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20 Aug, 2024 by Lauren guza
I can't recommend James Stein highly enough. We had felt a bit daunted by the estate-planning process, but James guided us through its intricacies with expertise and ease. He was both professional and personable, very well versed in the language of the law but also attuned to the human side of things. Thanks to James, we came away from the process with a sense of confidence and security in the plan we created, and that peace of mind is invaluable.
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10 May, 2024 by Melinda dart
I recommend James Stein for creating a living trust. He explains everything thoroughly and anticipates future complications.
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09 Mar, 2024 by Virginia downing
Cannot say enough good things about James Stein.
He took me seamlessly through a complex estate planning process with kindness, authenticity and professionalism. He is detailed and a good communicator.
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03 Mar, 2022 by Liz
We had Amanda complete a special needs trust for us in an emergency situation in July 2021. Ms. Sinclair was quick, professional, supportive and bent over backwards to ensure that our special needs trust was completed ASAP. She was a lifesaver! I cannot recommend her highly enough. As a special needs parent, she truly gets how to write a SNT. We plan on hiring her again in the future for our regular estate.
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02 Apr, 2019 by Smadar
I cannot begin to explain how lucky I feet to have found Amanda! She is SO kind and extremely knowledgable with Special Needs Trusts and in helping us create our wills and trust. We highly recommend her! Her fees are reasonable and her ethics are superb!
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27 Mar, 2018 by Pam
Amanda Sinclair has made our complex estate process as clear and simple as possible. She and her wonderful paralegal are responsive, readily available and patient in directing my actions as executor. Amanda has been able to professionally quell some sensitive issues, her advice has been spot on and her recommendations for other needed professionals have been excellent. I highly recommend Ms. Sinclair.
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11 Feb, 2023 by Carol l
I highly recommend Jagar Family Law. Chelsea was very responsive and listened to all my concerns. She didn't push for litigation and was a successful advocate for me in settlement discussions. She helped me close this chapter of my life and months later, I'm still convinced this was the right decision. Couldn't have gotten here without her competent advice. She's fair, realistic and doesn't play games with opposing counsel.
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06 May, 2020 by Jackie
I can’t say enough positive things about Chelsea. I was the party of a nasty divorce with a narcissist; which is the worst divorce to encounter. After having two previous attorneys that wanted to play games, I hired Chelsea to complete remaining items. She was thorough and direct on completing the issues and knows the law better than any other. I also compliment her on her integrity and class, both in and out of the courtroom. She has a positive reputation with judges. I am also available for talking via the phone if you have more detailed questions in choosing an attorney as choosing the wrong attorney could be very costly.
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21 Apr, 2020 by Cp
Chelsea is knowledgeable and competent, and she has an excellent attitude. Her reasoned approach to my divorce made a big difference. In one of the more difficult moments for me, Chelsea was able to keep me focused - which is no easy matter. I am very grateful that I was able to work with Chelsea. Highly recommend.
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24 Jun, 2015 by Regina
Karlo and Olivia Nebres provided exceptional assistance and guidance throughout the planning of our living trust. They made the entire process very comfortable and really took the time to help us understand the details required to complete our trust. My husband and I are would highly recommend The Nebres Law Firm.
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22 Jun, 2015 by Anonymous
Sought the advice of Mr. Nebres regarding estate planning. We have a little one now and wanted to plan for her. Mr. Nebres was very thorough and made all the difficult concepts easy to understand. He is very knowledgeable about our concerns in relation to estate planning and brought great suggestions to work around probate.
Aside from being very personable, unlike common lawyer stereotypes, I really like the fact that he let us make the decision on our own. I would definitely recommend him to anyone looking to plan long term for their family members.
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18 Jun, 2015 by Anonymous
Karlo made things easy for us to understand. He took the time to expain the entire process and answer all our questions. He is very responsive and is always quick to reply. I highly recommend Karlo as an Estate Planning attorney.
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04 Oct, 2021 by Debra
Handling the affairs of a deceased family member can be a sad and daunting task in the best of times. The staff shortages and seemingly endless bureaucratic delays brought on by the pandemic have complicated even the simplest processes. I consider myself fortunate to have found Ms. Soodeehul.
