Filter by

star star star star star
09 Dec, 2024 by L hull
If you're seeking excellent representation for a dog bite claim, I highly recommend Curcio Law of Alexandria. Rakin Hamad, Esquire, provided outstanding legal services and ensured I received fair compensation for a serious dog bite injury. Mr. Hamad was thorough, clearly explained the legal process, and promptly followed up on all action items. If you’re dealing with a personal injury related to a dog bite, Curcio Law and Mr. Hamad are the team to trust.
Read more Google Maps
star star star star star
09 Dec, 2024 by Matt eliot
A relative was a pedestrian involved in a car crash- they ended up needing 5 days of hospitalization, about 6 months of rehabilitation, dental work, multiple initial surgeries, and follow-up surgeries. The bills were huge, multiple insurance companies needed to be coordinated, lawsuits and court filings needed to be handled, this was way beyond our capabilities. We needed a personal injury attorney- professionals who do this all the time. After several interviews, we went with Curcio Law, and that was the right choice. Justin Curcio took care of everything, made important suggestions and gave critical advice. Ultimately, everything was handled remotely, we didn't need to go to court, and we got every possible penny from the defendant and insurance companies due to Curcio's negotiations. Since the relative was a minor, Curcio was even able to structure the settlement so that it could grow tax-free until they are an adult- that's huge. I have nothing but appreciation for the job they did. Strongly recommended.
Read more Google Maps
star star star star star
21 Nov, 2024 by Maxwell nagle
I had a very unfortunate accident happen to me in April of 2023 while at the gym, when a mirror that I was stretching in front of fell off the wall and shattered on me. Rakin was able to take the details of a very odd case and get me a settlement that I was very satisfied with in the span of about a year. He explained everything in a way I understood and was very good at communicating when progress was made in my case. Would highly recommend to anyone looking to settle a personal injury claim.
Read more Google Maps
See more
star star star star star
20 Aug, 2024 by S
Peter has excellent communication skills and is incredibly knowledgeable. He is candid and will always give you the full picture as it stands. Whilst showing the utmost professionalism, the thing that has and continues to stand out for me is Peter’s human side; always showing genuine concern for the client. He will always go over and above to help. Mine was a difficult case which Peter helped to navigate in the best way possible. I would not hesitate to recommend Peter’s services - you will be in safe hands!
Read more Google Maps
star star star star star
02 Aug, 2024 by Gjergj dollani
Peter has been my go-to for the past 6-7 years. He has helped me tremendously with various issues from contracts to litigations, and has always pushed hard to represent my interests. His integrity is paramount, which is of huge importance to me and my family.
Read more Google Maps
star star star star star
06 May, 2024 by Lyudmyla topcha
We loved our experience with Jabaly Law. Peter provided exceptional quality of work, excellent customer service. Any questions we had, Peter made sure to answer all of them and prioritized our case! I highly recommend Peter as a lawyer, won’t regret it.
Read more Google Maps
See more
star star star star star
19 Oct, 2023 by Kishia rivers
This law office I visited was exceptional. The lawyers were highly knowledgeable and professional. They provided clear and concise advice, and their attention to detail was impressive. The office itself was well-organized and had a welcoming atmosphere. I was thoroughly impressed with their expertise and the level of service they provided. Overall, it was a great experience and I would highly recommend this law office.
Read more Google Maps
star star star star star
19 Oct, 2023 by Judy mugo
Google Maps
star star star star star
19 Oct, 2023 by Steve kamau
Personally this is the best firm to work with and success is guaranteed
Read more Google Maps
See more
star star star star star
18 Aug, 2024 by Steve a
I had a fantastic experience with McGavock Reed Law. He was incredibly professional and knowledgeable throughout the entire process. Mac was always available to answer my questions and provided clear guidance. I highly recommend their services!
Read more Google Maps
star star star star star
18 Aug, 2024 by James bond
Mcgavok reed are the upmost example of professionalism. I had a dispute with a local tow company. They listened to me, took my case, and won. I can only give them the highest recommendation
Read more Google Maps
star star star star star
19 Jan, 2024 by Lauren steininger
I want to thank Mac for his professionalism, expert advice, and guidance during my case. He is a highly skilled lawyer who showed genuine care and attention to detail to ensure I felt supported. Thank you for your dedication and commitment to achieving the best possible outcome, while protecting my rights and interest throughout the entire process. I highly recommend Mac to anyone in need of legal representation.
Read more Google Maps
See more
star star star star star
14 Sep, 2021 by Tijuana
Sharon Moss is a outstanding Attorney, very reliable, anytime I had a questions and I called or emailed her she got right back to me. Mrs. Moss always explained to me what was going to take place when we were in court, and she would explain it to me so that I understood just what was going to happen. She is very knowledgeable and so kind. If every I need a Family Attorney again I would not hesitate to call on her. The BEST.
Read more Avvo
star star star star star
