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30 Jan, 2024 by Sam jones
We are contemplating a move back to Washington state where we lived for many years. Without proper estate planning we would potentially be subject to the Washington estate tax. n our initial contacts with the firm, we clearly identified that we were residents in another state. We were instructed to provide our detailed financial picture as well as our current estate planning documents which we provided promptly and told that our information would be forwarded to the attorneys for evaluation. The following is the email response.
“Thank you for filling out and returning your Questionnaire.
I will forward your information to our attorneys for review. Once they have completed their review, I will be back in touch with you regarding a quote for services and the next steps for scheduling.”
Well over a month went by with no word back from STIB. I finally contacted them by email requesting a status update. Within minutes, I received the following reply.
“Thank you very much for contacting our firm. Unfortunately, we are not able to take on your case. Our firm does not advise out-of-state residents on tax issues. Our focus is estate planning and long term care planning.”
The STIB website clearly tax issues as part of estate planning. I also found no restrictions on attorneys in Washington state providing consultation to out-of-state residents considering residency in Washington.
Needless to say, I was astounded by what I consider to extremely poor communication and timely follow-up. If it is indeed not their policy to advise out-of-state residents on tax issues, I would have expected to have been informed of that policy up front thus saving us the time of compiling and sending detailed and confidential financial and estate planning information. In my opinion, this represents incompetent and totally unprofessional behavior.
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18 Jul, 2023 by Michael o'connell
14 Aug, 2022 by Susan zurek
Very experienced attorneys who truly care about their clients
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5.0
2 Reviews
3.5
20 Reviews
10 Jun, 2024 by B a sanchez
04 Aug, 2023 by Todd moore
Not accepting new clients
Oh that’s not very helpful
One star
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01 Feb, 2023 by M'sh elle hollandgreene
Never returned my phone call
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10 Sep, 2024 by River witch
Michelle Fze Chong So is an extraordinary lawyer who embodies the passion and tenacity often portrayed in movies and TV shows. Her commitment to delivering justice is inspiring and remarkable, reflecting the true spirit of a legal champion. Her unwavering support and expertise were nothing short of amazing.
Winning a case others claimed was hopeless showcased her exceptional skills and immensely impacted our lives. We are profoundly grateful for her ability to turn the tide in our favor when all seemed lost. She not only our saved our butts, but she also saved us tens of thousands of dollars. She is a true warrior with superpower legal skills. Her legal expertise was vital to securing our future. Her dedication and hard work have made all the difference in our lives. We are forever appreciative and profoundly grateful for all her effort and hard work.
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07 Sep, 2024 by Ken leffler
Kelley Duggan was disciplined by the Washington state bar for ETHICS violation, very incompetent attorney
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06 Sep, 2024 by X x
22 Apr, 2015 by Anonymous
He represented my parents and when the last parent died one sibling had our 87+ mother change the Will a few months just before she passed ... Brian saw it all the way and let it go without any warning to the rest of us.. all legal... but when we questioned the actions.. he said that if we legally contested ...any monies that we were to receive would be reduced to defend the one sibling.. again.. all legal but not my parents intentions...he didn't care .. he got his fees.
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05 Jun, 2007 by Anonymous
Brian Ives helped us prepare our will (of course we didn't get around to it until our first child was born) and helped us update it after we had 2 more children. He listened well. He was courteous and handled a sensitive matter very thoughtfully. I would happily recommend him to anyone.
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05 Jun, 2007 by Anonymous
Brian has worked with our company in preparing numerous LLC agreements and in other real estate matters, both mundane and complex. He has a quick grasp of our issues and executes on our behalf with professionalism, wisdom, and effectiveness.
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06 Aug, 2023 by Am
We worked with Derek to set up a living family trust and found him to be an affable, knowledgable and very patient attorney. He explained various tax state and federal laws in a simple enough way for us to understand what the trust structure would be. He was able to set up a trust in such a way to protect our family from high state and federal taxes esp. around inheritance and estate taxes. Would strongly recommend him for tax and estate planning. He does appear to be quite busy, so it helps if you contact his PA/staff occasionally to make sure the planning meetings are arranged as discussed. But that was not a major hassle, given how nice our experience was with Derek.
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03 Mar, 2020 by Robert
My wife and I met with Derek for initial consolation for estate planning. The meeting was great and it seemed clear that Derek knows his stuff. We left that meeting with a plan that Derek would provide a quote and a timeline for the work that needed to be done. Unfortunately, that was the last productive contact that we had. It's been about 6 weeks since that meeting, and despite multiple requests, we have not received a quote or an estimate of when we would get one... Not sure what's going on.. Dereks Admin is Rosalie. She is nice, but keeps giving me non-commital run-around. I said that if Derek just does not want to do this work, just let us know, but all we get is "I'll check with Derek and get back to you" ?? Strange..... We are really disappointed because we have been searching for an estate lawyer that we felt good about... Thought we had found one.
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26 Sep, 2010 by Anonymous
Mr Jensen was able to help me sort out the details of my fathers convoluted Sestate and establish power of attorney services. The advise was accurate and extremely helpful.
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19 Jan, 2023 by Alex
Just wasted my time with this lawyer!
He promised that he will be able to help me and in fact 0 result.
Not recommend!!!
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30 Oct, 2019 by Eric
Although my first inclination is never to hire a lawyer, in several instances it was absolutely necessary and I always found David to be responsive, knowledgeable, and timely. In dealing with the other side, he was always respectful and treated them fairly, but firmly as I would have wanted. I heartily recommend him and his services.
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09 Nov, 2018 by Cristin
We had the pleasure of working with David on some Real Estate projects that we were navigating. David is very attentive, efficient and reasonable. He was a pleasure to work with.
