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24 Jan, 2025 by Brenda chavez
24 Jan, 2025 by Jorge hernandez
24 Jan, 2025 by Valentino greenfield
They took care of me and my case in a timely manner! Would highly recommend if you find yourself in a situation and need someone to fight for you! Thank you Law Offices Of Daniel KIM
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16 Dec, 2024 by Uday yadav
26 Nov, 2024 by Stephanie carton
Navigating the process of setting up wills and trusts is never something anyone looks forward to, but Brian and his team at OC Wills and Trust Attorneys made the experience seamless and comfortable. They were professional, knowledgeable, and incredibly patient, answering all of our questions with care and clarity. It’s clear they genuinely prioritize their clients' needs and peace of mind. While it’s not a fun task, they made it as easy as possible. We highly recommend this firm to anyone looking for trustworthy and reliable estate planning services.
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20 Nov, 2024 by Sara arwin
I went to see Mr. Brian Chew who is very detail oriented, causing me to be confident and comfortable in making my Living Trust with him and his team. When I had questions and needed help clarifying some issues on my LT, one of the attorneys at OCW&TA, Mr. Anthony Yang came to the rescue where he answered and resolved those issues clearly and competently! The front office team are also pleasant to deal with. I'd recommend OC Wills and Trust Attorneys to anyone who is looking to create a Living Trust, with confidence!
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5.0
12 Reviews
4.9
224 Reviews
23 Dec, 2024 by Tyty l
21 Dec, 2024 by Dion dinh
Christian is the BEST attorney! He provided me a clear explanation of my case which made it less stressful in the beginning. He is understanding and supportive. There was no problem reaching him at any time of the day. He was transparent since the day I met him and that’s an important factor when choosing the right attorney. He will make sure you have everything you need even before the judge will ask for it. He made me feel ready at every hearing. He has plenty of experience at what he does. He will fight for you every step of the way. I definitely recommend him! You will not regret it one bit. He deserves more than a 5 stars with the effort he has put into my case. Thank you for your time and service, Christian. It was a pleasure working with you.
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20 Dec, 2024 by Denny batler
Christian is the best fit for you if you are looking for a criminal defense attorney. The prosecutor bullied me 12!!! courts simply because I had a public defender. I was facing a lot of trouble, but an acquaintance recommended him. Christian's strategic recommendation turned the tide in my case. He studied the case and said that my case was 100% winnable. I trusted him, and this is the result. Today, I was cleared of all charges. Thank you so much, Christian. I will recommend you to anyone who is in trouble.
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18 Nov, 2024 by Shane reilly
Stacy Boyer and her team at Hills Law Group are absolutely amazing! They were very professional, incredibly responsive to any questions I had through the process, and everything they did was clearly in my best interest, not theirs!! Thank you Stacy, along with the entire team at Hills Law Group. If you need an attorney in this field, do not hesitate to call them.
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23 Jul, 2024 by J ivory
I got a call from Sheldon today and although he knew it was not worth taking to court or hiring a lawyer. He was touched by my email and wanted to call and give advice to call the FTC about a Chinese company selling deceptive practices and products. Very personable lawyer who cares about those he works with or comes into contact with. Thank you again Sheldon for your call today! Enjoy your time with your kids coming in to visit.
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23 Apr, 2024 by Amy howse
I'm an attorney myself, but I don't practice family law or draft postnuptial agreements, so I hired Maxwell Hills to prepare a postnup for me. The experience was pleasant and relatively easy, despite having a somewhat complex asset situation on my end and needing some customized terms regarding a new business that my husband and I were in the process of buying. Max was kind, efficient, and reasonably priced, and I'm very happy with the work he did. I definitely recommend him.
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05 Feb, 2025 by Katrina flores
He was very interested in helping me with all my questions an directing me with the right team ! THANK YOU I APPRECIATE IT!
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03 Feb, 2025 by Gabriela gomez
Ryan was super helpful and ensured I had different options I could pursue my hit and run accident!
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30 Jan, 2025 by Wala moe
16 Feb, 2023 by Kate mulligan
Amazing firm. Honest, thorough, compassionate and professional. I am SO thankful that we found them.
