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16 Jul, 2020 by Amanda d.
Highly recommended. I did my research to find a lawyer to help with our estate needs and chose Mike over lawyers who came recommended to me. I instantly saw his honesty from his website. Everything is explained and detailed without needing to call for basic questions. He is personable, friendly, and down to earth. You can tell he loves his job and takes pride in the work he does. You will not be let down, believe me, I drilled him with questions and he was able to answer them all with a smile on his face!
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17 Apr, 2020 by Anonymous
We had been looking for an Estate Planning Lawyer for about a year, and most lawyers were too busy or charged above average. Michael was helpful, patient and very knowledgeable in all aspects of the procedure and helped us get through it with ease.
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08 Nov, 2019 by Anonymous
Yes Mike is a great attorney and helped us with testament and well and explained everything perfectly so we could understand I recommend is highly
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13 Feb, 2024 by Anonymous
This was the smartest thing I have done. Carol was professional, organized, and knowledgeable. Carol made a complicated topic easier to understand and explained everything in terms my wife and I could understand. This was money well spent and after researching attorneys to complete the update of our trust, I am extremely pleased with the final product. I am happy I chose Carol to complete this task.
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13 Sep, 2023 by Diane
Extremely happy with living trust Carol created for me. Carol is both skilled and easy to work with, very good value for money expended. Have recommended her to my adult sons for creation of living trusts.
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05 Oct, 2022 by James
Carol is articulate, and takes the time to explain the plans we were pursuing. I was there to have a Estate Plan put into action, she walked me through each point. I left there, feeling I had achieved my goal. She also left the door for follow up consolations.
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5.0
20 Reviews
29 Jan, 2024 by Anonymous
Tom was my lawyer for a recent probate matter. I was impressed with his deep knowledge of the law and his ability to translate complex legal concepts into terms I could understand. He was always available to answer my questions and kept me informed every step of the way. Although the process took longer than I initially anticipated, I am happy with the final outcome. Tom secured a satisfactory resolution that met my needs. I would definitely recommend him to anyone in need of a skilled and reliable lawyer.
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26 Jan, 2024 by Carolyn
I cannot thank Mr. Dominick (and team) enough for seeing me through a long and tedious legal dispute. Mr. Dominick was extremely professional, knowledgeable, responsive and understanding throughout the entire process. I’d recommend him to anyone needing legal representation as he will protect your interests and will facilitate your best outcome/resolution. Thank you Mr. Dominick and team.
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25 Jun, 2023 by Anonymous
I can't imagine going through our trust litigation without Mr. Dominick. I am so grateful for his invaluable help and council. As trustee, I was chosen to resolve the result of decades of family dysfunction that made me a target of unhappy family members. There were several law firms involved, some who also specialized in probate litigation. Time and time again, Mr. Dominick was the most knowledgeable attorney and successfully countered and protected us from law firms who use the law for cynical and dishonest purposes via the flawed and expensive trust litigation process. Mr. Dominick's knowledge of the process combined with his frank honesty provided invaluable and necessary council. We will be forever grateful for his tenacity, aggressive protection when called for, and expansive knowledge that yielded the best result possible.
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07 Dec, 2020 by Anonymous
We recently moved to St. Pete and were in need of a good, professional and inclusive attorney to completely rewrite all of our legal documents. Kira Doyle and her great staff were all and more than we had hoped. The documents were thorough and covered all the mandates for the State of Florida.
They were completely welcoming to my wife and me. Kira Doyle and her staff treated us "just like every other couple," respectfully and graciously. As we come from a different state where this is NOT often the case, this environment was a relief.
Additionally, the documents and the process by which they are written, approved and finalized was professional and efficient. Kira and her staff were easily available to answer our questions and sent updates and their own questions frequently.
This attorney and this office staff earned 5+stars in our book! We will return to them for any additional legal needs we may encounter in the future. We already have the free three-year review of the documents in hand.
The office is beautiful and the formality of finalizing our final documents almost a ceremony . They made us feel important. We are very happy with the final documents, the way in which they and we were handled and the parting gift was PERFECT!
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19 Nov, 2020 by Amy
Kira Doyle drafted estate planning documents for me. As I am a new Florida resident, Attorney Doyle went over carefully & thoroughly Florida's legal requirements, and she also provided written explanations that were very helpful. My documents were prepared very quickly at an extremely reasonable fee. I highly recommend this office.
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23 Oct, 2020 by Carson
Very, Very, Positive: Professionalism, Quality, Responsiveness, Value
My husband and I have experienced the sad reality of loved ones passing away. We knew we did not want to leave our loved ones stressed and wondering what to do when we're at the end of life and they may be grieving. Kira Doyle and her team absolutely guided us every step of the way without any snag.
