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TWENTY-TWENTY-TWO

AWARD WINNING

ESTATE PLANNING AND ELDER LAW

ATTORNEYS

IN LONGMONT, CO

IN LONGMONT, CO

TOP
TEN

SEE THE 2023 AWARD WINNERS

Craig William Carlson 

 Website

For over 30 years, Attorney Craig Carlson has secured the assets of his clients and is determined to lead you toward a similar outcome today! One of his top areas of concentration is estate planning. Before securing his position as one of the best estate attorneys, Attorney Craig Carlson graduated from the University of Nebraska - Lincoln College of Law. For the personalized attention needed for your estate planning, reach out to Attorney Craig Carlson, the attorney on your side.

 Website

Review

by Google
4.90
64 reviews  

We are very appreciative of the thorough explanations and organized approach to the plan. We feel much better informed and have a plan now that we can understand and appropriately execute. Many thanks!

Marc did a super job for us. We appreciated his professionalism, the time he spent educating us about our options, and the final product (a Living Trust). We were unprepared for the complexities of initiating a trust, Our first interview was a daunting experience, a lot of information to digest and decide which type of trust was best for our situation. To us, our situation with our many faceted asset situation and our wishes to create a dynasty type trust seemed impossible for us to grasp. Marc, however patiently explained every detail we questioned. Diligent work on our part to understand and complete the funding of the trust gave us the confidence to finish the process. Marc was key to this; understanding and responding to our specific questions. Our highest praise and recommendations to Carlson Law Office. Thank you Marc! Walt and Marge

George and I found Marc to be amazing! He walked us through all of our end of life planning. No easy feat. We feel like we really understand our trust and are funding it now. He is helpful whenever we have questions! If you want to be educated on Estate planning Marc is your guy!

I was not expecting estate planning to be fun; so "loved it" no, 5 out of 5 stars for a job well done, yes. I cannot imagine what our experience would have been like without having a professional like Marc to walk my wife and me through the necessary steps, explaining each step and requirement in detail. Thanks Marc, if I had to do it again, you would be my choice again.

Marc did a great job for us. We appreciated his professionalism, the time he spent educating us about our options, and the final product (a Living Trust). All in all, it was great, working with him.

  • Review

    by Google
    4.90
    5 reviews  

    We are very appreciative of the thorough explanations and organized approach to the plan. We feel much better informed and have a plan now that we can understand and appropriately execute. Many thanks!

  • Review

    by Google
    4.90
    5 reviews  

    Marc did a super job for us. We appreciated his professionalism, the time he spent educating us about our options, and the final product (a Living Trust). We were unprepared for the complexities of initiating a trust, Our first interview was a daunting experience, a lot of information to digest and decide which type of trust was best for our situation. To us, our situation with our many faceted asset situation and our wishes to create a dynasty type trust seemed impossible for us to grasp. Marc, however patiently explained every detail we questioned. Diligent work on our part to understand and complete the funding of the trust gave us the confidence to finish the process. Marc was key to this; understanding and responding to our specific questions. Our highest praise and recommendations to Carlson Law Office. Thank you Marc! Walt and Marge

  • Review

    by Google
    4.90
    5 reviews  

    George and I found Marc to be amazing! He walked us through all of our end of life planning. No easy feat. We feel like we really understand our trust and are funding it now. He is helpful whenever we have questions! If you want to be educated on Estate planning Marc is your guy!

  • Review

    by Google
    4.90
    5 reviews  

    I was not expecting estate planning to be fun; so "loved it" no, 5 out of 5 stars for a job well done, yes. I cannot imagine what our experience would have been like without having a professional like Marc to walk my wife and me through the necessary steps, explaining each step and requirement in detail. Thanks Marc, if I had to do it again, you would be my choice again.

  • Review

    by Google
    4.90
    5 reviews  

    Marc did a great job for us. We appreciated his professionalism, the time he spent educating us about our options, and the final product (a Living Trust). All in all, it was great, working with him.

View more reviews

David M Rich 

 Website

For over 11 years, Attorney David Rich has demonstrated exceptional standards in the field of estate law. Attorney David Rich’s experience lies in wills, trusts, elder law, estate planning, conservatorships, and guardianships. Attorney David Rich’s noteworthy accomplishments have led to his receipt of the American Institute of Legal Advocates - Top Ten Award and National Bar Association - Trailblazer Under 40 Award. It is never too early or late to begin your estate planning, and Attorney David Rich is just the right attorney to handle the job.

 Website justia.com

Review

by Google
5.00
20 reviews  

We used the services of Mike Milazzo for a consumer affairs case and he was extremely informative and thorough with the entire process. He was strict with timelines and ensured all deadlines were met. Mike communicated with us throughout every step of the case until he was confident that we were satisfied with the outcome. He was extremely professional and provided us with excellent service. He fought for our us and delivered us a successful resolution.

I worked with Mike Milazzo on a real estate issue and I would highly recommend him. He stayed on top of the issue until resolution, responded quickly, and achieved better than expected results. He was always available to take my phone calls and responded within a day via e-mail.