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05 Apr, 2021 by Mehran
Ben is a warm, courteous, knowledgeable lawyer whom I enjoyed talking with. He shared his wisdom openly and was very open and transparent during our call explaining every step of the Business structuring really well.
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17 Jun, 2020 by Linda samson
05 Feb, 2025 by Katrina flores
He was very interested in helping me with all my questions an directing me with the right team ! THANK YOU I APPRECIATE IT!
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03 Feb, 2025 by Gabriela gomez
Ryan was super helpful and ensured I had different options I could pursue my hit and run accident!
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30 Jan, 2025 by Wala moe
05 Feb, 2025 by Katrina flores
He was very interested in helping me with all my questions an directing me with the right team ! THANK YOU I APPRECIATE IT!
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03 Feb, 2025 by Gabriela gomez
Ryan was super helpful and ensured I had different options I could pursue my hit and run accident!
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30 Jan, 2025 by Wala moe
09 Sep, 2024 by Liz pantoja
If you find yourself needing a defense attorney, I’m sure that you are feeling very stressed, anxious and terrified of the unknown to come- to say the least. I cannot imagine anyone better than Diane to help you through this process. Not only is she an exceptional attorney but she is an extraordinary human being. You can just feel how passionate she is about what she does. She cares for you and for those who love you, because when someone is going through a process like this, it affects the entire family. You are in great hands with Diane. We are eternally grateful for her.
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15 Aug, 2024 by C.l.
This man was not able to take my case but he really cares about people and he really showed himself to be the kind of person who gives others hope that there still are good people left in this world. And while he wasn’t able to help me with my particular situation he didn’t just say so and then hang up the phone he took the Time to carefully point me in the right directions and his time and care in this matter have helped me very much. This man is absolutely an asset to his profession!
I will always be grateful for your kindness!
Thank you
C.l.H
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13 Aug, 2024 by Adam miles
In my line of work I have interacted with numerous attorneys and I can comfortably say that Diane is a truly remarkable legal professional. She, and her team, are highly responsive and do not waste your time. I highly recommend her if you are in need of legal assistance.
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10 Jan, 2025 by Negar golkar
There is no question how difficult and heavily emotional the divorce already is for the person. Having an honest, direct, accessible lawyer who is actually very good and knowledgeable at what he does while being caring is VERY important. Also he is very quick, which trust me is really important in the process. I definitely recommend Pouya to anyone going through this difficult phase of their lives, so they don’t have an extra worry on top of all other heavy changes happening in their lives.
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23 Jun, 2024 by Fred yeilding
Going through any legal litigation process is daunting and scary. Divorce especially is hard due to the many emotions that are associated with leaving a life behind. The impact it can have on you and your family members can last forever. That’s why it is imperative to find someone who can represent you that you can trust, has your best interest in mind, and will walk you through this painful process. I hired Pouya to help me through my divorce process. He was upfront, honest, and told me exactly what to expect and what I needed to do. Something that stood out to me was how communicative he was and how he was always there to answer any question I had. This is unheard of as most lawyers are impossible to get a hold of. Pouya was instrumental in getting me what I wanted through my divorce and helped me every step of the way. From someone who has gone through this process, I can say without hesitation, Pouya is one of the best out there. I highly recommend him and would not have been able to get through this process without him.
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03 Oct, 2023 by Annette saidi
Big thank you to this law firm, I received great service and professionalism throughout this process.
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22 Feb, 2023 by Anonymous
I had a highly adversarial case, where a trustee had to be removed and money recovered. It was truly a mess at every level and the firm supported me every step of the way, putting my best interests as a client first. Patient, meticulous and a ferocious advocate, I would recommend this law firm to anyone in a similar situation.
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08 Mar, 2022 by Tracey
Brad assisted me in helping settle part of my late father's estate. I was having problems dealing with one of my father's banks, who were extremely unhelpful and basically just giving me bad information (causing me a great deal of stress in the process). He got back to me the same day I called. I explained the issues with the bank, and he took me through all my options, explained what the pros/cons were of each, and helped reduce my confusion and let me know that I could get this settled relatively easily. I really felt supported and appreciate everything. Also, his legal secretary, Hazel, was absolutely amazing, keeping me informed about everything.
