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09 Oct, 2024 by M. c.
My fiancé hired Mary Bevan to help her with a custody matter. After the first hearing we had concerns with Mary's approach and confidence in the court room, after the 2nd hearing we realized she was as good as having no legal counsel. She has no control whatsoever in the court room and she allowed the apposing lawyer to walk all over her. It got to the point where it seemed like Mary didn't believe my fiancé and constantly kept telling her to be honest in order for her to be able to help. My fiancé never lied and was honest from the start. We ended up firing her and hiring a new lawyer. It took the new lawyer 1 hearing to get the case resolved, Mary had 7 months and didn't do anything.
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28 Sep, 2024 by Doohyun kwon
I found Pearson Butler via MetLife legal plan. Connected with Russ to get our family trust in place. Straight forward to complete, no complaints there. Reached back out to Russ about a completely separate matter unrelated to estate planning. His response was "I do not practice law in this area and thus, have not idea." I guess I just had more expectation than a lazy response with typos. Too much to ask if there's someone he can put me in contact with? I will be moving on from Pearson Butler and find another firm to do estate planning in the future.
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04 Sep, 2024 by Irma bigler
Oh my goodness, lawyer was sooo awesome and knowledgeable love him
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20 Jun, 2024 by Amber mcfee
Aubri is a stellar attorney. I love working with her because she is knowledgable, kind, and honest.
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12 Apr, 2024 by Cody jensen
The best in cache valley!
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13 Feb, 2024 by I will behave
Been trying to get this settled for 2 and half years. Not impressed with the service or really anything they have done. We have to call them and call again and again. If you want to have any results then don't use this company. It's crazy that we knew more about what payments would be taken in full by the health insurance company than they did. I'm sure there's someone that understands the law better than this company. Keep looking.
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20 Jun, 2024 by Amber mcfee
Aubri is a stellar attorney. I love working with her because she is knowledgable, kind, and honest.
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12 Apr, 2024 by Cody jensen
The best in cache valley!
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13 Feb, 2024 by I will behave
Been trying to get this settled for 2 and half years. Not impressed with the service or really anything they have done. We have to call them and call again and again. If you want to have any results then don't use this company. It's crazy that we knew more about what payments would be taken in full by the health insurance company than they did. I'm sure there's someone that understands the law better than this company. Keep looking.
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13 Aug, 2024 by Lyndsey mcclure
Ron has been my attorney for a little over two years as I navigated a highly contentious divorce. I’ve also worked with his associate, Jennifer closely and often. They have been an absolute dream team. They have always looked out for the best interest of my kids and I and did everything in their power to get us through this process and into a better place so we can heal and move forward. They were always prepared, listened to my experiences and concerns, explained things well, and were often available quickly when situations would arise unexpectedly but needed attention. Ron is wonderful at balancing the line of keeping peace and avoiding conflict when possible, but being aggressive and an advocate when he needs to be. Every time we were in court he was prepared, quick with information and answers, and aware of even the smallest details of my case. I had complete confidence in him in the courtroom, which brought me some peace in very stressful situations. Jennifer is adept in the legal world and has always been able to answer my questions and help me understand the process. But the most beautiful thing about her is she can do that while still holding space for compassion and empathy for the ways this experience affects a person emotionally. That’s not an easy combination to find in an attorney. Ron and Jennifer saw me as a person, not just as another one of their many clients. They trusted me as much as I trusted them and believed in me during the times it was hard for me to believe in myself. They guided me with great legal advice while still allowing me to trust my gut, they always had my back. As things are finally coming to a close, I am infinitely grateful that I had them in my corner during the hardest part of my life. Heritage Law lived up to its name, because the ways they helped me and my kids will undoubtedly have a positive ripple effect in our family for many generations to come.
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01 Apr, 2024 by Chadd pither
10 stars! Ron Wilkinson & his team are the most honorable people I’ve ever met!. I can’t recommend them enough. They have worked extremely hard on my case for many years now & I will continue to use them. They stand for truth & justice. They are very professional & understanding. Me & my dear son will be forever grateful. I really can’t put it in to words on how deeply grateful I am! Thanks for all you have done & currently doing! Extremely grateful! Amazing job team!
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29 Jan, 2024 by Liberty will triumph
Before we hired Ron Wilkinson we read reviews and wondered if the poor reviews were credible since they seemed so different compared to the good reviews. Well, after experiencing Ron Wilkinson firsthand for ourselves, we can confirm the poor reviews about him are credible.
When we had our consultation, Ron told us quote, “I can probably get this case resolved with one phone call.” And he said that we would get the rest of our “retainer back to spend on Christmas.” We understood it wasn't a guarantee but that it was a good probability he could get the case resolved with one promised phone call since that is what he told us.
Ron never made that promised phone call. We emailed him and called the office countless times over the next 6 weeks. We did not receive replies to our emails or any callbacks. We finally scheduled a phone call in advance to speak with Ron, which costs almost $400 an hour. We asked Ron if he made that one phone call yet that he promised us. He seemed surprised we remembered him promising he would make this phone call and that he probably could get this case resolved on that one phone call and that we expected him to make that call. He said the individual he was going to call was hard to get a hold of. We did not believe he was telling us the truth.
Another time opposing counsel sent us a very harassing email on a Thursday filled with lies and threatening sanctions (court fines) against us if we didn't reply by Monday. We called Ron's office, we emailed Ron and forwarded onto him the harassing email. Ron never called us back, never emailed us back. We made it clear this was an emergency and we heard nothing but crickets. We had to reply to the email ourselves and represent ourselves in order to get the email back to this other unprofessional attorney by Monday.