24 May, 2021 by Anonymous
Never let me down. She is dependable, and even when times were tough, she kept pushing. She got me half of my house, and a lot more. If you are looking for a lawyer, I suggest you hire Sharon and let her work her magic!
Read more Avvo
star star star star star
17 Feb, 2019 by Anonymous
It’s hard to know where to start and who to trust when you find yourself in need of a divorce attorney. I was in that situation and luckily I found Sharon Moss, who did a great job representing me. Since my ex-spouse was a military member it was extremely helpful to me that she had knowledge and experience in that area. She was dependable and trustworthy and I am very happy with the service she provided me during a difficult transition.
Read more Avvo
See more
star star star star star
01 Feb, 2020 by James
I would like to first thank Juliana O'Neill for her legal services with my divorce. She was very helpful and understanding to address all of my legal questions during my divorce process. I would recommend her to anyone who needs help with there divorce. James
Read more Avvo
star star star star star
20 Jan, 2020 by Anthony
For the past year I have retained Mr. Tesfaye services. I have looked at different lawyer's and everything kept pointing back to him. I believe in God that it was meant for us to cross paths and work together. He went above and beyond the call of duty to assist me with my case. So, he has my highest recommendation to anyone seeking his services. He is the best at what he does and I will be forever grateful to him for what he did for me. Best, Anthony P.S. - God bless you Mr. Tesfaye
Read more Avvo
star star star star star
13 Jan, 2020 by Virlene
Good Afternoon, I thought I was working with another attorney but was given the run around so the next day I called Juliana's office and I had an appointment the following day. I was truly impressed how she was so down to earth when I arrived at her office. She was well in tune to what I needed to happen with my divorce and she made it happen. If you are searching for a good attorney look no further, she is one of a kind. Thank you so much Juliana for all your help.
Read more Avvo
See more
star star star star star
22 Mar, 2016 by Jacob
I have had Mr. Dolan do several things for my personal estate as well as my business including my contract portfolio. The service provided has been top notch every time and I highly recommend him. He has a way of explaining things that makes the average person better able to understand and evaluate the advice that he provides. He offers great service at a reasonable rate which is very hard to find in the legal world. I have also referred him to several of my clients, peers, and friends, all of whom have said their experience was just as positive as my own. If you are looking for a reliable, honest, and knowledgeable legal professional, then Mr. Dolan is a fantastic option.
Read more Avvo
See more
star star star star star
18 Jul, 2014 by Harry
iMichael Paturis is a very knowledgeable and competent attorney. He is well versed in tax law and communicates his expertise in a very professional manner. From my experience, I would highly recommend him as he represented me in a very complicated tax matter.
Read more Avvo
See more
star star star star star
26 Jul, 2024 by John
I engaged Kylie Newsom of Moore, Christoff, & Siddiqui, to represent me as the Plaintiff to argue a civil litigation case concerning negligence in a dog attack. Kylie made an incisive examination of the facts, and questioned witnesses in court with precision and poise that resulted in a favorable ruling. I could not have been more pleased with Kylie’s diligence and heartily recommend her legal services.
Read more Google Maps
star star star star star
22 Jul, 2024 by Lance perl
Emily Sripinyo is a Legal Superstar! 🌟 Emily Sripinyo truly went above and beyond in reviewing my prenup. Despite juggling a busy schedule with other court cases, she made sure to dedicate ample time and attention to my needs. The prenup, originally drafted by my fiancée's lawyer, was a daunting 37 pages long, filled with complex legal jargon. Emily was a beacon of clarity and support, consistently reminding me that my fiancée and I are on the same team. She meticulously sifted through the document, eliminating unnecessary terms and provisions, and brilliantly condensed it to a much more manageable 24 pages. Her explanations were clear and thorough, making what seemed like an overwhelming task feel completely manageable. Emily's dedication, expertise, and personable approach made the entire process so much easier for me. I am incredibly grateful for her outstanding work and highly recommend her to anyone in need of legal assistance. Emily Sripinyo is truly the best! 🙌✨
Read more Google Maps
star star star star star
24 Apr, 2024 by Jordan garrison
Exceptional Representation: Kylie I can't express enough how grateful my roommate and I are for having Kylie represent us during our potential eviction ordeal. From the outset, Kylie's affordability, coupled with her exceptional communication skills, put us at ease. Throughout the entire process, she made sure we understood every step and procedure involved, ensuring transparency and clarity. Her dedication to our case was evident, and she went above and beyond to ensure a smooth resolution. Thanks to Kylie, what could have been a stressful experience turned into a manageable situation. We highly recommend her services to anyone in need of reliable legal representation. My roommate and I are young women with little experience of legal proceedings. I promise you won’t regret your decision!
Read more Google Maps
See more
star star star star star
29 May, 2021 by Garrett