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16 Feb, 2022 by Anonymous
Brad helped me settle a very stressful, complicated, and potentially financially devastating estate issue with understanding and expert care. He demonstrated what only years of experience can teach...patience and wisdom. We avoided having to go to court AND, in the end, I was the recipient of all I could have asked for and more! I consider myself very fortunate to have been referred to him and very much appreciate the way in which he handled it!
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20 Jun, 2019 by Anonymous
After we had our first baby, we finally decided to do the living trust after years of education from Shadi. She was really professional and educated us the importance and little details about different trust. We are really happy with the service and going to refer all my friends with kids there. My wife was so please of her work that she would like her to review the family trust her family had done from other attorney years ago. Thank you Shadi!
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15 May, 2019 by Shelia
Shadi is very knowledgeable, professional and kind. All of our questions regarding our trust were answered. 100% satisfied with her work!
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11 May, 2019 by Ladan
Shadi Alai Shaffer helped my family and I get organized in protecting our assets with clear guidance and full support. She also updated our Living Trust. She is very professional and you feel her care with every question and difficult circumstance you present her with.
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06 Nov, 2019 by Mark
My wife and I were very pleased with the service that Kevin, Carolyn and Hannah gave us during the preparation of our living trust. They have an organized process for trust preparation, which was helpful to us in gathering the required information for the document. Kevin walked us through each of the major decisions we would need to make, and was good about giving explanations of the pros/cons of the various alternatives. The final trust package was thorough and Hannah took time to explain each of the main sections to us. Overall, Kevin and his team were very professional and enjoyable to work with.
Mark Krikorian
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28 Jul, 2019 by Anonymous
Thank you, Kevin, Carolyn and Hannah at Snyder Law!! You were all gracious, knowledgeable, and patient in helping us update our family trust and estate plans. We feel comfortable, prepared and well-served going forward with you as our trusted advisor. In addition, the input and discussion you offered to our adult children in making them aware of their responsibilities in administering and carrying out our wishes (when the time comes), is greatly appreciated. We look forward to our continuing relationship.
CNH and BTH
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27 Jun, 2019 by Randy
My wife and I recently worked with Kevin, Carolyn and Hannah at Snyder Law. Top notch professionals and really took the time to walk us through the process. We are neophytes at this point, but are rapidly getting a good picture of what a solid family trust should look like. Can't thank them enough!
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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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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
05 Apr, 2016 by Cassy
John has quite the impressive resume, especially for someone who looks quite young (turns out he's not quite as young as he looks). I was referred to him by another attorney (who I trust deeply) and looked at his reviews on other sites, which were also good. John really took the time to understand my family's dynamic, and found solutions that achieved all of our goals. I've now referred him to one of my neighbors and one of my close family friends.
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18 Mar, 2016 by Anonymous
John is well versed with estate planning fundamentals, trust litigation, and financial planning. This inter-disciplinary training offers clients a holistic analysis and solution to protect their wealth. I have personally trusted John as a reliable professional sounding board to discuss about complex estate planning concepts.
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02 Mar, 2016 by Ursula
I had a great experience using John as my estate planning attorney. He was knowledgeable about several issues, including income tax issues that my CPA had not addressed. He worked with my CPA and Financial Advisor to ensure that everyone was on the same page with my financial picture. Most importantly, we set up an estate plan to protect my business and my children from creditors.
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09 Aug, 2017 by Tom
We recently had Shauna create our Living Trust. She performed in a most timely & professional manner. The document was uniquely personalized to our specific requirements. The finished product was simultaneously legally concise & also clear to read. Throughout the entire process Shauna presented herself as a very knowledgeable attorney.
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16 Sep, 2016 by Benjamin
I have a had the opportunity to discuss estate planning Issues on many of may cases with Shauna. She in knowledgeable, skilled, and makes complex issues very easy to understand. I strongly recommend her services!
