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09 Sep, 2013 by Anonymous
This review is for Sharon Perlin who is an Attorney at Flaccus Law.
It's easy to have an estate plan written. It's also easy to put off having an estate plan written, or in my case, updated. Ten years ago we managed to write estate documents including wills, health care directives, organ donor instructions, burial instructions and other estate planning documents, but ten years later, despite job changes, a new house, investments, etc. they had never been updated. And, while I suppose out of date documents are better than no documents at all, as we prepared to head on an extended vacation to a sometimes unstable part of the world, we thought maybe this is a good time to update everything.
The first time we did our estate documents it was at one of the fancy downtown law firms and while we were perfectly happy with the outcome, you couldn't help but be aware of the setting and the fact that every half hour meant another $150 to the bill. This time around we made a conscious decision that we wanted to stay away from the high priced, high rise firms and find someone in our neighborhood who could provide personalized care and advice in a more casual and affordable way.
Meeting with Sharon for the first time we immediately felt comfortable. She is warm and friendly and as we started talking about our estate documents and our objectives for updating them, it was also clear that she is very knowledgeable. Sharon also has that important ability to take complex legal concepts and distil them down to layman's terms. At that initial meeting and subsequent conversations Sharon took us through a thorough recap of all the elements of our current documents and, section by section, walked us through changes we might consider and why. Her suggestions were based on sound logic and at all times we felt like our estate planning goals were front of mind.
The entire process took a few weeks with the final visit to Sharon's office to actually sign the new documents. As we were just about to take off on our vacation, Sharon was gracious enough to mail hard copies to our estate executor.
Taking the time to create an estate plan is a responsibility that all adults should take seriously. There is simply no reason that anyone should ever pass without having their estate in order. Don't have an estate plan? Need to have your estate plan updated? I would wholeheartedly recommend Sharon. I would also not hesitate to use her for any of the other legal areas that she specializes in, including trusts, probate and probate litigation, guardianships, and IRS tax controversies.
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01 Jul, 2017 by Aaron
AWESOME PROFESSIONAL CARING TALENTED KNOWLEDGEABLE LIST GOS ON AND ON GREAT ATTORNEY EVEN A BETTER PERSON.
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09 Mar, 2015 by Anonymous
Doug is an excellent business lawyer. I saw another review and cannot imagine what motivated that. He has handled all of our legal affairs for over 20 years and has done an excellent job. I'll answer anonymity with the same, but I am not Doug.
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27 Mar, 2019 by Sara
My parents and I have been clients of attorney Andrea Lee for many years. She has prepared legal documents for me and many of my friends and family, and I recommend her to everyone! Not only is she very knowlegeable, caring and insightful, but she takes the time to ensure all of our questions have been answered.
I first met Andrea when my father became ill, and she helped me and my Mom plan for his decline due to Alzheimer's disease. Without Andrea's help my Mom would have lost all of her money (and her sanity) taking care of my Dad, but Andrea was able to save some of my parents estate, and my Mom was able to stay in her home. I honestly don't know what we would have done without her. When you meet Andrea you can tell she really cares about her clients.
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18 May, 2022 by Jon
Jodine has worked with us on both family and business law issues. She is highly competent, professional, and courteous. I have total trust in her because she has earned my trust.
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17 Aug, 2023 by Claire
We retained Mr Yoke in 2020 to represent us in a Will contest with a family member. We found him to be very thoughtful and organized in his presentation and would highly recommend him to anyone who needs legal assistance as to a will!
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10 Sep, 2011 by Gary
Tom has been my attorney since the 80's. Has always been there when needed.
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26 Mar, 2012 by Linda
I was in a motor vehicle collision and Greg Able helped me all the way through. He returned my call typical in 3 to 4 hrs. but never more than 24. He got me the settlement I desrved. Mr. Able also did my will. I would recomend his service to anyone who wants a great lawyer. My parents are using him to settle a probate issue
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02 Sep, 2015 by Anonymous
Bob was very helpful and accessible. He was patient and worked closely with me to attain an excellent result. My will was concise and covered everything I wanted. I recommend him highly.
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28 Mar, 2018 by Nancy fewel
Gary handled the estate of my mother. He was very timely, thorough and pleasant to work with. When we were trying to sell my mothers house he settled an issue with the water rights of an old community well. Later when I sold my half of some property to my sister we hired Gary again. I trust his advise on any number of issues.
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04 Jul, 2013 by Sheila
I have already recommended Susanne to another friend. She was very knowledgeable and helpful. I loved that she kept me informed the whole way through my case.
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16 Dec, 2021 by Irving rosenberg. esq.
I am a practicing criminal defense and family lawyer in Walla Walla. I have retained Mr. Wittlake both for my personal business work and several times for clients. Mr. Wittlake is very approachable and fully competent in all business and probate matters that I have asked him to handle again, both for me and for clients I have referred to him. I, personally, will not practice in any probate or business matters (because I do not know a lot about those areas of law). I send that work to Lenard because he is the expert there. Those clients I do refer to Mr. Wittlake, have been quite pleased with his timely and professional work product and his fair and reasonable fee.
