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TWENTY-TWENTY-TWO

AWARD WINNING

ESTATE PLANNING AND ELDER LAW

ATTORNEYS

IN MESA, AZ

IN MESA, AZ

TOP
TEN

SEE THE 2023 AWARD WINNERS

Mark Jacobson 

 Website

If you are looking for effective communication and competent knowledge in the area of estate law, then your search is over, as Attorney Mark Jacobson is the top attorney to hire. Attorney Mark Jacobson consistently leads clients and their families toward favorable solutions regarding estate planning. Reach out to Attorney Mark Jacobson’s office to start planning for your future today!

 Website

Review

by Google
5.00
7 reviews  

We updated our estate plan with the Jacobson Law group and were really pleased with the outcome. Mark Jacobson identified our needs and walked us through the options. He was thorough, knowledgeable and understanding. We had a great experience with this process. Mark and the staff at the Jacobson Law Group are friendly, welcoming and professional. We highly recommend them.

Brooks Crandall helped me set up my business operating agreements. It was a simple and painless experience! Brooks worked closely with my lender to make sure everything was acceptable to them as well as making sure it was the most beneficial to me and my financial future. Thanks for all your help. I will be using them for all my future estate planning needs.

We used Jacobson Crandell to take care of our trust and estate planning, and I couldn't be more happy with our experience. I was very overwhelmed about the process because I had no no previous knowledge of what needed to be done, but they made me feel very comfortable and took time to explain everything to me. They went above and beyond to accomodate our busy schedule so my husband and I could meet with him together, which we greatly appreciated. They were professional, but still friendly and got the job done in a timely, organized manner. I called around to several places and they were one of the most reasonably priced so I have no complaints at all! I highly recommend them!

I was really pleased with the representation my wife and I received when we located a LOT of money that my deceased sister left behind. They set up the probate and guided us through the incredibly RED tape the government has designed in order to not give you what was rightfully ours. They set up the accounts, and did so much for us I would recommend this firm any day.

I talked to what felt like a hundred lawyers before choosing Brooks Crandell. Right from the start he was extremely helpful and answered all my questions in detail, before payment was even discussed. Other lawyers hedged questions, and wouldn't discuss until an agreement was signed. Brooks was less interested in the money, but rather in my situation and setting everything right. He was even willing to negotiate payment based on my situation. He did a fantastic job, and always kept me up to date on what was going on. I would absolutely recommend Brooks Crandell and Jacobson Crandell, PLC.

  • Review

    by Google
    5.00
    5 reviews  

    We updated our estate plan with the Jacobson Law group and were really pleased with the outcome. Mark Jacobson identified our needs and walked us through the options. He was thorough, knowledgeable and understanding. We had a great experience with this process. Mark and the staff at the Jacobson Law Group are friendly, welcoming and professional. We highly recommend them.

  • Review

    by Google
    5.00
    5 reviews  

    Brooks Crandall helped me set up my business operating agreements. It was a simple and painless experience! Brooks worked closely with my lender to make sure everything was acceptable to them as well as making sure it was the most beneficial to me and my financial future. Thanks for all your help. I will be using them for all my future estate planning needs.

  • Review

    by Google
    5.00
    5 reviews  

    We used Jacobson Crandell to take care of our trust and estate planning, and I couldn't be more happy with our experience. I was very overwhelmed about the process because I had no no previous knowledge of what needed to be done, but they made me feel very comfortable and took time to explain everything to me. They went above and beyond to accomodate our busy schedule so my husband and I could meet with him together, which we greatly appreciated. They were professional, but still friendly and got the job done in a timely, organized manner. I called around to several places and they were one of the most reasonably priced so I have no complaints at all! I highly recommend them!

  • Review

    by Google
    5.00
    5 reviews  

    I was really pleased with the representation my wife and I received when we located a LOT of money that my deceased sister left behind. They set up the probate and guided us through the incredibly RED tape the government has designed in order to not give you what was rightfully ours. They set up the accounts, and did so much for us I would recommend this firm any day.

  • Review

    by Google
    5.00
    5 reviews  

    I talked to what felt like a hundred lawyers before choosing Brooks Crandell. Right from the start he was extremely helpful and answered all my questions in detail, before payment was even discussed. Other lawyers hedged questions, and wouldn't discuss until an agreement was signed. Brooks was less interested in the money, but rather in my situation and setting everything right. He was even willing to negotiate payment based on my situation. He did a fantastic job, and always kept me up to date on what was going on. I would absolutely recommend Brooks Crandell and Jacobson Crandell, PLC.

