Reviews

We had not updated our Wills or our Trust in 10 years and our circumstances in almost all areas of our Estate Plan needed to be significantly updated in order to represent our current Estate. Our original documents [Wills and Family Trust] were initiated in the State of CA and we are now permanent residents of NC so we asked our CPA for a recommendation for a new Attorney to handle our Estate Planning needs. Thankfully, he recommended Lauren. In our view, she seemed to be the exact fit we were looking for as an administrator of our Estate for the future. Lauren was very thorough in developing an understanding of what our preferences were in terms of all financial matters pertaining to our Estate and during the time we spent together finalizing our Estate Planning Documents, she convinced us that our heirs will be happy we chose Lauren to oversee our Last Will and Testaments.

My wife and I recently hired Lauren Millovitsch, an attorney with Blanco Tackabery Law, to help us with some complicated estate planning. During our only meeting with Lauren, she took all the facts and information that we provided her and provided us with a complete written summary of what she proposed. This included a revocable trust agreement in my name and an revocable trust agreement in my wife's name. Each trust agreement met all of our criteria which included specific tangible personal property distribution and fiduciary provisions. We were most impressed how Lauren was able to fulfill everything that were wanted in these documents in such a legal matter that we could easily understand. Since it had been almost ten years since we had our Last Will and Testament and our Durable Power of Attorney documents executed, we had Lauren review and update each of these important documents. It was amazing the changes that needed to be made to these documents to make them current with our wishes. Lauren reviewed our Living Wills and our Health Care Power of Attorney and said they were fine and did not need any changes. Lauren provided us with extra copies of specific documents for our designated family members who would serve as Executor and Successor Executor if needed. Lauren provided us specific language to update our 401k's and our separate life insurance policies noting that we only had listed a primary beneficiary and we needed to add a contingent beneficiary. Lauren explained how we could title assets in our Trusts to avoid probate and provided details in a Memorandum. Lauren provided us a complete notebook with all documents included and a follow-up checklist which included estate planning documents; health care providers and agents; beneficiary designations, safe deposit box; and asset retitling. Going to a lawyer and going through Last Wills and Testaments, etc., is not something that my wife and I looked forward to doing. We had put off doing this for several years. We are so happy and pleased that we went to Lauren Millovitsch for this important legal process. Lauren was so knowledgeable in everything that we needed to have done. Lauren's warm and caring personality mixed in with her professionalism made our first experience with Blanco Tackabery Law a very positive and rewarding experience.