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4.6
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5.0
260 Reviews
29 Aug, 2024 by Brooke figueredo
29 Aug, 2024 by Nicole pedraza-pinho
28 Aug, 2024 by Sara villar
Phil is amazing. He is prompt and has great attention to detail. Makes you feel like he's really got your back.
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5.0
10 Reviews
5.0
26 Reviews
09 Aug, 2024 by Jimmy trieu
Helpful and professional
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08 Aug, 2024 by Tien nguyen
Very knowlegeable lawyer. Highly recommended
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25 Jun, 2024 by Michelle phan
Our lawyer has been outstanding. Ms Anita always there for us, incredibly knowledgeable, and quick to respond. My family deeply appreciates her unwavering support and expertise. She has been especially helpful to my parents, who do not speak English, ensuring their needs were fully understood and addressed despite the language barrier. We highly recommend her.
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10 Sep, 2024 by Riddick antunez
Matt is very knowledgeable in law, communication and his overall presentation is sound. I would highly recommend him. His treatment to clients is on par. I thank him for helping our family. He gets a great 5 stars and above. Ty Matt
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30 Aug, 2024 by Leena catinella
Thank you Mc Kenzie for all you have done. She is driven, patient, kind, upfront and honest and aggressive where it’s needed which is in the court room on your behalf. You do not need a lawyer that’s scared of speaking on your behalf and she isn’t. I could not be more thankful for the communication and understanding that she gave me as well as the results in our case. Without her we wouldn’t have the outcome we have had, couldn’t be more thankful for all she’s done and her heart that she puts into this. She works very hard for people because she simply loves what she does and her clients. I will always be thankful for her. Thanks again for all your help, again you are amazing and I appreciate you! If you want a good lawyer, do yourself a favor and don’t look further.
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26 Aug, 2024 by Adam hanson
Roger is a fantastic lawyer. He really took the time to get to know me and my case. He cares so much and wants what is best for his clients. I couldn't be happier with the job he did!
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10 Sep, 2024 by Riddick antunez
Matt is very knowledgeable in law, communication and his overall presentation is sound. I would highly recommend him. His treatment to clients is on par. I thank him for helping our family. He gets a great 5 stars and above. Ty Matt
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30 Aug, 2024 by Leena catinella
Thank you Mc Kenzie for all you have done. She is driven, patient, kind, upfront and honest and aggressive where it’s needed which is in the court room on your behalf. You do not need a lawyer that’s scared of speaking on your behalf and she isn’t. I could not be more thankful for the communication and understanding that she gave me as well as the results in our case. Without her we wouldn’t have the outcome we have had, couldn’t be more thankful for all she’s done and her heart that she puts into this. She works very hard for people because she simply loves what she does and her clients. I will always be thankful for her. Thanks again for all your help, again you are amazing and I appreciate you! If you want a good lawyer, do yourself a favor and don’t look further.
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26 Aug, 2024 by Adam hanson
Roger is a fantastic lawyer. He really took the time to get to know me and my case. He cares so much and wants what is best for his clients. I couldn't be happier with the job he did!
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10 Sep, 2024 by Riddick antunez
Matt is very knowledgeable in law, communication and his overall presentation is sound. I would highly recommend him. His treatment to clients is on par. I thank him for helping our family. He gets a great 5 stars and above. Ty Matt
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30 Aug, 2024 by Leena catinella
Thank you Mc Kenzie for all you have done. She is driven, patient, kind, upfront and honest and aggressive where it’s needed which is in the court room on your behalf. You do not need a lawyer that’s scared of speaking on your behalf and she isn’t. I could not be more thankful for the communication and understanding that she gave me as well as the results in our case. Without her we wouldn’t have the outcome we have had, couldn’t be more thankful for all she’s done and her heart that she puts into this. She works very hard for people because she simply loves what she does and her clients. I will always be thankful for her. Thanks again for all your help, again you are amazing and I appreciate you! If you want a good lawyer, do yourself a favor and don’t look further.
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26 Aug, 2024 by Adam hanson
Roger is a fantastic lawyer. He really took the time to get to know me and my case. He cares so much and wants what is best for his clients. I couldn't be happier with the job he did!