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Ryan Hoffman 

 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. His typical areas of concentration include elder law, financial powers of attorney, living wills, probate, personal property distributions, and trust administration. Attorney Ryan Hoffman is an active participant in the legal community and maintains memberships with the Lawyers Club and the Lawyers of Distinction. As a result of his achievements in the field of estate law, Attorney Ryan Hoffman was recognized with the Attorney of the Year and Super Lawyer awards. Attorney Ryan Hoffman will work with you to make sure his execution of your estate planning matches your expectations.

Fee Structure: Legal Planning for Your Family and Assets.

 Website

Review

by Google
4.90
31 reviews  

The law firm created a trust for my elderly parents and failed to explain what a trust is and how it works, when I described the details of the trust to my parents they wanted to amend the trust. Upon scheduling & meeting with Michael Durkin explaining my parents concerns and reqsting amendment to the trust Michael responded yes we can make the amendment as you requested but we don't feel good about it there for go find another lawyer to amend the trust any layer can amend it. Tried to contact senior partner to resolve this issue never got a response .

Painless process to put my will package together. Fast and Professional. I'm glad I found this firm to perform this much needed task for me. I highly recommend them.

With the sudden passing of my husband I was left with unexpected estate matters to handle. Mr. Hoffman was incredibly helpful. He was quick to respond and very knowledgeable. I would highly recommend him to anyone needing to sort out estate matters.

Michael was extremely helpful and knowledgeable. He set up all forms needed for will and trust along with POA's. Made the experience easy.

Probate attorney Ryan Hoffman was more helpful in his consultation with me than ANY OTHER ATTORNEY or Document Preparer that I've spoken to. I had a simple situation with just a few questions that no one wanted to answer without cash upfront. I will recommend him to everyone I know.

  • Review

    by Google
    4.90
    5 reviews  

    The law firm created a trust for my elderly parents and failed to explain what a trust is and how it works, when I described the details of the trust to my parents they wanted to amend the trust. Upon scheduling & meeting with Michael Durkin explaining my parents concerns and reqsting amendment to the trust Michael responded yes we can make the amendment as you requested but we don't feel good about it there for go find another lawyer to amend the trust any layer can amend it. Tried to contact senior partner to resolve this issue never got a response .

  • Review

    by Google
    4.90
    5 reviews  

    Painless process to put my will package together. Fast and Professional. I'm glad I found this firm to perform this much needed task for me. I highly recommend them.

  • Review

    by Google
    4.90
    5 reviews  

    With the sudden passing of my husband I was left with unexpected estate matters to handle. Mr. Hoffman was incredibly helpful. He was quick to respond and very knowledgeable. I would highly recommend him to anyone needing to sort out estate matters.

  • Review

    by Google
    4.90
    5 reviews  

    Michael was extremely helpful and knowledgeable. He set up all forms needed for will and trust along with POA's. Made the experience easy.

  • Review

    by Google
    4.90
    5 reviews  

    Probate attorney Ryan Hoffman was more helpful in his consultation with me than ANY OTHER ATTORNEY or Document Preparer that I've spoken to. I had a simple situation with just a few questions that no one wanted to answer without cash upfront. I will recommend him to everyone I know.

View more reviews

Mark A Winsor 

 --0 
 Website

If you have assets and heirs but do not know where to begin, then reach out to Attorney Mark Winsor’s office, where your complex estate planning questions will be answered. A seasoned estate attorney, Attorney Mark Winsor regularly takes matters involving estate planning and charitable giving. Before securing his position as one of the best estate attorneys, Attorney Mark Winsor graduated from Western State University's College of Law. For the personalized attention needed for your estate planning, reach out to Attorney Mark Winsor, the attorney on your side.

 Website

Review

by Google
5.00
14 reviews  

I have known Mark Winsor for over 10 years; he is both an excellent attorney and a man of character/integrity. I highly recommend Mark in his areas of expertise!

Matthew K Palfreyman, Esq. of the firm created all the legal documents for my estate plan which included a Living Trust, Wills, Medical Documents and several Deeds. I was concerned because it had many complicated issues. However, I am very satisfied with the outcome. It was professionally done in a very reasonable time frame at a realistic cost. Matthew worked with my Financial Adviser to be sure it met all the requirements. I would HIGHLY RECOMMEND him and this firm.