We were so relieved as well to learn so much on how to protect ourselves so that when we pass away, our family is not caught up in a lot of probate, legal, arguments, and tax matters. We're so impressed by the top-notch expertise! Value value value.
The whole experience was very caring, careful, and concierge, and we were completely comfortable with the process. This high level of professionalism really reassured us well to complete a task that could be stressful. But it was not -- wow!
We can't thank you all enough. Thank you!
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06 Jul, 2024 by Patriciaw71
I’ve attended many seminars and I’m very satisfied that I chose the firm of Levine, Furman & Rubin, LLC. The meeting that we had in planning our estate was stress-free because they provided quality legal services in an atmosphere of trust and respect.
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06 Jul, 2024 by Patricia_h51
I was more comfortable dealing with Mr. Levine. He simplified matters to accomplish my goals.
Lori was very helpful with the signing process.
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21 Sep, 2023 by Anonymous
Very pleased with your professionalism and timely service. Thanks very much.
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22 Feb, 2023 by Anonymous
I had a highly adversarial case, where a trustee had to be removed and money recovered. It was truly a mess at every level and the firm supported me every step of the way, putting my best interests as a client first. Patient, meticulous and a ferocious advocate, I would recommend this law firm to anyone in a similar situation.
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08 Mar, 2022 by Tracey
Brad assisted me in helping settle part of my late father's estate. I was having problems dealing with one of my father's banks, who were extremely unhelpful and basically just giving me bad information (causing me a great deal of stress in the process). He got back to me the same day I called. I explained the issues with the bank, and he took me through all my options, explained what the pros/cons were of each, and helped reduce my confusion and let me know that I could get this settled relatively easily. I really felt supported and appreciate everything. Also, his legal secretary, Hazel, was absolutely amazing, keeping me informed about everything.
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16 Feb, 2022 by Anonymous
Brad helped me settle a very stressful, complicated, and potentially financially devastating estate issue with understanding and expert care. He demonstrated what only years of experience can teach...patience and wisdom. We avoided having to go to court AND, in the end, I was the recipient of all I could have asked for and more! I consider myself very fortunate to have been referred to him and very much appreciate the way in which he handled it!
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19 Jul, 2023 by Faye
Kellie was recommended to me by a family member who raved about her legal expertise. I did some research and decided to hire her to review and update my family trust. At my request, all meetings were conducted over video chat and Kellie accommodated this with ease. She quickly identified and corrected numerous mistakes in my existing trust made by another attorney. She took the time to truly gain a complete understanding of my desires for the trust. The entire process was smooth and efficient. Kellie is very personable and completely professional!
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05 Nov, 2021 by Susan
Hired Kellie for our first time need for Estate Planning and wills for the two of us. End of life documents were set up to benefit all our grown children and eight grandchildren, Kellie came to our home which really helped us. Polite and extremely intelligent. Really knows her stuff!!!
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15 Jul, 2020 by Jim
Kellie went above and beyond our expectations! She is the epitome of professionalism. I have already recommended her twice.
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21 Oct, 2021 by Patricia
I feel very fortunate that a friend referred Mr. Gardner to me. I was looking for legal help with probate of my Mothers estate, and had hired three different lawyers that ended up either taking a retainer and then doing nothing, or resigning soon after with no explanation. Mr. Gardner took the time to really understand my case, and gave me an honest and inciteful recommendation of what would be my best course of action moving forward. With his vast network of contacts, he was able to put me in touch with some top-notch professional people that were the most appropriate to my situation . I will recommend him to everyone that is looking for an honest and helpful lawyer!
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13 May, 2021 by Tena
Matthew and his team were great from day one! I had alot of questions concerning my father's estate and Matthew was very knowledgeable! He made me feel comfortable and I hired him after our consultation. I would recommend this lawyer!
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22 Aug, 2019 by Jim
Matt is very knowledgeable and is a pleasure to work with. He setup an LLC for myself and my siblings.
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24 Jan, 2024 by Ron
My wife and I are both 74 years old, and we felt it was time to set up the proper estate planning accurately describe our final wishes and also avoid paying any unnecessary taxes when our assets are passed on to our beneficiaries or heirs. The Law Offices of Frye, Fortich and Garcia handled all of these matters for us. We had the good fortune to get the proper legal advice and documentation from Austin Frye and Lauren Garcia. They took all the time we needed to clearly our goals as a couple and individually. Not once did we feel that any question we had was too basic and unimportant. The entire experience was very professional and quite comfortable given the subject matter. We even had some good laughs along the way. On top of all this, we felt the fees charged were more than reasonable and fair. We recommend wholeheartedly to anyone who needs this type of legal expertise to consider using this law firm.
