Top review highlights

AI generated excerpts from the customers reviews
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Pros
1
Thorough, knowledgeable, and up-to-date legal expertise in estate planning, elder care, and Medicaid
“JulieAnn is extremely knowledgeable and up to date in knowing how to settle an estate, create a will and/or a Trust.”
2
Clear and patient communication, making complex legal matters easy to understand
“She was so easy to work with and extremely helpful. She explained all aspects of the process in language I could follow and digest.”
3
Compassionate and personable approach, providing a calming influence during difficult situations
“She was warm, thoughtful and knowledgeable. She clearly understands that it can be difficult to face and deal with these issues and I much appreciated her professional and compassionate handling of my affairs.”
4
Efficient and streamlined process, keeping costs reasonable
“This clear communication made the process easy and also streamlined the work, keeping costs low.”
5
Highly recommended by other professionals and satisfied clients
“Everyone I came into contact with, social workers, Eddy Alzheimer's Association, and even admissions personnel at senior communities knew who she was and respected her. Everyone I encountered had positive things to say about her.”
Cons
As a result of the analysis of reviews about this lawyer, no significant cons were found.

All reviews

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26 Jul, 2024 by Sandy
JulieAnn has done two things for us (so far). First, she helped decipher some trust documents that had us baffled when we needed to make a quick decision. She was patient and thorough and a big help there. Second, she helped us prepare our estate planning docs, a task which we had been putting off for years. Those were relatively straightforward, but she did a nice job making sure we understood our choices and helping us finally get that done.
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01 Jul, 2024 by Karen
Putting together one's estate planning documents has potential to be stressful. It requires one to make important, sometimes difficult, decisions and to think about "what ifs" you don't want to think about. It is hard to overstate how important it is to have sound professional advice - clearly stated, and how a friendly, supportive atmosphere can ease the anxiety and facilitate the process. Julie and her staff provided all that and more. We were able to complete the forms efficiently which kept the cost reasonable as well. I am very pleased. Karen Beck
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28 Apr, 2024 by Anonymous
I first met Julianne at a workshop where she was talking to the group about estate planning and how to help your loved ones handle their finances, etc., in their elder years. When it came time to settle my father's estate, years later, she was the first one I thought of and she made the difficult process as seamless as it could have been. So, of course, when it was time to get all of my affairs in order, she is the first person I thought of. I highly recommend her.
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20 Feb, 2024 by Tom
My wife and I met with JulieAnn do go over our Estate Planning, Living Will, HealthCare proxy and other sensitive documents. JulieAnn made the process very simple to follow, guiding us along the way with suggestions and options as we made key decisions for our future. She took us along a casual pace where we could take our time to ensure we understood all the potential situations that could face us. For every question we had, JulieAnn was quick to respond and talked us through various scenarios, helping us make key decisions along the way. Her experience and thoroughness was a calming influence for my wife and I since we were going through this process for the first time. Overall, my wife and I were very pleased with selecting JulieAnn as our lawyer for this matter. She did an excellent job educating us and we will continue to partner with her in the future shall anything arise needing the expertise that she provides.
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31 Jan, 2024 by Debra
JulieAnn Calareso is extremely knowledgeable and up to date in knowing how to settle an estate, create a will and/or a Trust. She explained all aspects of the process in lauguage I could follow and digest and gave clear directions on the parts that I should work on to expedite the process and bring all to closure. JulieAnn showed caring and understanding during the difficult parts of setting the estate. But most important is that Julie knows the law and how to apply it to every aspect of estates, wills and trusts. I am grateful to her for all of her help and guidance during this process.
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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.

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