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29 Aug, 2024 by Brooke figueredo
29 Aug, 2024 by Nicole pedraza-pinho
28 Aug, 2024 by Sara villar
Phil is amazing. He is prompt and has great attention to detail. Makes you feel like he's really got your back.
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12 Dec, 2021 by Jennifer
During the hardest time of my life, Jennifer was amazing, helpful, understanding, empathetic, kind, and truly a pleasure working with. She took the time to explain things to me over and over if I did not understand them, and she completely understands the grief process and how we all go through it differently. She never once told me that I was a bother to her and she worked on a personal, yet professional level 100% of the time. I would highly recommend Jennifer for all Estate Planning, in fact, she came to us through a referral from a family member who used her services. Truly a kind and understanding attorney.
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29 Apr, 2021 by Ronald
i was fortunate to have had Jennifer referred to me by a friend of my wife who is Brazilian to prepare a Will for me.. Jennifer and her assistant Haneen are very easy to deal with and are very detailed oriented.i would recommend them highly to anyone who needs a lawyer.Jennifer speaks portuguese fluently which was a big plus for my wife.Their fees are very reasonble.
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10 Apr, 2021 by Em
Jennifer is a great attorney and very professional. She helped me tremendously in my divorce case, explained every step clearly during the process and made it so easy. I developed such a great and friendly relationship with her and I will be using her services in the future. I would recommend her to everyone and I can assure you that you would be in good hands and you will not regret your decision. She is very prompt with her responses and always takes care to communicate and follow up. To say the least, I’m glad that I chose her to handle my case. Without her expertise, I’m not sure if it would’ve been possible for my case to be wrapped up quickly and have a positive outcome. Thank you, Jennifer!
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20 Mar, 2022 by Brenda
Not only did Mr. Broome write up my will and my father's, he came to my rescue with questions when I was in a panic. Calmly walked me through processes & steps, just put me at ease.
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14 Mar, 2016 by Greg
Bill, is a fantastic gentleman and a great lawyer. He has help our family for many years and has always been a good confidant in family matters. If it matter to you, it matters to Bill. Great guy.
Greg M.
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13 Oct, 2008 by Michelle
A great, caring lawyer. Has helped me with many legal issues. he has been my lawyer for about 5-6 years now.
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23 Aug, 2020 by Donna
Genny was recommended by another attorney to help our family with planning for our father-in-law. After our consultation, she was honest and told us we did not need her service for what she said we needed to do. Genny is extremely bright, personable, communicates in a timely manner and overall an A+ attorney. I would highly recommend you invest in an hour long consultation with her if you need to plan for Elder Care in Florida.
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03 Jul, 2017 by Jo ann
When I met Genny, she was very nice, personable and a true professional. She made me feel comfortable and she explained everything to me. I was very pleased with the out come of my Estate Planning. I would recommend her to family and friends. Thank you.
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02 Sep, 2015 by Anonymous
She was a pleasure to work with throughout our estate planning. She was honest, patient and offered wonderful advice when needed.
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30 Apr, 2021 by Samuel
First legal relationship I ever had in 1986 with a new real estate investment and incorporating my company: since I have retained Counselor Bennett for estate planning with my parents, in-laws and my Personal family wills. He was at my wedding and my parents funerals: a family friend for 36 years!
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20 Apr, 2021 by Michael
It seems that I have known David forever. I have retained him over a number of years from time to time and been very happy with the results that he was able to obtain for me. My first experience with him as an attorney many years ago was when my father retained him to pursue a fire damage claim to our family’s seashore summer house in New Jersey. In the offseason, workmen were renovating the interior of the house and, specifically, installing a new kitchen. After they had left for the weekend, a fire started in the house in the middle of the night and there was significant fire damage. David had the moxie to retain the retired Fire Marshall for the City of Philadelphia as an expert witness who confirmed David’s suspicion as to the cause and origin of the fire. Before they had left for the weekend, the workmen had decided to have a party in the living room to celebrate the end of the work week. Along with the empty beer cans, one of the workers inadvertently dropped a lit cigarette inside the living room couch to smolder for several hours resulting in the fire. In proving the origin and burn pattern of the fire, David was able to secure a sizable and unexpected settlement from the insurance carrier for the renovation company.
