Reviews

I was recommended to JulieAnn by my sister and my mother who raved about their experience with JulieAnn and I concur. Although I was dreading the experience of creating my Will, JulieAnn went straight to business and kept the process moving along while giving me helpful guidance on questions I had about trusts, how to legally change my name etc. I received service that was quick, efficient and reasonably priced.

Julieanne and her assistant, Maureen, were extremely helpful to me as I developed and executed my estate planning documents. Julieanne asked great questions, helped me to sort out some complicated matters and was pleasant, patient, professional and kind throughout the process. I would highly recommend her!

I have always been intimidated when having to consult an attorney, but JulieAnn made me feel comfortable, and thoroughly explained every aspect of my estate planning in terms that I could easily understand. I would recommend her to anyone. My planning was seamless and would hire her again in a heartbeat!tee

When my family faced the difficult decision of placing our beloved mother into long-term care, it was emotionally challenging and financially daunting. Needing help, I contacted numerous attorneys in the Capital District and they all referred me to the same lawyer: JulieAnne Calereso, Esq., an experienced attorney with a depth of knowledge in Crisis Medicaid Planning. From the very first consultation, she put me at ease and reassured me that I was not alone in this journey. She took the time to understand our family's unique situation and provided us with a clear roadmap of what needed to be done. Her expertise was evident as she guided me through the complex process of asset protection, eligibility requirements, and application procedures. She also helped me complete various legal documents and forms, ensuring their accuracy and timeliness. Throughout this stressful time, Julie was not only a legal advisor but also a supportive, understanding, and kind presence. She always took the time to listen to my concerns and patiently clarify complex issues, and was incredibly responsive by phone and email. Her expertise, communication, and genuine care surpassed all of our expectations. I highly recommend her services to anyone in need of legal advice.

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.

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

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.

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.

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.

Julie Ann and staff made what could have been a very scary experience and made it very easy. They were very flexible in scheduling, friendly and professional and cost was reasonable. Julie Ann came highly recommended by a dear friend. I will recommend her to anyone I know who needs this help.

JulieAnn helped my wife and me prepare POA, Living Will, and Wills for both of us. She was very thorough and did a great job explaining the options to us. She was flexible in scheduling our meetings and was very pleasant. We would recommend her without reservation.

JulieAnn helped us to get all of our affairs in order by creating a Revocable Trust, Living Wills, Health Care Proxy, Power of Attorney and Last Will and Testaments for my wife and I. She was very thorough and explained everything and reasonably priced. We were very pleased.