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08 Jan, 2024 by Lou
I’m Lou and my father passed away and left me his estate that had a 50 percent share of the property he owned with his girlfriend for 30 years.
I was lost and Gus and Austin was my father’s attorney’s that I also inherited.
I dealt mostly with Gus , who is a true professional and is always prompt returning calls and emails.
Gus also helped with me purchasing an additional percentage of the property.
I’d recommend Gus , Laura and Austin to anyone looking for attorneys that will always have your best interest.
Thanks
Lou
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02 Jan, 2024 by Jeanette
My experience with Frye, Fortich & Garcia has been a very positive experience.
My husband and I did our trusts, but unfortunately, he passed away before we were able to implement changes. Ms. Garcia outlined everything that needed to be done for the estate. She guided me in the necessary paperwork and completed all the necessary court papers. In the process, Ms. Garcia also caught a big mistake the courts made by appointing the wrong executor. This was promptly corrected. I was advised of all the steps taken throughout these proceedings and told of all papers needed. If I did not have them, I was always provided with help. My questions were promptly and kindly answered.
My experience has been very positive all the way through. Everyone in the office is courteous and prompt.
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07 Feb, 2020 by Anonymous
I needed an estate planner to create a Revocable Living Trust to protect my Real Property and finances. During my 30 minute free consultation, Mark discussed my options for my particular situation, and what would best protect me. I fully trust that protecting my assets, and providing the most comprehensive and iron clad Trust is his primary objective. I was undeniably impressed and happy with the end result, and his attention to detail, as well as the support and custom tailored attention paid to my specific case.
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04 Dec, 2019 by Cindy
Mark Swatik is beyond great! He is professional, knowledgeable and patient. He answered all my question every step of the way when doing my Will and Trust.
Just do yourself a favor, call and make an appointment with him!
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21 Nov, 2019 by Anonymous
My wife and I reached out to Mark to discuss estate planning. He spoke to me by phone several times and then did a video call with my wife and I. He explained things with great clarity and answered all of our questions. His staff were very easy to work with and they setup our trust in just a few weeks. Highly recommend!
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15 Mar, 2024 by Towels4less
I have brought up a tough case to almost 20 realestate and forclosure attorney's in the past week to get an advice , Margery Ellen Golant was the ONLY attorney who took time to look at this issue, and answered every issue arising from this difficult matter, even all other attorney turned away from such case.I will definitly recomend her to anyone seeking excelence and dedication to their issue.
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01 Dec, 2023 by Alice
If you truly want to save your home from foreclosure, you need Margery Golant on your side. Her wealth of knowledge about the mortgage industry is incredible and she will fight for you with every bit of that knowledge. I do not think we would still be in our home today had it not been for Ms. Golant’s tenacity and the fact that she cares deeply about her clients and their ability to remain in their homes. I cannot put into words how much I admire and appreciate her. I would most highly recommend her.
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24 Aug, 2022 by Bob m
Many, many nights laying there next to my wife, shaking instead of sleeping.
The feeling of abject failure and the loss of so many years of work and dreams.
My initial mind set when I got behind on my mortgage was “I didn’t pay and I deserve to get foreclosed”. It certainly is a pretty straight line to that opinion. And you can rest assured that the so called judges in the Foreclosure Court, who are appointed, not elected, by and large believe this is true too. The long process of defending ourselves from the loss of our family home, which was the repository of every bit of our income (beyond consumables) for most of our lives, was an eye opening experience and some hard lessons about the law and in particular lawyers.
Lots of lawyers will line up to take your money, and as much of it up front as they can get you to pay. I have more than several acquaintances who paid eight thousand, ten thousand dollar retainers. This was quickly burned up on ticky tack back and forth with the bank/servicer and then they lost their homes. One leader in my scout troop found out she was going to auction 7 days before it happened and her family of 5 had to move in with her mother in law.
I’m here to tell you what you need is a Knight. On a Crusade. And that is who Margery Golant is to her clients. When she says: “I am personally disturbed to see consumers being taken advantage of…” she really means it and I have seen it many times in our long and SUCCESSFUL battle to not be foreclosed. Ms Golant had 3 judges disqualified from our case for public comments they had made that clearly showed the bias so prevalent in Foreclosure Court. She had our case removed from the Foreclosure division and put in Civil, where the judges answer to the voters, and care that the decisions they make are legally valid. She had the Service of the foreclosure thrown out 6 times. She fought a brilliant war of counter tactics and strategy that went on for well over 9 years. It seems crazy looking at it written here. Meanwhile my kids grew up in their home and thrived. Words can’t express our gratitude and if you are in this terrible situation, believe a survivor that this is your best choice for representation.