They care about you first! That always matters most when it comes to law offices.

I have worked with Mark Winsor on several occasions. He has helped me with my child custody case, debt management and an unfortunate litigation case. Mark is professional, helpful and the most honest man I know. I don't think I could have gotten through those things without him. Also, the staff was always prompt in getting me communication and getting back to me with any questions. I would HIGHLY recommend Winsor Law Group!

Justin call is phenomenal! He was extremely knowledgeable and resolved my real estate situation with ease. I would definitely recommend him to anyone who needs real estate representation. Thanks again Justin

  • Review

    by Google
    5.00
    5 reviews  

    I have known Mark Winsor for over 10 years; he is both an excellent attorney and a man of character/integrity. I highly recommend Mark in his areas of expertise!

  • Review

    by Google
    5.00
    5 reviews  

    Matthew K Palfreyman, Esq. of the firm created all the legal documents for my estate plan which included a Living Trust, Wills, Medical Documents and several Deeds. I was concerned because it had many complicated issues. However, I am very satisfied with the outcome. It was professionally done in a very reasonable time frame at a realistic cost. Matthew worked with my Financial Adviser to be sure it met all the requirements. I would HIGHLY RECOMMEND him and this firm.

  • Review

    by Google
    5.00
    5 reviews  

    They care about you first! That always matters most when it comes to law offices.

  • Review

    by Google
    5.00
    5 reviews  

    I have worked with Mark Winsor on several occasions. He has helped me with my child custody case, debt management and an unfortunate litigation case. Mark is professional, helpful and the most honest man I know. I don't think I could have gotten through those things without him. Also, the staff was always prompt in getting me communication and getting back to me with any questions. I would HIGHLY recommend Winsor Law Group!

  • Review

    by Google
    5.00
    5 reviews  

    Justin call is phenomenal! He was extremely knowledgeable and resolved my real estate situation with ease. I would definitely recommend him to anyone who needs real estate representation. Thanks again Justin

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Joseph U Udall 

 Website

Instead of simply filling out and signing one-size-fits-all documents, Attorney Joseph Udall strives to provide a personalized service to all of his estate clients. Attorney Joseph Udall is present for his clients at every stage of the estate process, including estate planning, will and trust contests, probate, guardianships, and conservatorships. A Sandra Day O'Connor College of Law, Arizona State University graduate, Attorney Joseph Udall handles all types of difficult estate matters. When you are ready to start planning your future, do not hesitate to reach out to Attorney Joseph Udall and his team.

 Website justia.com

Review

by Google
4.40
7 reviews  

Great experience with Joe, professional and caring. Takes time to go over everything to ensure understanding. I would highly recommend this law firm.

Joe and his team helped us with our family business succession as well as estate planning. They did a wonderful job -- I highly recommend.

Mr. Udall was very thorough and helpful with planning our family trust. We have referred some of our friends to him and I would have no problem endorsing him to anyone I know. He has a great sense of humor too! That helps when you are trying to slog through some of the boring stuff.

I am a patent attorney and I send many of my clients to Joe for legal services I don't provide because I know they will receive excellent service and they always do.

Was blunt, unhelpful and cut me off during the final part of the very brief couple minute initial discussion we had, clearly seeing me as a waste of his time, and said "I've got to run", in the middle of me speaking. Couldn't allow for any final professional closure of our conversation and had to interject with I've got to go. Not very cordial or professional way to deal with a potential client. I felt like I was a waste of his time from the moment I started speaking to him. He never seemed to want to take the time to understand what was going on from the very beginning. Would not recommend his services based on my first impression.

  • Review

    by Google
    4.40
    5 reviews  

    Great experience with Joe, professional and caring. Takes time to go over everything to ensure understanding. I would highly recommend this law firm.

  • Review

    by Google
    4.40
    5 reviews  

    Joe and his team helped us with our family business succession as well as estate planning. They did a wonderful job -- I highly recommend.

  • Review

    by Google
    4.40
    5 reviews  

    Mr. Udall was very thorough and helpful with planning our family trust. We have referred some of our friends to him and I would have no problem endorsing him to anyone I know. He has a great sense of humor too! That helps when you are trying to slog through some of the boring stuff.