It is almost impossible to communicate with Ron. He does not reply to emails or return phone calls. If you want to talk on the phone, you have to schedule a call weeks in advance for almost $400 an hour. But there are times when emergencies or situations arise that you need a relatively quick response.
Then when you do get a rare chance to talk to him, it's very difficult to bring up your concerns to him as he gets easily triggered and he has a short temper. Ron even told us he gets easily triggered. We were scared to say anything to him. Ron often engages in manipulative gas-lighting techniques where he creates a false narrative and tries to place the blame for his irresponsible actions onto us and blame us for his bad actions. As one example he would accuse us of not listening when Ron is the one who was not listening to us.
The ultimate betrayal was when Ron falsely told the court we agreed to things which we absolutely did NOT agree to.
Ron or his office also engage in falsifying their bills. As one specific example we were charged $720 for witnesses being served subpoenas. However only 4 witnesses were subpoenaed at a cost of $18.50 each which would be a total of $74, not $720. When we point this out to both Ron and his office asking them what is going on with the billing, we again receive no response.
We also had to do a lot of babysitting. We had to constantly call and email over and over and over to make sure things are getting done.
For example, we called multiple times about correctly scheduling something. We were finally told there were about 5 dates to choose from and we would get a call back to get our permission to schedule the time and place. About a week goes by with no one calling us back. So we have to call into the office again. And we are told that the thing was scheduled without ever talking to us. And this thing was scheduled at a time we could NOT make and at a place we clearly did NOT agree to. So we have to spend more time and more money getting it rescheduled and fixed to the correct place.
In short, instead of us being properly represented, there were multiple times we were misrepresented by our own counsel.
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14 Jan, 2024 by Jeff
Not in a million years I thought I would be sitting in a divorce lawyer office. But Tim was with me the whole time making me feel comfortable and like we were going to get what I needed no alimony. Thanks a lot Tim. Anyone looking for a good counsel he is it!
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13 Jan, 2024 by Samantha ketts
I unfortunately had an injury claim and had no idea how to go about it or what to do. I was frantic and I knew the financial burden would immensely impact my life. I am forever grateful for contacting Tim and his team. They guided me and were essentially at my beck and call. Their knowledge and experience really made the process a breeze. They truly care about their clients and give their undivided attention. Half way into my lawsuit, I with bad luck encountered another claim and not once was I questioned or felt like I was the problem. I coincidentally was involved in two claims in just one year. I truly couldn’t have done it without them by my side. Not only did Tim and his team go above and beyond. We also settled with a breeze and an outcome more than expected. I can’t emphasize enough, you will want him by your side when dealing with a personal injury case.
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04 Nov, 2023 by S w
09 Oct, 2024 by M. c.
My fiancé hired Mary Bevan to help her with a custody matter. After the first hearing we had concerns with Mary's approach and confidence in the court room, after the 2nd hearing we realized she was as good as having no legal counsel. She has no control whatsoever in the court room and she allowed the apposing lawyer to walk all over her. It got to the point where it seemed like Mary didn't believe my fiancé and constantly kept telling her to be honest in order for her to be able to help. My fiancé never lied and was honest from the start. We ended up firing her and hiring a new lawyer. It took the new lawyer 1 hearing to get the case resolved, Mary had 7 months and didn't do anything.
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28 Sep, 2024 by Doohyun kwon
I found Pearson Butler via MetLife legal plan. Connected with Russ to get our family trust in place. Straight forward to complete, no complaints there. Reached back out to Russ about a completely separate matter unrelated to estate planning. His response was "I do not practice law in this area and thus, have not idea." I guess I just had more expectation than a lazy response with typos. Too much to ask if there's someone he can put me in contact with? I will be moving on from Pearson Butler and find another firm to do estate planning in the future.
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04 Sep, 2024 by Irma bigler
Oh my goodness, lawyer was sooo awesome and knowledgeable love him
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09 Oct, 2024 by M. c.
My fiancé hired Mary Bevan to help her with a custody matter. After the first hearing we had concerns with Mary's approach and confidence in the court room, after the 2nd hearing we realized she was as good as having no legal counsel. She has no control whatsoever in the court room and she allowed the apposing lawyer to walk all over her. It got to the point where it seemed like Mary didn't believe my fiancé and constantly kept telling her to be honest in order for her to be able to help. My fiancé never lied and was honest from the start. We ended up firing her and hiring a new lawyer. It took the new lawyer 1 hearing to get the case resolved, Mary had 7 months and didn't do anything.
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28 Sep, 2024 by Doohyun kwon
I found Pearson Butler via MetLife legal plan. Connected with Russ to get our family trust in place. Straight forward to complete, no complaints there. Reached back out to Russ about a completely separate matter unrelated to estate planning. His response was "I do not practice law in this area and thus, have not idea." I guess I just had more expectation than a lazy response with typos. Too much to ask if there's someone he can put me in contact with? I will be moving on from Pearson Butler and find another firm to do estate planning in the future.
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04 Sep, 2024 by Irma bigler
Oh my goodness, lawyer was sooo awesome and knowledgeable love him
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4.4
255 Reviews
09 Oct, 2024 by M. c.
My fiancé hired Mary Bevan to help her with a custody matter. After the first hearing we had concerns with Mary's approach and confidence in the court room, after the 2nd hearing we realized she was as good as having no legal counsel. She has no control whatsoever in the court room and she allowed the apposing lawyer to walk all over her. It got to the point where it seemed like Mary didn't believe my fiancé and constantly kept telling her to be honest in order for her to be able to help. My fiancé never lied and was honest from the start. We ended up firing her and hiring a new lawyer. It took the new lawyer 1 hearing to get the case resolved, Mary had 7 months and didn't do anything.