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23 Dec, 2015 by Lauren
Shauna did a great job at helping my husband and I create our will and trust. She's relaxed yet very professional and caring. She gave us some good and practical points to consider when making the will and trust. Easy to work with and I would highly recommend her especially if you have kids or very little idea of the will and trust process.
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08 Jul, 2018 by Anonymous
Jonathan responded to me when I was in dire need of advice. He was at court but took my call and provided me his view that was accurate, ethical, balanced, and fair. I was panicked over a situation and he gave me ethical, rational perspective.
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19 Oct, 2016 by Anonymous
Haven't hired yet and in a process of to hire. First expression after our consultation over the phone very positive. It seems like he is a caring, ethical and proffesional in his field. Comparing to all of my experiences with other dishonest individuals in the past.
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09 Oct, 2016 by Koen
My older brother has a mental disability that put him in a difficult situation for U.S. citizenship. We tried different lawyers who just seemed to not care about my brother's case. However, when Jonathan stepped in, he loved my brother like his own brother. He took my brother out for lunch and he made personal connections with him. Later, on my brother's interview day, we prayed together and stepped into the USCIS office together. At the end, my brother became a citizen in the United States and we still keep in touch.
Jonathan Yong becomes a part of your family from the moment you enter into his office.
Not only that, he takes care of all the paperwork, signings, notaries, and any works instantly and professionally.
I believe that God has made Jonathan Yong to be a lawyer for all the people of God. He is faithful to God, and he is faithful to you.
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14 Feb, 2020 by Anne
I hired Sabrina to help actualize a plan to resolve family issues related to a trust. Sabrina not only provided very astute professional services but she demonstrated a level of care and concern for me that a I did not expect from an attorney. Sabrina was also a great emotional support to me during a very difficult time. I greatly appreciated the comforting component of her services as well, and the fact that she cared about my personal welfare and called just to check up on me and see how I was doing. That alone was priceless!
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07 Mar, 2016 by Chad
Sabrina Beg's professionalism, depth of knowledge and transparency in her actions can not be over stated. Her tenacious dedication to my case saved myself and my family a lengthy litigation action that would have been costly and time prohibitive. Her team and associates were absolutely top notch.
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15 Jul, 2022 by Bruce & debra
We would like to highly recommend the law firm of Copenbarger & Copenbarger to anyone considering an estate plan.
Attorney, Larry Copenbarger, was attentive, knowledgeable, and explained all of the components of our estate plan thoroughly. Most of our questions were answered before we even asked them.
Paralegal, Rachael Sharp, was a pleasure to work with as well; promptly responding with clear and concise answers to our correspondence.
We now feel completely confident that our assets will pass to our heirs as intended.
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15 Dec, 2021 by Anonymous
Extremely professional, helpful, thoughtful and kind. He takes the time to explain everything in an easy to understand way.
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25 Sep, 2011 by Michael
Michele helped my family and I through a very difficult and emotional situation. My mother-in-law is in the later stages of Alzheimers. Unknow to me, my wife's sisters took their mom to four different attorneys until they found one that would change her estate planning doucments. I knew my mother-in-law was not competent to change her estate plans but I didn't know what my options were. After interviewing several law firms we choose Michele and her law firm.
Michele prepared a very comprehensive trial plan. She guided us through the depositions, trial preparation, and explained what would happen each step of the way. The judge ruled that my mother-in-law was not competent and placed her under conservatorship of the estate and the person. My mother-in-law is now protected and we are continuing to undue the wrong my wife's sisters tried to do.
I feel that because of Michele's all-inclusive trial preparation we prevailed and the proper outcome was acheived. She is like a bulldog, leaving no stone unturned while showing compassion during the entire process
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23 Sep, 2011 by Ralph
One of the few attorneys I have met in my lifetime that is ethical, excellent communicator, hard working, and very knowledgeable. If you were to email your attorney at 11:00 pm, would expect to receive a reply within 15 minutes. I did on several ocassions! All attorneys should be as honest and dedicated to their clients best interest as Michele is,
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25 Jan, 2015 by Birgitta
I'm comfortable with Jennifer. She explains things in a way I can understand . If I don't she will continue until I do.
Always easy to reach.