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05 Jun, 2007 by Anonymous
I've worked as a client with James for 6 or 7 years. he has helped my wife and family put together trusts, wills, and do tax and estate planning. He is a pleasure to work with, very knowledgeable, and takes the time to explain things in terms lay folks like us can understand.
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02 Oct, 2011 by Gage sifuentes
From late 2009 - early 2011, our band, "Stabbingback", was in a legal battle regarding contracts with a record label. Legal counsel who could clearly communicate the legal preceding without alienating anyone in the process was required. Jim Jackson fit the bill to a T.
From the first meeting at his office in downtown Seattle, Jim was kind, courteous, professional and very sympathetic to our situation. From the beginning, he made us priority by working with us on issues such as budget and by timing meetings set around our schedule. In fact, there was very little he was not willing to do for his clients to ensure we had the best chance for success.
The one trait which really prevailed during this entire ordeal was Jim's honesty. We cannot emphasize enough how amazing it was to get the truth, good or bad, whenever we had a meeting or phone call. Questions were always answered , strategy was always clear, and details were never hidden. When a lawyer gives you bad news you expect to walk away irritated or angry, but not with Jim. He has the skill of presenting information to remind you it is not the end of the world. No dramatization. No additional stress. Needless to say, it was appreciated.
The question comes up often, "Did you win?". The answer, no. But we did not lose either. We have not been able to make all responsible parties get the their just reward, but we were able to shut down the responsible record label for good. We feel like out of all the outcomes that could have come from this, ours was certainly an acceptable one. Thank you Jim for all your hard work on our case. We know without a doubt, without you, we would not have been able to do so much with so little. Thank you.
Gage Sifuentes
And
Josie Straka
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03 Dec, 2010 by Kristy
I was the victim of an auto accident a little over a year ago. I chose Paul (Bud) Houser, Jr. to represent me. I got his name from the bar association, checked his website, and did a quick internet search to check out his history. I called Bud and he immediately started documenting facts and even met me at the site of the incident to gather information. Bud not only acted as my lawyer, but after being completely disregarded by insurance companies and the involved parties, Bud was there to comfort me. I was scared and didn’t know what to do. He told me not to worry and just take care of myself. He listened to my concerns and never once made me feel like any of my questions were dumb. He never cut me off and never seemed irritated with my ramblings or opinions. He did not ask for any money up front and they completed all the paperwork at his office. It took a little over a year to settle my case (which I have come to discover is a great timeframe). He was able to convince the other side to settle for a reasonable amount out of court, sparing me further inconvenience and stress. He walked me through the process, helped me obtain medical care that was much needed, completed all the paperwork, made all communications necessary, and the thing I liked the most is he made me feel comfortable. He provided me with a check the same day it cleared at the bank and is taking care of any follow up issues directly with the insurance. Bud Houser is a great attorney. I am very pleased with his services and the amount of support I received. I would definitely recommend that anyone with a legal need seek his advice and/or services.
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20 Aug, 2008 by Dwayne
Miss Lingafelter was extremely helpful even though she was not able to take my case. I would recommend her to anyone seeking an attorney. Thank you
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18 Jan, 2021 by Jordan
Haley, was so much more than just a lawyer to me. She quickly became someone I trusted, confided in and leaned on. The amount of care and passion she handled my case with, made it feel as if it was her own child at the heart of this case.
I originally hired her only to handle updating and changing a parenting plan that was out date and needed revision. Not only had my child (still) not seen their father in over 2 years, but there was a DVOP against him and other complications that made this mess. The DVOP was due to expire around the time I hired her, and I had made it clear I could handle that on my own as I had the last two years prior and I only needed her for the original request.... well... cue me calling her in tears, in the middle of the day a couple weeks later, having a panic attack because I needed more help than I thought handling the DVOP. As embarrassed as I was to be so upset, she handled me so well. She took in all the information she could, reassured me, consoled me, and grabbed the reigns from there. THAT DAY, she has documents written up stating she would be representing me to all parties. Her attention to detail was astounding. She combed over 100+ pages of documentation and had our statement ready within a week. Not only did she come with enough information to handle winning that case alone, but she found past cases similar to mine to reflect WHY it should go in our favor, and by a landslide we got the DVOP renewed. She was so professional yet aggressive when it came to defending me or pointing out holes in the information the other party presented, easily discrediting any slander or false statements.
When it came to editing/changing the parenting plan she really took the time to hear what I wanted and why I wanted it, and even (based on the DVOP case and how that was handled by the other party) provided ideas or things I hadn't even thought of to be better obtain our needs. She had seen first hand what I was dealing with in the other party and knew how to handle it with ease. She was diligent in chasing down the other party for things we needed, and never missed a beat when it came to keeping me up to date. She was honest when it came to the advise she gave, she told me when/if what I was hoping for was farfetched and also advised when I should be hoping for more. She was mindful of my financial situation as well, and really made sure to help there while still doing all she could. She wouldn't back down from something she knew was attainable even if it took presenting past cases, current situations or even going to court if through mediation we couldn't get what we needed to feel safe. Luckily in this case we were able to handle this through mediation, but if it was not for her fighting for me and my daughter I am not sure if it would be that simple. We came with a plan. An informed, well thought out, data supported plan that she wouldn't back down from to ensure we left feeling safe, confident and whole. She fought for me and my child like she was fighting for her own. She was upset when I was upset, she was happy when I was happy she was always there with me. Every step of the way.