By the time I consulted Ms. Soodeehul last March, I was already beyond frustrated. Ms. Soodeehul answered all my questions thoroughly, assured me that I was on the right track, and brought up several other things that I had not yet considered. Her plan continues to work well.
I highly recommend the impressive Ms. Soodeehul to anyone seeking an estate planning attorney with an exceptional breadth of knowledge, excellent communication skills, and boundless patience. I hope to see her soon to draw up my own estate plan.
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01 Feb, 2018 by Lubna
Nerisha is extremely knowledgeable. She is a brilliant attorney who considers every facet of estate planning, and not just the issue at hand. As such, one can rest assured that she will not leave any loose ends. Nerisha knows the ins and outs of her trade and very few attorneys rise to her level of competence and knowledge. She deeply cares about her clients and goes to great lengths to make sure that their needs are met. The essence of her practice is trust. You can trust her to protect your loved ones and to make certain that your wishes are met. You can trust her to be thorough and proactive. In short, you can trust her with your estate.
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22 Sep, 2013 by Amanda
Nerisha's assistance was invaluable when the time came for me to act as trustee on my grandmother's estate. She helped guide me though the process in an informative yet kind way. Upon my grandmothers passing, Nerisha was there to support me in dealing with the complicated family issues. I would highly recommend Nerisha to any of my friends or family.
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5.0
2 Reviews
16 Apr, 2019 by Dennis
I hired Julie to review trust documents, change trustee, write new power of attorney, and file changes with county. Julie was clear with explanations of steps needed to accomplish changes and efficient in completing required documents.
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26 Dec, 2012 by Mrs. m
I had tried for over several months, to find an Attorney that would handle Medi-Cal, and not be afraid to fight the system. Most Attorneys said, "You will never win with Medi-Cal - give up". When I called Julie (referred by another attorney), she told us she would be at our house for a consultation. That happened within 24 hours. She took a load off our shoulders that can't be put in words. Her very capable staff called the next morning and let me know what the next step was. To make a real long story shorter, she was able to facilitate and stop the possibility of us being on the streets within a few months. My husband suffered a massive stroke 5 1/2 years ago and is still totally disabled. I truly don't know what we would have done without finding her. Miss Fiedler is caring, knowledgeable, attentive, and knows the system, which can be very nasty and non-caring. Just ask me I know! I am this wonderful man's wife and his best and most tenacious friend. Thank you Julie - Don't even hesitate to call her!
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21 May, 2015 by Mollie
Jonathan’s professionalism and eloquence are reflected in his work. With proficiency and skillfulness, he tailored all documents to our specific needs. He secured our peace of mind so that we could confidently pursue our business endeavors and he made the whole process feel easy and uncomplicated. Without any hesitancy, we will certainly acquire his services for any future work.
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18 May, 2015 by Mollie
Jonathan’s professionalism and eloquence are reflected in his work. With proficiency and skillfulness, he tailored all documents to our specific needs. He secured our peace of mind so that we could confidently pursue our business endeavors and he made the whole process feel easy and uncomplicated. Without any hesitancy, we will certainly acquire his services for any future work.
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05 Nov, 2019 by Dominique balabat
25 Apr, 2011 by Anonymous
Scott was easy to communicate with and did everything that he promised. At no time did Scott judge, ridicule or place himself above me, his client. Scott was always available when I called, always answered my questions or addressed my concerns.
His focus was to assist me through a difficult time by communicating with me and performing the necessary legal work to get through the Bankruptcy process, with as little pain as possible.
If you retain Scott, get all your paperwork done and delivered, you will make the process move along very fast, and before you know it your BK will be discharged and you will be on your way to rebuilding your credit and life.
I recommend Scott Jordan to anyone contemplating a personal Bankruptcy. This was not an easy time, however Scott helped me make the best of the situation.
Thank you again Scott, I hope I never need your services again:)
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17 Apr, 2018 by Aase
I hired Laura to assist with a family matter during a very difficult time in my life. She is extremely knowledge and compassionate. A great lawyer! I highly recommend her for anyone who needs estate planning.
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10 Jan, 2017 by Anonymous
Took the time needed to explain everything, at a fair fixed price.