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28 Sep, 2024 by Doohyun kwon
I found Pearson Butler via MetLife legal plan. Connected with Russ to get our family trust in place. Straight forward to complete, no complaints there. Reached back out to Russ about a completely separate matter unrelated to estate planning. His response was "I do not practice law in this area and thus, have not idea." I guess I just had more expectation than a lazy response with typos. Too much to ask if there's someone he can put me in contact with? I will be moving on from Pearson Butler and find another firm to do estate planning in the future.
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04 Sep, 2024 by Irma bigler
Oh my goodness, lawyer was sooo awesome and knowledgeable love him
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21 Sep, 2024 by Nancy schriever
Ben Moody is a great litigator. Always has the client’s best interest.
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03 Sep, 2024 by Regina del angel
Quiero expresar mi profundo agradecimiento a la Licenciada Carranza, por su invaluable apoyo y dedicacion durante todo mi proceso de divorcio. Me llevo la grata experiencia de haber sido acompanada por una profesional extraordinaria. Desde el primer momento, la Licenciada mostro una eficacia indiscutible en su trabajo, abordando cada detalle del caso con una precision admirable. Pero lo que mas quiero destacar es su lado humano. En cada audiencia, cada reunion, ella no solo fue mi abogada, sino tambien un pilar de apoyo, brindandome consuelo y seguridad en los momento mas dificeles. Su inteligencia capacidad y, sobre todo, su gran humanidad hiciero que me sintiera tranquila y confiada en todo momento. Logrando un resultado favorable. Por todo esto, recomiendo de manera entusiasta y sin reservas el trabajo de la Licenciada Yaiko Carranza.
I want to express my deep gratitude to Ms. Carranza for her invaluable support and dedication throughout my divorce process. I had the pleasant experience of having been accompanied by an extraordinary professional. From the first moment, the Attorney showed indisputable efficiency in her work, addressing every detail of the case with admirable precision. But what I want to highlight the most is her standard for humanity. In every hearing, every meeting, she was not only my lawyer, but also a pillar of support, giving me comfort and security in the most difficult moments. Her intelligence, capacity , and above all, her great humanity made me feel calm and confident at all times. Achieving a favorable result. For all this, I enthusiastically and unreservedly recommend the work of Ms. Yaiko Carranza.
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26 Jul, 2024 by Dean smith
I had the privilege of working with Marilyn Moody Brown and I will forever be grateful for her. She not only showed exceptional professionalism but also exhibited a level of care that went beyond my expectations. Throughout the entire process, she was detailed, thorough, and addressed all of my concerns. Her deep knowledge of family law was evident in every step she took, providing clear guidance and ensuring that I was well-informed. She made a challenging situation feel more manageable, and knowing I had the best lawyer in my corner gave me hope. She was clearly dedicated to achieving the best possible outcome for me and meticulously prepared for every meeting and scheduled court appearance, leaving no detail overlooked. Her tireless efforts and strategic thinking were instrumental in resolving my case efficiently and favorably. I always felt confident knowing that she was fighting for my best interests and am incredibly grateful for her expertise and dedication. I highly recommend her to anyone in need, as her actions alone confirmed to me that she is the best lawyer around. Her staff was also incredible throughout the entire process and clearly knew what they were doing to help the process run smoothly.
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21 Sep, 2024 by Nancy schriever
Ben Moody is a great litigator. Always has the client’s best interest.
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03 Sep, 2024 by Regina del angel
Quiero expresar mi profundo agradecimiento a la Licenciada Carranza, por su invaluable apoyo y dedicacion durante todo mi proceso de divorcio. Me llevo la grata experiencia de haber sido acompanada por una profesional extraordinaria. Desde el primer momento, la Licenciada mostro una eficacia indiscutible en su trabajo, abordando cada detalle del caso con una precision admirable. Pero lo que mas quiero destacar es su lado humano. En cada audiencia, cada reunion, ella no solo fue mi abogada, sino tambien un pilar de apoyo, brindandome consuelo y seguridad en los momento mas dificeles. Su inteligencia capacidad y, sobre todo, su gran humanidad hiciero que me sintiera tranquila y confiada en todo momento. Logrando un resultado favorable. Por todo esto, recomiendo de manera entusiasta y sin reservas el trabajo de la Licenciada Yaiko Carranza.
I want to express my deep gratitude to Ms. Carranza for her invaluable support and dedication throughout my divorce process. I had the pleasant experience of having been accompanied by an extraordinary professional. From the first moment, the Attorney showed indisputable efficiency in her work, addressing every detail of the case with admirable precision. But what I want to highlight the most is her standard for humanity. In every hearing, every meeting, she was not only my lawyer, but also a pillar of support, giving me comfort and security in the most difficult moments. Her intelligence, capacity , and above all, her great humanity made me feel calm and confident at all times. Achieving a favorable result. For all this, I enthusiastically and unreservedly recommend the work of Ms. Yaiko Carranza.
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26 Jul, 2024 by Dean smith
I had the privilege of working with Marilyn Moody Brown and I will forever be grateful for her. She not only showed exceptional professionalism but also exhibited a level of care that went beyond my expectations. Throughout the entire process, she was detailed, thorough, and addressed all of my concerns. Her deep knowledge of family law was evident in every step she took, providing clear guidance and ensuring that I was well-informed. She made a challenging situation feel more manageable, and knowing I had the best lawyer in my corner gave me hope. She was clearly dedicated to achieving the best possible outcome for me and meticulously prepared for every meeting and scheduled court appearance, leaving no detail overlooked. Her tireless efforts and strategic thinking were instrumental in resolving my case efficiently and favorably. I always felt confident knowing that she was fighting for my best interests and am incredibly grateful for her expertise and dedication. I highly recommend her to anyone in need, as her actions alone confirmed to me that she is the best lawyer around. Her staff was also incredible throughout the entire process and clearly knew what they were doing to help the process run smoothly.
