and emotional legal process regarding my child and separation from my ex. She was tenacious and worked outside of business hours to come up with a compromise with my ex that lead to the custody I was fighting for. I couldn't recommend a more thorough and promptattorney.
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03 Aug, 2024 by Michelle
Megan and Akylah were excellent attorneys for my divorce case. My ex was extremely difficult and drug everything out to the nth degree. Megan and Akylah were able to resolve the situation, despite all of the stops, starts and delays. I am eternally grateful for all of their help and support through all of the difficulties. I'm also so grateful that they gave me my life back! I have freedom now that I didn't know before I hired them. Thanks also to Kevin for keeping track of all the financial matters in regards to my bills owed. Thanks, again, guys for giving me my life back!!!!
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Danielle Carrie Humphries, experienced Estate Planning, Litigation attorney in San Diego, CA with 302 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,32
star star star star star
5.0/5
Google Maps
5.0
302 Reviews
star star star star star
18 Jan, 2025 by Roger s
Derek Paulson did an amazing job in helping me a number of times with all of my immigration, questions and concerns Very responsive and respectful Highly recommend!
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18 Jan, 2025 by Abhinav tandon
Derek, Leslie and Ruby helped my wife and I, with the painstaking process of getting a green card. They were patient and understanding of the situation, and guided us through a long 2 year process. I would recommend them to anyone who is trying to work through the complicated process for a spouse visa. Special shout out to Leslie for always hopping on a call and answering all our questions!
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18 Jan, 2025 by Lisandro .salinas
There are not enough words to express my gratitude to Mr. Derel Poulsen. His remarkable knowledge, expertise, and professionalism truly stand out. Thank you so much, Mr. Poulsen, for all your legal advice and support throughout my case. I would happily work with him and this firm again.
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Jeremiah James Moffit, experienced Estate Planning attorney in San Diego, CA with 302 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,32
star star star star star
5.0/5
Google Maps
5.0
302 Reviews
star star star star star
18 Jan, 2025 by Roger s
Derek Paulson did an amazing job in helping me a number of times with all of my immigration, questions and concerns Very responsive and respectful Highly recommend!
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star star star star star
18 Jan, 2025 by Abhinav tandon
Derek, Leslie and Ruby helped my wife and I, with the painstaking process of getting a green card. They were patient and understanding of the situation, and guided us through a long 2 year process. I would recommend them to anyone who is trying to work through the complicated process for a spouse visa. Special shout out to Leslie for always hopping on a call and answering all our questions!
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star star star star star
18 Jan, 2025 by Lisandro .salinas
There are not enough words to express my gratitude to Mr. Derel Poulsen. His remarkable knowledge, expertise, and professionalism truly stand out. Thank you so much, Mr. Poulsen, for all your legal advice and support throughout my case. I would happily work with him and this firm again.
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Sahar Barghout, experienced Business, Estate Planning attorney in San Diego, CA with 302 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,32
star star star star star
5.0/5
Google Maps
5.0
302 Reviews
star star star star star
18 Jan, 2025 by Roger s
Derek Paulson did an amazing job in helping me a number of times with all of my immigration, questions and concerns Very responsive and respectful Highly recommend!
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star star star star star
18 Jan, 2025 by Abhinav tandon
Derek, Leslie and Ruby helped my wife and I, with the painstaking process of getting a green card. They were patient and understanding of the situation, and guided us through a long 2 year process. I would recommend them to anyone who is trying to work through the complicated process for a spouse visa. Special shout out to Leslie for always hopping on a call and answering all our questions!
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star star star star star
18 Jan, 2025 by Lisandro .salinas
There are not enough words to express my gratitude to Mr. Derel Poulsen. His remarkable knowledge, expertise, and professionalism truly stand out. Thank you so much, Mr. Poulsen, for all your legal advice and support throughout my case. I would happily work with him and this firm again.
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Rhona Shelley Kauffman, experienced Business, Estate Planning attorney in San Diego, CA with 10 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,31
star star star star star
5.0/5
Avvo
5.0
10 Reviews
star star star star star
28 May, 2024 by Haywood
