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Amiel Lee Wade, experienced Business, Car Accident attorney in Los Gatos, CA with 20 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
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31 Mar, 2022 by Paige
I contacted Wade Law Group for assistance with a small claims suit. I have worked with Brett and Dave McGraw, both have been dedicated, helpful, and have gone above and beyond to meet my expectations. Dave has provided effective legal advice and detailed explanations about the process as well as developed a plan for my hearing. Dave has gave me confidence in my abilities and quelled my anxiety. If I ever need representation or consultations again in the future, Wade Law Group will always be my first and only choice.
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10 Jan, 2022 by Dave
A leader, innovator and most importantly, a terrific lawyer. No one wants to need an attorney, but when you do need one, Amiel Wade is the one to call.
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27 Jun, 2021 by Patricia cent
I hired Mr. Wade to expedite my divorce after being with an ill-prepared attorney for 1 1/2 years in which I didn't get past the discovery stage. I got quick results with Mr. Wade and my divorce was finalized after 4 months. His support staff quickly responded to all my emails and returned my calls. Mr. Wade is very experienced and knowledgeable and found an error in a filing by my ex-spouse's attorney and took immediate action on her behalf which saved me money and didn't prolong the divorce proceedings. He is involved in all the cases in his firm. Every Wednesday he conducts a meeting with his associate attorneys to consult and monitor their progress and provides them with his expert advice when necessary. Hopefully, I won't need Mr. Wade in the future but if I do, I would retain his services again because I was very pleased with his work and professionalism. Patricia Cent
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William David Ausman, experienced Criminal Defense, Family Law attorney in Atascadero, CA with 20 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,62
star star star star star
5.0/5
Avvo
5.0
20 Reviews
star star star star star
28 Nov, 2023 by Joseph
Bill helped me win custody and escape with no settlement, no spousal support, and no child support! HUGE WIN !!
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01 Dec, 2020 by Joseph alia
He helped me from the beginning He was on it always prepared and handling the situation on time Hes organized and has an amazing team that helps too Rom paperwork to making calls and setting up all your meetings that has to do with court Never was disappointed and we won the case! And I got everything I asked for
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01 Nov, 2018 by Anonymous
I am from New York but I have consulted with Bill Ausman on several California cases. He is smart, hardworking and a fierce advocate for his clients. I highly recommend him.
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Jennifer Michele Daniel, experienced Estate Planning, Probate attorney in Redlands, CA with 18 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,56
star star star star star
5.0/5
Avvo
5.0
18 Reviews
star star star star star
27 Sep, 2019 by Ron
I am a tax professional for over 38 years in the area. Jennifer and her staff are the best i have ever experienced. Service was exceptional and Jennifer's Knowledge and listening skills are above any others. I strongly recommend Jennifer Daniel and her staff.
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18 Apr, 2019 by Kelli
My financial planner recommended Jennifer Daniel for estate planning after another local attorney cashed my check and abandoned the process. She has completely exceeded my expectations. Jennifer is bright, articulate, organized, and professional. She spent a considerable amount of time with me in order to individualize the package (will, trust, power of attorney, etc.). This wasn't just a fill-in-the-blank process on a generic template. She took the time to get to know me before she ever generated the documents. All of my concerns were addressed and she helped me understand potential issues to which I had not given adequate - if any - consideration. No one wants to talk about estate planning, but I left our final signing meeting feeling relieved. The process is complete and there should be no questions as to my wishes and intentions. Jennifer has my highest recommendation.
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07 Jul, 2018 by Linda
Based upon two people who referred Attorney Jennifer Daniels to me I decided to make an appointment to obtain information relating to Estate Planning. She took time to answer my questions and go over the checklist paperwork that I need to locate prior to making my next appointment. I intend to hire her because I felt she was patient and I felt I could easily work with her personality. Very Professional, very knowledgable lady.
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William Vito Lanuti, experienced Estate Planning, Probate attorney in Huntington Beach, CA with 18 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,56
star star star star star
5.0/5
Avvo
5.0
18 Reviews
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27 Aug, 2015 by Anonymous
Great care and concern over my situation. Always timely in getting back with any info that I might need or would be helpful and has a real knack for making a very difficult situation survivable.
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27 Aug, 2015 by Holli
I was introduced to Mr. Lanuti by a mutual friend. We utilized Vito's expertise to update and organize our estate planning. Both of us are very pleased not only with the professional input Vito provides but also his very friendly staff particularly, Kelly.
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27 Aug, 2015 by Anonymous
I first met Mr. Vito Lanuti when my father engaged his services regarding estate planning and setting up a trust. I was impressed with Vito's professionalism and the manner in which he worked with us. His counsel was invaluable. Therefore, when it came time for me to set up my own trust, I felt confident in employing Vito. He has helped me navigate my situation in a wise manner. I appreciate Vito's ability to translate legalize into layman's terms and to create concrete examples to which I can relate in order to have complete understanding of the process. Additionally, Kelly has been an incredible help with sorting through all the legal documents and making the process go smoothly and easily.