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10 Jun, 2024 by B a sanchez
04 Aug, 2023 by Todd moore
Not accepting new clients
Oh that’s not very helpful
One star
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01 Feb, 2023 by M'sh elle hollandgreene
Never returned my phone call
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10 Jun, 2024 by B a sanchez
04 Aug, 2023 by Todd moore
Not accepting new clients
Oh that’s not very helpful
One star
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01 Feb, 2023 by M'sh elle hollandgreene
Never returned my phone call
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10 Jun, 2024 by B a sanchez
04 Aug, 2023 by Todd moore
Not accepting new clients
Oh that’s not very helpful
One star
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01 Feb, 2023 by M'sh elle hollandgreene
Never returned my phone call
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19 Jan, 2024 by Scott
Among life’s mistakes, I’ve made some doozies. The second biggest one? Hiring Christopher Rao of Beacon Attorneys.
While skiing in 2017, I suffered a traumatic brain injury. Months later in his waiting room, I pondered Christopher’s vintage photo of a train wreck. A jaded metaphor for my once-hopeful marriage? — no, this was about what I still had coming.
Christopher presented his credentials. Graduated from Harvard… specialized in game theory… leader of the county bar association’s family law section… he’s in my neighborhood… How could I go wrong?
After I retained Christopher, I learned he’d recently fallen out with his legal partner (hence the name change from “Rao and Pierce”). In the transition, the support staff were in flux and disarray.
Early on, his team neglected to file critical documents. They made an embarrassing factual error about my son. To my repeated requests they were often nonresponsive. I harangued them to complete my will.
Throughout, we let opposing counsel drive a simplistic narrative. “We’re keeping our powder dry”, Christopher would tell me. He did object to the judge about OC’s page counts… Our court orders? all drafted by OC. We lost and we lost, and each time Christopher declared some small victory.
And he’d regularly criticize me. “I’m tough on my clients”, he’d tell me. Regularly I wondered if I’d hired an adversary, not an advocate. From other reviewers I’m seeing I’m not alone in this.
Two years and about $100K later we withdrew, and Christopher’s long-suffering assistant wrote me, “Thank you for being you, for being kind, caring and never being afraid to express your emotions. You will always be one of my favorite clients.”
Divorce is already too traumatic. Much as I empathize with his staff, I suggest that you avoid Christopher Rao.
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19 Oct, 2023 by Allyn
I have known and worked with Christopher for more than 20 years
I’ve referred numerous clients to him, and use his services myself. I have found he has given me excellent service, and those of the people I’ve referred to him.
If he did not have the expertise, then he would refer me to an attorney that he personally knew, that had the expertise.
I do not hesitate in recommending his law firm.
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31 Dec, 2020 by Anonymous
Mr. Rao is an excellent lawyer. He got me a great settlement a few years ago. I returned to his firm and had him do my will. I have called him with questions and he has given me sound advice that has really saved me. I recommended him to friends and family because of the personal care and attention he gives you.
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12 Dec, 2018 by Leif madsen
i was referred to Kerry Richards by a friend who also had a great experience. Kerry Richards is a saint. saved me and my son. i owe to him all the little moments i get to experience as i watch my son grow everyday. we finalized everything almost three years ago and writing this still brings tears to my eyes. there is nothing more important than family, and i wouldnt trust mine with anyone else.
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15 Aug, 2018 by Rob fulwell
09 Feb, 2015 by Lori sherman
Do not use Joel Bradshaw to be the lawyer for a irrevocable trust. The trustee would not give an accounting or bank statements and receipts to the beneficiaries, which is required by law, and Joel Bradshaw defended the trustee instead of the beneficiaries. He must not have informed the trustee of the law. The law requires the trustee to look out for the best interest of the beneficiaries not use the trust money in whatever way they please. Mr. Bradshaw also told beneficiaries the trustee could not produce the bank statements because they were in "storage". I guess he never heard of "online banking".
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18 Oct, 2019 by Dee
I went and met Mr. Anderson for a free 30 min consultation regarding professional negligence, he had no problem spending quite a bit more time discussing the details 2+ hours he spoke with me. I left feeling appreciative and optimistic, he kept my paperwork to look over the holiday week, just to familiarize himself with my case.
Awsome rite? Wrong..... after 6 months of numerous emails and voice messages, I finally caught him by phone to make a follow up appt. He offered no explanation for the non-communication, and that appt he set never happend. Now its been another 6 months (over a year now total) Ive called and emailed repeatedly with no response. Last week I called from a private number and he answered ...scheduled a time for me to come meet him to get my documents. The morning before we were scheduled to meet I spoke with him again and he asked to reschedule, saying he was having breakfast with colleague of his who was interested about my case the next morning and wanted to have the paperwork to show him. Well .... I guess after so long of not hearing a word from him I shouldnt have agreed to reschedule, needless to say I didnt hear back from him and he surely hasnt responded to emails or calls. He seemed genuinely interested in my situation I really didnt expect this type of conduct- Im obviously mad...
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01 Mar, 2019 by Francisco
The biggest issue for this guy is very unresponsive (never responded to your email, calls) during his representation for this one year. Somewhat careless, and forgetful.
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14 Jul, 2017 by Anonymous
Jason did not give the bankruptcy court our new address and he did not give the court our change of income even when we gave him 21 days notice of our address and income change to our court.
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04 Jan, 2021 by Anonymous
We were referred to Ms Redinger by a friend who had already used her services and was satisfied. We hired her to set up wills and estate planning. Things started quite well, but then she abruptly dropped us as clients when we asked a basic question she had difficulty answering.
We're not confident in an attorney who is unable to provide clear answers about something (in this case a Trust) they're supposedly very familiar with. And we're put off by an attorney who quits when the first snag comes up.