I am incredibly grateful for the exceptional legal representation provided by Rhona Kauffman in defending my lawsuit. Rhona’s expertise, dedication, and unwavering commitment to my case have been nothing short of extraordinary. From the outset, Rhona demonstrated a deep understanding of the complexities involved in my case. She meticulously reviewed every detail, leaving no stone unturned, and provided a clear and comprehensive strategy that gave me immense confidence in her ability to secure a favorable outcome. Throughout the entire process, Rhona's professionalism and communication were exemplary. She consistently kept me informed about the progress of my case, explaining legal concepts in a way that was easy to understand and always being available to address any questions or concerns I had. Her responsiveness and attentiveness made me feel supported and valued as a client. Rhona's courtroom presence and advocacy skills are truly outstanding. She presented my case with clarity, precision, and a compelling argument that reflected her thorough preparation and deep legal acumen. Her ability to articulate my position convincingly and counter the opposing arguments was instrumental in achieving a successful resolution. Beyond her legal expertise, Rhona exhibited a genuine care and compassion for my well-being. She understood the personal impact of the lawsuit and provided not only legal support but also emotional encouragement throughout the challenging times. Her empathy and dedication were incredibly reassuring and made a significant difference in my overall experience. I highly recommend Rhona Kauffman to anyone in need of top-tier legal representation. Her professionalism, expertise, and unwavering commitment to her clients make her an exceptional attorney. I am immensely thankful for Rhona’s hard work and dedication, which ultimately led to a positive outcome in my case. Thank you, Rhona, for your outstanding service and for standing by me every step of the way. Sincerely, Haywood
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02 Oct, 2019 by Kris
Rhona showed great patience with our condo. buyer and worked closely with us over 6 months to recover money owed to us through our contract. She even split a windfall in the suit with us as she could have kept it for herself legally. You ROCK Rhona !! Thanks for your help.
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26 Sep, 2019 by John j. moss
Like a lighthouse when your coming in from rough seas a "Great" lawyer can you give you the confidence that you can make it safely to port. Rhona Kauffman is that kinda of lawyer. I hired here twice for two cases that were particularly troublesome for me. She returns calls in a timely fashion. Actually listen to my concerns and counseled me in a fashion that was not demeaning but clear and concise without sugar coating. Rhona has a very professional demeanor but at the same time you feel that you are getting the same advise that she would give her own brother. Monetarily I never felt like I was getting over charged and that I was receiving the best service. Thank you Rhona your clients appreciate you !
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Nicole Jenae D'Ambrogi, experienced Estate Planning, Probate attorney in San Diego, CA with 10 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,31
star star star star star
5.0/5
Avvo
5.0
10 Reviews
star star star star star
07 May, 2018 by Anonymous
I must say that I have never been in a situation where I even needed a lawyer to represent me and guide me along what I needed to do. But Nicole Heffel made the whole "rather unpleasant" ordeal a breeze. Having been accused of "assault and battery" and having a restraining order filed against me, Nicole was awesome in gathering the facts, witnesses, documents and held my hand through the process. She kept me informed of what could happen ... but in the end ... we came out smiling. The full restraining order was dismissed and, as of today, I've heard nothing more from the person that accused me. I learned a lot in this process. Nicole Heffel is definitely one fine lawyer.
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07 Dec, 2017 by Rachel
Nicole is truly amazing at what she does. I called her with a rather complex issue, which she took the time to talk me through. She was never in a rush and helped me to understand every angle that I was facing with the situation. She really helped me understand what I was walking into so that I could make an informed decision and explain it to everyone involved. When it comes to family matters and emotions are involved it gets really difficult to separate what is right to do from what the heart wants to do, Nicole made sure to keep me at a good balance so that I was able to not feel like I was losing out on one or the other in the decision making process. Truly, she's the best in this area, I wouldn't use anyone else!
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28 May, 2016 by Robert
My wife and I engaged the services of Nicole earlier this year for two reasons: 1) to create our estate plan document and 2) to help me navigate the VA system for a disability claim. We immediately felt that we were in good hands on both fronts. Nicole is extremely competent in both areas. She completed our estate plan in the time frame promised, answering our questions to our satisfaction, and providing the advice we needed. My claim with the VA was successful in record time. She is very knowledgeable about veterans rights and benefits and knows how to navigate the VA system. She continues to advise us when questions arise. We highly recommend Nicole.