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Andrew Marc Meinzer, experienced Elder Law, Estate Planning attorney in Torrance, CA with 18 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,56
star star star star star
5.0/5
Avvo
5.0
18 Reviews
star star star star star
12 Jul, 2022 by Kathleen
I went with Meinzer at a girlfriends recommendation. Just finished my trust\will. It was a much easier experience then I had worked it up to be. Everyone in the office were completely helpful, and knowledgeable . I’m happy to say it is a relief to have everything wrapped up. Thanks to all of you.
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03 Apr, 2022 by Anna
I would highly recommend Andrew Meinzer and his excellent team for any and all family trust situations. They were consistently knowledgeable, friendly, supportive, and available to provide guidance and assistance to our family as we navigated a complicated family trust. Always highly professional, they were just a phone call or email away to help. I am happy to offer this recommendation as our journey together ends.
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13 Sep, 2021 by Bonnie
Andrew Meinzer represented me in a trust litigation case. He did an excellent job. He was very thorough and knowledgeable. He kept me up to date on everything in the case and answered any questions I had on it. He was very prompt in responding back to me whenever I needed to contact him. I would highly recommend him!
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Janis Ann Carney, experienced Elder Law, Estate Planning attorney in Los Gatos, CA with 12 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,54
star star star star star
4.7/5
Avvo
5.0
7 Reviews
Google Maps
4.2
5 Reviews
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14 Aug, 2024 by Robert halem
Excellent estate advice
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17 Sep, 2023 by Nancy eiger
We did not have a good experience with Ms. Carney. It is as difficult to even speak with her. She hired another attorney to assist with my mother’s estate who was horrid. This attorney was hostile to my sister and myself and wracked up charges. I would not recommend this law firm.
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18 Jun, 2022 by Edward katz
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Teddy Robert McNamara, experienced Elder Law, Estate Planning attorney in San Diego, CA with 17 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,53
star star star star star
5.0/5
Avvo
5.0
17 Reviews
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25 Oct, 2023 by Constance
Teddy R McNamara is an excellent attorney specializing in estate planning and probate. Teddy prepared my living trust and throughout this process he was extremely through and knowledgeable. Besides knowing the law regarding trusts inside and out he has all the traits you look for in choosing an attorney. Although he is very busy he takes time to answer any and all questions. I liked Teddy as an attorney right away. I quickly got to know him as more than just my attorney but as a friend as well. I enjoyed working with him very much. The whole experience was very easy knowing he cared not only as my attorney but also as my friend. Thank you Teddy for giving me the peace of mind for my family’s future.
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25 Aug, 2017 by Terri
Eight years ago, my family contracted with Teddy McNamara to amend my father's trust upon his death. Teddy's work back then assured that we returned to him eight years later when my Mom passed away. Teddy was attentive and very responsive in dealing with the administration of my Mom's trust/estate, which involved long-distance tasks/signing papers. In addition, Teddy was very available at all times (particularly on weekends and after hours), and was personable. We shared travel information, which was a welcome diversion from all of the tasks at hand! We greatly appreciated this aspect. Administration of my Mom's estate was timely and quick, which is how I wanted it to be. The only recommendation I would make is that documents be reviewed a bit more thoroughly before going to the client, i.e. spelling and correct names. A quick re-check before sending documents out would probably suffice.
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20 Apr, 2017 by Jessica
Teddy is not only an excellent lawyer, he is genuinely one of the best people I have ever had the pleasure of meeting. He is a hard worker and takes great pride in running an honest business. He single-handedly turned around the most difficult time of my life and I now consider him a trusted friend. Since then, he has referred me to a number of other business professionals, all of whom exhibit his same work ethic and personal touch.
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Michael Austin Hackard, experienced Business, Litigation attorney in Sacramento, CA with 17 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,53
star star star star star
5.0/5
Avvo
5.0
17 Reviews
star star star star star
21 Sep, 2016 by Mary
simply cannot express in words, how one email to Hackard Law, worked miracles! We had a very messy issue with a Trust, no money to pay for legal fees and every attorney we spoke with turned us down without a retainer. Time was ticking and we began to lose faith. Then I found HackardLaw on youtube. Something about Mike Hackard struck me as genuine. We watched his videos and learned why he is the best in Trust litigation. We gave it a shot and sent an email. The very next morning Mike called us promptly,. He understood exactly what we were going through, he understood why we had no money. He said he could help. THE VERY NEXT DAY, Mike flew out from Sacramento to Los Angeles and met us in person. We signed a contingency contract with him after he explained in great detail his plan of action. I didn't check his jacket when we dropped him off at the airport, but this man had to have wings! His name alone, made other attorneys want to mediate right away!!! Hackard Law gave us hope and our dreams back, when we couldnt even raise our chin! If you have an impossible case, or you just need the best.. call Mike Hackard. You will never need another attorney again! Words cannot explain how this one man changed our world.