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17 Jan, 2024 by Anthony
I had been renting a condo for a few years in San Francisco. When my landlord decided to sell, I was interested in buying the unit, and we reached out to Greg to help facilitate the for sale by owner sale.
Greg was incredibly knowledgeable and helpful! He was very clear and responsive in his communication and was able to answer any questions from either I or the seller. He set up a timeline at the very beginning of the process that both the seller and I were able to follow and focus on the next items relevant for each of us. Everything moved along so smoothly we even closed a bit early.
I would definitely reach out to Greg again for any future needs and recommend him to anyone I know in need of a real estate attorney!
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13 Jan, 2024 by Mike
Very pleased with Greg's service. Wife and I received an offer for a private sale of our home. We wanted the deal but didn't know how to get it done. We were stressed. Then we found Greg and our stress ended. From acceptance of offer through close of escrow, Greg took care of everything. He dealt with the buyer, he dealt with escrow, and he advised us on what we needed to do and sign. We required a fast closing, and Greg made it happen by keeping in constant contact with buyer and escrow, skillfully nudging them to keep on schedule. Greg was at all times responsive to my calls or emails, usually immediately. I'm a detail-oriented guy, and Greg was always accommodating of my "need to know." It was a pleasure working with Greg -- he is smart, efficient, and friendly.
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02 May, 2023 by Peter
Greg's clear instructions and ability to reply quickly to our questions made this unusual (for-sale-by-owner, no real estate agents) sale process very simple for us. He served as a resource for both Buyer and Seller in our case because we both felt comfortable with sharing.
Greg asked all the right questions at the intake interview, and followed up with initial documentation even before his first downpayment invoice. This timing gave both Buyer and Seller a confidence that he had our interests at the forefront.
I also like how he provides a free consultation and is clear about his fees if the clients decide to hire him. There are no superlatives high enough to represent my recommending Greg to assist with your FSBO.
Simply put: Greg is the Best!
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5.0
20 Reviews
25 Mar, 2022 by Catherine
Adrian and his team deserve our highest recommendation for their resourceful representation in a probate case that we were ready to write off as impossible. Adrian's "out-of-the box thinking" and positive "can-do" approach proved to be a very refreshing approach Sure eough, he and his team came through like champs--pretty quickly too--to ensure that our deceased loved one's wishes wewre honored. And throughout the process he and his team kept in close touch. A rare gem!
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16 Sep, 2021 by Deet
Adrian Thomas thought of lots of potential problems and protected us tidily from all of them. He’s brilliant and on the ball. His company took care of the info and advice, filings, paperwork, audit, beneficiary agreements—everything to wind up my mother’s at-risk trust successfully. AND gave back change from the retainer. He’s the best in every way. He also generously called back with helpful advice years later when I had a question about something else.
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17 Sep, 2019 by Jacqueline
Adrian Philip Thomas has been a Godsend! Our experience continues to reveal the most dedicated,
heartfelt,efficient and motivated group of attorneys with Adrian Phillip Thomas at the helm, always open,available & acting with undoubtably the most professional attributes available by far.
He and his staff are clear and consistent beginning day one. I've never met a more professional, dedicated, persistent & family minded organization.
This review is long overdue and is here to encourage others to rest assuredly when deciding to move forward with A.T.Philips & their most important decisions ahead.
Trust in their most valuable staff & expertise!
Thank you all !!!
Patti & Jacqueline
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20 Jun, 2019 by Anonymous
After we had our first baby, we finally decided to do the living trust after years of education from Shadi. She was really professional and educated us the importance and little details about different trust. We are really happy with the service and going to refer all my friends with kids there. My wife was so please of her work that she would like her to review the family trust her family had done from other attorney years ago. Thank you Shadi!
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15 May, 2019 by Shelia
Shadi is very knowledgeable, professional and kind. All of our questions regarding our trust were answered. 100% satisfied with her work!
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11 May, 2019 by Ladan
Shadi Alai Shaffer helped my family and I get organized in protecting our assets with clear guidance and full support. She also updated our Living Trust. She is very professional and you feel her care with every question and difficult circumstance you present her with.