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Matthew William Deen, experienced Business, Estate Planning attorney in San Diego, CA with 10 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,31
star star star star star
5.0/5
Avvo
5.0
10 Reviews
star star star star star
08 Jan, 2021 by Anonymous
Matt was extremely responsive and provided invaluable consultation while editing my first contract with a key client for my new business. The changes he made to the agreement paid for themselves, and it feels great knowing I have competent legal support going forward. Highly recommend.
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01 Oct, 2019 by Jann
My husband and I are small business owners in Oregon and were searching for an M&A Attorney to assist us with our business sale to a company in San Diego. We reached out to Matt based on his Avvo reviews and were so happy we did. Matt dispells every stereotype about an attorney. He was professional, competent, responsive (even working the weekend and after hours to help us close our deal), pleasant to deal with and we felt like he always had our back. His rates are reasonable as well. Without him we would not have closed on time and we feel like our purchase agreement was well negotiated. We HIGHLY recommend him!!
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25 Aug, 2018 by Diana
As a small business owner, I've put off needing an attorney for as long as possible. I was referred to Matt by another business owner and I couldn't be happier with the work he did for me. He made filing an LLC incredibly easy and even helped me figure out the best structure for my business based on my current and future needs. He also drew up a contractor agreement that addressed additional issues I hadn't even considered and added a significant amount of protection for me and my business. I even referred Matt to friend of a friend and he was able to protect her business and keep her from entering into a bad contract with potential partners. He's always responded to my questions in a timely manner, has been transparent with the work he's done and is easy to work with. I believe he has my best interest at heart and will definitely continue to use him for all future business needs.
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William Daniel Powell, experienced Estate Planning attorney in San Diego, CA with 9 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,28
star star star star star
5.0/5
Avvo
5.0
9 Reviews
star star star star star
19 Jun, 2017 by B.g.
We hired William Daniel Powell to do an estate plan for us. Dan was professional, knowledgeable and extremely patient. For our convenience he conducted all meetings at our home. Dan stepped us through the entire process answering all of our questions as well as making suggestions. He provided a mobile notary and presented us with all documents in a bound folder. We are extremely pleased his service and reasonable fees.
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11 Jun, 2017 by Kathryn
He was and is terrific, Very Professional, Very Competent, Prompt and very fair fees. He was willing to meet on our schedule at our residence and was very well prepared for the initial review of our goals, continued review / updating with very clear explanations, through the final meetings. Dan (William) aided with our estate planning (our options were discussed, updated our older will, establish a current personal family game plan, and all the related documents to aid in us for the future). He organized a timely meeting with the notary for the final signings and took care of all of the appropriate filings. We have recommended him and will continue to do so in the future.
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31 May, 2017 by Marc
My wife and I hired Dan to help us put together a trust. With our busy life, Dan was willing to accommodate our busy schedule and come to the house on several occasions. We felt his knowledge and service were top notch and glad we hired him.
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Jamie Loren Howard, experienced Bankruptcy, Estate Planning attorney in San Diego, CA with 9 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,28
star star star star star
5.0/5
Avvo
5.0
9 Reviews
star star star star star
22 Jul, 2015 by Anonymous
I highly recommend Jamie Howard for this reason. As a widow in a vulnerable position I needed an attorney who was not only knowledgeable and professional, but some one who was honest, caring and patient with my best interest at heart.. I found Jamie Howard to be all of these. Jamie responded to my calls promptly, discerned my needs, took care of my problem in a professional manner and always kept me informed. She is very easy to work with. She was invaluable to me. I'm so grateful I found her.
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13 Jul, 2015 by Sara
I absolutely would go to Jamie Howard first for any legal needs she provides. I can fully trust she is giving me accurate and timely advice and is happy to explain and help where needed. I highly recommend her services.