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16 Sep, 2016 by Cathy
I simply cannot express in words, how one email to Hackard Law, worked miracles! We had a very messy issue with a Trust, no money to pay for legal fees and every attorney we spoke with turned us down without a retainer. Time was ticking and we began to lose faith. Then I found HackardLaw on youtube. Something about Mike Hackard struck me as genuine. We watched his videos and learned why he is the best in Trust litigation. We gave it a shot and sent an email. The very next morning Mike called us promptly,. He understood exactly what we were going through, he understood why we had no money. He said he could help. THE VERY NEXT DAY, Mike flew out from Sacramento to Los Angeles and met us in person. We signed a contingency contract with him after he explained in great detail his plan of action. I didn't check his jacket when we dropped him off at the airport, but this man had to have wings! His name alone, made other attorneys want to mediate right away!!! Hackard Law gave us hope and our dreams back, when we couldnt even raise our chin! If you have an impossible case, or you just need the best.. call Mike Hackard. You will never need another attorney again! Words cannot explain how this one man changed our world.
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24 Mar, 2016 by Carolyn
I've known Mike Hackard as a quality individual since our grade school days together. His breadth of legal and political experience allowed him to see the larger, more complicated picture, to provide important perspective, and to discuss the alternatives reasonably available to us on our case. His willingness to help us at this critical and time-sensitive point is so greatly appreciated. I highly recommend him and his firm!
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Ramona S. Suchomel, experienced Estate Planning, Probate attorney in San Diego, CA with 28 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,51
star star star star star
4.9/5
Avvo
5.0
6 Reviews
Google Maps
4.9
22 Reviews
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06 Nov, 2024 by Ryan raker
Webb Law helped me with a simple matter, it went smoothly with the other party and required about half the estimated amount of effort. Webb Law inflated the billing hours to consume 100% of the retainer. A planned meeting with one $250/hr employee was attended by three people billing nearly a combined $1k/hr, their attendance was not necessary and did not add value. Sending me a boilerplate document was billed at 2 hours. I contacted them about my concerns and they dismissed them and offered legal mediation as the only resolve. If you choose to use Webb Law be very clear about who you are meeting with, what their cost is, and how long it will take.
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19 Aug, 2024 by Ana rosa osuna
Atty. Sole Suchomel Webb was very knowledgeable. She assisted me and my family in establishing a conservatorship for my daughter. Her office was very responsive to our needs and questions about the conservatorship
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19 Aug, 2024 by Karla camacho
La abogada Suchomel Webb nos ayudo con el conservatorship de nuestra hija. La abogada nos ayudo a que el proceso sea bastante facil y rapido. Definitivamente recomiendo los servicios de la abogada ya sea para conservatorship o cualquier otro asunto legal.
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Georgina Lepe, experienced Probate, Real Estate attorney in Claremont, CA with 16 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,50
star star star star star
5.0/5
Avvo
5.0
16 Reviews
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21 Mar, 2015 by Nardie
Attorney Georgina Lepe assisted us in completing our living trust. She was very knowledgeable and would patiently explain everything to us in layman's terms, so we had a complete understanding of what we were signing. She is both professional and warm and friendly. It's difficult to find an attorney with this combination. If you are looking for someone to assist you with legal services, we highly recommend Georgina Lepe. An added bonus is that she also speaks Spanish, so we can recommend her to our Spanish speaking friends.
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25 Aug, 2014 by Erik
Georgina Lepe has been a great outstanding lawyer, I as a client would refer Georgina to my friends and family, she has been handling my case and has done a great job she is responsible very knowledgeable and is on top of her work. I trust in her fully in which gives me peace of mind, i'm a happy client keep up the good work thank you Georgina.
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22 Aug, 2014 by Julian
Georgina Lepe is an incredible attorney. After interviewing 6 different living trust attorneys, I came upon Georgina and she was a godsend. My grandmother had terminal cancer and it was a very difficult time for my family, when I meet Georgina I knew she was the one. Georgina was very patient, explained everything very clearly, was able to answer all of our questions, and she made us all feel very comfort with the process. On top of it all she is able to speak Spanish which is my grandparents first language. My family and I were very happy with our experience with Georgina, she is hardworking, knowledgeable, caring, and a good person. I am planning to use Georgina again very soon, she is someone you can count on which nowadays is very rare to find.
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Nichola Garver Krebsbach, experienced Estate Planning, Probate attorney in Visalia, CA with 16 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,50
star star star star star
5.0/5
Avvo
5.0
16 Reviews
star star star star star
30 Sep, 2024 by Brian
Nichola represented the estate of which I was named personal administrator, and did a stellar job! She and her paralegal Nichole were meticulous in preparing the pleadings, and kept in constant contact with me regarding developments in the case. Her presentations at hearings were very well prepared and delivered. Nichola also went “above-and-beyond” her duties as an attorney in finding a permanent home for the two dogs left to the estate. I recommend her wholeheartedly.