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02 Apr, 2016 by Anonymous
I spoke to Denise Redinger on the phone on a Friday afternoon about getting help with real estate-related paperwork that had to be completed before I could sell my house. She said she could help and told me she could prepare the forms over that weekend. I paid for the service then in good faith.
Two weeks passed, and I hadn't received the forms in the mail or heard from her (although I did receive an invoice for the charges to my credit card).
I called her office twice after that to request status and was told both times that she wasn't available but that she would be given the messages. She never returned my calls. The third time I called, I was told that Denise had said to this person that if I called, to tell me that she would have the forms done that day. I said that since she told me she would have them completed by a certain date and hadn’t, and I hadn't heard from her, I couldn't really believe what she said, and I requested a refund.
When I received a copy of the refund transaction from one of her employees via email (who had copied her on the email), I replied and relayed my disappointment. Denise replied and claimed there had been a series of misunderstandings (I don't know what they were; she didn't say), then lied and said that when I called the third time, I was actually told that the paperwork was done but that I said I didn't want it.
She also claimed she would email me the forms for free and never did. Instead, she mailed them, and they were incomplete. I had to wait three weeks to find out that the service I'd paid for wasn't performed, thus delaying a real estate transaction I needed to complete. This lawyer also lied and didn't think it was necessary to explain why she had given me a completion date but failed to meet it.
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17 Nov, 2015 by Robert
Things that are important to ones soul sometimes require legal representation and this can be problematic because law and the representation of the law do not always have the finesse, heart and honest purpose that are required to resolve difficult and familial issues, so I feel particularly blessed to have found such a capable and professional legal representative.
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11 Dec, 2021 by Nichole kyrkos
02 Aug, 2013 by Mike
I have used Doug for numerous life issues from personal injury, business and estate issues. I have also sent Doug other clients who where friends of mine and they too are satisfied with his work and results. I have known Doug for more than 25 years and I never hesitate to pick up the phone and ask him questions even if I have not spoken to him in 3 years. He ask about my family, he ask how is the career going etc. Then we get to business. I enjoy his questions asking process and a good sense of humor along the way. I strongly recommend Doug as attorney who also has become a friend I can trust when trust s the main thing you are asking for in a time of need.
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16 Oct, 2013 by Ronaldo
Represented me in complex injury case, tried to a jury and jury awarded fair compensation. He has a lot of trial practice experience and trying cases to juries in courts throughout Western Washington. I recommend him without qualification and have recommended him to several friends. All have been highly satisfied with the work he did for them.
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08 Jun, 2007 by Anonymous
Kevin did a great job defending me against a frivolous lawsuit.
He not only had the case dismissed but gain a judgment against the opposing party for his fees.
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26 Apr, 2023 by Gene
I had hired Mr. Kirkevold on retainer in Jan 2022 in an effort to prevent my siblings from stealing my inheritance. My siblings were successful, so lobg as the property remains unsold I am denied my inheritance and as long as my brothers continue to live their, the the property will degrade. They ignored him essentially.
My attorney did not stick up for me. I was charged well above market prices. In fact, because He charged so much and always unprepared for when I had conversations with him, half of my retainer was cobsumed with nothing really to show for it.
Mr Kirkevold FAILED to live up to his firms mission statement of,
"Our Mission
We provide trusted advice and formidable advocacy for our clients. Our core responsibilities include understanding our clients’ goals, aspirations, and challenges, and using those insights to deliver the highest standard of personalized services in a timely and efficient manner. " This did not happen for me and this experience has made me even less mistrustful of lawyer in general. I deplore the terrible service and lack of attention and comittment to me since I was paying top dollar for his service.
He is a nice enough person, but he failed me.
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17 Oct, 2022 by Anonymous
If you want the best possible legal defense in the Seattle area and beyond, look no further. Kameron Kirkevold is your man. When Kameron represents you, he will deliver a world-class defense on your behalf, while establishing a strong rapport with you, ensuring you will not face a serious legal challenge alone.
Kameron fiercely defended me from start to finish, culminating in a settlement —at least ten times smaller than what was demanded by the opposing attorney. With great attention and expertise, Kameron analyzed my case to determine that my former attorney would need to serve as a witness on my behalf. Kameron contacted my former attorney and convinced him to provide a detailed declaration in support of my case. Kameron directed a member of his team—another attorney—to reach out to other key witnesses who agreed to provide additional critical declarations. These actions by Kameron and his team turned the case around 180 degrees in less than one month. Instead of facing the real possibility of being drug into court by the opposing party, Kameron pulled together a brilliant legal defense and negotiated a small settlement that was significantly reduced from the original demand. I was blown away by Kameron’s legal defense of me and his personal characteristics.
Based on my experience as his client, I believe Kameron’s illustrious legal career is built in no small measure on a foundation of extraordinary personal characteristics and professional competencies. Paramount among all others is that Kameron is TRUSTWORTHY. Kameron builds trust by standing by you steadfastly throughout the challenging legal process and its aftermath; patiently explaining the entire legal process ahead including the potential risks, exposure, and scenarios; and answering every question forthrightly without being dismissive or impatient.
Kameron has many other admirable qualities: fierceness, brilliance, authenticity, steadfastness, attentiveness, compassion, honorable, and humbleness; in addition, he possesses deep legal knowledge and acumen, phenomenal writing skills, and exquisite listening skills.
For the first time in my life, with Kameron’s representation, I felt the full force of a highly competent legal defense and witnessed what a truly talented attorney is capable of. I am deeply grateful to Kameron and his team for their stellar representation and life-changing outcome. Over the course of the last year and a half, I have come to know Kameron to be someone with the highest integrity who embraces his humanity. Kameron stood by me steadfastly during a very painful time in my life, and he continues to provide me with legal advice. I wholeheartedly recommend Kameron to others who need the absolute best possible legal advice and defense. Kameron Kirkevold is among the very best, as an attorney and human being.