Chris was great to work with! Very professional, responsive, timely and he gave great advice throughout the process. At our signing he made a could be stressful situation very seamless! Keep up the great work and thank you for helping us!
Read more Avvo
star star star star star
27 May, 2021 by Richmond
Christopher was great! Nice guy and very thorough. Have referred him to others. Thank you Chris. Your help and professionalism was much appreciated.
Read more Avvo
star star star star star
22 May, 2021 by Stephan
Chris and his staff are truly amazing at what they do. Anytime I have needed something done for my mom, they were there helping me with what I needed to be completed. Chris even went to visit my mom in a nursing facility while I was out of state to help along our trust process. The staff always pick up the phones and respond to emails promptly. I cannot stress how professional this law office is and I would recommend them to anyone that needs estate planning.
Read more Avvo
See more
star star star star star
19 Aug, 2024 by Deanne
I was very fortunate to retain Deb as my Attorney in assisting me with the duties associated with administering my uncle's estate. This was my first experience with the probate process, and it seemed quite daunting at first. As it turned out, navigating through the probate process was made much easier thanks to the exceptional experience, knowledge, organization, support, guidance and professionalism of Deb and her team. I was provided with the necessary information, documents, and referrals. Communication from her office was courteous, timely and professional, and follow-up by her office was performed in a timely manner. I am most grateful to Deb and her team for services, guidance and support provided. I highly recommend Deb and her team for their dedication, experience, and ability to effectively and efficiently provide the necessary legal assistance associated with the handling of any estate matter, with compassion, professionalism, and respect.
Read more Avvo
star star star star star
12 Nov, 2023 by Anonymous
Deb came highly recommended to me after I had a difficult time dealing with my father's estate. I did not want my family to have the same issues. She and her time were great, explained all the steps need for a Will and estate planning, everything was done in a timely manner. I cannot thank her enough for the peace of mind she has provided for me
Read more Avvo
star star star star star
15 Aug, 2023 by Diane
Deborah has been SO helpful to us at different phases of our life. After we had children it all became real! Deb helped us with all aspects of estate planning – writing a will, establishing a trust, setting up medical directives, powers of attorney, etc. And she looked out for us over the years. When our oldest child turned 18, she helped them set up their own power of attorney and medical directive so that we could continue to legally act on their behalf if the need ever arises (something we weren’t even aware we needed to do!). Our youngest just turned 18 and completed the same paperwork and I am so grateful with how much time and care Deb took with her. She was very welcoming and patient, taking the time needed to make sure she understood everything. She has always made us feel comfortable, no matter our questions! Deb is extremely knowledgeable and very caring. Highly recommend.
Read more Avvo
See more
star star star star star
25 Apr, 2024 by Katt k
Google Maps
star star star star star
08 Mar, 2024 by Zauhirah tipu
I met with David Hagan for a consultation and he was incredibly helpful, genuine, informative, and honest! I would definitely recommend him to my friends and family. He looks out for the best interest of the client.
Read more Google Maps
star star star star star
23 Aug, 2023 by E w (ew)
I had the pleasure of retaining Attorney Rebecca Wade several times since 2016. She is awesome. I wouldn't seek the advice from any other attorney in Northern Virginia. Highly recommended.
Read more Google Maps
See more
star star star star star
23 Feb, 2024 by Gabriel jalil
A bit lacking on customer service and manners. Every time I call them my "hellos", "good mornings" and "have a nice day" are greeted with silence, a hang up click or some snarky response. Do they know they're talking to paying customers? I wonder.... Call me old fashion, but I do appreciate a respectful exchange and greeting. Especially if I am paying top dollar for boilerplate templates I could potentially fill out myself.
Read more Google Maps
star star star star star
15 Dec, 2023 by Anonymous client
Bottom Line - Colleen Haddow is the BEST attorney I could have ever wished for --my only regret is that I didn't start with her from the beginning. Ms. Colleen Haddow came as a recommendation from my previous law firm following failed mediation in a highly complex, contentious, and financially draining divorce and custody case. The opposing counsel - whose professional reputation precedes her as a person devoid of ethics and civility, made finding a willing, capable, and affordable replacement daunting. Colleen personally and immediately took my call for an intake interview. When I opened by informing her of who opposing counsel was, she simply laughed with complete confidence, accepted my case, and immediately got my case moving on the right track. Unlike opposing counsel in this case, Colleen is a legal professional with impeccable integrity and ethics; but not to be confused with someone who submits to bully tactics or shies away from confrontation in or out of the courtroom. In contrast, Ms. Haddow is emotionally intelligent and well versed in the rules of the court to effectively persuade and, if need be, compel cooperation from even the most difficult of personalities. In doing so, she also remained a steadfast, approachable, and