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16 Sep, 2024 by Anonymous
Nichola did a fantastic job with preparing my Trust. She asked the right questions at the right time and thoroughly explained the process. I really appreciate the nice heavy-duty binder that was given to me with all my legal documents. I would recommend Nichola for your legal needs and Trust preparation. Thanks so much Nichola!!
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18 Aug, 2024 by Darrin h.
Nichola was referred to us by Legal Shield and our experience in establishing a living trust for our family ended up being very easy after we provided all of the needed information. Nichola even delivered the finished trust to us in person because during the process we found out we were neighbors.
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Christopher John Gonzales, experienced Car Accident, Criminal Defense attorney in Irvine, CA with 16 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,50
star star star star star
5.0/5
Avvo
5.0
16 Reviews
star star star star star
23 Mar, 2021 by Jen
Chris is very knowledgeable about many areas of law. He helped guide me through my very challenging family law case with honest, reliable, solid advice. Chris works quickly -- he helped me prepare my court paperwork in a very short timeframe. His recommendations and insights helped ensure we focused on the most compelling and relevant components in my case. Chris is smart, personable, and great at what he does. I highly recommend Chris if you are looking for an honest, aggressive, and trustworthy attorney.
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22 Nov, 2019 by Shakayla
Chris helped me battle my father’s employer who did not want to pay out earned wages after my father suddenly passed away. Chris got me those earned wages owed plus more! It was a long battle but he did not let up. Thank you Mr. Gonzales. Very persistant, honest, and kind and made me feel comfortable in a very uncomfortable situation.
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23 Jul, 2019 by Asquared
Chris Gonzales represented me in a three-year WC case and his dedication and integrity is impeccable. He was steadfast and dependable as well as available and responsive. There were many times over the years when I felt defeated and he was strong and supportive with optimism. He successfully settled my case and always took the time to explain court documents. I would highly recommend Chris Gonzales, he was a pleasure to work with in a very emotional and difficult case.
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Clara Yang, experienced Estate Planning, Probate attorney in Placerville, CA with 47 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,50
star star star star star
4.6/5
Avvo
5.0
21 Reviews
Google Maps
4.3
26 Reviews
star star star star star
20 Nov, 2024 by Jacob cunningham
I called the office to see if they could help me. I spoke to Karen. Unfortunately they don't handle my type of case but Karen was super helpful and gave me contact information for a different attorney who could help me. Thanks, Karen!
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28 Jul, 2024 by R. b.
This is the BEST firm in CA. I searched for weeks to find comparable firms to help with our estate. Everytime I called, Karen would answer and provide assistance. We hired them and Clara/Karen provided honest and trustworthy assistance with our estate. I highly recommend them.
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27 Jun, 2024 by Ernesth
I highly recommend Clara Yang to take care of your needs. She is very competent and knowledgeable about all things regards trusts, wills and all financial laws.
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Richard Samuel Price, experienced Estate Planning, Probate attorney in Redlands, CA with 15 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,46
star star star star star
5.0/5
Avvo
5.0
15 Reviews
star star star star star
21 May, 2020 by Jeanette
Sam and his team of professionals did an excellent job of putting together my Trust and Estate Plan. They were very good about walking me through the whole process, and patient with my hundreds of questions, did everything in a timely manner and the cost was good. Everything was done much to my satisfaction. Great job
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14 Oct, 2018 by John and kilja
Patience, understanding, complete respect to our individual estate planning situation and desired goals. We just felt really comfortable and confident with Mr. Price throughout the entire process. With all the estate planning lawyers available, using Avvo as our primary research tool, we knew from our very first consultation with Mr. Price that we had selected the right legal consul for our estate planning needs. We do not routinely respond to survey requests or provide reviews, but Mr. Price definitely earned our time to provide him this review. Thank You to Avvo and Thank You to "Sam".
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03 Oct, 2018 by Robert
They were very helpful for a probate case, taking the time to explain everything to us. In the end, we decided not to go through with it. They gave us a full refund of our deposit, not charging us for the time they had spent with us. I would recommend Price Law Firm.
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John Bernard Palley, experienced Estate Planning, Probate attorney in Sacramento, CA with 15 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,46
star star star star star
5.0/5
Avvo
5.0
15 Reviews
star star star star star
10 May, 2022 by Anonymous
I contacted John as a fish-out-of-water in desperate need of a line, and he acted swiftly and insightfully. He took the time to answer all of my questions in a way that was easy for a "beginner" to understand. And when I had follow up questions, he did not hesitate to see my issue through. I found John very knowledgeable and generous and I highly recommend him!
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24 Jun, 2021 by Gregory
I knew nothing about probate law. When my brother died I owed it to him to be his Administrator and I wanted to do my best for the heirs to the estate. I called John Palley Probate Attorney. He and his assistant Danielle Swain guided me through the process. Any time I had a concern or a question, he was always available. He recommended a great probate realtor and the house sold in a week. He told me what I needed to do to set up an estate account. Have my brothers final taxes done. All the way through to the final petition being approved. Probate law is a complex step by step process. It requires an up to date competent probate lawyer. I would have been lost without John Palley and his team, they did a great job! Perhaps best of all, working with John I was able to fulfill my administrator duties working online, saving me from a dozen 800 mile round trips. Keep up the great work John!