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09 Jul, 2021 by Yolanda
In my 16-year career as a claims adjuster I have had the opportunity to work with several attorneys. When I was involved in a car accident, I didn’t think twice about contacting Mr. Lucero to assist me. I called him after business hours, and he addressed all my concerns with a great deal of empathy and professionalism. I contacted him almost 6 months after my accident and placed unrealistic time constraints on him to meet my upcoming mediation. He worked tirelessly and expeditiously to get me the compensation that I deserved. He treated me like family and had my best interest at heart. Mr. Lucero communicated often and made sure he was available to address any questions or concerns that I had. I’m grateful for all the hard work and time he dedicated to getting my case resolved. Anytime, I need legal advice he’s my go to person. His experience and professionalism are unparalleled.
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28 May, 2019 by Anonymous
Tim Lucero is the most amazing, compassionate lawyer. He treats me like family. Tim has kept me informed through the process and my nerves calmed. He responds directly to my questions promptly and goes above and beyond to make sure I understand. Tim Lucero you are a blessing!
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11 Jan, 2019 by Anonymous
Tim Lucero worked relentlessly for three years on my small personal injury case. Though my case was definitely not the largest case he was handling. he always made me feel as a priority. He did not stop until we got what the outcome we were hoping for. Though I hope I won't need his services again, I know that I can have a dedicated lawyer on my side should I need it. I highly recommend Tim Lucero.
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06 Nov, 2019 by Mark
My wife and I were very pleased with the service that Kevin, Carolyn and Hannah gave us during the preparation of our living trust. They have an organized process for trust preparation, which was helpful to us in gathering the required information for the document. Kevin walked us through each of the major decisions we would need to make, and was good about giving explanations of the pros/cons of the various alternatives. The final trust package was thorough and Hannah took time to explain each of the main sections to us. Overall, Kevin and his team were very professional and enjoyable to work with.
Mark Krikorian
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28 Jul, 2019 by Anonymous
Thank you, Kevin, Carolyn and Hannah at Snyder Law!! You were all gracious, knowledgeable, and patient in helping us update our family trust and estate plans. We feel comfortable, prepared and well-served going forward with you as our trusted advisor. In addition, the input and discussion you offered to our adult children in making them aware of their responsibilities in administering and carrying out our wishes (when the time comes), is greatly appreciated. We look forward to our continuing relationship.
CNH and BTH
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27 Jun, 2019 by Randy
My wife and I recently worked with Kevin, Carolyn and Hannah at Snyder Law. Top notch professionals and really took the time to walk us through the process. We are neophytes at this point, but are rapidly getting a good picture of what a solid family trust should look like. Can't thank them enough!
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07 May, 2021 by Heddy
The staff at the law offices of Daniel A. Hunt was very helpful and handled my legal matters with the utmost care and professionalism. I would highly recommend them to serve your legal needs.
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01 May, 2021 by Wes
I am a current client and this firm is the best of the best in Sacramento. They are currently helping to protect my grandmother who has been victimized by a live-in caregiver, who changed the locks on her house, and manipulated her to sign legal documents. Daniel's paralegal Miranda is exceptionally talented, bright, professional and friendly. I highly endorse using their office for any estate planning or probate need.
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18 Dec, 2020 by Jasmine
Craig Harris and Andrew Sanchez at Dan Hunt's office setup my trust documents. They were very diligent and provided excellent service. I will definitely recommend this firm to my family & friends.
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16 Oct, 2024 by Dougout
I was contacted in a very timely manner after my initial reaching out to Mr. Lee's law office. I found Mr. Lee to be very informative and candid in the subject matter of our discussion. I definitely felt that the information provided eased my concerns.
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14 Jan, 2023 by Anonymous
Kara was very patient, informative and thorough in preparing my parent's trust and power of attorney documents. She has the experience needed to support all elder law needs. Highly recommended.
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26 Mar, 2021 by Jesse and sandra
We consulted and hired Kara to update our Will, establish a Lifetime Deed and create a Supplemental Needs Trust for our vaccine injured grandson. She was very professional and formulated documents that met our needs for our family members once we pass. She was well versed and knowledgeable. We would highly recommend her for legal requirements. She is an extremely capable attorney.
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10 Jan, 2024 by David
My wife and I met with Anne Rosenthal twice to prepare a new estate trust. Our first visit was to organize the new estate trust. She was efficient and very helpful with details on creating a special section for our grandchild. The documents were created and sent over for review. They included everything we had requested. The second meeting was to sign the documents and, again, Anne Rosenthal was efficient and in about 30 minutes and job was done. About a week later we had a binder with the estate trust. From beginning to end the whole process took about three weeks to complete.