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06 Mar, 2024 by Sean english
Took two months of waiting and hounding the attorney I was engaged with to actually get back some legal templates. When I did receive them, they contained the wrong information. Just got the bill...$900 for absolutely nothing in return that was useful and maybe a 30 minute consult before actually signing any engagement letter. I would not recommend these guys for any services.
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05 Mar, 2024 by S reardon
24 Jan, 2024 by Just “weatherhead” me
I've tried over and over to get set up with this firm and I am now convinced this is a brokerage company because it has taken so long to get appointments then they don't even show up at appointments. I was tricked by the other reviews. They have wasted precious time and scheduling for me and I feel like I was just a number that they didn't care about.
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06 Mar, 2024 by Sean english
Took two months of waiting and hounding the attorney I was engaged with to actually get back some legal templates. When I did receive them, they contained the wrong information. Just got the bill...$900 for absolutely nothing in return that was useful and maybe a 30 minute consult before actually signing any engagement letter. I would not recommend these guys for any services.
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05 Mar, 2024 by S reardon
24 Jan, 2024 by Just “weatherhead” me
I've tried over and over to get set up with this firm and I am now convinced this is a brokerage company because it has taken so long to get appointments then they don't even show up at appointments. I was tricked by the other reviews. They have wasted precious time and scheduling for me and I feel like I was just a number that they didn't care about.
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31 Oct, 2023 by Kourtnie bush
Chad has been our family lawyer for years he’s helped me through tough cases as well as being respectful and upfront. This man is a shark and knows right from wrong and i couldn’t suggest a better lawyer.
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20 Aug, 2023 by Sheila foley
26 Jul, 2022 by Edward hannan
3.5 STAR REVIEW OF CHAD STEUR LAW
Chad regularly lies and tramples the rules--which might be fine to you, if you benefit from his cheating. He is an impetuous attack dog who cares about his clients and fights hard for them. He is what people, myself included, look for in a litigator. While most attorneys are averse to conflict, Chad is not. Moreover, Chad is not greedy like many attorneys. Then why not a five-star review, you say?
Chad's problem is that he lacks wisdom. He fights--and usually wins--legal battles that might ultimately, and unwittingly, lead to your losing the war. Though I recommend Chad, he is like nitroglycerine; so I suggest you consult a second attorney before you let Chad loose.
(The above is my opinion as a lay person based on my dealings with Chad Steur. I do not present it as a statement of irrefutable fact.)
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22 Oct, 2024 by Opoku richard
I went through the most surprising, undeserving, painful , and shocking experiences in my life this year that progressively got worse till it could worsen out. Anyway a family tried to frame me up in the nastiest way possible and I sought help from Attorney Steve of Christensen law. He saved me out of this situation that has landed most innocent people like me in jail. Highly recommended!
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22 Oct, 2024 by Tiffany anderson
Steve Christensen was extremely helpful in my custody case. He helped make the best of my situation.
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12 Oct, 2024 by Heidi hatch
Steve Christensen is professional, knowledgeable and a skilled debater. He’s patient and was able to get me what my kids and I needed in the divorce process. I’m so grateful for what he did for us. You’ll be happy you chose him. Thank you, Steve Christensen.
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06 Mar, 2024 by Sean english
Took two months of waiting and hounding the attorney I was engaged with to actually get back some legal templates. When I did receive them, they contained the wrong information. Just got the bill...$900 for absolutely nothing in return that was useful and maybe a 30 minute consult before actually signing any engagement letter. I would not recommend these guys for any services.
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24 Jan, 2024 by Just “weatherhead” me
I've tried over and over to get set up with this firm and I am now convinced this is a brokerage company because it has taken so long to get appointments then they don't even show up at appointments. I was tricked by the other reviews. They have wasted precious time and scheduling for me and I feel like I was just a number that they didn't care about.
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22 Nov, 2023 by Cameron stanger
Chase Wilde has been so awesome to work with. I have worked with a dozen lawyers over the past 15 years for different business and personal transactions and Chase has been the best communicator and knowledgeable in his craft. Anything he doesn’t know he has a huge team to connect with and gets back to me quickly.
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01 Jan, 2021 by Mj
...Greg Wall’s office shouts, “Get the hell out!” Unprofessional: Stood me up in court. Refused calls. Lost paperwork repeatedly, until I started emailing instead.
Unapologetic: Wasted the entire time until, on the last day, I switched to Scott Brown and Brian Coutts who won $200,000 in a short period of time for about the same cost.
Greg Wall made NO effort until it came time to collect his $30,000+ for doing nothing.
I would love to meet these other people who gave him 5 stars. I suspect they’re members of his church ward.
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16 Oct, 2019 by Gi
Greg represented me on my divorce modification. He did a
wonderful job representing me. He was very clear in where I stood and rather than making any promises he just got the job done. His experience shows in the way he handled my case. My x-wife's attorney was very difficult to deal with and rather than thumping his chest and making matters worse he handled her in a very cool and calm matter. Greg did everything he could to avoid going to trial and he succeded not only in that outcome, but getting everything resolved fairly. I was very pleased with the way everything was settled. Kudos also to his assistant Victoria. She was extremely helpful. I highly recommend using Wall and Wall.