High recommend Mike Milazzo @ Flatiron Legal Advisors. Starting with the initial contact, he took the time to understand the details and very quickly came back with an action plan. He not only followed through on everything but went above and beyond the call on multiple occasions which led to a quick resolution in my favor. Mike is extremely professional, very friendly and has earned my utmost respect, thanks Mike!

Dave Rich was incredibly helpful. We live in Mexico and had a short period of time back in Colorado in which we needed a US will, POA, and Medical Directives. Dave took care of everything in a few days for us in such a professional, friendly and helpful way. I highly recommend him!!

I had a great experience working with Chris Fry and Dave Rich and would enthusiastically recommend them. I worked predominantly with Chris on a child support issue. Chris is very knowledgeable and has great attention to detail. He listened to my needs and I felt that he really cared about me and my family. Highly recommended.

  • Review

    by Google
    5.00
    5 reviews  

    We used the services of Mike Milazzo for a consumer affairs case and he was extremely informative and thorough with the entire process. He was strict with timelines and ensured all deadlines were met. Mike communicated with us throughout every step of the case until he was confident that we were satisfied with the outcome. He was extremely professional and provided us with excellent service. He fought for our us and delivered us a successful resolution.

  • Review

    by Google
    5.00
    5 reviews  

    I worked with Mike Milazzo on a real estate issue and I would highly recommend him. He stayed on top of the issue until resolution, responded quickly, and achieved better than expected results. He was always available to take my phone calls and responded within a day via e-mail.

  • Review

    by Google
    5.00
    5 reviews  

    High recommend Mike Milazzo @ Flatiron Legal Advisors. Starting with the initial contact, he took the time to understand the details and very quickly came back with an action plan. He not only followed through on everything but went above and beyond the call on multiple occasions which led to a quick resolution in my favor. Mike is extremely professional, very friendly and has earned my utmost respect, thanks Mike!

  • Review

    by Google
    5.00
    5 reviews  

    Dave Rich was incredibly helpful. We live in Mexico and had a short period of time back in Colorado in which we needed a US will, POA, and Medical Directives. Dave took care of everything in a few days for us in such a professional, friendly and helpful way. I highly recommend him!!

  • Review

    by Google
    5.00
    5 reviews  

    I had a great experience working with Chris Fry and Dave Rich and would enthusiastically recommend them. I worked predominantly with Chris on a child support issue. Chris is very knowledgeable and has great attention to detail. He listened to my needs and I felt that he really cared about me and my family. Highly recommended.

View more reviews

Martha James Hartney 

 Website

In just 10 years, Attorney Martha Hartney has grown her estate practice to one of the most successful and respected in the US. Attorney Martha Hartney provides representation to those facing matters in family LLCs and family limited partnerships (FLP). Attorney Martha Hartney’s noteworthy accomplishments have led to her receipt of the Super Lawyer and Super Lawyers - Top 50 Women Lawyers awards. A well-respected attorney, Attorney Martha Hartney began her legal career after graduating from the University of Manchester. Attorney Martha Hartney possesses the expertise needed to guide her clients toward the best solutions for their estate matters, and she is waiting for your call today.

 Website

Review

by Google
5.00
18 reviews  

Worked with Martha after my mom passed away. Legal stuff is not my thing, but Martha described everything clearly, and she calmly shepherded me through. I appreciate that her fee was for the package, not hourly, so I didn't have to worry about how much time we spent. She kept the big picture in mind, too--that it's not just about money and legal documents, but about facing death and considering what you want your non-monetary legacy to be. She even does a video interview with you about what you want that legacy to be, to leave for loved ones. I found Martha friendly, accepting, and creative. My impression is that she also really knows her stuff. The pandemic hit in the middle of our process, and Martha quickly figured out how to work everything online, including notarizing documents. I'm grateful to Martha for all her help!

Responsive, professional, and helpful.

Easy to work with, personable, professional. Recommend without any reservation.

Martha is outstanding. She's a deeply integrated woman with a confident grasp on all the legal-technical knowledge required to create the type of estate plans I needed for my blended family and my small business. She also has the heart and grounded presence to really explain things in a way that made sense, felt clear and brought relief at the deep, existential level very few lawyers have the skillfulness to touch. Thank you Martha. My life is significantly better from working with you. I can't recommend you enough!

Martha, and the entire team at Hartney Law, made the seemingly overwhelming and complicated legal process of establishing an estate plan simple and enjoyable. We told ourselves for years that it was something we needed to do but never did because of how daunting it seemed. Martha makes the process straightforward and approachable with the added services of a Family Emergency plan and Legacy video. I slept better the very next night knowing that my family wouldn't be burdened with the unknown in a time of need.

  • Review

    by Google
    5.00
    5 reviews  

    Worked with Martha after my mom passed away. Legal stuff is not my thing, but Martha described everything clearly, and she calmly shepherded me through. I appreciate that her fee was for the package, not hourly, so I didn't have to worry about how much time we spent. She kept the big picture in mind, too--that it's not just about money and legal documents, but about facing death and considering what you want your non-monetary legacy to be. She even does a video interview with you about what you want that legacy to be, to leave for loved ones. I found Martha friendly, accepting, and creative. My impression is that she also really knows her stuff. The pandemic hit in the middle of our process, and Martha quickly figured out how to work everything online, including notarizing documents. I'm grateful to Martha for all her help!