The latest matter that David handled for me was the administration of the estate of my late mother who owned personal and real property in the States of New Jersey and Florida. His administration of the estate in those separate jurisdictions was seamless. His particular knowledge of New Jersey income tax procedure saved me tens of thousands of dollars that my accountant was prepared to have me hand over to the tax authorities in that State. Even when the Florida estate administration became complicated by the homeowners association action to foreclose on the Florida house for alleged non-payment of HOA fees, David was able to have that matter resolved and dismissed.
He is quite a talent and I would highly recommend him to anyone.
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16 Apr, 2021 by Phil
I am a CPA in the suburban Philadelphia are, and have known David personally for over 50 years and professionally for more than 30 years. If I have a particularly complex estate or trust matter which may or has included fiduciary litigation, income, gift or estate taxation, and has litigation between beneficiaries, creditors or as against the Internal Revenue Service, I have David on my speed dial. Ultimately, these matters are referred to him, and our office has retained him on any number of related files.
Not only a good friend by his deeds, I once had to explain to my father that the reason we were good friends was that he was and is fearless, no matter the adversary in and out of business. So it was no surprise to me when he took on the fifth largest law firm at the time in Philadelphia and beat them representing a contestant in a will contest over a several million dollar estate even though his adversaries had the advantage financially and with a far more extensive staff at their disposal.
I would enthusiastically recommend him to any potential client.
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27 Mar, 2018 by Anonymous
I highly recommend Sasha Klein. She was very thoughtful to my personal matters and extremely responsive. She made me feel like I was in very capable and caring hands. Her knowledge is top notch! Sasha is an excellent estate planning and probate attorney.
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07 Aug, 2017 by Ben
Sasha is a fantastic attorney and her knowledge and professionalism exceeds expectations. She is passionate, energetic, and her expertise is second to none. There is no one else I would choose to consult with and she is a phenomenal addition to Ward Damon.
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01 Feb, 2017 by Anonymous
Sasha's estate planning acumen is second to none and her professionalism is a model for all in the legal community. Highly recommend!
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5.0
3 Reviews
16 Jul, 2021 by Scott
After my father passed away unexpectedly in 2019, I immediately began the work of acting as his personal representative. Unfortunately, my father had no legal Will which led to a contested estate. The estate attorney I hired initially was not interested in handling litigation filed by another heir, and recommended David Garten for the job. Calling David Garten was the best decision I could have made.
David Garten is an expert in Florida State Estate Law. He is a litigation attorney who handles contested estates and defends his clients with zeal. He exudes the calm confidence and total professionalism of an expert in his field. There are none of the blustering or hyperbolic statements that you will find with unqualified attorneys who are just trying to get your business. David will never leave you with a false sense of confidence on any issue. David’s credentials are impeccable, and he is a regular contributor to Florida State Bar Association publications. David’s staff is top notch and well organized, a sure sign of an excellent attorney. I also found David and his staff to be approachable and easy going, not stuffy or hard to communicate with as some attorney’s offices can be.
David’s work on my father’s estate was exemplary. He successfully negotiated settlements and diffused or won the unnecessary litigation brought against the estate. At one point David parlayed a pre-trial deposition into a settlement that enabled me to continue my work to close the estate without interruption. This is one of many examples of David’s expert handling of my father’s estate. David is very cost conscious and employs other Estate Attorneys to handle the more routine aspects of estate administration. You can rest assured that you won’t be gouged. David’s calm approach to angry opposing counsel, random unnecessary litigation, and wary nerve-wracked clients, was incredibly reassuring as we worked through various issues.
I would highly recommend David Garten to represent you if you are the executor or personal representative of a contested estate. In fact, I would say that if relatives are likely to litigate after the loss of a loved one, skip the standard Estate Attorneys and call David Garten for the representation that you really need.
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09 Mar, 2016 by Pat
I was living out-of-state when notified of my estranged husband's death. I needed to be advised and represented by an attorney who was familiar with Florida's state statutes for elective shares regarding the surviving spouse. My situation required a lot of special research. David made me feel comfortable and confident that everything was covered. He kept me appraised of the current status, even though there were time issues holding up our progress. Given the circumstances of my case, I felt David was attentive, personable and gave my case the required attention to detail needed. I was especially impressed with the follow up on David's part and his paralegal, Cheryl. At the conclusion of my case, they both made me feel like I would want to use there service again and/or would refer my family and friends to them.
