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13 Sep, 2024 by Amy antrim
We had the privilege of working with Bethany for our Estate and Special Needs trust planning. She went above and beyond to be sure she understood our desires for our family. She then helped us craft the best ways to meet those goals. She was kind, compassionate, and extraordinarily knowledgeable. Her skill and care gave us such peace of mind. If you are looking for help in this area Bethany is the best!
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12 Sep, 2024 by Joe craig
Excellent service and very knowledgeable. Happy with all the work performed. This will be my recommendation for anyone in the Kansas City area looking for estate planning services.
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07 Sep, 2024 by Paulie k
The staff at Heritage is very nice, professional, and accommodating. Bethany walked me through estate planning and took the time to advise me whenever I had questions. I really appreciated all the time they took to listen to my concerns. I highly recommend this practice for your estate planning needs. Do it and save your family the hard decisions and costs when they have to deal with inheritance.
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11 May, 2024 by Brady franklin
Very good at explaining everything in plane English and patient when weighing big decisions. They are very empathetic while being detail oriented and thorough.
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09 May, 2024 by G ator
Emily is great. Practical advice on getting this done. We procrastinated and didn’t need to. A pleasure to work with. Now when I fall off my sailboat I will know the fam is in good hands.
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02 May, 2023 by Dirk
Corey offered useful advice concerning a charitable trust issue I was dealing with. He understood my objectives as well as my concerns and I will definitely follow up on his recommendations.
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15 Mar, 2017 by Anonymous
In December, my world was turned upside down. My best friend, my mentor, my dear father passed away. I needed legal assistance to guide me through the probate process. I called Corey's office on a Sunday and left a message on his answering machine. Because it was a Sunday I didn't expect to receive a call back until Monday at the earliest. I was pleasantly surprised and extremely grateful when I received a call within a few hours on the same day. I was so emotional and sad and needed legal advice. The minute I started explaining my situation, Corey immediately put me at ease and took a considerable amount of time explaining the probate process to me. I retained his services and he made a painful situation bearable. His level of professionalism, his people skills and compassion far exceeded my expectations. I will always remember how he took the time on a Sunday afternoon to return a phone call. He sensed the sadness in my voice. He kept me informed and answered all of my questions from start to finish. I would recommend this wonderful lawyer without hesitation. Not only does he offer outstanding legal services, he also offers free seminars which are very informative and open to the general public. I would recommend anyone with estate planning needs or anyone who wants to empower themselves with valuable information to attend one of his seminars. Over the years I have heard a lot of bad comments and jokes about lawyers and used car salesmen, but Corey is definitely one of the good guys.
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01 Jan, 2015 by Todd
Corey came highly recommended to us when we were looking for an estate planner. After our first meeting, we understood why. He's very knowledgeable, thorough and enjoyable to work with. He took the time to understand our wants and needs and created an extensive plan personalized to our young family that reached far beyond our expectations. Not long after, Cory also helped us through the probate process for a loved one. Through both experiences, he gave a clear understanding of each process and what we should expect, was quick to answer our questions and kept us updated along the way. We are glad we found Corey and have since recommended him to our own family and friends.
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16 Mar, 2021 by Dan89yj
I have been working with them for years on both Tax and Estate issues. Chris explains things so even us Non -Tax Attorneys can understand. Excellent Firm!
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21 Oct, 2020 by Frenna dodd
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07 Aug, 2020 by Mark potter
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22 Mar, 2022 by Barbaraellen {missy,penelope} wilson
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28 Sep, 2018 by White eagle enterprises llc
Wow!
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What Questions Should I Ask Before Hiring a Lawyer?

Hiring the right lawyer is crucial for the success of your case. Here are some important questions to ask during your initial consultation:

  1. What experience do you have with cases similar to mine?
    Ensure the lawyer has relevant experience in the specific area of law pertaining to your case.
  2. How do you charge for your services, and what are the estimated costs?
    Understand the fee structure, including hourly rates, flat fees, retainer fees, and any additional expenses.
  3. Who will be handling my case?
    Find out if the lawyer will handle your case personally or delegate tasks to other attorneys or paralegals.
  4. What is your approach to resolving cases like mine?
    Learn about their strategy, whether they prefer negotiation, mediation, or litigation.
  5. What potential outcomes can I expect?
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  6. How will you communicate with me throughout the process?
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  7. What is the expected timeline for my case?
    Get an estimate of how long the process may take from start to finish.
  8. Do you have references from past clients?
    Testimonials or references can provide insight into the lawyer's professionalism and effectiveness.
  9. What challenges do you foresee in my case?
    Understanding potential obstacles helps you prepare and sets realistic expectations.
  10. Are there alternative ways to resolve my legal issue?
    Discuss options like mediation, arbitration, or settlement to resolve the issue efficiently.

Can a Lawyer Represent Me in Courts Outside of Leawood, Kansas?

Whether a lawyer can represent you in courts outside of your city or state depends on their licensure and the jurisdiction of the court:

  • Within the Same State:
    Lawyers licensed in a particular state can typically practice anywhere within that state, including all cities and counties. They can represent you in both state and federal courts located in that state.
  • Outside of Their Licensed State:
    If your case is in a different state, the lawyer must be licensed in that state to represent you. However, there are exceptions:
    • Pro Hac Vice Admission: An out-of-state lawyer can request special permission to represent a client in a specific case in another state. This requires filing a motion with the court and often working in conjunction with a local attorney.
    • Federal Courts: If your case is in federal court, a lawyer licensed in any state may be able to represent you, provided they are admitted to practice in that particular federal court.
  • International Representation:
    For cases outside the United States, different rules apply, and the lawyer may need to comply with the foreign country's legal requirements or collaborate with local counsel.

It's important to discuss your specific situation with the lawyer to determine if they can represent you in the desired jurisdiction and what steps may be necessary to do so.

How to Check the Credibility of a Lawyer

Before hiring a lawyer, it's crucial to verify their credibility and ensure they're qualified to handle your case:

  • Verify Their License:
    Check with your state's bar association to confirm the lawyer is licensed and in good standing. Most state bar websites have an online directory for this purpose.
  • Experience and Specialization:
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  • Disciplinary Record:
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    Honors from reputable organizations reflect expertise and a positive reputation in the legal community.
  • Consultation Assessment:
    Use the initial consultation to evaluate their communication skills, responsiveness, and willingness to address your concerns.
  • Ask for References:
    A credible lawyer should be willing to provide references from past clients who can speak to their abilities and professionalism.

What Should I Prepare for My First Consultation?

To make the most of your initial meeting with a lawyer, come prepared with:

  • Relevant Documents:
    Bring all documents related to your case, such as:
    • Contracts or agreements
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    • Financial records (if applicable)
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  • Written Summary:
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  • List of Questions:
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  • Financial Information:
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  • Pen and Notebook:
    Take notes during the consultation to remember important points discussed.
  • Budget Constraints:
    Be ready to discuss your budget and any financial limitations so the lawyer can provide appropriate guidance on fees and payment options.
  • Openness and Honesty:
    Be prepared to discuss your case candidly. Full disclosure allows the lawyer to give accurate advice and anticipate potential challenges.
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