  • Review

    by Google
    5.00
    5 reviews  

    Responsive, professional, and helpful.

  • Review

    by Google
    5.00
    5 reviews  

    Easy to work with, personable, professional. Recommend without any reservation.

  • Review

    by Google
    5.00
    5 reviews  

    Martha is outstanding. She's a deeply integrated woman with a confident grasp on all the legal-technical knowledge required to create the type of estate plans I needed for my blended family and my small business. She also has the heart and grounded presence to really explain things in a way that made sense, felt clear and brought relief at the deep, existential level very few lawyers have the skillfulness to touch. Thank you Martha. My life is significantly better from working with you. I can't recommend you enough!

  • Review

    by Google
    5.00
    5 reviews  

    Martha, and the entire team at Hartney Law, made the seemingly overwhelming and complicated legal process of establishing an estate plan simple and enjoyable. We told ourselves for years that it was something we needed to do but never did because of how daunting it seemed. Martha makes the process straightforward and approachable with the added services of a Family Emergency plan and Legacy video. I slept better the very next night knowing that my family wouldn't be burdened with the unknown in a time of need.

View more reviews

Jodie Gilbert 

 --0 
 Website

Following the death of a loved one, Attorney Jodie Gilbert allows her clients to grieve in peace while she takes care of their probate or administration matters. No case is too complex for Attorney Jodie Gilbert to handle, as she has worked through estate planning and estate administration cases. Attorney Jodie Gilbert also devotes her time to the American Bar Association and the National Bar Association. Attorney Jodie Gilbert’s achievements have not gone unnoticed, as she is the recipient of the Super Lawyer and National Bar Association - Trailblazer Under 40 awards. Attorney Jodie Gilbert possesses the expertise needed to guide her clients toward the best solutions for their estate matters, and she is waiting for your call today.

Fee Structure: IF WE DON'T WIN,YOU DON'T PAY

 Website

Review

by Google
4.90
36 reviews  

I was researching for an estate planning lawyer. I was impressed that Temkin states she has the most 5-star reviews in the area, so I did some further research. It is not true. It was easy to find lawyers who have substantially more reviews. I scratched her off my list. I will never trust anyone who engages in false advertising. Maybe she met she has the most reviews for lawyers on her block. It is definitely not true for lawyers in the area.

We found working with Wendi Temkin to be a real pleasure. She not only anticipated our questions and needs, she far exceeded our expectations. The process was thorough, yet simple for us. And the end product was everything we needed and more. What a relief to know that she considered and addressed things we hadn’t! -- J. & E. Drexler

Wendi is great! Very organized and communicative. We used Wendi for our trust. We didn't know much about the process and Wendi was very patient with us and helpful at explaining everything clearly so we understood our decisions. Wendi was also able to offer her best advice on parts we were unsure of at the time. Would definitely recommend using Wendi!

Although I knew it was ultimately important, it took me years to finally hire someone to write a trust and living will for me. In Wendi's capable hands, I was not only surprised by the relative ease of the whole project, but absolutely delighted by the the outcome. She gave me clear instructions with each of the three visits, and I walked out with a large, organized binder with everything I need to protect me and my children. She is extremely personable, professional, thorough, and organized. She helped me understand everything step by step, and made me feel comfortable along the way. The culmination of the project, was the thoughtful 'legacy' interview she taped and provided for me digitally. I actually believe my children will enjoy watching it some day! I would definitely recommend Wendi and Tempkin Law...she and her services are worth every penny!

Temkin Law offers a thorough service. Wendi's calm and organized manner made it easier for us to follow the process through to the end. She answered my questions clearly, until I totally understood the answer. Wendi was very patient and took the time to understand our circumstances and needs. Often questions came up for me after our meetings. She was very timely with her responses to my questions. Wendi asked great questions, that got me thinking in different ways. For example, I used to think "that tree I'd like to buy to plant in the yard is kind of expensive." Now I think about it and say, "Do I want to plant the tree and enjoy watching it grow or do I leave $200 more to one of the many charities we have set up in our estate planning?" Wendi gave us the option of having Temkin Law set up the changes that were necessary to fund the trust we created, or we could do it ourselves with her guidance. We chose to have her make most of the changes for us. She has followed up on several occasions to see that all the transactions had been successfully done. She also sent a letter advising what happens next and to remind us how to add new assets to our trust. Having gone through this process I feel confident that I am not leaving my family with a mess to sort out. I have the comfort in knowing that my future is planned to the best of our knowledge at this time in our lives and that we will review our estate plan with Wendi every three years to make any necessary changes. We have recommended Wendi's services to many of our friends and family.

  • Review

    by Google
    4.90
    5 reviews  

    I was researching for an estate planning lawyer. I was impressed that Temkin states she has the most 5-star reviews in the area, so I did some further research. It is not true. It was easy to find lawyers who have substantially more reviews. I scratched her off my list. I will never trust anyone who engages in false advertising. Maybe she met she has the most reviews for lawyers on her block. It is definitely not true for lawyers in the area.

