Reviews
Overall rating
R bulik
20 Oct, 2020
My wife and I had our wills, powers of attorney, advanced medical directives and a revocable trust all prepared by the Providence Law Group.
The process was well organized and very professional Amy Lazas, the lead attorney, took the time to explain everything in a way that was understandable and she answered all of our questions. She explained the purpose of each document and how the fit into the picture, and the protections that each document provides to both my wife and I, and our family. The whole process has put our minds at ease and has given my wife and I the confidence that we have left our affairs in order for our children. Thanks Amy!
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Peter
14 Oct, 2020
After talking about doing a trust and will for a long time, we finally decided to go a seminar presented by Amy. She was recommended to us through friends of friends.
The seminar was incisive, and to the point. Her examples were appropriate and descriptive. It was a great overview of what goes on once a person passes. Having dealt with my parent’s estate, we definitely wanted to make sure that our family was going to be taken care of, without the added burden of probate or confusing asset distribution.
We made an appointment and proceeded to establish a trust, a will, and a medical directive, which stated exactly what we wanted.
My husband being the engineer that he is had lots of questions, and requests. Amy met every question with great answers and was incredibly patient with his requests. We were in capable and professional hands. We now have peace of mind about our estate, and feel confident that it will be an easier process for our family once the occasion arises.
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Frank and susan
26 Aug, 2020
I first met Amy Lazas during a recent business transaction, and was immediately impressed with her! I knew that I wanted to hire Amy to do our estate planning, as my wife and I were looking to have this done! The whole process was handled seamlessly and professionally, despite the fact we hired Amy in the midst of the Covid19 Pandemic. Providence Law Group didn't miss a beat. We attended the seminar, albeit virtually, and after the seminar had our initial consultation with Amy. We hired Amy after the consultation, and they look care of everything. They gave us our "homework" and provided us a schedule as to when things had to be done. Within a couple of weeks, and after some virtual meetings and calls, our estate planning was complete. Amy and Lori were terrific to work with, and were always available to answer any questions we had during the process. My wife and I expect a lot from people that we work with, and Amy and Lori were very professional and accommodating throughout the entire transaction! Not to mention if was done during the pandemic! Thank you Providence Law Group ! I would highly recommend them!
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Mathy and andy
17 Jun, 2019
We had been advised by our financial planner that it was time to update our wills and consider estate planning. Shortly after that discussion, we received a flyer in the mail for a free group presentation about Estate Planning to be held nearby. Attending that workshop was incredibly smart on our part. It was excellent! We left with a feeling of greater understanding on how to proceed. Amy is very thorough and knowledgeable, and totally put us at ease throughout the entire process. We are pleased with the results. You will be as well.
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Mike and krystal
22 May, 2019
After receiving a postcard advertisement/invitation in the mail from the Law Offices of Kirk Halpin & Associates, we decided to attend a seminar that Amy Lazas taught on Living Trusts. We went with the expectation that we were only there to gather information and honestly had no intention of pursuing a consultation. However, Amy won us over with her upbeat, friendly, down-to-earth demeanor and her knowledgeable attitude. As guests were arriving and signing in, refreshments were available on a back table and a slide show on the estate taxes that had been garnered on famous actors, actresses and other well-known personalities was silently running in the front. It was quite interesting and enlightening. Amy began right on time and, after introducing herself, narrated a power point presentation on asset management, the distinctions between living trusts versus wills and how to avoid probate court. Although it sounds dull, her slides were creative and funny and she was congenial and informative. Even with allowing for questions, which she welcomed and answered knowledgeably, she kept to her allotted time frame. After the presentation, we decided to sign up for a 60 minute personal consultation which we had several weeks later. Amy warmly welcomed us and could not have been more winsome or encouraging. Never once did she try to pressure or manipulate us. Instead, she patiently guided us through a discussion of our personal and family situation and helped us to design a plan based on our priorities. It was only at the very end of our time that she asked if we would like to pursue an estate planning roadmap with her. By that time, we were very comfortable in agreeing to hire her for that purpose. We left that afternoon with list of necessary information to gather along with an Asset Information Booklet. We were given a week to collect and return the Asset Booklet and Statements via a stamped addressed envelope provided at our consultation. Two weeks later we had a telephone review meeting with Joan, a paralegal, to confirm our information and plan choices. Thereafter, Amy and her legal team drafted our plan documents so that everything was ready for our final signing about three weeks later. Our final meeting lasted about 1.5 hours during which Joan reviewed all of the legal documents and then asked another colleague to come in so all of the paperwork could be signed, witnessed, notarized and then copied. Amy arrived at that point to ensure that everything was in order and that we were comfortable with the results. She reassured us that we could call her at any time with questions and that she would continue to have future review meetings to ensure that our plan would support our changing needs. We left with all of our original documents, an Estate Planning Portfolio binder containing copies of our documents and some funding letters to retitle assets into our Living Trust. This was a very smooth and surprisingly easy process that resulted in the knowledge that we have legally made things much easier for our family and our beneficiaries. The accompanying peace of mind is well worth the expense. We would highly recommend Amy Lazas and the Law Firm of Kirk Halpin and Associates.
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