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14 Jun, 2019 by Anonymous
I highly recommend Gregory Wall for your legal needs. He immediately honed in on the situation, came up with solutions, and ultimately made us feel at ease with my legal case. When armed with information, your level of stress decreases. Gregory always had time for us and came up with concrete, poignant solutions with a kind delivery. I value his knowledge and appreciate his willingness to help us through a very sticky mess.
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13 Oct, 2024 by Anonymous
Drew helped our family either a variety of legal issues like estate planning, business contracts, and real estate and property issues. He was a pleasure to work with and very prompt. Highly recommend.
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30 Dec, 2020 by Tyler
S. Drew Parkinson gave me some legal counsel for my business. I was very impressed with his level of expertise and experience on the matter. He explained things in a matter that I could understand and made sure I knew what to do moving forward. I will continue to use him in any of my business matters.
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29 Dec, 2020 by Brandon
I have consulted with Drew many times. His work is always exceptional and timely. I would 100% recommend to others and already have directed family and business associates his direction!
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29 Aug, 2023 by Jay farnsworth
i got. DUI jason wanted $7000 $4000 down rest payment so took in $1100 and he gave me a week for the rest i couldn’t come up with it that fast . he told me i would need a different attorney. so when i let him no i would i get a different attorney he was dough bag and now i understand he is not refunding any of the money i paid when he new i struggling for money in the first place and then he wants to pull that only thing they did was set up a DMV hearing that’s all didn’t pull no discovery papers or nothing. Real professional
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07 Jun, 2023 by Cesar macias
Schatz Anderson & Associates are amazing. I found myself in a tough situation due to some poor decision making on my part. I got pulled over after a night of celebrating and I knew I needed to get a lawyer. After calling around, I found a couple of lawyers but none of them seem as professional or educated as Jason. Jason and his office were the best decision I made for my case and I'm sure they got me the best result possible. I can not be more grateful to him or his team.
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31 May, 2023 by Chataryna uhrle
29 Aug, 2024 by Craig dean
27 Sep, 2023 by Det r
David was very knowledgable and had very good suggestions on how to establish a trust. He answered our questions and advised us to contact him of anything else came up.
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02 Jun, 2020 by Leann carver
Attorney Carver is very knowledgeable and understanding in all my needs in my estate planning. He works hard to make sure to be aware and fair to the needs of the family involved.
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17 Sep, 2024 by Kenny
Gal could not hear 🙉 or remember anything and sounded wacked out on something 😮😳🤢😮🧪🧫⚗️💉💩💩
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29 Aug, 2024 by Caleb wight
I’d dissuade anyone from using Jensen Law Office. They’ll dance around your case and string it out while they collect billable hours doing who knows what. They forget that you’re a real person with a real problem no matter how small your case might be. Save yourself a head and heart ache and use another team of attorneys
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15 Mar, 2024 by Robin mcmullin
13 Jan, 2024 by Scott sticklen
31 Oct, 2023 by Sebastian delgado
14 Jul, 2023 by Glenn jaspering
It's been 8 months to do a simple immigration request. As of today it hasn't been sent. I have called and called and no return call from Scott. I paid up front hoping that would expedite my case. Do not retain this firm.
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25 Nov, 2023 by Carson passey
Incredibly informed and helpful!!
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26 Oct, 2023 by Andrew olson
They were able to get back to me within 10 minutes and answered all of my questions to the best of their ability. Very grateful for this free service.
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12 Oct, 2023 by Megan jensen
13 Aug, 2024 by Lyndsey mcclure
Ron has been my attorney for a little over two years as I navigated a highly contentious divorce. I’ve also worked with his associate, Jennifer closely and often. They have been an absolute dream team. They have always looked out for the best interest of my kids and I and did everything in their power to get us through this process and into a better place so we can heal and move forward. They were always prepared, listened to my experiences and concerns, explained things well, and were often available quickly when situations would arise unexpectedly but needed attention. Ron is wonderful at balancing the line of keeping peace and avoiding conflict when possible, but being aggressive and an advocate when he needs to be. Every time we were in court he was prepared, quick with information and answers, and aware of even the smallest details of my case. I had complete confidence in him in the courtroom, which brought me some peace in very stressful situations. Jennifer is adept in the legal world and has always been able to answer my questions and help me understand the process. But the most beautiful thing about her is she can do that while still holding space for compassion and empathy for the ways this experience affects a person emotionally. That’s not an easy combination to find in an attorney. Ron and Jennifer saw me as a person, not just as another one of their many clients. They trusted me as much as I trusted them and believed in me during the times it was hard for me to believe in myself. They guided me with great legal advice while still allowing me to trust my gut, they always had my back. As things are finally coming to a close, I am infinitely grateful that I had them in my corner during the hardest part of my life. Heritage Law lived up to its name, because the ways they helped me and my kids will undoubtedly have a positive ripple effect in our family for many generations to come.
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01 Apr, 2024 by Chadd pither
10 stars! Ron Wilkinson & his team are the most honorable people I’ve ever met!. I can’t recommend them enough. They have worked extremely hard on my case for many years now & I will continue to use them. They stand for truth & justice. They are very professional & understanding. Me & my dear son will be forever grateful. I really can’t put it in to words on how deeply grateful I am! Thanks for all you have done & currently doing! Extremely grateful! Amazing job team!
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29 Jan, 2024 by Liberty will triumph
Before we hired Ron Wilkinson we read reviews and wondered if the poor reviews were credible since they seemed so different compared to the good reviews. Well, after experiencing Ron Wilkinson firsthand for ourselves, we can confirm the poor reviews about him are credible.