  • Review

    by Google
    4.90
    5 reviews  

    We found working with Wendi Temkin to be a real pleasure. She not only anticipated our questions and needs, she far exceeded our expectations. The process was thorough, yet simple for us. And the end product was everything we needed and more. What a relief to know that she considered and addressed things we hadn’t! -- J. & E. Drexler

  • Review

    by Google
    4.90
    5 reviews  

    Wendi is great! Very organized and communicative. We used Wendi for our trust. We didn't know much about the process and Wendi was very patient with us and helpful at explaining everything clearly so we understood our decisions. Wendi was also able to offer her best advice on parts we were unsure of at the time. Would definitely recommend using Wendi!

  • Review

    by Google
    4.90
    5 reviews  

    Although I knew it was ultimately important, it took me years to finally hire someone to write a trust and living will for me. In Wendi's capable hands, I was not only surprised by the relative ease of the whole project, but absolutely delighted by the the outcome. She gave me clear instructions with each of the three visits, and I walked out with a large, organized binder with everything I need to protect me and my children. She is extremely personable, professional, thorough, and organized. She helped me understand everything step by step, and made me feel comfortable along the way. The culmination of the project, was the thoughtful 'legacy' interview she taped and provided for me digitally. I actually believe my children will enjoy watching it some day! I would definitely recommend Wendi and Tempkin Law...she and her services are worth every penny!

  • Review

    by Google
    4.90
    5 reviews  

    Temkin Law offers a thorough service. Wendi's calm and organized manner made it easier for us to follow the process through to the end. She answered my questions clearly, until I totally understood the answer. Wendi was very patient and took the time to understand our circumstances and needs. Often questions came up for me after our meetings. She was very timely with her responses to my questions. Wendi asked great questions, that got me thinking in different ways. For example, I used to think "that tree I'd like to buy to plant in the yard is kind of expensive." Now I think about it and say, "Do I want to plant the tree and enjoy watching it grow or do I leave $200 more to one of the many charities we have set up in our estate planning?" Wendi gave us the option of having Temkin Law set up the changes that were necessary to fund the trust we created, or we could do it ourselves with her guidance. We chose to have her make most of the changes for us. She has followed up on several occasions to see that all the transactions had been successfully done. She also sent a letter advising what happens next and to remind us how to add new assets to our trust. Having gone through this process I feel confident that I am not leaving my family with a mess to sort out. I have the comfort in knowing that my future is planned to the best of our knowledge at this time in our lives and that we will review our estate plan with Wendi every three years to make any necessary changes. We have recommended Wendi's services to many of our friends and family.

View more reviews

Shaun Pearman  

 Website

A top estate attorney in his field, Attorney Shaun {{nodataforthisfield}} has developed a strong reputation within the legal community. Among the list of matters Attorney Shaun {{nodataforthisfield}} focuses on, his most prominent are family LLCs, probate, real property deed transfers, business planning, wills, and estate planning. Attorney Shaun {{nodataforthisfield}}’s noteworthy accomplishments have led to his receipt of the American Institute of Legal Advocates - Top Ten and National Bar Association - Trailblazer Under 40 awards. Attorney Shaun {{nodataforthisfield}} possesses the expertise needed to guide his clients toward the best solutions for their estate matters, and he is waiting for your call today.

Fee Structure: Protecting the interests of Colorado families is the priority of The Pearman Law Firm.

 Website justia.com

Review

by Google
4.60
30 reviews  

Great experience. Gave me the information that I needed after the passing of my wife. Gave me peace of mind about the things I was concerned about. Great people. I will continue to go to them for my legal needs. You should too.

Great experience working with Diana! She's super smart and helpful. Would refer her to anyone looking for help with wills and trusts. ????

Annie Billings White was recommended to me by a friend who used her services for family estate planning. From my initial conversation with Annie on the phone, thru to completion of a trust, last will and testament, living will, medical power of attorney, general and durable power of attorney I was very impressed with her knowledge of the law, and experience and compassion about these very personal life decisions. With the pandemic I chose to do the majority of communication with Annie regarding questions, and preferences over the phone, and email. Her responses were always respectful, knowledgeable, and caring. She clearly listened well to my preferences. Her knowledge opened my ears to options I had not considered. She strove well to explain my choices, and respect my decision. I sought a trust that would have strong clear clarity without complication. We achieved that. And also appreciated was the reasonable fee for the work.

Went above and beyond in helping us prepare wills. Knowledgeable, generous, diligent.

Shaun is awesome. He made setting up my business a breeze. They put together a binder with all the info I need. Now it is in one place and organized. Would highly recommend this place.

  • Review

    by Google
    4.60
    5 reviews  

    Great experience. Gave me the information that I needed after the passing of my wife. Gave me peace of mind about the things I was concerned about. Great people. I will continue to go to them for my legal needs. You should too.

  • Review

    by Google
    4.60
    5 reviews  

    Great experience working with Diana! She's super smart and helpful. Would refer her to anyone looking for help with wills and trusts. ????

  • Review

    by Google
    4.60
    5 reviews  

    Annie Billings White was recommended to me by a friend who used her services for family estate planning. From my initial conversation with Annie on the phone, thru to completion of a trust, last will and testament, living will, medical power of attorney, general and durable power of attorney I was very impressed with her knowledge of the law, and experience and compassion about these very personal life decisions. With the pandemic I chose to do the majority of communication with Annie regarding questions, and preferences over the phone, and email. Her responses were always respectful, knowledgeable, and caring. She clearly listened well to my preferences. Her knowledge opened my ears to options I had not considered. She strove well to explain my choices, and respect my decision. I sought a trust that would have strong clear clarity without complication. We achieved that. And also appreciated was the reasonable fee for the work.