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17 Oct, 2017 by Eleezeh
Lisa is amazing. Our case took 3 years and she was with me through it all. She is honest, patient and very knowledgeable. The brief she created for my case was complete and with case citing's that made the other side panic and settle. This was a case that the other side was difficult, unreasonable and Lisa was able to maneuver through all the stones they threw at us, take the lien off my house and settle the case. She is very diligent and honest. She answers your emails and phone calls promptly. I cannot thank her enough and I recommend her highly.
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20 Aug, 2024 by Lauren guza
I can't recommend James Stein highly enough. We had felt a bit daunted by the estate-planning process, but James guided us through its intricacies with expertise and ease. He was both professional and personable, very well versed in the language of the law but also attuned to the human side of things. Thanks to James, we came away from the process with a sense of confidence and security in the plan we created, and that peace of mind is invaluable.
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10 May, 2024 by Melinda dart
I recommend James Stein for creating a living trust. He explains everything thoroughly and anticipates future complications.
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09 Mar, 2024 by Virginia downing
Cannot say enough good things about James Stein.
He took me seamlessly through a complex estate planning process with kindness, authenticity and professionalism. He is detailed and a good communicator.
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21 Feb, 2020 by Suzie homewrecker
If I could give Alex Guillen 10 stars, it still wouldn't be enough! He worked on my case for 2 years and got me the settlement I needed to repair my credit after being burned by a car dealership. Not only did he get job done, he was even able to negotiate a cash settlement that will allow me to refinance my new car into a better rate now that the derogatory credit is taken care of. I would absolutely recommend this firm!
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08 Dec, 2017 by Lubna jahangiri
Excellent attorney. She is very dedicated to her clients and is a trusted advocate.
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06 Aug, 2024 by Dr. samrudhi nakhwa
I received their services for lease negotiation. Jeff Brown guided me through the process. Thank you
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06 Aug, 2024 by Edward paul
Medical & Dental Counsel, particularly attorney Jeff Brown, provided exceptional service in structuring our partnership. Jeff's expertise and attention to detail ensured a smooth and efficient process from start to finish. He was highly knowledgeable about the legal complexities involved and guided us with clarity and professionalism. We are grateful for his invaluable assistance and would highly recommend Medical & Dental Counsel to anyone seeking expert legal counsel in healthcare partnerships.
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04 Jun, 2024 by Michele dias
20 Aug, 2024 by Lauren guza
I can't recommend James Stein highly enough. We had felt a bit daunted by the estate-planning process, but James guided us through its intricacies with expertise and ease. He was both professional and personable, very well versed in the language of the law but also attuned to the human side of things. Thanks to James, we came away from the process with a sense of confidence and security in the plan we created, and that peace of mind is invaluable.
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10 May, 2024 by Melinda dart
I recommend James Stein for creating a living trust. He explains everything thoroughly and anticipates future complications.
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09 Mar, 2024 by Virginia downing
Cannot say enough good things about James Stein.
He took me seamlessly through a complex estate planning process with kindness, authenticity and professionalism. He is detailed and a good communicator.
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29 Nov, 2022 by Anonymous
I hired Simona Zakheim to represent me in domestic violence restraining order, her expertise in the legal system proved that she knows how to protect her clients and deliver the best possible outcome. Not only I received granted restraining order but also a full custody of my child. I would highly recommend her to anyone who is in need of her services. Thank you, Simona!
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29 Nov, 2022 by Anonymous
Simona was referred to me by a family friend. I have been extremely pleased with her handling of my case. Simona takes the time to understand and consider my goals not only financially but to ensure the co-parenting relationship is also preserved. Her guidance has been crucial through the process; she has been willing to go to bat for me even when I may have otherwise agreed to something that would put me in jeopardy. Simona is quick to respond to my inquiries and keeps me in the loop every step of the way.
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29 Nov, 2022 by Matt
I had a high-conflict divorce case that took years to settle due to issues from the other side. Simona stayed calm, followed the law, provided me with exceptional guidance and, in the end, found a path to settlement that I didn't think would be possible. She did a fantastic job litigating a case that included six separate attorneys on my ex's side.