When we had our consultation, Ron told us quote, “I can probably get this case resolved with one phone call.” And he said that we would get the rest of our “retainer back to spend on Christmas.” We understood it wasn't a guarantee but that it was a good probability he could get the case resolved with one promised phone call since that is what he told us.
Ron never made that promised phone call. We emailed him and called the office countless times over the next 6 weeks. We did not receive replies to our emails or any callbacks. We finally scheduled a phone call in advance to speak with Ron, which costs almost $400 an hour. We asked Ron if he made that one phone call yet that he promised us. He seemed surprised we remembered him promising he would make this phone call and that he probably could get this case resolved on that one phone call and that we expected him to make that call. He said the individual he was going to call was hard to get a hold of. We did not believe he was telling us the truth.
Another time opposing counsel sent us a very harassing email on a Thursday filled with lies and threatening sanctions (court fines) against us if we didn't reply by Monday. We called Ron's office, we emailed Ron and forwarded onto him the harassing email. Ron never called us back, never emailed us back. We made it clear this was an emergency and we heard nothing but crickets. We had to reply to the email ourselves and represent ourselves in order to get the email back to this other unprofessional attorney by Monday.
It is almost impossible to communicate with Ron. He does not reply to emails or return phone calls. If you want to talk on the phone, you have to schedule a call weeks in advance for almost $400 an hour. But there are times when emergencies or situations arise that you need a relatively quick response.
Then when you do get a rare chance to talk to him, it's very difficult to bring up your concerns to him as he gets easily triggered and he has a short temper. Ron even told us he gets easily triggered. We were scared to say anything to him. Ron often engages in manipulative gas-lighting techniques where he creates a false narrative and tries to place the blame for his irresponsible actions onto us and blame us for his bad actions. As one example he would accuse us of not listening when Ron is the one who was not listening to us.
The ultimate betrayal was when Ron falsely told the court we agreed to things which we absolutely did NOT agree to.
Ron or his office also engage in falsifying their bills. As one specific example we were charged $720 for witnesses being served subpoenas. However only 4 witnesses were subpoenaed at a cost of $18.50 each which would be a total of $74, not $720. When we point this out to both Ron and his office asking them what is going on with the billing, we again receive no response.
We also had to do a lot of babysitting. We had to constantly call and email over and over and over to make sure things are getting done.
For example, we called multiple times about correctly scheduling something. We were finally told there were about 5 dates to choose from and we would get a call back to get our permission to schedule the time and place. About a week goes by with no one calling us back. So we have to call into the office again. And we are told that the thing was scheduled without ever talking to us. And this thing was scheduled at a time we could NOT make and at a place we clearly did NOT agree to. So we have to spend more time and more money getting it rescheduled and fixed to the correct place.
In short, instead of us being properly represented, there were multiple times we were misrepresented by our own counsel.
Read more
13 Aug, 2024 by Lyndsey mcclure
Ron has been my attorney for a little over two years as I navigated a highly contentious divorce. I’ve also worked with his associate, Jennifer closely and often. They have been an absolute dream team. They have always looked out for the best interest of my kids and I and did everything in their power to get us through this process and into a better place so we can heal and move forward. They were always prepared, listened to my experiences and concerns, explained things well, and were often available quickly when situations would arise unexpectedly but needed attention. Ron is wonderful at balancing the line of keeping peace and avoiding conflict when possible, but being aggressive and an advocate when he needs to be. Every time we were in court he was prepared, quick with information and answers, and aware of even the smallest details of my case. I had complete confidence in him in the courtroom, which brought me some peace in very stressful situations. Jennifer is adept in the legal world and has always been able to answer my questions and help me understand the process. But the most beautiful thing about her is she can do that while still holding space for compassion and empathy for the ways this experience affects a person emotionally. That’s not an easy combination to find in an attorney. Ron and Jennifer saw me as a person, not just as another one of their many clients. They trusted me as much as I trusted them and believed in me during the times it was hard for me to believe in myself. They guided me with great legal advice while still allowing me to trust my gut, they always had my back. As things are finally coming to a close, I am infinitely grateful that I had them in my corner during the hardest part of my life. Heritage Law lived up to its name, because the ways they helped me and my kids will undoubtedly have a positive ripple effect in our family for many generations to come.
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01 Apr, 2024 by Chadd pither
10 stars! Ron Wilkinson & his team are the most honorable people I’ve ever met!. I can’t recommend them enough. They have worked extremely hard on my case for many years now & I will continue to use them. They stand for truth & justice. They are very professional & understanding. Me & my dear son will be forever grateful. I really can’t put it in to words on how deeply grateful I am! Thanks for all you have done & currently doing! Extremely grateful! Amazing job team!
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29 Jan, 2024 by Liberty will triumph
Before we hired Ron Wilkinson we read reviews and wondered if the poor reviews were credible since they seemed so different compared to the good reviews. Well, after experiencing Ron Wilkinson firsthand for ourselves, we can confirm the poor reviews about him are credible.
When we had our consultation, Ron told us quote, “I can probably get this case resolved with one phone call.” And he said that we would get the rest of our “retainer back to spend on Christmas.” We understood it wasn't a guarantee but that it was a good probability he could get the case resolved with one promised phone call since that is what he told us.
Ron never made that promised phone call. We emailed him and called the office countless times over the next 6 weeks. We did not receive replies to our emails or any callbacks. We finally scheduled a phone call in advance to speak with Ron, which costs almost $400 an hour. We asked Ron if he made that one phone call yet that he promised us. He seemed surprised we remembered him promising he would make this phone call and that he probably could get this case resolved on that one phone call and that we expected him to make that call. He said the individual he was going to call was hard to get a hold of. We did not believe he was telling us the truth.