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11 Jul, 2024 by Kristopher lichtanski
I have had an excellent experience with CCL and Ms. Choi in the matter of a complicated easement / title situation. The office staff was super responsive, appointments were scheduled quickly and in collaboration with my schedule/availability, and the meetings I had with Ms. Choi were focused, organized, and super productive. I felt that Ms. Choi was prepared for the meetings, understood what I was dealing with, and discussed with me multiple options and potential outcomes regarding this legal matter, which is going to end up in Court. I could not have asked for a better attorney for my situation (and I have consulted with others prior to CCL) and I very much look forward to my ongoing work with CCL and Ms. Choi. I recommend CCL and Ms. Choi wholeheartedly!
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05 May, 2024 by Ricardo saenz
I arranged a meeting with her to discuss immigration matters and seek professional validation of the process I had completed on my own. Unfortunately, during our reunion, she seemed more focused on protecting herself than genuinely assisting me. However, when I attended my USCIS appointment today, everything was in order, and the concerns she raised did not materialize. It was a stressful experience unnecessarily.
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26 Apr, 2024 by Larry hu
I did not have a good experience with the law firm. My main issues is that Boyoon Choi would repeatedly interrupt me and cut me off before I could finish speaking and there were some mannerisms like scoffing (in a subtle but noticeable way) that came off as pretty condescending and I received a general negative feeling from the tone of voice she used with me. She was also 6 minutes late to our Zoom meeting but cut our 30 minute meeting short nonetheless so we really only had 24 minutes together. I'm sure she would probably bill the time for 30 minutes to my MetLife benefits and not the 24 minutes that I actually got. The way I see it, if a client does not have the correct understanding then inform them in a respectful way. Trying to be subtle with mannerisms like quietly scoffing or responding with a negative tone, one that felt a bit indignant towards me feels less like you're working with someone that's trying to advocate for you and more like you're talking to someone that's trying to take out whatever stress she may be having towards you. It seems that no wonder her staff seems to sound a bit on edge over the phone as I can imagine what it can be like to be subjected to that over time.
She also knew that my home is in Snohomish County but told me that she can't help with the eviction process in that area, but took my money through my MetLife benefit anyway. That's pretty messed up.
Lastly, I also felt it was problematic to be told that she did not know the RCW that covered why a 90 day notice to vacate due to sale is not enforceable unless it is specifically mentioned in the lease agreement. When I requested clarification for her to specify how is this the case, she could only tell me it's part of the general landlord tenant rights that a lease agreement has to specify that an early termination can take place due to sale and that this language would not be specifically mentioned due to it being covered under the general umbrella of tenant rights. However, RCW 59.18.650 clearly states it's permissible for a landlord to end a lease agreement early with cause for the purpose of selling a home.
Boyoon Choi should really be careful with giving advice that she clearly does not know the basis for. It is concerning when you ask for the RCW that she does not know it, and scoffs at you while mentioning it's part of the general rights for a tenant.
Anyways, here is what I was told by another source about the permissibility of ending a lease early to sell the home:
In Washington State, typically, if a landlord provides a 90-day notice to vacate for the purpose of selling the property, this is generally considered lawful. In Washington State, the enforceability of a 90-day notice to vacate due to the sale of a property typically does not require a specific clause in the lease agreement stating that sale of the home entails the tenant moving out. The standard process allows landlords to issue such a notice as part of the rights to dispose of their property, assuming other legal and procedural requirements are met (e.g., proper notice period and service).
Lastly, she was also incorrect about my MetLife legal benefit. She said I don't have benefits for litigation as part of my benefit but in my MetLife portal it clearly states: "This service covers the Participant as a landlord for matters involving leases, security deposits and disputes with a residential tenant. The service includes attorney services for the eviction of a tenant up to and including trial."
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11 Jul, 2024 by Kristopher lichtanski
I have had an excellent experience with CCL and Ms. Choi in the matter of a complicated easement / title situation. The office staff was super responsive, appointments were scheduled quickly and in collaboration with my schedule/availability, and the meetings I had with Ms. Choi were focused, organized, and super productive. I felt that Ms. Choi was prepared for the meetings, understood what I was dealing with, and discussed with me multiple options and potential outcomes regarding this legal matter, which is going to end up in Court. I could not have asked for a better attorney for my situation (and I have consulted with others prior to CCL) and I very much look forward to my ongoing work with CCL and Ms. Choi. I recommend CCL and Ms. Choi wholeheartedly!
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05 May, 2024 by Ricardo saenz
I arranged a meeting with her to discuss immigration matters and seek professional validation of the process I had completed on my own. Unfortunately, during our reunion, she seemed more focused on protecting herself than genuinely assisting me. However, when I attended my USCIS appointment today, everything was in order, and the concerns she raised did not materialize. It was a stressful experience unnecessarily.
Read more
26 Apr, 2024 by Larry hu
I did not have a good experience with the law firm. My main issues is that Boyoon Choi would repeatedly interrupt me and cut me off before I could finish speaking and there were some mannerisms like scoffing (in a subtle but noticeable way) that came off as pretty condescending and I received a general negative feeling from the tone of voice she used with me. She was also 6 minutes late to our Zoom meeting but cut our 30 minute meeting short nonetheless so we really only had 24 minutes together. I'm sure she would probably bill the time for 30 minutes to my MetLife benefits and not the 24 minutes that I actually got. The way I see it, if a client does not have the correct understanding then inform them in a respectful way. Trying to be subtle with mannerisms like quietly scoffing or responding with a negative tone, one that felt a bit indignant towards me feels less like you're working with someone that's trying to advocate for you and more like you're talking to someone that's trying to take out whatever stress she may be having towards you. It seems that no wonder her staff seems to sound a bit on edge over the phone as I can imagine what it can be like to be subjected to that over time.