  • Review

    by Google
    4.60
    5 reviews  

    Went above and beyond in helping us prepare wills. Knowledgeable, generous, diligent.

  • Review

    by Google
    4.60
    5 reviews  

    Shaun is awesome. He made setting up my business a breeze. They put together a binder with all the info I need. Now it is in one place and organized. Would highly recommend this place.

View more reviews

Rob . Aghazarian 

 Website

As one of the top qualified estate attorneys in the US, Attorney Rob Aghazarian is compelled to provide exceptional service to every client. Driven to guarantee client satisfaction, Attorney Rob Aghazarian is present for his clients at every stage of their estate planning case. It is never too early or late to begin your estate planning and Attorney Rob Aghazarian is just the right attorney to handle the job.

 Website

Review

by Google
5.00
8 reviews  

Rob Aghazarian recently took care of my estate planning and I couldn't be happier with the experience. He made the process extremely easy for me by speaking in terms that were clear, concise, and understandable to non-lawyers. He easily answered all my questions and advised me of how to make the arrangements I desired without having to spend more than I could afford.

I have known Rob Aghazarian for many years and he is very kind, patient and professional. I have had the opportunity to meet many estate planning attorneys through my line of work, and there can be significant differences in the level of both service and expertise. I refer clients to Rob because he has a calmness about him and he listens and educates his clients. He takes the time his clients need and Rob is honest and very fair. He believes it is important to meet with clients in their comfort place. He will come to you when necessary if it's more comfortable and convenient for you. Rob goes above and beyond for his clients. I highly recommend Rob!

Rob believes with all his being that families should plan for all possible events in life. He will help you take an honest look at your belongings, finances and family relationships and then he will help you organize it so there are no questions when tragedy strikes. Call Rob and he will help you find your intentions and live with and for them.

We met with Rob and could not have been more pleased! He advice couldn't have been more helpful and kind. We are so glad we contacted him!

I am a family law attorney and have referred several clients to Rob Aghazarian. All needed an effective and knowledgeable estate planning or guardianship attorney. I am very pleased that every one of my referrals reported to me that they were extremely impressed with Rob’s legal skill and no-nonsense (and cost-effective) approach to achieving their goals. I highly recommend Rob and I fully intend to continue to refer estate planning, probate, and guardianship matters to him because I know my clients will be very well-served.

  • Review

    by Google
    5.00
    5 reviews  

    Rob Aghazarian recently took care of my estate planning and I couldn't be happier with the experience. He made the process extremely easy for me by speaking in terms that were clear, concise, and understandable to non-lawyers. He easily answered all my questions and advised me of how to make the arrangements I desired without having to spend more than I could afford.

  • Review

    by Google
    5.00
    5 reviews  

    I have known Rob Aghazarian for many years and he is very kind, patient and professional. I have had the opportunity to meet many estate planning attorneys through my line of work, and there can be significant differences in the level of both service and expertise. I refer clients to Rob because he has a calmness about him and he listens and educates his clients. He takes the time his clients need and Rob is honest and very fair. He believes it is important to meet with clients in their comfort place. He will come to you when necessary if it's more comfortable and convenient for you. Rob goes above and beyond for his clients. I highly recommend Rob!

  • Review

    by Google
    5.00
    5 reviews  

    Rob believes with all his being that families should plan for all possible events in life. He will help you take an honest look at your belongings, finances and family relationships and then he will help you organize it so there are no questions when tragedy strikes. Call Rob and he will help you find your intentions and live with and for them.

  • Review

    by Google
    5.00
    5 reviews  

    We met with Rob and could not have been more pleased! He advice couldn't have been more helpful and kind. We are so glad we contacted him!

  • Review

    by Google
    5.00
    5 reviews  

    I am a family law attorney and have referred several clients to Rob Aghazarian. All needed an effective and knowledgeable estate planning or guardianship attorney. I am very pleased that every one of my referrals reported to me that they were extremely impressed with Rob’s legal skill and no-nonsense (and cost-effective) approach to achieving their goals. I highly recommend Rob and I fully intend to continue to refer estate planning, probate, and guardianship matters to him because I know my clients will be very well-served.

View more reviews

Karen L Brady 

 Website

A top estate attorney in her field, Attorney Karen Brady has developed a strong reputation within the legal community. She centers her practice on assisting with asset protection, business planning, business asset protection, estate planning, probate, and elder law matters. Attorney Karen Brady’s noteworthy accomplishments have led to her receipt of the American Society of Legal Advocates - Top 40 Lawyers Under 40 and National Advocates - Top 100 Lawyers awards. It is never too early or late to begin your estate planning, and Attorney Karen Brady is just the right attorney to handle the job.

Fee Structure: Helping you to protect what matters most in life

 Website justia.com

Review

by Google
4.30
16 reviews  

Karen Brady and her team were wonderfully helpful and professional. I would highly recommend them in complicated situations, or even more simple ones!