Another time opposing counsel sent us a very harassing email on a Thursday filled with lies and threatening sanctions (court fines) against us if we didn't reply by Monday. We called Ron's office, we emailed Ron and forwarded onto him the harassing email. Ron never called us back, never emailed us back. We made it clear this was an emergency and we heard nothing but crickets. We had to reply to the email ourselves and represent ourselves in order to get the email back to this other unprofessional attorney by Monday.
It is almost impossible to communicate with Ron. He does not reply to emails or return phone calls. If you want to talk on the phone, you have to schedule a call weeks in advance for almost $400 an hour. But there are times when emergencies or situations arise that you need a relatively quick response.
Then when you do get a rare chance to talk to him, it's very difficult to bring up your concerns to him as he gets easily triggered and he has a short temper. Ron even told us he gets easily triggered. We were scared to say anything to him. Ron often engages in manipulative gas-lighting techniques where he creates a false narrative and tries to place the blame for his irresponsible actions onto us and blame us for his bad actions. As one example he would accuse us of not listening when Ron is the one who was not listening to us.
The ultimate betrayal was when Ron falsely told the court we agreed to things which we absolutely did NOT agree to.
Ron or his office also engage in falsifying their bills. As one specific example we were charged $720 for witnesses being served subpoenas. However only 4 witnesses were subpoenaed at a cost of $18.50 each which would be a total of $74, not $720. When we point this out to both Ron and his office asking them what is going on with the billing, we again receive no response.
We also had to do a lot of babysitting. We had to constantly call and email over and over and over to make sure things are getting done.
For example, we called multiple times about correctly scheduling something. We were finally told there were about 5 dates to choose from and we would get a call back to get our permission to schedule the time and place. About a week goes by with no one calling us back. So we have to call into the office again. And we are told that the thing was scheduled without ever talking to us. And this thing was scheduled at a time we could NOT make and at a place we clearly did NOT agree to. So we have to spend more time and more money getting it rescheduled and fixed to the correct place.
In short, instead of us being properly represented, there were multiple times we were misrepresented by our own counsel.
Read more
09 May, 2024 by Jennifer orten
So absolutely pleased with this firm! Chad Shattuck has been so professional and impressive to work with on two different cases. Honest and hard working. Highly recommend!!
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19 Apr, 2024 by David adsit
Chad and the team at Tycksen & Shattuck saved the day for our family in a construction issue. We had worked with a builder who didn't fulfill their responsibilities including paying for materials and subcontractors. When the subcontractors came after us for payment, Chad was able to quickly and effectively protect us from having to double pay those bills (once to the builder and again to the suppliers/subs directly) despite unexpected complexity with our contract. Everyone in their office was great to work with and always made us feel supported. They were strong advisors through the process letting us know what we could expect and what we could do to further recuperate from the builder's failure to perform.
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19 Apr, 2024 by Steve aste
Chad Shattuck was incredibly knowledgeable and understanding as he helped me work through and resolve some difficult circumstances. I am grateful for the Tycksen & Shattuck team and would highly recommend them to anyone.
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05 May, 2024 by Russell j. messenger
10 Apr, 2024 by Flavia a. mcelyea
03 Apr, 2024 by Clarence d. cole
20 Apr, 2024 by Mrs. hobbs
I hired Scott Crook many years ago and I am so happy that I did! He instantly helped alleviate my anxiety about the problem that transpired. Scott was very patient, methodical and won a fantastic settlement. I absolutely recommend him. God bless.
Read more
05 Mar, 2024 by S reardon
03 Jan, 2023 by E g
So far, so good - attorney seems knowledgeable, cost effective and on my side 🔥
Read more
05 Apr, 2024 by Shelley cooper
If I could do a zero star: I would.
I am writing this review because I feel a moral obligation to warn people about trusting this law firm.
From the outset, it is deeply concerning that the attorney failed to prioritize my case by neglecting to thoroughly review the information provided by the guardian ad litem. This negligence reflects a lack of professionalism and diligence on their part. By disregarding crucial documentation that could have supported my case, they effectively hindered my ability to present a strong argument in court.
Furthermore, the attorney's consistent denial of my requests to submit important documents is nothing short of unacceptable. As a client, I have the right to expect prompt and efficient service, especially when it comes to gathering evidence. The attorney's failure to prioritize my needs and instead divert their attention to unnecessary communication with the opposing party's attorney is a clear indication of their lack of commitment and disregard for my case.
Equally troubling is the attorney's attempt to pass me off to other attorneys under the guise of providing them with "experience." This is a direct betrayal of my trust and confidence in their abilities. When I hired this attorney, I did so with the expectation that they would personally handle my case and provide the necessary expertise. Instead, they attempted to pawn me off onto less experienced attorneys, essentially treating my situation as a learning opportunity at my expense.
The sense of bias that I felt from the beginning of my case is deeply distressing. It is the duty of any attorney to approach each case with objectivity and a commitment to ensuring their client's rights are protected. However, it appears that my attorney failed to uphold this fundamental principle. As a result, i was forced to constantly prove my worth as a fit mother, adding unnecessary stress and burden to an already difficult situation.
I would have never hired anyone from this law firm after my initial experience with Britt Beckstrom. However, after moving on and hiring Brian Eggleston, he moved to this law firm and my experience with Brian was even worse than my experience with Mr Beckstom.
Read more
12 Dec, 2023 by Shelley sessions
16 Aug, 2023 by Mariana ortega
If you’re looking for a lawyer look elsewhere. Mike Branum is definitely not the guy to go to. He is two faced. He will act like he cares to your face then go behind your back and talk bad about you to opposing counsel. He is unprofessional and a liar. We hired a new attorney and he acted so surprised about many things that were brought up to his attention. Ended up finding out a lot of the thing he said and were told to him that were never once mentioned to us. I would recommend everyone to save their money and look elsewhere.