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03 Feb, 2016 by Carol
I was told early on by an elderly kind attorney, that the probate process in California is no joke. As a matter of fact he indicated he no longer had the energy to do a full Probate & suggested that I find someone that specializes in that area. So since the fees in California are statutory I set out to find the very best. And the best I found! I can't say enough about John Palley and his paralegal Danielle; actually everyone in that office who I had an interaction with. Words that come to mind........ caring, efficient, responsive, knowledgeable, dynamic. He is totally on your team and steers you in the best direction for your situation. I had some other issues (probate related) come up during the process and John advised me on those as well. It was like being treated as a family member...in some instances better than a family member. I could go on and on and on. So I will just end this review by stating the obvious....... YOU ROCK JOHN PALLEY!!! You really do! Thank you from the bottom of my heart!
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John S. Wall, experienced Business, Estate Planning attorney in Bakersfield, CA with 15 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,46
star star star star star
5.0/5
Avvo
5.0
15 Reviews
star star star star star
19 Nov, 2018 by Anthony
john wall has always been professional in all aspects of my corporate legal buisness. i would highly recommend him.
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19 Nov, 2018 by Mark
John has been a great resourse for helping us get our LLC setup and ongoing business law advice. John is easy to work with and alway responsive.
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14 Nov, 2018 by Amanda
Mr. Wall has been very helpful and patient in helping to resolve my case. He is incredibly knowledgeable and professional and I would highly recommend him to anyone looking for an attorney with expertise in business law.
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Michael Duane Larsen, experienced Business, Estate Planning attorney in Santa Rosa, CA with 37 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,45
star star star star star
4.8/5
Avvo
3.7
3 Reviews
Google Maps
4.9
34 Reviews
star star star star star
16 Feb, 2024 by Veronica patino
Google Maps
star star star star star
09 Jan, 2024 by Tina pappalardo
Brian is very knowledgeable, resourceful and very informative. He provided me all the information and helped me through the process. He submit it the bankruptcy case without any issues. He was caring and very helpful. It was a pleasure working with him through the emotionally difficult process.
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27 Oct, 2023 by Donna morosi
Brian Barbosa, Helped me through a very hard time. I Give him a five star rating and highly recommend his services!
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Michael Henry Fate, experienced Business, Litigation attorney in Culver City, CA with 14 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,43
star star star star star
5.0/5
Avvo
5.0
14 Reviews
star star star star star
27 Dec, 2022 by Anonymous
Michael was very responsive and got back to my inquiry the same day. His calm disposition and friendly demeanor put me at ease. He listened to the details of my situation and asked the appropriate questions. In the end, he referred me to a Divorce attorney that specialized in this area. Thank you Michael!
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25 Jan, 2016 by Janet
Mr. Fate was careful and deliberate and even meticulous in the work he did for me. I felt I was getting good advice and felt supported in what he asked me to do. He listened well and answered all my questions.
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05 Jun, 2014 by Anonymous
I needed legal advice on a consumer right of rescission situation and searched for the answer online. I posed the question on Avvo.com, and Michael Fate was the only lawyer to call me. Though my case, in his opinion, would not succeed, he spent 15 minutes on the phone with me to explain and talk through all scenarios. Excellent service!
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Andrea Maria Gherini, experienced Elder Law, Estate Planning attorney in Carlsbad, CA with 14 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,43
star star star star star
5.0/5
Avvo
5.0
14 Reviews
star star star star star
17 Feb, 2021 by Gary
Andrea was very helpful to us to design an estate plan and a new revocable living trust that updated our decade old family Trust and so many associated documents. Her Elder Law expertise added additional provisions to protect us in the case of any medical issues. As we went through this process, Andrea communicated every detail to us thoroughly. And she answered our many questions with respect.
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07 Feb, 2018 by Alison
Andrea has counseled me wisely and developed a thoughtful trust account for my family. She also assisted me in successfully dealing with a complex deed ownership dilemma in Costa Rica. I am very confident in her professionalism, ethics and empathy for her clients, and would highly recommend her.
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09 Feb, 2015 by Stephanie
Andrea and her team did a great job of helping us update our trust and create an estate planning portfolio. We don't live in southern California, but wanted to have Andrea do our trust because she lives near our daughter, who is the executrix of our trust. That put an extra burden on her office, but they handled it well, and we are happy with the end product.