The Law Offices of Karen Brady made the probate process of my brothers estate as seamless as possible. From the initial meeting covering fees, what to do, what to expect and how to get started were succinctly explained. Throughout the entire probate process they were there at every turn---immediate caring responses were the norm, as was the level of professionalism. Counselor Brady and her team get my highest recommendation. Sincerely, Michael Rothmier

Karen is very knowledgeable and down to earth. She is not stuffy or pretentious like other attorneys we have used for our business. I would highly recommend her, she has a casual office setting that is welcoming. We found her services to be very fairly priced and she is efficient and quick in executing the documents you need. Thank you Karen.

I have worked professionally and personally with Karen and her staff for over 15 years and I can not say enough good things about all of them. Karen's approach is very rare in the legal profession, in that she truly explores a client's goals, objectives and needs when designing a plan. She then creates a completely customized estate plan, rather than simply changing names and dates in a boiler-plate document - as most attorneys I've encountered tend to do. Further than this, though, Karen and her excellent staff do not stop at the customized documents. An estate plan is absolutely worth nothing more than the paper it is printed on if it is not properly funded and maintained. That's where the Law Offices of Karen Brady, PC really shine in my opinion. They work tirelessly to identify and properly title all estate assets so that they will be included in the client's wishes at time of incapacity or death. The vast majority of attorneys who claim to be "estate planners" simply send their clients out the door with a bundle of papers that do nothing because they haven't put any of the client's assets into the trusts via proper titling and beneficiary designations. That never happens with Karen and her staff. I've referred all of my clients with estate planning needs to Karen over the past 15+ years, and have had her handle my own and my family-members' estate plans, as well. I highly recommend Karen Brady as your estate planning attorney.

They made my experience very pleasant, they explained everything clearly and throughly and during the process they Communicated daily with E mail to make sure everything was being taken of. I was pleased with the experience and would definitely recommend and use them again.

  • Review

    by Google
    4.30
    5 reviews  

    Karen Brady and her team were wonderfully helpful and professional. I would highly recommend them in complicated situations, or even more simple ones!

  • Review

    by Google
    4.30
    5 reviews  

    The Law Offices of Karen Brady made the probate process of my brothers estate as seamless as possible. From the initial meeting covering fees, what to do, what to expect and how to get started were succinctly explained. Throughout the entire probate process they were there at every turn---immediate caring responses were the norm, as was the level of professionalism. Counselor Brady and her team get my highest recommendation. Sincerely, Michael Rothmier

  • Review

    by Google
    4.30
    5 reviews  

    Karen is very knowledgeable and down to earth. She is not stuffy or pretentious like other attorneys we have used for our business. I would highly recommend her, she has a casual office setting that is welcoming. We found her services to be very fairly priced and she is efficient and quick in executing the documents you need. Thank you Karen.

  • Review

    by Google
    4.30
    5 reviews  

    I have worked professionally and personally with Karen and her staff for over 15 years and I can not say enough good things about all of them. Karen's approach is very rare in the legal profession, in that she truly explores a client's goals, objectives and needs when designing a plan. She then creates a completely customized estate plan, rather than simply changing names and dates in a boiler-plate document - as most attorneys I've encountered tend to do. Further than this, though, Karen and her excellent staff do not stop at the customized documents. An estate plan is absolutely worth nothing more than the paper it is printed on if it is not properly funded and maintained. That's where the Law Offices of Karen Brady, PC really shine in my opinion. They work tirelessly to identify and properly title all estate assets so that they will be included in the client's wishes at time of incapacity or death. The vast majority of attorneys who claim to be "estate planners" simply send their clients out the door with a bundle of papers that do nothing because they haven't put any of the client's assets into the trusts via proper titling and beneficiary designations. That never happens with Karen and her staff. I've referred all of my clients with estate planning needs to Karen over the past 15+ years, and have had her handle my own and my family-members' estate plans, as well. I highly recommend Karen Brady as your estate planning attorney.

  • Review

    by Google
    4.30
    5 reviews  

    They made my experience very pleasant, they explained everything clearly and throughly and during the process they Communicated daily with E mail to make sure everything was being taken of. I was pleased with the experience and would definitely recommend and use them again.

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Daniel Ellis Mckenzie 

 Website

Following the death of a loved one, Attorney Daniel McKenzie allows his clients to grieve in peace while he takes care of their probate or administration matters. Attorney Daniel McKenzie's knowledge extends to the areas of estate planning, asset protection, revocable trusts, advance healthcare directives, trusts, and wills. A valued presence within the legal community, Attorney Daniel McKenzie is a member of the Lawyers of Distinction and the American Institute of Legal Counsel. Attorney Daniel McKenzie’s achievements have not gone unnoticed, as he is the recipient of the 10 Best Estate Planning Attorneys and Best Attorneys in America awards. Attorney Daniel McKenzie is a graduate of Oxford University and has successfully grown his firm throughout the course of the past 19 years. Attorney Daniel McKenzie is determined to provide only the top representation to his clients and will stop at nothing to see that no stone is left unturned in your estate planning.