responsive attorney (often responding to me within minutes), who consistently addressed my concerns, provided objective perspective, and gave absolute sound guidance amidst the evolving challenges within the case. In short, she kept me sane and grounded in arguably the most stressful and emotionally draining period of my life. In addition to her superior soft skills, Colleen also demonstrated unmatched expertise and experience in distilling and framing the key issues of my case (fully explaining the legalities), to include those I hadn't initially seen, understood, or considered. She proved invaluable in interpreting and exposing financial information, indiscretions, and activities. She was also proactive, strategic, anticipatory, and prepared always and on all fronts. I am convinced that she and her abilities alone are the REASON that ultimately resulted in my case outcome far surpassing my initial expectations from failed mediation, and resulting in a final settlement that exceeded my best-case scenario in court (albeit that she was fully prepared and willing to execute). Colleen saved me thousands in legal expenses, but more importantly, she helped me overcome a series of short-term losses in exchange for an overwhelming long-term gain in my journey to a new and better life. In the strongest terms possible, I highly recommend Colleen Haddow for all family litigation.
Read more Google Maps
star star star star star
09 Dec, 2023 by Mike dinwoodie
Colleen Haddow came recommend from a family member. She is very personable and was able to provide sound advice for my difficult situation.
Read more Google Maps
See more
star star star star star
05 May, 2021 by Ms. b
I find this attorney, Shirley A. Norman-Taylor extremely unethical. She was appointed to me, I contacted her, shared details about my case that if used against me could be detrimental to the outcome of my situation. She stated she had no time to take on new cases, I told her I would wait until she could, instead she took my-out-of-state estranged brother as a client who is opposing me on a family matter. My entire family will not speak to my brother and his girlfriend who are out to financially gain out of a pandemic crises I found myself in. This attorney took them on as new clients completely throwing me under the bus. Family lawyers are already shady characters, why choose this dishonest one? She holds no loyalty and is lacking with integrity and is far from trust-worthy. I’ve asked her to remove herself in form of email, attorneys have asked her to remove herself and she refuses. Save yourself the future horror I’m about to face in court. I filed a bar complaint on her this morning. She won’t be able to erase that. If you need further details or would like to share your experience please contact me...
Read more Google Maps
star star star star star
05 May, 2021 by B. a.m
This attorney was appointed to me. I spoke to her about my case, later she comes to me saying she has no time to take on new cases, but decides to take on my opposing party who happens to be my estranged brother and his money seeking girlfriend.. These are people no one in my family associates with for obvious reasons. They are around to financially gain from our pandemic crises. I told Shirley Norman-Taylor things that she could use against me. I find her highly unethical, an opportunist who will throw her own clients under the bus. Most family attorneys are already shady characters to begin with why hire one you already know has a track record of disloyalty. I filed a complaint on her this morning with the Virgina bar.
Read more Google Maps
See more
star star star star star
14 Nov, 2024 by Jose zavala
Ms. Medvin is the One and only lawyer I would recommend and a exemplary professional. I now understand why she's one of the best lawyers in the DMV area. I had very minimum interaction with the Judge, she was my shield. She even fought for me to get a down-graded charge from the initial charge. My initial interaction with her was brief and straight to the point. She recommended a few tasks for me to complete to potentially assist in confronting the given charge, and she went to work to build on my case. Her knowledge of the law and work ethic is second to none and her communication throughout my case was excellent. Regarding any legal matters, I would highly recommend her services to everyone. You're in excellent hands and safe with her.
Read more Google Maps
star star star star star
12 Aug, 2024 by Angela norwood
Marina Medvin is the best. She has worked overtime and put her heart and soul into a very difficult case. She is always available to answer any questions we have, and is fighting for us every step of the way. She has been an absolute God send. I highly recommend her, if you need legal representation.
Read more Google Maps
star star star star star
12 Aug, 2024 by Robbie norwood
If you need a criminal defense attorney, look no further. Don't make the mistake of scrolling past Marina Medvin and not immediately reaching out to her. I'm going to do my best to describe Mrs. Medvin in mere words. Unfortunately, there's not enough words in my vocabulary to properly describe what an amazing, hard working, dedicated, intelligent, caring, spirited, talented, feisty, and tenacious fighter she will be on your behalf! You won't find better, period. She knows the law better than most people who've been practicing twice as long. If you want to feel safe knowing that you have the best to legal representation you can get, you will not regret hiring Marina Medvin. I can't make that any clearer.
Read more Google Maps
See more
Discover the ideal lawyer
You can search a lawyer by practice area, lawyer name, city, state, or ZIP code
FAQs
Questions? We have answers