Mediation was a little over 6 months ago and it was amazing that something that is usually a really heavy, long, painful event, feels like a shining moment in the case overall.
I cannot speak enough about Haley and all she has done for myself and my family. She is honest, hard working, LISTENS, cares about all aspects and really felt like a friend more than a lawyer. Her attention to details, honesty, straight forward communication and through process all just add to the already amazing lawyer that she is. She will forever be my go to when it comes to handling this situation. There truly are not enough words to convey how grateful I am for her. She is the BEST!
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01 Feb, 2016 by Liz
David was hired to help me with a real estate contract for a for sale by owner home purchase. David was thorough in his explanations and helped facilitate a purchase that otherwise would have been a lengthy process.
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27 Jan, 2009 by Anonymous
Carol has been representing me for over 7 months, and I will tell you that she is above reproach, her honesty, integrity and trust is her greatest strength. You add compassion and hard work; and what you have is a recipe for success.
She also demands the same from me, and expects me to be above reproach as well, this is very important to her, because it makes for a winning combination.
She is very knowledgeable, responsive to how I feel, and she keeps me informed every step of the way, whether the issue is in my favor or not, she tells me the truth about each situation, but remains positive and upbeat, when things are not exactly going our way.
She is not just my lawyer, but also my advocate, I am so proud that she is in my life and very happy to recommend her to others.
--Gregory J Nashif - Vancouver, Washington USA
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24 Nov, 2011 by Steve
Maria was the first lawyer I spoke with when the work started on my divorce. I knew the moment I met her that I had walked in the right office. In what was a very difficult situation for me, she treated me with genuine respect and concern. And on top of all that, she was also great counsel, always timely, always knowledgable, and always ethical. And that was in the face of opposition that did not necessarily reflect those same characteristics. I'm quite thankful that I chose her office to walk into.
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31 Mar, 2022 by Michael
Zack has done tons of work for my wife and I real estate investing.. Zack is super sharp on all land laws.. Thank you Zack you have save us money and time by doing it right the first time..
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12 Jan, 2023 by Anonymous
I hired Lindsay after she came recommended from an attorney I consulted with and who did not have time for my case. Not only did Lindsay settle my divorce, but she was also compassionate and caring to me as my ex tried to humiliate me in every way he could. If you want an attorney who actually cares about you as a human, I recommend Lindsay
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20 Jun, 2007 by Anonymous
Mike has represented our family in two injury claims. In both cases he as kept us well informed and has been timely in his communication with us. In the major claim we pursued, Mike sought training in the short and long term effect of the injury. He further managed the necessary family matter of setting up the guardianship of our injured adult child. He also provided us the information we needed to make decisions about how to proceed on both cases. He is very ethical and professional. We have encountered several attorneys over the course of our lives and no one compares to the level of committment displayed by Mike.
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15 Aug, 2011 by Ashley
Mike did great work putting together my estate planning packet for Phinney Estate Law. He translated my notes into effective estate planning documents, and did it well within the agreed-upon time frame. I would (and do!) recommend him to my friends and colleagues who have estate-planning needs.
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22 Feb, 2024 by Michelle
Liz is an amazing person with a fabulous personality and great sense of humor ! She is very informative and is especially helpful in legal matters.
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25 Jan, 2012 by Ari
Mr. Tuell was very helpful in giving advice on Estate Planning for my dad before he died, and in processing of the sale of his house. His timely advice saved me well over $100,000 that would have gone to the state. (The state sent a letter of intent to put a lean on my dad’s estate, but after seeing the paper work that had been done retracted that Intent- very cool!) I would strongly encourage my friends to seek Mr. Tuell out!
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10 May, 2017 by Mira
I hired Matt Marcoe to write a lease for my rental property. He was able to get it to me in 2 days! The lease was very clear for me and my tenants to read. The tenants even comments on how straightforward it was. He offered advice on the the do's and dont's of starting a property management company.
I have recommended him to my friends and family and would highly recommend him to others! I plan use Matt for any of my future business legal work.
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30 Apr, 2013 by Anonymous
We contacted Ann T. Wilson for breach of trust issues. She was very responsive, focused on the facts, avoided getting caught up in the drama/personal issues. She kept costs down and was able to mediate our case, avoiding trial. Our issues were resolved and our dishonest trustee was replaced.
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23 Nov, 2019 by Anonymous
Mr. Holyoak was the only attorney who personally called me the day of my reaching out concerning a time-sensitive consultation. He scheduled an appointment first thing the next day, where he was helpful and efficient helping me understand my position. He was judicious with my time and money.
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16 Oct, 2014 by Anonymous
Morgan was instrumental in quickly accomplishing changing my birth certificate. It's a task I have put off for so long partly due to the lack of lawyers and knowledge around LQBTQ needs. Id highly recommend contacting Morgan to anyone that is needing a knowledgeable, trustworthy lawyer on their side!
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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.