Fee Structure: I have devoted my career to protecting people’s legal rights

 Website

Review

by Google
5.00
67 reviews  

We got good a timely follow up help while trying to fill out a trust certification for a bank over 2 years later. A couple short phone calls made a huge difference!

This is a small, family law firm and they give great personal service, even on Zoom! We highly recommend them for estate planning.

We were referred to Dan and The McKenzie Law Firm for our estate planning needs and we couldn't be more happy with both the ease of the process and the end result. Dan and his team were professional, responsive and made sure all of our questions were answered. They took the time to understand our situation and goals.

My wife and I recently updated our Will and Trust with McKenzie Law. The entire staff was great to work with, knowledgeable, and wanted to ensure that we understood all the details of what we were putting In the trust. They listened to the items we shared that were important to us and then were able to translate that well into the legal document to ensure our family is well taken care. Thank you again for all the support as we navigated through this process!

Dan is so amazing to work with. He's kind (he really cares), hilarious, and he's very skilled at making sure you know all the information you need to make for you and your family when it comes to estate planning. I highly recommend him!!!

  • Review

    by Google
    5.00
    5 reviews  

    We got good a timely follow up help while trying to fill out a trust certification for a bank over 2 years later. A couple short phone calls made a huge difference!

  • Review

    by Google
    5.00
    5 reviews  

    This is a small, family law firm and they give great personal service, even on Zoom! We highly recommend them for estate planning.

  • Review

    by Google
    5.00
    5 reviews  

    We were referred to Dan and The McKenzie Law Firm for our estate planning needs and we couldn't be more happy with both the ease of the process and the end result. Dan and his team were professional, responsive and made sure all of our questions were answered. They took the time to understand our situation and goals.

  • Review

    by Google
    5.00
    5 reviews  

    My wife and I recently updated our Will and Trust with McKenzie Law. The entire staff was great to work with, knowledgeable, and wanted to ensure that we understood all the details of what we were putting In the trust. They listened to the items we shared that were important to us and then were able to translate that well into the legal document to ensure our family is well taken care. Thank you again for all the support as we navigated through this process!

  • Review

    by Google
    5.00
    5 reviews  

    Dan is so amazing to work with. He's kind (he really cares), hilarious, and he's very skilled at making sure you know all the information you need to make for you and your family when it comes to estate planning. I highly recommend him!!!

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David David  

 Website

Do you wish to safeguard your future and secure your assets in a manner that is both organized and in your best interest? Then reach out to the attorney who has exhibited nothing but reliable and professional representation. Clients consistently rely on Attorney David David for all of their estate-related needs, including estate administration, estate planning, business planning, trust administration, special needs planning, and Medi-Cal reimbursement. Attorney David David maintains an active affiliation with the American Bar Association. A named American Society of Legal Advocates - Top 40 Lawyers Under 40 award recipient, Attorney David David possesses the skills needed to reach favorable outcomes for his clients. Attorney David David graduated from Suffolk University's Law School and has continued to serve as the leading estate attorney since then. Look no further, as Attorney David David is more than prepared to establish a solid plan for your assets and future.

 Website

Review

by Google
5.00
52 reviews  

I reached out to Urban Law Firm via email with a question regarding estate planning/ living trust. David Urban replied to my email within a few hours with clear answers to my questions and concerns. David is very knowledgeable, responsive and professional. However, the most important part that made me really admire him is about his kindness. He did not charge me any penny at all. When I asked if I owe him anything for the consultation, he just simply said "You do not owe me anything. I'm always happy to help". I will definitely reach out to David again for future assistance with real estate and estate planning matters. Thank you again David, for your professional service and kindness.

My wife and I reached that important milestone of having our first child and we knew it was time to finally commit to doing estate planning. We are so happy we found David Urban. He was attentive, responsive, and very efficient! What’s more, he worked for a very reasonable flat rate to get this important job done for us. Not only is David Urban a great estate planning attorney, he also has a pretty great sense of humor, which made for fun time during our meetings together!

David does a great job meeting his client/s needs. I highly recommend David for any estate planning or business related legal documents/needs. His work is excellent.

David Urban is incredible. I seriously wish all of my service professionals were as responsive and helpful as he is. He always responds quickly, answers my questions, refers me to other professionals when appropriate. I'm seriously impressed by how great a resource he is. He helped us with our estate planning, trust, power of attorney questions, and more. I fully recommend him to anyone needing these services, and I'm super grateful we found him.

David at Urban Law is phenomenal. I've used David as my real estate attorney for two transactions now and have been extremely happy. David knows his stuff - not only with real estate but also as a business law lawyer. He's quick to setup meetings, respond to communications, and turn around documents - and all at a fair price!

  • Review

    by Google
    5.00
    5 reviews  

    I reached out to Urban Law Firm via email with a question regarding estate planning/ living trust. David Urban replied to my email within a few hours with clear answers to my questions and concerns. David is very knowledgeable, responsive and professional. However, the most important part that made me really admire him is about his kindness. He did not charge me any penny at all. When I asked if I owe him anything for the consultation, he just simply said "You do not owe me anything. I'm always happy to help". I will definitely reach out to David again for future assistance with real estate and estate planning matters. Thank you again David, for your professional service and kindness.