David and Cheryl, thank you again.
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08 Mar, 2016 by Anonymous
After being victimized by several other attorneys regarding Trusts, Elder Law and Guardianship I did extensive research prior to finding a West Palm Beach attorney with the expertise and experience of David M. Garten, Esq. He was very responsive regarding scheduling and thoroughly knowledgeable in his field of law. He was always sympathetic and concerned to act in my best interest. His fees were reasonable and there was never a suspicion that his time billed was inflated. Hiring Mr. Garten actually turned out to be an extremely excellent value when at our first meeting he suggested he would, and actually did notify my insurers who ended up carrying a significant portion of my case with Mr. Garten's supervision. I now know how fortunate I was to have been represented by such a caring, compassionate, and expert attorney. I would never hesitate to encourage anyone needing the type of legal services offered by Mr. Garten to meet with him. Although it was very unpleasant going thru a lawsuit, David Garten’s advocacy made the situation a lot more tolerable. I will remain forever grateful for his services.
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31 Mar, 2024 by Karla
We initially consulted with Shahar while thinking of a different legal path that we thought we needed to take for our son. She was so honest with us in the initial consultation about how that path might not be the best one to serve our son's needs. We are so happy we listened to her. Shahar has been invaluable to us. She has always been available and ready to advocate for our son even when outside of business hours and during what was a difficult situation we were experiencing. We never had to wait for responses when communicating with her or her office. She is the attorney you want in your child's corner. It always feels like Shahar advocates for our son as he were her very own. I cannot recommend Shahar strongly enough!
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03 Mar, 2019 by Nana
Shahar was very helpful throughout my entire process working with her. She is very sharp, insightful, and bold. She is definitely someone you can rely upon and trust to take charge over your case. In a time of stress and uncertainty, she was someone I could completely count on.
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20 Dec, 2017 by Tammy
From our first conversation I knew she was the person to support me on my case! Her extensive knowledge along with her true concern guided me every step of the way!!! She answered every question and explained every step. From beginning to the end she was a integral part of the team!! I can not recommend her enough!! And will be forever grateful for all she did to support me and my family!!!
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28 Aug, 2020 by Jane
I hired Prestige Land & Law, PLLC and they were wonderful. They took care of everything and made sure everything went smoothly. I highly recommend this firm. They were knowledgeable, both responsive and proactive, negotiated successfully on my behalf. I can't say enough good things about them.
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19 Mar, 2020 by Bridget
Lindsay was recommended to me by my divorce attorney under pressing circumstances. Lindsay acted swiftly and worked with me on the sale of my house. Because of her due diligence she uncovered issues that could have severely impacted the closing which probably would have resulted in losing the buyer. On top of all that she saved me a considerable amount of money on the closing and which almost made her fees a wash. I cannot imagine going thorough this experience without the council of Lindsay.
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02 Mar, 2015 by Anonymous
Mrs. Demmery recently helped me with a complicated sale of a commercial building. It involved a difficult situation (family) that could have put the sale and then the proceeds from the sale in jeopardy. Her calm yet professional mannerisms were key to accomplishing the task at hand. She did an amazing job! It was a relief knowing that her top notch knowledge regarding real estate law was there to guide the process in an efficient manner. Additionally, the office environment is welcoming and friendly. I highly recommend Mrs. Demmery.
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28 Jan, 2021 by Anonymous
Mr. Jonathan Phillips was very professional, fair, and prompt with helping me with my a copyright infringement case. He was extremely knowledgeable and made the process fast and smooth.
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10 Sep, 2017 by Anonymous
Mr. Phillips responded quickly and even contacted me online to clarify some points. His answer was concise and he recommended a concrete plan for my problem. I have spoken to a couple other attorneys and none had a grip on the problem, especially so quickly. He is not listed as a SSA atty but he seemed extremely knowledgeable and helpful Thanks very much
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30 Jul, 2023 by Tanya lofton
So far so good...