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04 Nov, 2016 by Daniel
Julie has been a great asset to my company in handling all of the business transactions and every other aspect of the company's legal needs. She has also been an incredible resource for my company's clients for their estate planning. She went above and beyond in addressing all of their concerns and ensured that they had the right plan for their families. I endorse her with no hesitation.
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13 Feb, 2025 by John klene
Easy, quick, straightforward. Tamsen and her team made something difficult to do (estate planning with death in mind) extremely easy. I’d definitely recommend them for any estate planning needs.
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06 Feb, 2025 by Bryan bosak
Mortensen & Reinheimer made our will & trust experience incredibly easy. They helped us consider all of our options to give our family peace of mind when (not if) that time comes.
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09 Jan, 2025 by Kirk shannon
My experience with Mortensen & Reinheimer PC goes back 15 years when my mother had tragically passed. Tamsen had walked me through the entire probate process and she did so with a high level of compassion which was a big plus. The team assigned to me was always very professional and always kept me updated. I can’t say enough about this law corporation and how much they assisted me during my time of need.
Fast forward to today, I am going through a situation that requires information from the original filing. But the problem is, the documents I had, have since been destroyed. Fortunately, Mortensen & Reinheimer PC was able to produce the information I needed and all within a matter of minutes. Once again, this law team came through in a huge way. Thank you so much!
P.S. My family loves getting your Christmas cards every year! :-)
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18 Nov, 2024 by Shane reilly
Stacy Boyer and her team at Hills Law Group are absolutely amazing! They were very professional, incredibly responsive to any questions I had through the process, and everything they did was clearly in my best interest, not theirs!! Thank you Stacy, along with the entire team at Hills Law Group. If you need an attorney in this field, do not hesitate to call them.
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23 Jul, 2024 by J ivory
I got a call from Sheldon today and although he knew it was not worth taking to court or hiring a lawyer. He was touched by my email and wanted to call and give advice to call the FTC about a Chinese company selling deceptive practices and products. Very personable lawyer who cares about those he works with or comes into contact with. Thank you again Sheldon for your call today! Enjoy your time with your kids coming in to visit.
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23 Apr, 2024 by Amy howse
I'm an attorney myself, but I don't practice family law or draft postnuptial agreements, so I hired Maxwell Hills to prepare a postnup for me. The experience was pleasant and relatively easy, despite having a somewhat complex asset situation on my end and needing some customized terms regarding a new business that my husband and I were in the process of buying. Max was kind, efficient, and reasonably priced, and I'm very happy with the work he did. I definitely recommend him.
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18 Nov, 2024 by Shane reilly
Stacy Boyer and her team at Hills Law Group are absolutely amazing! They were very professional, incredibly responsive to any questions I had through the process, and everything they did was clearly in my best interest, not theirs!! Thank you Stacy, along with the entire team at Hills Law Group. If you need an attorney in this field, do not hesitate to call them.
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23 Jul, 2024 by J ivory
I got a call from Sheldon today and although he knew it was not worth taking to court or hiring a lawyer. He was touched by my email and wanted to call and give advice to call the FTC about a Chinese company selling deceptive practices and products. Very personable lawyer who cares about those he works with or comes into contact with. Thank you again Sheldon for your call today! Enjoy your time with your kids coming in to visit.
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23 Apr, 2024 by Amy howse
I'm an attorney myself, but I don't practice family law or draft postnuptial agreements, so I hired Maxwell Hills to prepare a postnup for me. The experience was pleasant and relatively easy, despite having a somewhat complex asset situation on my end and needing some customized terms regarding a new business that my husband and I were in the process of buying. Max was kind, efficient, and reasonably priced, and I'm very happy with the work he did. I definitely recommend him.
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09 Nov, 2024 by Justin moore
Knowledgeable and fast thinking. Saved me. Thanks!
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10 Oct, 2024 by Camiren dalrymple
If I could give Adam 10 stars, I absolutely would! From the start, he made what is often a daunting process feel approachable and manageable. Adam not only explained everything in a way that was easy to understand, but he also went above and beyond by meeting with me personally several times to review documents and provide updates. His professionalism is unmatched, but what truly sets him apart is how personable and down-to-earth he is. You never feel like just another client—he genuinely cares. My case began in 2019, and thanks to Adam’s dedication and expertise, I finally received my expungement in 2024. I couldn’t have asked for a better advocate by my side!