  • Review

    by Google
    5.00
    5 reviews  

    My wife and I reached that important milestone of having our first child and we knew it was time to finally commit to doing estate planning. We are so happy we found David Urban. He was attentive, responsive, and very efficient! What’s more, he worked for a very reasonable flat rate to get this important job done for us. Not only is David Urban a great estate planning attorney, he also has a pretty great sense of humor, which made for fun time during our meetings together!

  • Review

    by Google
    5.00
    5 reviews  

    David does a great job meeting his client/s needs. I highly recommend David for any estate planning or business related legal documents/needs. His work is excellent.

  • Review

    by Google
    5.00
    5 reviews  

    David Urban is incredible. I seriously wish all of my service professionals were as responsive and helpful as he is. He always responds quickly, answers my questions, refers me to other professionals when appropriate. I'm seriously impressed by how great a resource he is. He helped us with our estate planning, trust, power of attorney questions, and more. I fully recommend him to anyone needing these services, and I'm super grateful we found him.

  • Review

    by Google
    5.00
    5 reviews  

    David at Urban Law is phenomenal. I've used David as my real estate attorney for two transactions now and have been extremely happy. David knows his stuff - not only with real estate but also as a business law lawyer. He's quick to setup meetings, respond to communications, and turn around documents - and all at a fair price!

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Lyndsey Richard 

 --0 
 Website

As one of the top qualified estate attorneys in the US, Attorney Lyndsey Richard is compelled to provide exceptional service to every client. Common areas of concentration include estate planning, estate tax liability, and estate tax planning. Attorney Lyndsey Richard’s noteworthy accomplishments have led to her receipt of the Super Lawyer and Super Lawyers Rising Star awards. Attorney Lyndsey Richard will work with you to make sure her execution of your estate planning matches your expectations.

 Website

Review

by Google
5.00
7 reviews  

I have used Lyndsey’s services three times since 2015. She is always professional, knowledgeable, and responsive. She is well versed in the legal areas she specializes in. She is patient and always reviews all your legal issues in plain understandable English which is very helpful to those of us that do not have a legal background. She is wonderful. Additionally her office staff is responsive to any inquiries I have. They return phone calls and emails in a timely manner which I greatly appreciate. I highly recommend this law office to meet your needs. You will not be disappointed in the least

Lindsey may be expensive, but she's worth every penny!!!! If you're in the market for a lawyer, look no further. Do yourself a favor and call her. It feels so good the have documents signed, sealed and delivered, so to speak. She's the best.

My wife and I have finally reached that point in life when thinking of estate planning is not only prudent but essential. We reached out to Lyndsey for guidance and we were not disappointed. She and her staff are the ultimate professionals while always making their clients feel at ease. One important note: she offers a questionnaire allowing her clients the time they need to discuss these sensitive subjects in private making the initial meeting with Lyndsey that much easier. An extremely positive experience overall. I highly recommend this law firm.

Lyndsey and her team are the wonderful combination of competent and respectful. She patiently walked us through the estate planning process and clearly communicated how we could get the most out of this process. She gave careful attention to our family needs and values which communicated her genuine respect for our specific and unique circumstances. We are no longer worried about the decisions needing to be made in the case of a family emergency and we have clarity where there was previous confusion.

I had Lyndsey and her team review and update my estate documents—will, trust, advanced directives, living will, etc. She was professional, efficient and a joy to work with. I highly recommend Lyndsey and her team.

  • Review

    by Google
    5.00
    5 reviews  

    I have used Lyndsey’s services three times since 2015. She is always professional, knowledgeable, and responsive. She is well versed in the legal areas she specializes in. She is patient and always reviews all your legal issues in plain understandable English which is very helpful to those of us that do not have a legal background. She is wonderful. Additionally her office staff is responsive to any inquiries I have. They return phone calls and emails in a timely manner which I greatly appreciate. I highly recommend this law office to meet your needs. You will not be disappointed in the least

  • Review

    by Google
    5.00
    5 reviews  

    Lindsey may be expensive, but she's worth every penny!!!! If you're in the market for a lawyer, look no further. Do yourself a favor and call her. It feels so good the have documents signed, sealed and delivered, so to speak. She's the best.

  • Review

    by Google
    5.00
    5 reviews  

    My wife and I have finally reached that point in life when thinking of estate planning is not only prudent but essential. We reached out to Lyndsey for guidance and we were not disappointed. She and her staff are the ultimate professionals while always making their clients feel at ease. One important note: she offers a questionnaire allowing her clients the time they need to discuss these sensitive subjects in private making the initial meeting with Lyndsey that much easier. An extremely positive experience overall. I highly recommend this law firm.

  • Review

    by Google
    5.00
    5 reviews  

    Lyndsey and her team are the wonderful combination of competent and respectful. She patiently walked us through the estate planning process and clearly communicated how we could get the most out of this process. She gave careful attention to our family needs and values which communicated her genuine respect for our specific and unique circumstances. We are no longer worried about the decisions needing to be made in the case of a family emergency and we have clarity where there was previous confusion.

  • Review

    by Google
    5.00
    5 reviews  

    I had Lyndsey and her team review and update my estate documents—will, trust, advanced directives, living will, etc. She was professional, efficient and a joy to work with. I highly recommend Lyndsey and her team.

View more reviews

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