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06 Aug, 2024 by Dr. samrudhi nakhwa
I received their services for lease negotiation. Jeff Brown guided me through the process. Thank you
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06 Aug, 2024 by Edward paul
Medical & Dental Counsel, particularly attorney Jeff Brown, provided exceptional service in structuring our partnership. Jeff's expertise and attention to detail ensured a smooth and efficient process from start to finish. He was highly knowledgeable about the legal complexities involved and guided us with clarity and professionalism. We are grateful for his invaluable assistance and would highly recommend Medical & Dental Counsel to anyone seeking expert legal counsel in healthcare partnerships.
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04 Jun, 2024 by Michele dias
27 Feb, 2024 by Anonymous
Never made eye contact, worked quickly, did not follow instructions given, delivered a product I could not use. Many things were done incorrectly, even simple things.
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18 Jun, 2019 by Anonymous
Ivette helped me with a series of complex issues involving different areas of estate planning and elder law. She continues to work with me to help manage our case as issues arise. She is an expert in her field and has helped us move mountains! I am so thankful for her help.
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25 Jun, 2018 by Robert
She is a very fine and talented Attorney. She gave me great and solid advice on my legal issue. I recommend Ivette. she was very professional.
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14 Jun, 2021 by Judith porter
Scott put together my trust quickly when I needed. I highly recommend him.
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02 Sep, 2020 by Angel ventura
01 Apr, 2019 by David watson
Ken is an expert in trusts, probate, and wills.
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23 Jun, 2023 by Steve
Ms. Leong crafted my parents' trust documents in 2000 as well as amendments and restatements over the next 18 years. Then, in July 2022, due to a financial emergency, Ms. Leong was very responsive and timely in effecting the necessary paperwork to allow for a change in trustee. All was good until it was time to administer the trust following my mom’s passing in February.
Two main issues arose during the trust administration. First, according to Probate Section 16061.7, the trustee is required to notify the trust’s beneficiaries within 60 days of the death of a settlor and provide specific details as well as a copy of the trust. Ms. Leong advised that this notification seemed unnecessary, and the notification, meeting the requirements of that code, was the first order of business of the attorney I hired to replace Ms. Leong. Second, Ms. Leong promised to respond to client communications “promptly” and took up to five business days to respond, even with follow-ups from the Client. When challenged, she did not accept responsibility and instead offered insincere apologies.
The subsequent attorney I hired not only handled the legally required notification, but he also suggested drafting a waiver of a formal accounting to preserve the trust’s assets from large legal and CPA fees that would be required if a beneficiary insisted on that detailed accounting. Ms. Leong made no such suggestion.
My goal was to bring this trust matter full circle, as Ms. Leong had drafted all the documents and knew the history. Unfortunately, in my opinion, this matter did not get the attention that it deserved, thus motivating me to change attorneys and incur additional expense that could and should have been avoided.
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20 Feb, 2014 by Anonymous
my mom used this lawyer and was happy with her. cant say exactly how my mom would rate her, but i'd hear it if she had any complaint.
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22 Feb, 2024 by Anonymous
She assists sexual predators in continuing to sexually abuse their children and lies on declarations as she has NO knowledge of reality.
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FAQs
Questions? We have answers
What an Estate Planning Lawyer Can Do for You
An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.
By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.
When Should I Hire an Estate Planning Lawyer?
Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:
- Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
- Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
- Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
- Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
- Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
- Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.
Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.
What Does an Estate Planning Lawyer Do?
An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:
- Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
- Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
- Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
- Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
- Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
- Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
- Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.
How Are Estate Planning Lawyers Paid?
Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:
- Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
- Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
- Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.
It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.
How Much Does an Estate Planning Lawyer Cost?
The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:
- Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
- Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
- Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
- Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.
Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.
Top Questions to Ask an Estate Planning Lawyer
Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:
-
What is your experience with estate planning?
Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services. -
How will you charge for your services?
Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs. -
What strategies do you recommend for my estate?
A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes. -
How often should I update my estate plan?
Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change. -
Do you offer ongoing support or updates?
Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law. -
How will you help my beneficiaries if something happens to me?
Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.
How to Check the Credibility of an Estate Planning Lawyer
To ensure you’re hiring a credible estate planning lawyer, follow these steps:
- Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
- Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
- Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
- Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
- Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.
What Should I Prepare for My First Consultation?
To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:
- List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
- List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
- Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
- Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
- Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.
By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.