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25 Jan, 2019 by Bernie oliver
12 Feb, 2018 by Joyce
I am out of state and had to have 2 probates taken care of. Mr. Brams was always very responsive to my questions and has been professional to work with. I would highly recommend Mr. Brams.
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18 Jul, 2016 by Anonymous
Having Attorney Brams to develop and execute a special needs trust for my family was an insightful event. I was guided step by step in a very caring way in working with Mr. Brams to develop the documents that so carefully protect my family. I have recommended him to many of my friends and they have all been pleased with the work that Mr. Brams has completed for them.
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17 Mar, 2016 by Anonymous
I was referred to Attorney Rachael Poppa Esq. to complete the legal documents necessary for a real estate transaction. I found her legal advice and services to be excellent. She kept me abreast of all proceedings throughout all the various phases of the legal process. She was extremely attentive to my questions and gave me several different legal options which I had never considered. Her legal fees were fair and within the range I expected. I will recommend her to my friends needing legal services.
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16 Mar, 2016 by Adam
I recently purchased a new town home and hired Rachel to review all the documents and guide me through the purchase process. She did an outstanding job and went "above and beyond" my expectations. I highly recommend Rachel, she will do an outstanding job for you!
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10 Feb, 2023 by Drs. frances and mariano guardo
My wife and I contracted with Mr. Eric Severson for assistance with our will and trust. Our experience was very good. Mr. Severson is an excellent lawyer and made the process seamless. We recommend his practice without hesitation.
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04 Nov, 2015 by Brady
Eric handled our probate and estate transition after my fathers passing. He is thorough, considerate and extremely capable. We could not ask for better representation and can recommend his services without hesitation.
-Morehead Family
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05 Aug, 2016 by Anonymous
Mr. Stabler is definitely one of the better attorneys I have worked with. His response time can't be beat. He was efficient in handling my matter. I found him to be responsive and sensitive to my concerns. Was very fair in his billing practices and did not spring surprises on me. Also, he was helpful and patient. He helped me accomplish my objective and offered additional insight to make my situation and transaction easier. He is an outstanding attorney!
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07 Aug, 2012 by Linda
I may never utilize the expansive possibilities of your trust but what really impressed me more than anything else about the program was you. You treated me as though I was the wealthiest person in PB County - or at least that is how your behavior allowed me to feel. You took the time to do it right, you were patient answering all of my questions and you spent time with me on that last day when all the documents were signed. You came over to my office during your lunch hour, answered any questions I had and at no time did I ever feel rushed or hurried.
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5.0
1 Reviews
10 Jan, 2011 by Anthony
I have been consulting Mike Lampert for years. He has always come through for us even in the most difficult circumstances.
He is hard working, honest, and reliable.
I would never consider consulting anyone else.
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08 Jul, 2012 by Anonymous
This guy did not charge me a lot. He used to work in the public defenders office. My mom hired him for some type of will and I got in trouble with the law. He was great! I made a big mistake, but thanks to this guy, I got another chance. So nice too.
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27 Jun, 2012 by Charles
Has been very helpul with original purchase and refinancing of my home and saved me money and problems. Also prepared a living will - even sending a lawyer to the hospital with the document. His service is above and beyond the usual.
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21 Sep, 2021 by Eva
I was refinancing my loan and wanted someone local and trustworthy to handle the closing. Mr. Marseille was very patient and kind. He explained every detail and answered my many questions. He was meticulous with every detail and contacted the mortgage company when the text was questionable. I couldn't have been in better hands.
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17 Dec, 2012 by David
John Marinelli has been my Attorney for the past 20 years and has also become an important part of my life’s journey. Mr. Marinelli has been by my side even when I wanted to give up, but he fought hard & long for me and I am very thankful for the rest of my life for doing what he has done and I know he continues to be by my side. I would not trust anyone as I trust in him. Thanks to Mr. Marinelli I have been able to have my life again and the freedom needed to continue. If you need an Attorney that will fight for you to the end, Mr. Marinelli is your Attorney. John P Marinelli has helped me through divorce, child support, traffic tickets and everything in between. I plan to have Mr. Marinelli be once again my attorney in my future bankruptcy.