Best Attorney in OC! 💼🍊
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06 Aug, 2024 by Shea bruce
When my husband got into some unfortunate legal trouble, we were quick to jump online to find a lawyer. I have to say, we were incredibly lucky to find Adam. He was SO quick to call us back (on a Saturday!) and provided us so much support and reassurance. We had never needed a lawyer in our lives so this was a brand new experience. Adam took the time to explain the laws, all the potential outcomes and how to go forward with our situation. In the end, he dealt with the situation for us and everything turned out great! I’m thankful we found him, and (I mean this with all the love in the world) I hope to never need him again!
Adam is a pro and I obviously highly recommend him to anyone who has found themselves in a tough legal predicament.
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18 Apr, 2018 by Robert
First ,we had to go in blind finding a attorney from another state to handle my mother's trust. Very nervous not ever meeting him. I read the reviews on this law firm. They were highly rated and now I can see why. I can highly recommend Jacob DeVilliers . He was straight up with us and didn't sugar coat a thing. He told us what we were looking at with ligation over my mother's trust. Again we had to deal with him via email and phone conversations. He handled everything and got exactly what I was promised. I am so glad that we found him. He is a top notch attorney. Thank you again Jacob.
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03 Oct, 2013 by Leigh
Mr. Agren is capable, experienced, wise and professional. His offices are well appointed, his staff is professional and competent. He exudes calm expertise and his many years in practice have allowed him a very thorough overview of his specialty practice. I truly was in very good hands by making the choice to hire this attorney. I would recommend him without reservation. Even though (after being served with a petition) I wanted to be vindicated and follow through to the end of litigation, Mr. Agren saw the 'bigger picture' and proposed a settlement which saved many hours of my time and aggravation and actually was very fair to the other side as well. His representation during court proceedings was all that you would expect from a professional, from his attire to his preparedness to his calm demeanor. Mr. Agren was matter of fact and his many years of experience offered a wisdom which lends itself to an ideal case evaluation and plan. Opposing council was dishonest and aggressive and made many false accusations leaving me disconcerted, yet Mr. Agren took it all in stride and was impervious. His relationship with me as a client can be compared to that of a very capable and calm captain of a ship during a storm. If you must go through a storm, the best you could hope for is a sure captain and a fit ship. I could not have been in better hands.
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10 Jan, 2025 by Negar golkar
There is no question how difficult and heavily emotional the divorce already is for the person. Having an honest, direct, accessible lawyer who is actually very good and knowledgeable at what he does while being caring is VERY important. Also he is very quick, which trust me is really important in the process. I definitely recommend Pouya to anyone going through this difficult phase of their lives, so they don’t have an extra worry on top of all other heavy changes happening in their lives.
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23 Jun, 2024 by Fred yeilding
Going through any legal litigation process is daunting and scary. Divorce especially is hard due to the many emotions that are associated with leaving a life behind. The impact it can have on you and your family members can last forever. That’s why it is imperative to find someone who can represent you that you can trust, has your best interest in mind, and will walk you through this painful process. I hired Pouya to help me through my divorce process. He was upfront, honest, and told me exactly what to expect and what I needed to do. Something that stood out to me was how communicative he was and how he was always there to answer any question I had. This is unheard of as most lawyers are impossible to get a hold of. Pouya was instrumental in getting me what I wanted through my divorce and helped me every step of the way. From someone who has gone through this process, I can say without hesitation, Pouya is one of the best out there. I highly recommend him and would not have been able to get through this process without him.
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03 Oct, 2023 by Annette saidi
Big thank you to this law firm, I received great service and professionalism throughout this process.
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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:
-
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. -
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. -
How do you charge for your services?
Clarify the fee structure and request an estimate of the total cost. -
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. -
How long will it take to set up the trust?
Ask for a timeline for creating and finalizing the trust documents. -
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. -
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.