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Erik Robert Hartstrom, experienced Elder Law, Estate Planning attorney in Elk Grove, CA with 70 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,43
star star star star star
4.6/5
Avvo
5.0
11 Reviews
Google Maps
4.5
59 Reviews
star star star star star
31 Jul, 2024 by Bernie v
Doesn’t care simple as that it’s all about money not law
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02 Jul, 2024 by Angie mathisen
I was rear ended in 2021 and needed an attorney. Grant Zehnder was recommended to me and I am so glad I made that call. The case was just recently settled. Grant and his office did a fantastic job over the past 3 years. He always took the time to explain everything and it was obvious he cared and was always looking out for my best interest. The entire staff was always helpful and ready to answer any questions I may have had. They were always compassionate and empathetic. Thank you so much for all you and your team did for me. I would recommend Grant and his team anyone and everyone.
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24 May, 2024 by Steven hansen dc
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Robert Samuel Parada, experienced Probate, Trusts attorney in Los Gatos, CA with 62 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,42
star star star star star
4.6/5
Avvo
5.0
11 Reviews
Google Maps
4.5
51 Reviews
star star star star star
07 Jan, 2025 by Mohammad ahmadi
Terri Martin is an Angel. She walked me through a tough situation in a lawsuit that was haunting me for years. Finally came to terms with the person and solved the issue. But the fact that Terri listened and help me understand the process was a blessing. The world needs more of Terri. What an amazing person. To face a crisis and know that somone is willing to listen and guide you through the unknown is hard to find nowadays.
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01 Dec, 2024 by Bailey cooper
Wade Law Group greeted us coldly and made us feel like outsiders with the lack of support they offered.
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15 Nov, 2024 by Renee bingaman
I chose this firm based on reviews from their website. Sadly, my experience has been nothing short of terrible. I racked up over 15k in bills in 8 weeks. I asked for more transparency in what had been done because I saw NOTHING. Still little communication back. I analyzed the invoices closely and found fraudulent tracking from their time on client calls compared to my phone records. If they falsified that they falsify the rest. I’ve asked for my file and 6 days later I’m still waiting. With 15k deep it should be more than ready. What a terrible law firm. I wish I would have chosen a practice that defended their clients rather than exploit them. Use someone else!
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Hannah Rose Jeffrey Farrington, experienced Elder Law, Estate Planning attorney in Irvine, CA with 393 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,41
star star star star star
5.0/5
Google Maps
5.0
393 Reviews
star star star star star
28 Nov, 2024 by Lee-anne g.
Lauren and Katy were both a pleasure to work with! They listened to how we wanted to deal with our divorce and did not pressure us in any way to do things differently. They professionally guided us through every step, providing rationale for what was needed. They were always very prompt and responsive to our questions. We would both absolutely highly recommended this office for anyone needing assistance with a divorce.
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25 Nov, 2024 by Olivia salazar
Me atendieron bien y me ayudar a procesar mi caso rápido, Daniel fue de gran ayuda
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22 Nov, 2024 by Jesser villatoro
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Rebecca Goldfarb, experienced Consumer Protection, Elder Law attorney in Tarzana, CA with 12 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,37
star star star star star
5.0/5
Avvo
5.0
12 Reviews
star star star star star
20 Jul, 2020 by Anonymous
Rebecca and her entire staff went above and beyond to help me receive the documentation I was entitled to, in order to create a trust for our daughter. I felt that because we built a relationship first, it then made the entire process much more fluid and personable. I would highly recommend Goldfarb & Luu for any estate or trust planning needs! They are professional, courteous, and prompt.
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16 Jul, 2018 by Jeremy
WONDER TWIN POWERS !!!! Form of 2 AMAZING Attorneys that really know their stuff when it come to Estate Planning, Elder Law and are 100000000000000000000000000000000% Trustworthy and an absolute pleasure to deal with. Both Rebecca and Dinh are extremely knowledgeable and have an amazing staff and team member that are also very knowledgeable and polite :) They took care of everything everything with a great attitude and got the job done. LOOK NO FURTHER......This is the Firm you want to use !!!
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14 May, 2018 by D
When my dad got sick we didn't know what to do. His finances were a mess and we couldn't afford the care he needed. We had spoken to social workers, advocates, the hospital, the rehab facility, but no one could give us clear instructions on what to do... only advice on how to fill out some forms. We were referred by an advocate to a different lawyer who wanted to charge us before they even knew if they could help us. Not even 5 minutes of time... We were referred by a friend to Rebecca and Dinh. We did some research before calling them and they had so much good feedback on every website. We were skeptical at first. How can a law firm have all 5 stars and such rave reviews? We met with both of them for an extremely detailed overview of what we needed to do and further information needed. They were kind, calm and clear. They didn't rush us and I could tell that they care about their clients. They sprung into action immediately because some of the forms we needed were due within a few weeks. Their communication was constant by phone and email. All of their other staff were also smart, helpful and efficient, especially Anita. Despite our case being very complicated, we were able to achieve all the goals we discussed by the deadlines required. We feel so lucky that we were able to find Golfarb & Luu and recommend them to anyone looking for an elder attorney!!!