She also knew that my home is in Snohomish County but told me that she can't help with the eviction process in that area, but took my money through my MetLife benefit anyway. That's pretty messed up.
Lastly, I also felt it was problematic to be told that she did not know the RCW that covered why a 90 day notice to vacate due to sale is not enforceable unless it is specifically mentioned in the lease agreement. When I requested clarification for her to specify how is this the case, she could only tell me it's part of the general landlord tenant rights that a lease agreement has to specify that an early termination can take place due to sale and that this language would not be specifically mentioned due to it being covered under the general umbrella of tenant rights. However, RCW 59.18.650 clearly states it's permissible for a landlord to end a lease agreement early with cause for the purpose of selling a home.
Boyoon Choi should really be careful with giving advice that she clearly does not know the basis for. It is concerning when you ask for the RCW that she does not know it, and scoffs at you while mentioning it's part of the general rights for a tenant.
Anyways, here is what I was told by another source about the permissibility of ending a lease early to sell the home:
In Washington State, typically, if a landlord provides a 90-day notice to vacate for the purpose of selling the property, this is generally considered lawful. In Washington State, the enforceability of a 90-day notice to vacate due to the sale of a property typically does not require a specific clause in the lease agreement stating that sale of the home entails the tenant moving out. The standard process allows landlords to issue such a notice as part of the rights to dispose of their property, assuming other legal and procedural requirements are met (e.g., proper notice period and service).
Lastly, she was also incorrect about my MetLife legal benefit. She said I don't have benefits for litigation as part of my benefit but in my MetLife portal it clearly states: "This service covers the Participant as a landlord for matters involving leases, security deposits and disputes with a residential tenant. The service includes attorney services for the eviction of a tenant up to and including trial."
Read more
11 Jul, 2024 by Kristopher lichtanski
I have had an excellent experience with CCL and Ms. Choi in the matter of a complicated easement / title situation. The office staff was super responsive, appointments were scheduled quickly and in collaboration with my schedule/availability, and the meetings I had with Ms. Choi were focused, organized, and super productive. I felt that Ms. Choi was prepared for the meetings, understood what I was dealing with, and discussed with me multiple options and potential outcomes regarding this legal matter, which is going to end up in Court. I could not have asked for a better attorney for my situation (and I have consulted with others prior to CCL) and I very much look forward to my ongoing work with CCL and Ms. Choi. I recommend CCL and Ms. Choi wholeheartedly!
Read more
05 May, 2024 by Ricardo saenz
I arranged a meeting with her to discuss immigration matters and seek professional validation of the process I had completed on my own. Unfortunately, during our reunion, she seemed more focused on protecting herself than genuinely assisting me. However, when I attended my USCIS appointment today, everything was in order, and the concerns she raised did not materialize. It was a stressful experience unnecessarily.
Read more
26 Apr, 2024 by Larry hu
I did not have a good experience with the law firm. My main issues is that Boyoon Choi would repeatedly interrupt me and cut me off before I could finish speaking and there were some mannerisms like scoffing (in a subtle but noticeable way) that came off as pretty condescending and I received a general negative feeling from the tone of voice she used with me. She was also 6 minutes late to our Zoom meeting but cut our 30 minute meeting short nonetheless so we really only had 24 minutes together. I'm sure she would probably bill the time for 30 minutes to my MetLife benefits and not the 24 minutes that I actually got. The way I see it, if a client does not have the correct understanding then inform them in a respectful way. Trying to be subtle with mannerisms like quietly scoffing or responding with a negative tone, one that felt a bit indignant towards me feels less like you're working with someone that's trying to advocate for you and more like you're talking to someone that's trying to take out whatever stress she may be having towards you. It seems that no wonder her staff seems to sound a bit on edge over the phone as I can imagine what it can be like to be subjected to that over time.
She also knew that my home is in Snohomish County but told me that she can't help with the eviction process in that area, but took my money through my MetLife benefit anyway. That's pretty messed up.
Lastly, I also felt it was problematic to be told that she did not know the RCW that covered why a 90 day notice to vacate due to sale is not enforceable unless it is specifically mentioned in the lease agreement. When I requested clarification for her to specify how is this the case, she could only tell me it's part of the general landlord tenant rights that a lease agreement has to specify that an early termination can take place due to sale and that this language would not be specifically mentioned due to it being covered under the general umbrella of tenant rights. However, RCW 59.18.650 clearly states it's permissible for a landlord to end a lease agreement early with cause for the purpose of selling a home.
Boyoon Choi should really be careful with giving advice that she clearly does not know the basis for. It is concerning when you ask for the RCW that she does not know it, and scoffs at you while mentioning it's part of the general rights for a tenant.
Anyways, here is what I was told by another source about the permissibility of ending a lease early to sell the home:
In Washington State, typically, if a landlord provides a 90-day notice to vacate for the purpose of selling the property, this is generally considered lawful. In Washington State, the enforceability of a 90-day notice to vacate due to the sale of a property typically does not require a specific clause in the lease agreement stating that sale of the home entails the tenant moving out. The standard process allows landlords to issue such a notice as part of the rights to dispose of their property, assuming other legal and procedural requirements are met (e.g., proper notice period and service).
Lastly, she was also incorrect about my MetLife legal benefit. She said I don't have benefits for litigation as part of my benefit but in my MetLife portal it clearly states: "This service covers the Participant as a landlord for matters involving leases, security deposits and disputes with a residential tenant. The service includes attorney services for the eviction of a tenant up to and including trial."