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13 Jul, 2015 by Nancy
Jamie was excellent at providing me great legal advice and options regarding my case. I'd highly recommend her to anyone needing her services.
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Rosemary Jane Meagher-Leonard, experienced Estate Planning, Probate attorney in San Diego, CA with 8 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,25
star star star star star
5.0/5
Avvo
5.0
8 Reviews
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21 Feb, 2018 by Anonymous
Rosemary was very knowledgeable and covered all the bases definitively in my initial consultation. She was also quite generous with her time and patient with addressing all my concerns - one of the most pleasant legal consultations I've had. I will certainly hire her if my case indeed develops to need legal assistance.
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14 Apr, 2017 by David
Rosemary, is great I spoke with her on the phone for a while and sent her my fathers estate information. She carefully reviewed the documents and gave me a lengthy opinion without even discussing money. The other attorneys I spoke with (about a dozen) only cared about one thing, their bill rate and how much the retainer or percentage contingency was going to be, Rosemary, cares about me and my problems.
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23 Jun, 2016 by Anonymous
With gratitude we can't express in words how wonderful, understanding, smart, patient and compassionate this woman is and how very happy we are that we found her. She is articulate, her knowledge of the law, case laws, appellate laws is through and her writing, communications and petition are to the letter of the law. Rosemary is about doing what is right and what is correct and she won't stand for nonsense. She is always available and will educate her client as to the process, the laws, and gives you the opportunity to make a good decision. She is patient and will help guide you through sometimes very difficult times. We plan to keep Mrs. Leonard on retainer for a long time. No more worries and no more headaches. With sincere gratitude we thank her for all her wisdom and the freedom to know we are in the best of hands. Thank you Mrs. Leonard.
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Stephanie Kathleen Delaney, experienced Elder Law, Estate Planning attorney in San Diego, CA with 208 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,22
star star star star star
5.0/5
Google Maps
5.0
208 Reviews
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26 Feb, 2025 by Arturo guevara
Quede muy contento con la atencion y el servicio de la oficina del Sr. Dascanio. Muy profesionales. Gracias.
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22 Feb, 2025 by Jeannine kouri
Agradezco profundamente el excelente servicio de todos en la oficina. Mi hermano Me recomendó y quedé muy satisfecha
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21 Feb, 2025 by Salvador michel
Gracias a todos en la oficina. Siempre son muy serviciales. Si quiere un abogado lo recomiendo.
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Phillip John Szachowicz, experienced Elder Law, Estate Planning attorney in San Diego, CA with 208 reviews
Average
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,22
star star star star star
5.0/5
Google Maps
5.0
208 Reviews
star star star star star
26 Feb, 2025 by Arturo guevara
Quede muy contento con la atencion y el servicio de la oficina del Sr. Dascanio. Muy profesionales. Gracias.
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22 Feb, 2025 by Jeannine kouri
Agradezco profundamente el excelente servicio de todos en la oficina. Mi hermano Me recomendó y quedé muy satisfecha
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21 Feb, 2025 by Salvador michel
Gracias a todos en la oficina. Siempre son muy serviciales. Si quiere un abogado lo recomiendo.
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Nathaniel Z Conley, experienced Business, Estate Planning attorney in San Diego, CA with 7 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,22
star star star star star
5.0/5
Avvo
5.0
7 Reviews
star star star star star
24 Sep, 2017 by Sandra
He explained everything very well and made it easier for me to understand all of the ramifications of my advance directive.
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16 Aug, 2017 by Erick
Nathaniel helped us understand our estate planning and has helped us every step of the way. His honesty and transparency was refreshing. I would highly recommend him for anyone looking for good legal advice.
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11 Aug, 2017 by Michael from arizona
Nathaniel provided guidance to me twice on two very different legal matters. Once after I had been charged with reckless driving and when i went to buy my first house. Both times he provided good, honest direction that led to a positive outcome in both situations. I would absolutely vouch for his character and professionalism as a lawyer.
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Oleg Cross, experienced Estate Planning, Litigation attorney in San Diego, CA with 7 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,22
star star star star star
5.0/5
Avvo
5.0
7 Reviews
star star star star star
29 Jan, 2019 by Alexander y karalnik