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Shabnam Sarah Broomer, experienced Elder Law, Estate Planning attorney in Los Angeles, CA with 122 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,37
star star star star star
4.6/5
Avvo
5.0
4 Reviews
Google Maps
4.6
118 Reviews
star star star star star
02 Dec, 2024 by Kimya liaghat
Panish, and specifically my attorney Jonathan Davidi, did an exceptional job representing me for a very sensitive and emotional matter. In fact, I initially was represented by another law firm for around a year and a half, who left my case completely stagnant. I was skeptical that the matter would ever get resolved. Once I found and retained Panish as my new representation, Mr. Davidi got me a resolution that exceeded my expectations in only a few months. Mr. Davidi's expertise, professionalism, and dedication were evident throughout the entire process. He not only delivered results, but also provided the reassurance and confidence I needed during a difficult time. If you are seeking legal representation, I highly recommend Mr. Davidi and the Panish team.
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26 Nov, 2024 by Inon
Nick Yoka and the team of Panish, Shea & Ravipudi LLP did a fantastic job representing my family in a product liability personal injury lawsuit against a corporation that is known to be very aggressive when it comes to litigation. It was our first involvement in a lawsuit, and Nick and Adam patiently guided us through the process every step of the way, strategized with us, conducted thorough research and aggressive settlement negotiations. They were always reliable, knowledgeable, caring, responsive and supportive. They ended up getting us a very high settlement and we are grateful for all they’ve done for our family.
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06 Nov, 2024 by Amy senk
The night of Nov. 14, 2022 was one of the darkest nights of our lives. A city water main had burst and destroyed our home – for the second time in two years. We had lost everything, twice, and were surviving second by second, minute by minute, wondering how we were going to pick up the pieces and move forward. Then a friend introduced us to Jesse Creed, and he agreed to represent us in a lawsuit against the city that had twice destroyed our home. From that moment, my husband and I felt like we could breathe again, that we were safe. We believed that Jesse would fight for us, protect us and make us whole – and he did. For two years, we had complete trust in Jesse and his team, and they never let us down. In the end, we agreed to a settlement with the city that is allowing us to rebuild our future. Along the way, we knew that Jesse would protect us, advocate for us and guide us. He responded to every text and every question. Even when our concerns might have seemed inconsequential, Jesse made it clear that he wanted to know what was on our minds. With Jesse Creed and his team, we went from broken and lost to hopeful. The amount of time he spent on our case was astounding. We can’t imagine where we would be today without him. We would encourage anyone who finds themselves in a horrible situation like this, lost and alone and unsure where to turn, to reach out to Panish Shea, and especially Jesse Creed. For us, it was a life-saving and life-changing decision.
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Edwin W. Fong, experienced Estate Planning, Probate attorney in Sacramento, CA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
25 Aug, 2022 by Anonymous
My parents and I had a wonderful experience working with Ed and his staff. My parents wanted to create a living trust and I wanted to find someone in the Sacramento area that spoke their native language (Cantonese and Taishanese). English is their 2nd language and it would be hard for them to fully comprehend some of those legal questions. I wanted them to feel comfortable in speaking and asking questions without a need for a translator. I’m very happy I was able to come across Ed’s business and after talking directly to him I felt he would be able to communicate just fine with my parents and we set up an initial meeting for my parents to see if they would like to work with him. The rest is history and my parents are overjoyed and I have peace of mind knowing that everything is in order for them.
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10 Aug, 2022 by Anonymous
My husband and I were delaying the process of putting together a living trust/will. At times it just seemed overwhelming and frankly, something we just didn't want to take the time to do. Obviously it is extremely important and when we finally decided to make the move to get this completed, we had a couple of lawyers in mind. After choosing Ed Fong, we were extremely pleased with our decision. He didn't talk to us like a lawyer. He has a down to earth demeanor and he effectively outlined the process. No questions that we had were ever treated as trivial or ridiculous. And the process was smooth and painless. His staff was always helpful and responsive and easy to talk to. We both highly recommend The Law Office of Ed Fong.
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01 Nov, 2021 by John k
My wife and I wanted to upgrade and have a review conducted of our trust that was established in the year 2000. Mr. Fong came very highly recommended by some friends. He and his team were incredibly professional and at the same time treated us with patience and courtesy. My wife and I both had some fairly significant questions about the trust and they were able to handle them without a problem. They completed the project and record time at a very reasonable cost. I would recommend this service and specifically the office of Ed Fong to anyone. Great job.
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Leland John Ellison, experienced Estate Planning, Litigation attorney in Sacramento, CA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
05 Nov, 2018 by Sally
Mr. Ellison was extremely focused on what needed to be done, and the timetable to do the job well. Several times, he helped us negotiate surprises in the case with intelligence and humor, all the while being supportive of the overall goals. I would recommend him to anyone wanting a true professional.
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03 Dec, 2015 by Kimberly
Leland knows the law and the right questions to ask clients to be sure that their estate documents will do just what they want. I am a fellow lawyer and chose him to draft my trust. I'd recommend Leland anytime.