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16 Nov, 2023 by Anonymous
Professional, warm, upbeat, knowledgeable and patient. Anne is everything you could hope for in an Estate Attorney. My wife and I are very appreciative of her assistance with updating our estate, and would highly recommend her to others in our situation.
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08 May, 2023 by Sue
Purely a joy to work with. Patient and kind and well versed in any question we asked. Hopeful she stays with Drobny Law for a long time so we may have an opportunity to work with her again.
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02 Jul, 2024 by Kaushal
Our experience with Jason, Tim & Burris Law was exceptional. They were assertive and responsive, always working within our budget. The team took the time to thoroughly understand our business and key players, which greatly enhanced communication and decision-making. Their strategies were effective, even against the most challenging opposing counsels and parties, ultimately delivering a successful solution.
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02 Jul, 2024 by Sean
Burris Law supported me with an emergent and very personal legal issue involving a leasing dispute. I believed I was being taken advantage of by a landlord and property manager. Burris Law quickly reviewed my concerns and my entire Lisa agreement and clarified for me in plain English, the rights and responsibilities of the landlord and the tenant in this situation. They also provided me with clear legal advice on a viable strategy to continue operating no to continue to meet, the specific need that had caused the dispute in the first place in a different but equally effective fashion that did not risk reaching the lease such that my legal, financial and reputational risks were mitigated. Without Jason and Burris laws support I would have been at the mercy of my landlord.
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04 Feb, 2022 by Sarah
I called around many real estate law firms, and none compared to Jason. My consultation was extremely thorough and helpful throughout the entire conversation. We discussed what options my parents and I have for a real estate dispute issue, and everything was explained in a digestible manner that helped us reach a decision for the next steps.
Beyond pleased with Jason and his firm, as he is knowledgable, professional, and extremely compassionate. Definitely will be reaching out to this firm in the future, and I highly recommend him to family and friends.
Also, their staff is incredibly helpful. From the intake coordinator to the paralegals-- they make the process very seamless. Communication was always seamless, responsive, and quick.
Thank you all so much.
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12 Mar, 2024 by Donna
This is a 5 star professional office. Explaining, preparing, and executing whatever you need legally prepared, in a kind and caring way.
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22 Nov, 2021 by Bj
Spencer Gresham and his assistant Sheila ask the right questions, know how to ask leading questions so the documents will be personalized and address YOUR VERY OWN situations. Their knowledge and honesty and dependability are admirable! Thank you!
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12 Aug, 2021 by Connie
Updated my family Trust and my Will. I feel very confident that I'm being taken care of.
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07 Oct, 2017 by Anonymous
We consulted with Sona and she did an excellent job at consulting our issues regarding where we stood with Probate.
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07 Jul, 2014 by Michelle
I have two daughters and was very concerned about setting up a trust that would take care of them should something unspeakable happen to my husband or me. Sona was very helpful and walked us through every step of the estate planning process while answering every question we had. Her approach to creating our estate plan was well organized and easy to follow. We were able to wrap up the entire process in about two months with a total of four meetings. I have every confidence that if and when the trust needs to be enforced, everything is properly in place.
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23 May, 2014 by Sam
My wife and I had been looking for someone to redo our estate plan for far too long.
After a considerable search for the right attorney, we found Sona Tatiyants. Sona is a smart, engaging person and a very capable attorney.
Once you’ve met her and her staff, the reasons for the consistency of positive reviews for Sona is apparent. My wife and I echo every positive review.
It was simple to arrange a free consultation with Sona, who took all the time necessary to listen to what we wanted to accomplish, and then explain a plan to accomplish our goals. It was an easy decision to engage her as our estate attorney.
The process went smoothly. Meetings were always timely. There was always time to allow for questions and discussion. Email was returned within a few hours.
Telephone follow-up, when needed, was, again, easily scheduled and always prompt.
At all times during the process, we felt connected to and cared for by either Sona, herself, her excellent office manager Ellen and her law clerk, Lilith.
Our estate plan is in place. Our assets are protected, as are each of us. We received exactly the advice and the outcome we sought.
We highly recommend that anyone looking for estate planning advice, contact Tatiyants Law, P.C., and arrange an appointment with Sona before deciding to go anywhere else.
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11 Apr, 2024 by Deborah
Whitney Glaser did our estate planning, she answered any and all questions that we were concerned with. She told us the best options for our needs and was very professional yet personable to work with. She was able to have papers organized in a timely manner and without hassle, I would definitely recommend her for any estate planning needs.