***
Is that right because you NEVER told us what was going on you. We saw emails of you talking bad about YOUR OWN clients to opposing counsel. We have the evidence, is that professional? I think not, who talks bad about the people PAYING YOU. All you wanted to do was for us to give, give, give. What exactly were you doing to “help”. Go figure 😊
Read more
05 Apr, 2024 by Shelley cooper
If I could do a zero star: I would.
I am writing this review because I feel a moral obligation to warn people about trusting this law firm.
From the outset, it is deeply concerning that the attorney failed to prioritize my case by neglecting to thoroughly review the information provided by the guardian ad litem. This negligence reflects a lack of professionalism and diligence on their part. By disregarding crucial documentation that could have supported my case, they effectively hindered my ability to present a strong argument in court.
Furthermore, the attorney's consistent denial of my requests to submit important documents is nothing short of unacceptable. As a client, I have the right to expect prompt and efficient service, especially when it comes to gathering evidence. The attorney's failure to prioritize my needs and instead divert their attention to unnecessary communication with the opposing party's attorney is a clear indication of their lack of commitment and disregard for my case.
Equally troubling is the attorney's attempt to pass me off to other attorneys under the guise of providing them with "experience." This is a direct betrayal of my trust and confidence in their abilities. When I hired this attorney, I did so with the expectation that they would personally handle my case and provide the necessary expertise. Instead, they attempted to pawn me off onto less experienced attorneys, essentially treating my situation as a learning opportunity at my expense.
The sense of bias that I felt from the beginning of my case is deeply distressing. It is the duty of any attorney to approach each case with objectivity and a commitment to ensuring their client's rights are protected. However, it appears that my attorney failed to uphold this fundamental principle. As a result, i was forced to constantly prove my worth as a fit mother, adding unnecessary stress and burden to an already difficult situation.
I would have never hired anyone from this law firm after my initial experience with Britt Beckstrom. However, after moving on and hiring Brian Eggleston, he moved to this law firm and my experience with Brian was even worse than my experience with Mr Beckstom.
Read more
12 Dec, 2023 by Shelley sessions
16 Aug, 2023 by Mariana ortega
If you’re looking for a lawyer look elsewhere. Mike Branum is definitely not the guy to go to. He is two faced. He will act like he cares to your face then go behind your back and talk bad about you to opposing counsel. He is unprofessional and a liar. We hired a new attorney and he acted so surprised about many things that were brought up to his attention. Ended up finding out a lot of the thing he said and were told to him that were never once mentioned to us. I would recommend everyone to save their money and look elsewhere.
***
Is that right because you NEVER told us what was going on you. We saw emails of you talking bad about YOUR OWN clients to opposing counsel. We have the evidence, is that professional? I think not, who talks bad about the people PAYING YOU. All you wanted to do was for us to give, give, give. What exactly were you doing to “help”. Go figure 😊
Read more
05 Apr, 2024 by Shelley cooper
If I could do a zero star: I would.
I am writing this review because I feel a moral obligation to warn people about trusting this law firm.
From the outset, it is deeply concerning that the attorney failed to prioritize my case by neglecting to thoroughly review the information provided by the guardian ad litem. This negligence reflects a lack of professionalism and diligence on their part. By disregarding crucial documentation that could have supported my case, they effectively hindered my ability to present a strong argument in court.
Furthermore, the attorney's consistent denial of my requests to submit important documents is nothing short of unacceptable. As a client, I have the right to expect prompt and efficient service, especially when it comes to gathering evidence. The attorney's failure to prioritize my needs and instead divert their attention to unnecessary communication with the opposing party's attorney is a clear indication of their lack of commitment and disregard for my case.
Equally troubling is the attorney's attempt to pass me off to other attorneys under the guise of providing them with "experience." This is a direct betrayal of my trust and confidence in their abilities. When I hired this attorney, I did so with the expectation that they would personally handle my case and provide the necessary expertise. Instead, they attempted to pawn me off onto less experienced attorneys, essentially treating my situation as a learning opportunity at my expense.
The sense of bias that I felt from the beginning of my case is deeply distressing. It is the duty of any attorney to approach each case with objectivity and a commitment to ensuring their client's rights are protected. However, it appears that my attorney failed to uphold this fundamental principle. As a result, i was forced to constantly prove my worth as a fit mother, adding unnecessary stress and burden to an already difficult situation.
I would have never hired anyone from this law firm after my initial experience with Britt Beckstrom. However, after moving on and hiring Brian Eggleston, he moved to this law firm and my experience with Brian was even worse than my experience with Mr Beckstom.
Read more
12 Dec, 2023 by Shelley sessions
16 Aug, 2023 by Mariana ortega
If you’re looking for a lawyer look elsewhere. Mike Branum is definitely not the guy to go to. He is two faced. He will act like he cares to your face then go behind your back and talk bad about you to opposing counsel. He is unprofessional and a liar. We hired a new attorney and he acted so surprised about many things that were brought up to his attention. Ended up finding out a lot of the thing he said and were told to him that were never once mentioned to us. I would recommend everyone to save their money and look elsewhere.
***
Is that right because you NEVER told us what was going on you. We saw emails of you talking bad about YOUR OWN clients to opposing counsel. We have the evidence, is that professional? I think not, who talks bad about the people PAYING YOU. All you wanted to do was for us to give, give, give. What exactly were you doing to “help”. Go figure 😊
Read more
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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.