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03 Nov, 2015 by Bill
Mr. Ellision has assisted us with a number of services in his area of expertise as well as referrals to other lawyers when indicated. He is one of the best, if not the best, in his field! In one instance in particular, we would not have prevailed in a probate case without his expertise. Mr. Ellison is now, and will be for the forseeable future, our family attorney whenever we need services in his field of expertise.
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Caitlin Elizabeth Ross, experienced Business, Estate Planning attorney in Roseville, CA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
31 Oct, 2022 by David
Caitlin was very helpful assisting my wife and I in creating a trust. We were given a checklist of items to bring to the meeting and Caitlin did the rest. We then went over a simple draft which had minor corrections and the trust was created the same day. So glad I can sleep soundly at night knowing my wishes will be met when I pass. Highly recommended.
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25 Oct, 2022 by James
We need help developing a family trust and working with Attorney Caitlin Ross was a pleasure, she asks all the right questions and our family trust turned out better than the wife and I hope. She was always there to answer questions and to give advice. “Grate Choice”
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24 Oct, 2022 by Karen
Caitlin went out of her way to prepare our Trust in the manner we were hoping for. Most attorneys throw your information into a standard, cookie cutter format and leave it at that, but she took the time to prepare the documents perfectly. I’ve worked with attorneys for 25 years, and I think she’s one of the most dedicated, hard-working, amiable attorneys I’ve ever met! Her services are affordable and well worth it for the trust she’s earned with us. The finished product exceeded our expectations! So grateful to have found her!
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Francine Denise Ward, experienced Business, Estate Planning attorney in Mill Valley, CA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
12 Jun, 2017 by Dan
Francine was an absolute professional when working with her to have our retirement planning process trademarked. Over a period of months we communicated via email, telephone conference, and webinars to layout our plan to achieve our goal. Francine was able to guide us through the labyrinth of legal potholes and landmines which allowed us to not only get our process trademarked, but to obtain a registered trademark! There is no doubt that without her help we would not have been able to achieve the highest standard. Thanks again Francine!
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11 Sep, 2014 by Anonymous
Francine went above and beyond in responding to our urgent need for intervention in a business crisis with a rogue associate. Because this turned out to be a specialty case with unique requirements, she spoke personally the very next day with a top colleague, who in turn cleared her schedule to meet with us ASAP. It would have taken days and probably weeks to get to see this second lawyer. We are forever in Francine's debt for the help she gave us.
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07 Sep, 2014 by Rhr_chat
She answered my Avvo query with respect and knowledge generously shared. She picked up on fact that it wasn't just about a $2600 fee paid - the acct blew a sol and an 80 year old lost $30K. Other attys answered as if "not worth any atty's time" bc money is so small. That seems like an stand for our legal system. I wish NC & USA had more attys like this fine lady.
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Kimberley Victoria Deede, experienced Litigation, Probate attorney in San Diego, CA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
27 Aug, 2024 by Stacey
Working with Kimberley and her firm was a very positive experience. We had a complicated situation and needed not only information but sound guidance about our options. They helped us resolve and get the outcome we needed to protect our aging and ill Father.
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08 Mar, 2024 by Deborah
Kimberley Deede represented me in a Litigation matter with a family matter on a family Trust set up in California. I retained Kimberley first while I lived in Florida and later moved to North Carolina. Kimberley was very professional throughout the process. Her recommendations were spot on. She led me to a good resolution of the Litigation. Thank you to Kimberley and her Staff.
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26 Dec, 2023 by Cynthia
Circumstances altered my life When my husband died unexpectedly four days prior to signing our Trust. Our estate was unusually complicated, confusing and difficult. It would require an experienced, competent and highly proficient Trust attorney to assist me in stepping through this confusing and overwhelming process,Probate! Attorney Kimberley V. Deede was recommended by an associate. Kimberley’s legal expertise,insights,guidance and integrity made all the difference in a favorable outcome. Kimberley and her incredible team provided the support and confidence I needed to keep moving forward. Attorney Kimberley V Deede and the CHHOKAR LAW GROUP have the highest ethical standards of the legal profession. It is with confidence that I can recommend Kimberley V Deede for anyone seeking the legal services of the Best legal counsel.
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Jeremy Joshua Ofseyer, experienced Estate Planning, Probate attorney in Palm Desert, CA with 11 reviews
Average
info
Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
39,34
star star star star star
5.0/5
Avvo
5.0
11 Reviews
star star star star star
18 Nov, 2020 by Jerry
Jeremy and his staff did a great job updating my estate planning documents. Jeremy made the entire process very efficient and he promptly delivered the final results. Everything was explained in easy to understand terms. I’m very satisfied with his services and would give him my highest recommendation.
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16 Sep, 2020 by Michele
I found Jeremy to be very knowledgeable and was more responsive than several other attorney's I deal with. I intend to utilize his services in the future.
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28 Aug, 2020 by J
Excellent service, office staff, attorneys. Wonderful document signing process. Would definitely use them again.
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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.

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