Very knowledgeable, always available to discuss any matters, always helpful, if it not his expertise will advise someone else, just great person to work with.
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27 Aug, 2014 by Williams
We contacted Oleg to represent us in a personal injury case. Oleg was very timely with his communication and put my family at ease. Oleg was welcoming and friendly as well. Oleg also helped get us a settlement even when it looked like the insurance company would not. We are very satisfied with his representation and would recommend him.
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06 Jun, 2013 by Michael
I consulted with Mr. Cross after suffering a brain injury. I was in pain and in shock from trying to navigate all the issues that arose from my injury with my insurance company and work. Mr. Cross was very responsive and compassionate. He advised me of my options and put me in touch with the right specialists and experts. Mr. Cross is extremely professional and knowledgeable. I would highly recommend him to anyone dealing with traumatic brain injury.
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Adam Elliot Slonim, experienced Estate Planning, Probate attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
16 Jun, 2017 by Michael
Adam turned what would have been a very long and difficult probate process into an extremely efficient and painless one. He communicates frequently and professionally and always answers questions promptly. I would happily recommend Adam for his probate services to anyone who requires them. I can only imagine his other services are top notch!
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07 Aug, 2016 by Nancy
My husband and I contacted Adam in 2015 to prepare a Family Trust for us. We were so comfortable working with him. Adam made a very cumbersome and somewhat intimidating process easy for us. He explained things in terms we could understand, was professional but not stuffy, and always prompt with getting us the information and documents that we needed. Shortly after we did our trust, my mother passed away and we asked Adam to help us with her trust. He made a very difficult time easy to do. Adam is compassionate, professional and extremely easy to work with.
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02 Aug, 2016 by Linda
I have only the highest praise for Adam Slonim and his handling of our family trust! This was something that my husband and I had put off doing for years, always wishing it had been taken care of. When our situation became an emergency, we called Adam Slonim, and he made our needs his priority! He is knowledgeable, kind and caring, and very thorough. I highly recommend his services to anyone who has estate or probate issues needing attention!
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Danielle Lise Battiest, experienced Business, Estate Planning attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
22 Mar, 2024 by Cc
My husband and I recently met with Dani Battiest for the creation of a family trust and all applicable documents. The service and product provided by Ms. Battiest was outstanding. During our meetings with Ms. Battiest we were never rushed and our numerous questions and concerns were always addressed. The creation of a trust is not easy and extremely personal to the makers. Ms. Battiest helped us maneuver and explore ideas most beneficial to our needs. Ms Battiest is very knowledgeable, professional and a credit to her profession. Yes …. We highly recommend her for all your trust needs.
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15 Mar, 2024 by Ron
We live in Arizona and will as trying to settle a trust in San Diego. Dani was recommended by the first attorney we called as she could not help. We came in to see Dani and was treated fantastic, friendly and very professional. She explained everything to our level of understanding an offered very simple but sound advise. Needless to say it helped us completely. Dani required no fee for her help and we were so happy we contacted her. A great attorney and a wonderful young woman!!
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22 Mar, 2018 by Nicole
I was introduced to Dani several years ago but a mutual friend and could not be more thankful to have had the opportunity to meet this incredible woman and professional. I have had the pleasure of referring several clients to Dani and receive rave reviews about her expertise and service every time. As a Real Estate professional, I consistently emphasize the importance of a trust to my clients and having someone like Dani to refer to has been an incredible asset to my business. Dani is also taking care of my trust and I wouldn’t think of hiring anyone else to do it. I simply won’t go anywhere else and wouldn’t think of referring my clients to anyone else. Dani is as good as it gets!
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Brian Michael Malloy, experienced Business, Estate Planning attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
18 Feb, 2021 by Timothy
I had a great experience with RJS as a firm, and Brian Malloy as the attorney who took care of our trust. Brian is professional, personable, and helpful. He responds to e mails quickly, is very easy to communicate with, and is extremely knowledgeable regarding the law. I recommend Brian personally based on the positive proactive approach he took to creating the Estate Plan for my wife and I!