Read more
11 Jul, 2024 by Kristopher lichtanski
I have had an excellent experience with CCL and Ms. Choi in the matter of a complicated easement / title situation. The office staff was super responsive, appointments were scheduled quickly and in collaboration with my schedule/availability, and the meetings I had with Ms. Choi were focused, organized, and super productive. I felt that Ms. Choi was prepared for the meetings, understood what I was dealing with, and discussed with me multiple options and potential outcomes regarding this legal matter, which is going to end up in Court. I could not have asked for a better attorney for my situation (and I have consulted with others prior to CCL) and I very much look forward to my ongoing work with CCL and Ms. Choi. I recommend CCL and Ms. Choi wholeheartedly!
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05 May, 2024 by Ricardo saenz
I arranged a meeting with her to discuss immigration matters and seek professional validation of the process I had completed on my own. Unfortunately, during our reunion, she seemed more focused on protecting herself than genuinely assisting me. However, when I attended my USCIS appointment today, everything was in order, and the concerns she raised did not materialize. It was a stressful experience unnecessarily.
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26 Apr, 2024 by Larry hu
I did not have a good experience with the law firm. My main issues is that Boyoon Choi would repeatedly interrupt me and cut me off before I could finish speaking and there were some mannerisms like scoffing (in a subtle but noticeable way) that came off as pretty condescending and I received a general negative feeling from the tone of voice she used with me. She was also 6 minutes late to our Zoom meeting but cut our 30 minute meeting short nonetheless so we really only had 24 minutes together. I'm sure she would probably bill the time for 30 minutes to my MetLife benefits and not the 24 minutes that I actually got. The way I see it, if a client does not have the correct understanding then inform them in a respectful way. Trying to be subtle with mannerisms like quietly scoffing or responding with a negative tone, one that felt a bit indignant towards me feels less like you're working with someone that's trying to advocate for you and more like you're talking to someone that's trying to take out whatever stress she may be having towards you. It seems that no wonder her staff seems to sound a bit on edge over the phone as I can imagine what it can be like to be subjected to that over time.
She also knew that my home is in Snohomish County but told me that she can't help with the eviction process in that area, but took my money through my MetLife benefit anyway. That's pretty messed up.
Lastly, I also felt it was problematic to be told that she did not know the RCW that covered why a 90 day notice to vacate due to sale is not enforceable unless it is specifically mentioned in the lease agreement. When I requested clarification for her to specify how is this the case, she could only tell me it's part of the general landlord tenant rights that a lease agreement has to specify that an early termination can take place due to sale and that this language would not be specifically mentioned due to it being covered under the general umbrella of tenant rights. However, RCW 59.18.650 clearly states it's permissible for a landlord to end a lease agreement early with cause for the purpose of selling a home.
Boyoon Choi should really be careful with giving advice that she clearly does not know the basis for. It is concerning when you ask for the RCW that she does not know it, and scoffs at you while mentioning it's part of the general rights for a tenant.
Anyways, here is what I was told by another source about the permissibility of ending a lease early to sell the home:
In Washington State, typically, if a landlord provides a 90-day notice to vacate for the purpose of selling the property, this is generally considered lawful. In Washington State, the enforceability of a 90-day notice to vacate due to the sale of a property typically does not require a specific clause in the lease agreement stating that sale of the home entails the tenant moving out. The standard process allows landlords to issue such a notice as part of the rights to dispose of their property, assuming other legal and procedural requirements are met (e.g., proper notice period and service).
Lastly, she was also incorrect about my MetLife legal benefit. She said I don't have benefits for litigation as part of my benefit but in my MetLife portal it clearly states: "This service covers the Participant as a landlord for matters involving leases, security deposits and disputes with a residential tenant. The service includes attorney services for the eviction of a tenant up to and including trial."
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11 Jul, 2024 by Kristopher lichtanski
I have had an excellent experience with CCL and Ms. Choi in the matter of a complicated easement / title situation. The office staff was super responsive, appointments were scheduled quickly and in collaboration with my schedule/availability, and the meetings I had with Ms. Choi were focused, organized, and super productive. I felt that Ms. Choi was prepared for the meetings, understood what I was dealing with, and discussed with me multiple options and potential outcomes regarding this legal matter, which is going to end up in Court. I could not have asked for a better attorney for my situation (and I have consulted with others prior to CCL) and I very much look forward to my ongoing work with CCL and Ms. Choi. I recommend CCL and Ms. Choi wholeheartedly!
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05 May, 2024 by Ricardo saenz
I arranged a meeting with her to discuss immigration matters and seek professional validation of the process I had completed on my own. Unfortunately, during our reunion, she seemed more focused on protecting herself than genuinely assisting me. However, when I attended my USCIS appointment today, everything was in order, and the concerns she raised did not materialize. It was a stressful experience unnecessarily.
Read more
26 Apr, 2024 by Larry hu
I did not have a good experience with the law firm. My main issues is that Boyoon Choi would repeatedly interrupt me and cut me off before I could finish speaking and there were some mannerisms like scoffing (in a subtle but noticeable way) that came off as pretty condescending and I received a general negative feeling from the tone of voice she used with me. She was also 6 minutes late to our Zoom meeting but cut our 30 minute meeting short nonetheless so we really only had 24 minutes together. I'm sure she would probably bill the time for 30 minutes to my MetLife benefits and not the 24 minutes that I actually got. The way I see it, if a client does not have the correct understanding then inform them in a respectful way. Trying to be subtle with mannerisms like quietly scoffing or responding with a negative tone, one that felt a bit indignant towards me feels less like you're working with someone that's trying to advocate for you and more like you're talking to someone that's trying to take out whatever stress she may be having towards you. It seems that no wonder her staff seems to sound a bit on edge over the phone as I can imagine what it can be like to be subjected to that over time.
She also knew that my home is in Snohomish County but told me that she can't help with the eviction process in that area, but took my money through my MetLife benefit anyway. That's pretty messed up.