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11 Apr, 2024 by Mary
Ms Glazer was very knowledgeable and sensitive to our needs. She was most helpful and easy to work with, giving us peace of mind through each process.
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13 May, 2023 by Pamela
I recently retained Ms. Glaser to help me with my estate planning. Not only does Ms. Glaser have the perfect combination of legal expertise and compassion for this area of law, but she patiently listens to your concerns and offers real world solutions for you to consider. This is the attorney you want helping you when deciding end-of-life options and the disposition of your estate assets.
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15 Dec, 2022 by Maricel
She has been very helpful, makes everything easy for you, and explains the whole process in full detail. Highly recommend her!
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04 Jan, 2018 by James
By my second appointment, I felt like Shelly and I could be fishing buddies. She is friendly, efficient and makes you want to give her a hug when see her. Her staff is top notch as well.
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04 Jul, 2015 by Gail
feel like I have known Shelley longer than our one time meeting. She gave us that warm and fuzzy feeling you don't expect from a lawyer. The best part is she is competent and provided us with more than we could have asked for. Our wishes were met and complemented with her expertise!
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11 Aug, 2021 by Michael
I feel very fortunate to have Paul as my attorney. I had no idea of the complexity of the processes of probate, estate trusts etc. He set out a game plan step by step and has stayed on top of everything to a T. The process and requirements was explained in terms that made complete sense. His expertise has made a very difficult time a little bit easier for me. A highlight for me was his prompt replies to any questions or concerns I had. Highly recommended.
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20 Mar, 2021 by Roger & pam
Our Estate Planning with Paul was a long overdue task to “get our affairs” in order. He made the experience easy to understand and he was supportive, knowledgeable and professional throughout the process.
Paul is very personable, empathetic, and easy to work with. Maybe the best thing is his ability to explain legal terms in layman's language.
We will always seek for his help whenever the situation calls for a lawyer.
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23 Dec, 2020 by Phil
We are fully satisfied with the process and outcome of our estate planning with Paul. We chose him based on his expertise in trusts and estates law. You do not want a part-timer whose practice is mostly in criminal defense or real estate for your estate planning. From start to finish this took us less than a month for a process of moderate complexity.. Most of this was done remotely, by Zoom and phone. Paul is available and communicative. Alternative choices are fully explored, leading to decisions whose implications are clear, and in which we have confidence. Highly recommended.
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29 May, 2024 by Greg
My husband and I are extremely pleased with the service we received from Tom. He took the time to explain our various options in a clear, concise and understandable manner. He patiently answered all of our questions and helped us to make a very well informed decision as to how we should proceed. A few weeks after meeting with Tom, having providing him with information needed to complete our Estate Plan, we arrived at Tom's office to a stack of papers to review and sign. Once again, Tom took the time and walked us through everything. We couldn't be happier with the end product and, most importantly, we left with a very thorough understanding the intricacies of our estate documents.
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26 Apr, 2024 by Philip
I met with Tom about an existing revocable trust that I needed to update. He listened to what I what wanted to change and and asked questions about the reasons I wanted to update it and why I was making changes. He made suggestions about how to improve the trust and to make sure I understood things that have changed legally since the trust was originally set up. He was easy to work with. The changes were made relatively quickly.
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04 Apr, 2024 by Alan
Had the pleasure of working with Tom Bouman to create a trust/living wills and health care power of attorney. Wife and I were overwhelmed with the thought of creating a trust. Felt like the more I read about trusts the less I knew. Tom was great at explaining the process as we went along putting us at ease. True professional who I felt excelled at his profession. He has followed up with E-Mails keeping us on track with moving accounts and other items into the trust. Definitely 5 stars!
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23 May, 2023 by Michael
Pam is the best. She responds immediately and calls if more information is needed. She provides the best advice, looking after my best interests. She is my trust attorney forever.
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10 Mar, 2023 by Melissa
I am forever grateful for the amazing experience we had with Pam Higer-Polani. She is extremely detail oriented, offered great service and was a true professional throughout. Highly recommend
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09 Mar, 2023 by Anonymous
Extremely knowledgable, accommodating, and a pleasure to work with. Definitely trustworthy with matters at hand.
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11 Mar, 2020 by Ileana
This year I finally prioritized planning my estate and that of my parents. I sought out Pablo Palomino because he is bilingual and because of his volunteer work. I wanted to support someone who supports our community. I anticipated the process to be daunting but Pablo, and his highly skilled team, did a great job of painlessly walking me through a comprehensive plan, proactively researching and correcting some abnormalities on my property title, and delivering a full package including a revocable living trust, will, power of attorney, health directive and more. We brought in my parents the following week and Pablo and team made them feel very welcome and they left feeling a great sense of relief that their house was now in order.