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23 Apr, 2020 by Anonymous
Brian was incredibly responsive from my first phone call. We found him to be very smart and his intensive knowledge of trust estate, probate and our real estate needs were incredible. Everyone wants a trusted adviser that you can trust completely with your legal needs whether it is related to tax, trusts, estates or real estate and that person is Brian Malloy. I personally have used Brian for my trust and estates and tax questions along with recommending him to my family members and clients. I recommend Brian without hesitation. He and his team truly defend and represent their clients in the highest regard and he and his team are some of the smartest and through team and offer real world experiences and real world results. Brian will be the best investment you'll make for yourself to have as a trusted advisor.
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30 Aug, 2012 by Angela hanz
Mr. Malloy prepared a complete trust package for me, including a will and advance health care directive. I chose him because he was recommended both by colleagues and clients. I found him very easy and comfortable to work with. I was very satisfied with the work that he did. He even makes housecalls for her elderly clients who find travel to his office difficult. Mr. Malloy works very well with clients, who due to their age or condition, are sometimes difficult (and crochety). He is very patient, answers all questions completely and returns calls very quickly. I have been very pleased with his help for my parents and my husband. I recommend him with no reservations.
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Damien Joseph Snow, experienced Estate Planning, Probate attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
24 Aug, 2017 by Casey
Damien was originally my Father in Laws Attorney. He helped him amend his Will about 10 years ago. My Father in Law lived in La Mesa, California, though originally from Southern California, my wife and I relocated to Alexandria, Virginia. My Father in Law died last December, He had seen at least one attorney, after Damien. His will had been amended in the last few years, at the behest of his caregiver. He died at 99 leaving his entire estate to his caregiver. We were struggling to keep our own home and Business. How we would find the money and time to fight this woman we couldn't even begin to imagine. Feeling all but hopeless we reached out to Damien; and he reached back! How he extricated my Father in Law's property from the clutches of this woman was masterful. He provided the best counsel, always clearly articulating what was necessary within the moment as to clearly assess and prioritize. We were able to expediently accomplish our goal wasting not time, steps, or money! Damien Snow is a man of Deep integrity, with a kind heart, and agile mind. I have so much respect and admiration for how he carries himself in the world. He is the first call I will make if I need help, He's the only call to make!
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04 Jun, 2014 by Frieda
Damien Snow has a very quick grasp of facts; you don't have to explain a lot. We got a lot accomplished at every meeting. He has a good staff too. I liked his approach that the client can do a lot of the simple things by himself with a little guidance. Damien will take over when you get to the more complicated stuff, but he doesn't insist on doing every little thing because only an attorney can do it right. He is very generous with his time on the telephone and very fair in his billing practice. My highest compliment is that he shows empathy for clients. He puts the legal problem in perspective and encourages the client to get back to enjoying life. That's icing on the cake.
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21 Oct, 2013 by Marty
Damien Snow has been my Trust/Estate Attorney for the past seven years. He is held in high regard, and I have recommended him to both clients and family. He is an advocate for his clients, and treats everyone like a family member. He has earned my highest recommendation!
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Natalie A. Miller, experienced Business, Estate Planning attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
23 Jun, 2023 by Derek
Natalie was super helpful in helping me set up my will, trust, and heath care directives. We reviewed my requirements and the drafts of the documents in several video calls, and she walked me though every stage in the process and every document needed. She was clear, thorough and helpful throughout - I'd highly recommend Natalie to anyone seeking help with estate planning.
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18 Nov, 2022 by Joshua
Natalie, was informative, professional and prompt with meeting times. She helped us with our family Trust and we highly recommend you do the same.
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14 Jul, 2021 by Sean
Ms. Miller went above and beyond my expectations. A friend told me to go to her, and I was very pleased with her work ethic and timeliness. She set up an entire estate plan for my wife and I, and she was diligent in making sure we understood all the details that go into estate planning. I am pleased that I am comfortable with her first initial consultation, and her estate plan!