Lastly, I also felt it was problematic to be told that she did not know the RCW that covered why a 90 day notice to vacate due to sale is not enforceable unless it is specifically mentioned in the lease agreement. When I requested clarification for her to specify how is this the case, she could only tell me it's part of the general landlord tenant rights that a lease agreement has to specify that an early termination can take place due to sale and that this language would not be specifically mentioned due to it being covered under the general umbrella of tenant rights. However, RCW 59.18.650 clearly states it's permissible for a landlord to end a lease agreement early with cause for the purpose of selling a home.
Boyoon Choi should really be careful with giving advice that she clearly does not know the basis for. It is concerning when you ask for the RCW that she does not know it, and scoffs at you while mentioning it's part of the general rights for a tenant.
Anyways, here is what I was told by another source about the permissibility of ending a lease early to sell the home:
In Washington State, typically, if a landlord provides a 90-day notice to vacate for the purpose of selling the property, this is generally considered lawful. In Washington State, the enforceability of a 90-day notice to vacate due to the sale of a property typically does not require a specific clause in the lease agreement stating that sale of the home entails the tenant moving out. The standard process allows landlords to issue such a notice as part of the rights to dispose of their property, assuming other legal and procedural requirements are met (e.g., proper notice period and service).
Lastly, she was also incorrect about my MetLife legal benefit. She said I don't have benefits for litigation as part of my benefit but in my MetLife portal it clearly states: "This service covers the Participant as a landlord for matters involving leases, security deposits and disputes with a residential tenant. The service includes attorney services for the eviction of a tenant up to and including trial."
Read more
11 Jul, 2024 by Kristopher lichtanski
I have had an excellent experience with CCL and Ms. Choi in the matter of a complicated easement / title situation. The office staff was super responsive, appointments were scheduled quickly and in collaboration with my schedule/availability, and the meetings I had with Ms. Choi were focused, organized, and super productive. I felt that Ms. Choi was prepared for the meetings, understood what I was dealing with, and discussed with me multiple options and potential outcomes regarding this legal matter, which is going to end up in Court. I could not have asked for a better attorney for my situation (and I have consulted with others prior to CCL) and I very much look forward to my ongoing work with CCL and Ms. Choi. I recommend CCL and Ms. Choi wholeheartedly!
Read more
05 May, 2024 by Ricardo saenz
I arranged a meeting with her to discuss immigration matters and seek professional validation of the process I had completed on my own. Unfortunately, during our reunion, she seemed more focused on protecting herself than genuinely assisting me. However, when I attended my USCIS appointment today, everything was in order, and the concerns she raised did not materialize. It was a stressful experience unnecessarily.
Read more
26 Apr, 2024 by Larry hu
I did not have a good experience with the law firm. My main issues is that Boyoon Choi would repeatedly interrupt me and cut me off before I could finish speaking and there were some mannerisms like scoffing (in a subtle but noticeable way) that came off as pretty condescending and I received a general negative feeling from the tone of voice she used with me. She was also 6 minutes late to our Zoom meeting but cut our 30 minute meeting short nonetheless so we really only had 24 minutes together. I'm sure she would probably bill the time for 30 minutes to my MetLife benefits and not the 24 minutes that I actually got. The way I see it, if a client does not have the correct understanding then inform them in a respectful way. Trying to be subtle with mannerisms like quietly scoffing or responding with a negative tone, one that felt a bit indignant towards me feels less like you're working with someone that's trying to advocate for you and more like you're talking to someone that's trying to take out whatever stress she may be having towards you. It seems that no wonder her staff seems to sound a bit on edge over the phone as I can imagine what it can be like to be subjected to that over time.
She also knew that my home is in Snohomish County but told me that she can't help with the eviction process in that area, but took my money through my MetLife benefit anyway. That's pretty messed up.
Lastly, I also felt it was problematic to be told that she did not know the RCW that covered why a 90 day notice to vacate due to sale is not enforceable unless it is specifically mentioned in the lease agreement. When I requested clarification for her to specify how is this the case, she could only tell me it's part of the general landlord tenant rights that a lease agreement has to specify that an early termination can take place due to sale and that this language would not be specifically mentioned due to it being covered under the general umbrella of tenant rights. However, RCW 59.18.650 clearly states it's permissible for a landlord to end a lease agreement early with cause for the purpose of selling a home.
Boyoon Choi should really be careful with giving advice that she clearly does not know the basis for. It is concerning when you ask for the RCW that she does not know it, and scoffs at you while mentioning it's part of the general rights for a tenant.
Anyways, here is what I was told by another source about the permissibility of ending a lease early to sell the home:
In Washington State, typically, if a landlord provides a 90-day notice to vacate for the purpose of selling the property, this is generally considered lawful. In Washington State, the enforceability of a 90-day notice to vacate due to the sale of a property typically does not require a specific clause in the lease agreement stating that sale of the home entails the tenant moving out. The standard process allows landlords to issue such a notice as part of the rights to dispose of their property, assuming other legal and procedural requirements are met (e.g., proper notice period and service).
Lastly, she was also incorrect about my MetLife legal benefit. She said I don't have benefits for litigation as part of my benefit but in my MetLife portal it clearly states: "This service covers the Participant as a landlord for matters involving leases, security deposits and disputes with a residential tenant. The service includes attorney services for the eviction of a tenant up to and including trial."
Read more
09 Apr, 2024 by Dee tee
15 Mar, 2018 by C. and
Melanie helped me through a really difficult legal matter. She stayed in close communication and allocated enough time to get it resolved in my favor. I appreciate her professionalism and her sheer grit. She did what was necessary to take care of it and didn't overcharge. I really appreciate her honesty.