I recommend Pablo and his Legacy team for their customer service, competency and final product. Their price was fair, their offices are right off the freeway with plenty of parking. Come as you are.
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24 Jul, 2019 by Danielle
Thanks Pablo for giving us your full attention and putting your brain to work! You really care about your customers and are a great source of information. I highly recommend you for estate planning!
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06 Feb, 2019 by Leslie
We contacted Mr. Palomino after my mother's attorney failed to help us administer a trust. He explained everything in clear and concise language so even my aging mother could understand. Mr. Palomino resolved many complicated and painful blended family issues regarding the trust with tremendous patience and respect for all involved. He was ethical and understanding and kept things moving forward toward a resolution. Our family is very grateful for his dedication and support during a very difficult time.
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13 Oct, 2021 by Anonymous
There's simply too many SUPERLATIVES that apply to Jonathan as an attorney and as a human being. Thus, I'll boil it down to this: HE'S THE BEST; HIRE HIM!
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09 Dec, 2019 by Mary
My husband and I recently asked Jonathan to revise our trust and other estate planning documents. He proved to be knowledgeable, detail oriented, personable and intellectually curious. We presented him with some unusual issues, but he was able to address each one to our satisfaction. I couldn’t recommend him more highly.
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15 Apr, 2019 by Tom
Mr. Jonathan A. Millet did a will, living will, and power of attorney for me. He was extremely thorough and really cared about what he was doing for me and the outcome of the product. He took the time to explain things that I did not understand, and gave me "tools" in the form of outlines and list to make my part a lot easier and organized. He was friendly, caring and his staff that assisted him had the same aforementioned characteristics. I would recommend his services without hesitation.
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08 Jun, 2024 by Anonymous
I want to share my positive experience with Rodney Gerling, the exceptional lawyer who helped me create my will. After getting married, I needed to update my will, and Rodney guided me through the process with expertise and care. Our initial meeting on Zoom was convenient, and he asked all the right questions to ensure my will accurately reflect my wishes. I met with him once more to finalize the details, and I can confidently say that he is truly the best
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05 Jun, 2024 by Barbara
We highly recommend Rod Gerling of Gerling Law Group aka Affordable Attorneys as an estate attorney. We were in need of having a trust established and having our wills and other related docs updated. He proved the utmost in professional service and advice. His staff, particularly Shauna Smith, were also very courteous, helpful and professional. In terms of meeting our requirements at a reasonable price, we felt we got excellent service and all the things we needed. Again, we strongly recommend Affordable Attorneys if you need a will, trust or other related estate issue addressed.
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26 Jan, 2024 by Anonymous
Mr. Gerling made the process of preparing our Wills and Power of Attorney's very easy. He explained all aspects in a language we can understand and then we were able to decide what's good for us.
He really knew the proper way to draw up our documents to our desire and satisfaction. His staff was also excellent to make the process easy.
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FAQs
Questions? We have answers
What a Trusts Lawyer Can Do for You
A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.
Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.
When Should I Hire a Trusts Lawyer?
You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:
- Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
- Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
- Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
- Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
- Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
- Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.
Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.
What Does a Trusts Lawyer Do?
A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:
- Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
- Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
- Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
- Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
- Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
- Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
- Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.
How Are Trusts Lawyers Paid?
Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:
- Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
- Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
- Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
- Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.
Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.
How Much Does a Trusts Lawyer Cost?
The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:
- Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
- Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
- Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
- Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.
Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.
Top Questions to Ask a Trusts Lawyer
Before hiring a trusts lawyer, consider asking the following questions:
-
What experience do you have with creating trusts?
Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures. -
What types of trusts do you recommend for my situation?
Ask the lawyer to explain the different types of trusts available and which ones best suit your needs. -
How do you charge for your services?
Clarify the fee structure and request an estimate of the total cost. -
What are the tax implications of the trust?
Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability. -
How long will it take to set up the trust?
Ask for a timeline for creating and finalizing the trust documents. -
Will you handle the trust administration?
If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee. -
Can you help resolve disputes if they arise?
Ask about the lawyer's experience in resolving trust disputes.
How to Check the Credibility of a Trusts Lawyer
To ensure you are hiring a reputable trusts lawyer, take the following steps:
- Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
- Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
- Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
- Ask for references: Request references from past clients who can speak to their experience with the lawyer.
- Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).
What Should I Prepare for My First Consultation?
To make the most of your first consultation with a trusts lawyer, bring the following:
- List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
- List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
- Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
- Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
- Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
- Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.
By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.