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Robert Allen Smykowski, experienced Estate Planning attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
05 Aug, 2014 by Debra
I put off doing estate planning for a while but finally got my act together and called several attorneys to get this going. From the beginning, Robert Smykowski and his staff were professional and made the process very user-friendly. Robert was extremely knowledgeable, honest, practical, and thorough. I liked the set fee rather than an hourly rate, never felt rushed, felt like I was in good hands. While I can't say the process was fun (reflecting on my own death and all), Robert made the process very efficient and simple and I'm quite pleased to have this off my shoulders. Thanks!
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16 Jul, 2014 by Mary
This was easy, painless and done within 2 weeks. Robert was very informative and answered all of my questions. I really appreciate his very reasonable flat fee of $495. It has made me much more comfortable than the hourly rate that other attorneys charge. It all went just perfectly. How nice when that happens.
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24 Oct, 2013 by Anna
He is so wonderful. My husband passed away. I needed a lot of help. I called Mr. Smykowski. he was able to help me with all the issues I was going through at the time. Also, at a very reasonable fee. Definitely call him if you need help.
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Ashley L. Dudley, experienced Child Custody, Child Support attorney in San Diego, CA with 6 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,19
star star star star star
5.0/5
Avvo
5.0
6 Reviews
star star star star star
12 Mar, 2024 by Cat
Ashley worked on my case with another attorney. I met Ashley the day of the court hearing, and she was very professional. We talked about the legal issue that I had right in the court house, and from there she worked her magic. She is definitely on your side and will 100%. She sees through bluffs and nonsense in people, which I wholeheartedly respect. She was able to talk to the opposing party before we met with the judge to agree to dismiss the case, which was amazing. Hire her for your needs, you will not regret it. She is 100% worth it. Don’t think about the money, think about the peace of mind she will give you at the end of the day.
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10 Dec, 2022 by Priscilla
Ashley picked up my case at the end of 2021 and after almost a year (not her doing), she helped me beat it last week. There aren’t enough words to describe her! She not only is a phenomenal attorney but an amazing human being as well. She is one of the few attorneys that I can say actually cares. She didn’t just help beat a custody case, she helped me finally stand up for myself. I am forever grateful for Ashley.
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03 Mar, 2020 by Anonymous
I needed an attorney to assist with a pseudo-domestic issue and Ashley was extremely professional, diligent, and helped to keep the costs down as well. Her legal advice was concise and understandable to someone such as myself with little to no legal experience in this area. She was extremely accommodating with working around my schedule, and she was able to handle all signatures on documents electronically, so I did not have to go out of my way to go to her office to sign documents. She also gave me a payment plan to pay off my balance. Overall, very high value and extremely happy with Ms. Dudley. If I have legal issues in the future, I would work with her again.
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What an Estate Planning Lawyer Can Do for You

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

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

When Should I Hire an Estate Planning Lawyer?

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

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

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

What Does an Estate Planning Lawyer Do?

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

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

How Are Estate Planning Lawyers Paid?

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

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

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

How Much Does an Estate Planning Lawyer Cost?

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

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

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

Top Questions to Ask an Estate Planning Lawyer

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

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

How to Check the Credibility of an Estate Planning Lawyer

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

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

What Should I Prepare for My First Consultation?

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

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

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

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