What a Trusts Lawyer Can Do for You

A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.

Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.

When Should I Hire a Trusts Lawyer?

You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:

  • Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
  • Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
  • Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
  • Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
  • Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
  • Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.

Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.

What Does a Trusts Lawyer Do?

A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:

  • Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
  • Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
  • Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
  • Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
  • Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
  • Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
  • Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.

How Are Trusts Lawyers Paid?

Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:

  • Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
  • Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
  • Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
  • Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.

Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.

How Much Does a Trusts Lawyer Cost?

The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:

  • Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
  • Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
  • Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
  • Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.

Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.

Top Questions to Ask a Trusts Lawyer

Before hiring a trusts lawyer, consider asking the following questions:

  1. What experience do you have with creating trusts?
    Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures.
  2. What types of trusts do you recommend for my situation?
    Ask the lawyer to explain the different types of trusts available and which ones best suit your needs.
  3. How do you charge for your services?
    Clarify the fee structure and request an estimate of the total cost.
  4. What are the tax implications of the trust?
    Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability.
  5. How long will it take to set up the trust?
    Ask for a timeline for creating and finalizing the trust documents.
  6. Will you handle the trust administration?
    If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee.
  7. Can you help resolve disputes if they arise?
    Ask about the lawyer's experience in resolving trust disputes.

How to Check the Credibility of a Trusts Lawyer

To ensure you are hiring a reputable trusts lawyer, take the following steps:

  • Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
  • Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
  • Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
  • Ask for references: Request references from past clients who can speak to their experience with the lawyer.
  • Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).

What Should I Prepare for My First Consultation?

To make the most of your first consultation with a trusts lawyer, bring the following:

  • List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
  • List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
  • Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
  • Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
  • Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
  • Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.

By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.

Scroll to top