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27 Oct, 2024 by Oscar mendoza
Doug was absolutely great in this process of resolving my tickets. Him and his team got back to me relatively quick. Will definitely recommend him to anyone who needs to help with fighting tickets also check out their other services. You won’t be disappointed.
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27 Oct, 2024 by Davita billings
Great communication and guess what no ticket cost and points
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28 Aug, 2024 by David martinez
I am a completely satisfied customer and will highly recommend to anyone who needs them
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29 Oct, 2024 by Lucie lundeen
I cannot say enough good things about working with Haneen. She has helped me so much with my mother’s estate and probate. I was out of state and so upset and overwhelmed and Haneen was kind, knowledgeable, patient, professional, and absolutely wonderful to me. I’ve had bad experiences with some male lawyers so I really felt more comfortable with a female and Haneen was by my side every step of the way. Cannot more highly recommend her.
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28 Oct, 2024 by Marcia graham williams
Jennifer is an excellent attorney and an undeniable expert in her field She guided us methodically and explained every step in detail I would highly recommend her.
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25 Oct, 2024 by Isabel salazar regal
I had a super great experience with lawyer Jennifer Petrovitch, Esq. The transition of my case was smooth, clear and fast like never had it before with different lawyers before, either in time frame and completion of the case. I definitely recommend the services.Thank you!
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30 Sep, 2024 by Catherine stellino
I would like to start off by saying that this is the first time I’ve ever needed a lawyer. Needless to say I was nervous, anxious, and didn’t even know which way to turn. I got very lucky that Nicholas C. Maniotis and paralegal Jo Hunerberg were assigned to my case. Everything was handled swiftly and professionally. They also made sure I was fully aware and completely understood what was going on every step of the way. I am extremely satisfied and forever grateful that such a scary experience turned into such a positive one. Thank you again Nicolas! I will definitely be recommending you to anyone who needs it for sure!
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27 Sep, 2024 by Stella workman
I cannot say enough good things about Gabriel Isasi and the incredible team at Lytal and Reiter! From start to finish, they provided exceptional legal expertise, guidance, and support. Their professionalism, attention to detail, and dedication were evident in every step of the process. Gabriel Isasi always took the time to explain everything clearly and kept me informed throughout, making sure I fully understood my options. More importantly, he cared about me as a client and my injuries.
The entire team was responsive, compassionate, and worked tirelessly to ensure a positive outcome for my case. I felt confident and reassured knowing I was in such capable hands. If you're looking for a top-notch attorney who truly cares about their clients and delivers outstanding results, look no further than Gabriel Isasi and his team. I highly recommend them!
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24 Aug, 2024 by Alan adams
Contacted twice for consultation. Sure no problem we will set you up with consultation. Each time waited for contact. Nothing no contact. Gave email and phone. No go for over 3 weeks waiting. Will never deal with them ever again. Do yourself favor call somebody else if you want results.
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5.0
5 Reviews
4.9
333 Reviews
02 Oct, 2024 by Scott meyrowitz
Mr A Casas and his wonderful team did an exceptional job on my and my friends' cases, which was not an easy task.
The story goes on. I had a previous attorney who was terrible. I moved on with Mr Alex Casas, and he handled the whole case with a professionalism that is rarely seen in the legal world of personal injury. Mr. Alex Casas always calls you back and keeps you up to date about what is going on.
Do not waste your time with other firms. Just go to Casas Law.
Scott M
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02 Oct, 2024 by Awilda ruiz
I Awilda Ruiz am pleased to recommend Casas Law Firm. They are a Team of attorney's that are Kind, Caring, very professional and most of all they fight for you to get the best possible outcome on each and every one who they serve. I am very pleased with their Ethics, compassion and professionalism, They have my highest recommendation(5 stars to each and everyone of them and their staff. Thank you so very much for your services.
PS: if their were higher scores for their performance I would give them the highest!!!
Best Regards,
and again thank you
Awilda Ruiz
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30 Sep, 2024 by Fly net
Through the tireless and unrelenting efforts of everybody at Casas law I can’t thank them enough. They not only took the time to work with me through my case but actually gave me the complete comfort in knowing what is happening, and how it is being handled. I with out a doubt will be back if I have any issues in regards to personal injury. Again thank you all so very much
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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:
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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.