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11 Jul, 2017 by Matthew
I hired Melanie under recommendation from a friend and then was warned by that friend that she was screwing him out of return of money that was paid for a retainer and suggested I do not hire her. He is currently filing a bar complaint and had her contacted by another attorney to get some money back. I HAD ALREADY SIGNED AN AGREEMENT SO WAS STUCK. She literally did nothing she promised, took no action or gace no advise on home, did not follow through on any ideas or promises based on initial consultation and then 8 months in sends me a letter she quits due to the fact she will be out of town for a personal issue - asked her for court dates and nay info pertaining my divorce status to be sent to me and she said look at your old emails to find anything - SHE SHOULD NOT BE WORKING AS AN ATTORNEY - You expect an attorney to guide you through process and suggest what to do throughout - DO NOT HIRE THIS LADY SHE IS A SHAM
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06 Dec, 2013 by Anonymous
Nice to talk to on the phone but shoves you aside when she's busy. I've been waiting a while for her to help. Nice lady but seemed to busy to work my case. Why didn't she communicate in a reasonable time ? I don't know.
She claims that she responds to requests promptly? This can't be further from the truth. There were multiple times that she did not bother to return my calls and was unapologetic for her procrastination. She was also acting like a counselor and telling me how i should handle my oldest son and how I should talk to him. She rambled on like she is some counselor or physiologist. I found this inappropriate and disturbing. I felt like she is not personable whatsoever and is quick to denounce her own faults and blame me as potential client when posting a negative review.
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17 Jun, 2024 by Donna
My mother passed away on October 6, 2022. In her will she willed me her gold Canadian coin as an inheritance item (among other items). When I drove there to pick up my inheritance coin I mentioned to Terry (my brother) that it wasn’t there, there were no British items of my mother’s (Maryann told me she had removed them from my parents’ house), and both JJ’s coins and diamond ring were not there. Terry then pointed to my parents’ bedroom where Maryann Baker and Irene Coyle were sleeping and had been illegally sleeping in my parents’ bed. I picked up the items that were there and then I left the house. A monetary inheritance of $500,000 has already been distributed to both Maryann Baker and Terry Sifford over a year ago, I still do not have my inherited Canadian gold coin and Attorney Grenely refuses to give me my portion unless I approve Maryann Baker’s personal expenses. Mr. Grenely suggested that I drive to Canada to replace my inheritance coin. I want the Canadian coin my mother left for ME.
I requested my Canadian gold coin sent to me through certified mail and as of today, June 14, 2024, I still have not received any of my inheritance.
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19 Jan, 2024 by Gurn blanstein
I have never dealt with an attorney or law firm that was as great as this law firm is. Henry Grenley Is the best attorney I've ever dealt with in my life. He's made my life so much easier getting through the process of dealing with my mother's estate. Not to mention they're very reasonable on the rates. I can't say enough good about Henry. It's always a pleasure every time I meet with him. If I could give 10 stars I would!
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17 Jan, 2024 by John andrews
12 Dec, 2018 by Leif madsen
i was referred to Kerry Richards by a friend who also had a great experience. Kerry Richards is a saint. saved me and my son. i owe to him all the little moments i get to experience as i watch my son grow everyday. we finalized everything almost three years ago and writing this still brings tears to my eyes. there is nothing more important than family, and i wouldnt trust mine with anyone else.
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15 Aug, 2018 by Rob fulwell
09 Feb, 2015 by Lori sherman
Do not use Joel Bradshaw to be the lawyer for a irrevocable trust. The trustee would not give an accounting or bank statements and receipts to the beneficiaries, which is required by law, and Joel Bradshaw defended the trustee instead of the beneficiaries. He must not have informed the trustee of the law. The law requires the trustee to look out for the best interest of the beneficiaries not use the trust money in whatever way they please. Mr. Bradshaw also told beneficiaries the trustee could not produce the bank statements because they were in "storage". I guess he never heard of "online banking".
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01 Jan, 2020 by Anonymous
I have worked with Mr Lyons for over 15 years on various business related transactions and have always received excellent results. We hired Mr Lyons in 2013 for a real estate transaction, he was very helpful and delivered the results we needed in a short time frame. I also used Dave Lyons in 2017 to recover funds from a private placement investment.
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23 Oct, 2018 by Daniel
We hired Mr. Lyons for the sale of business for the estate and that's when our nightmare started.
Mr. Lyons has been in control of our profits from the sale of our real property for over 2 years and has been consistently taking money out for himself in terms of made-up fees (to the tune of over $100,000). He tricked us to sign a power of attorney and been enriching himself ever since.
He continues to make up excuses and to refuse to release our portion of the proceeds.
It’s an unfortunate situation that he betrayed our trust. I would not recommend him to anyone.
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25 Mar, 2018 by Anonymous
We hired David for a business transaction. Very bad performance. Very rude and non-communicative immediately after I signed the contracts. His emails and documents are full of typos and grammatical errors. Needless to say, the outcome was poor and we lost the deal. Then to add insult to injury, he tried to shift the blame of the outcome to us. I find this to be a highly unethical behavior.
We had to hire another lawyer just to clean up the mess he created.
I would never hire David T. Lyons again, even if he PAID me!!
It's a miracle how this guy stayed in business for so long. There are tons of other more competent lawyers in the area, Do yourself a favor and avoid him at all cost!!
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29 Apr, 2014 by Anonymous
I was a client of Mr. Reid's and was very unhappy with the service that he was supposed to deliver.
He did not return my phone calls or do the job he was hired for. In the end I lost over 30 000.00 , I do not feel he would be a good lawyer to call, I would make sure you check credentials before you decide to hire this guy.
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11 Dec, 2021 by Nichole kyrkos
12 Jun, 2012 by Anonymous
He came recommended, but I found that the referrer had not used before. I found out the hard way that the firm was not organized, detail focused, or sensitive to costs. Three to four times the estimate later, a marginal package of legal docs prepared. Charged full rate for time with a paralegal. Really felt like he preys on the special needs misfortune. Starting over with another firm
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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:
-
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.