  • Review

    by Google
    4.40
    5 reviews  

    I am a patent attorney and I send many of my clients to Joe for legal services I don't provide because I know they will receive excellent service and they always do.

  • Review

    by Google
    4.40
    5 reviews  

    Was blunt, unhelpful and cut me off during the final part of the very brief couple minute initial discussion we had, clearly seeing me as a waste of his time, and said "I've got to run", in the middle of me speaking. Couldn't allow for any final professional closure of our conversation and had to interject with I've got to go. Not very cordial or professional way to deal with a potential client. I felt like I was a waste of his time from the moment I started speaking to him. He never seemed to want to take the time to understand what was going on from the very beginning. Would not recommend his services based on my first impression.

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Paul Shawn Woods 

 Website

Do you need help getting your affairs in order, but do not know where to begin? Then rely on Attorney Paul Woods for the best guidance available to you. Attorney Paul Woods consistently leads clients and their families toward favorable solutions regarding estate planning. When you hire Attorney Paul Woods, you will leave his office assured that your estate is in professional and capable hands.

 Website

Review

by Google
4.90
39 reviews  

We’ve had a great experience working with these attorneys. Bryan Holm spent a generous amount of time with us and was able to clearly and succinctly break things down so that we understood the implications of each little decision fork along the way. Everything was prepared in a timely manner and we got this project that I’d been dreading for the last decade completed so easily. I should have done this 10 years ago!

Whitney was fantastic to work with! She was very thorough, efficient and made our entire process nearly effortless! At our in person meeting she was full of energy, and for a legal appointment, it was actually a fun way to spend the morning because Whitney is full of joy and enjoys her job, and it shows in her quality of work and efficiency! Highly recommend Woods Law, and specifically Whitney Paci!

We worked with Bryan Holm to set up our will and trust. He took the time to understand us and our needs and explain our options. He was very patient with all of our questions and explained things in a clear and simple way. He is very professional and friendly and we felt very comfortable working with him. It was a great experience and we highly recommend Bryan and the Woods Law Group.

Our experience with Bryan Holm was exactly as we expected. It was smooth from start to finish. Him and his team were extremely responsive and on time with the expectations set upon being introduced. I would recommend them to anyone! Fantastic job!

The team was so helpful and wonderful! They answered all my questions and the process was so smooth and responsive. Thanks so much for all of your help and being so professional.

  • Review

    by Google
    4.90
    5 reviews  

    We’ve had a great experience working with these attorneys. Bryan Holm spent a generous amount of time with us and was able to clearly and succinctly break things down so that we understood the implications of each little decision fork along the way. Everything was prepared in a timely manner and we got this project that I’d been dreading for the last decade completed so easily. I should have done this 10 years ago!

  • Review

    by Google
    4.90
    5 reviews  

    Whitney was fantastic to work with! She was very thorough, efficient and made our entire process nearly effortless! At our in person meeting she was full of energy, and for a legal appointment, it was actually a fun way to spend the morning because Whitney is full of joy and enjoys her job, and it shows in her quality of work and efficiency! Highly recommend Woods Law, and specifically Whitney Paci!

  • Review

    by Google
    4.90
    5 reviews  

    We worked with Bryan Holm to set up our will and trust. He took the time to understand us and our needs and explain our options. He was very patient with all of our questions and explained things in a clear and simple way. He is very professional and friendly and we felt very comfortable working with him. It was a great experience and we highly recommend Bryan and the Woods Law Group.

  • Review

    by Google
    4.90
    5 reviews  

    Our experience with Bryan Holm was exactly as we expected. It was smooth from start to finish. Him and his team were extremely responsive and on time with the expectations set upon being introduced. I would recommend them to anyone! Fantastic job!

  • Review

    by Google
    4.90
    5 reviews  

    The team was so helpful and wonderful! They answered all my questions and the process was so smooth and responsive. Thanks so much for all of your help and being so professional.

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Michael Sheridan 

 --0 
 Website

Attorney Michael Sheridan understands how overwhelming it is to plan for your future, the future of your family, and the future of your assets. Attorney Michael Sheridan holds a membership with the International Association of Jewish Lawyers and Jurists. Among the list of awards and recognitions he has received, Attorney Michael Sheridan’s most notable honor is the American Society of Legal Advocates - Top 40 Lawyers Under 40 award. A Golden West University graduate, Attorney Michael Sheridan will continue to hold his position as one of the top estate attorneys in the US. When you hire Attorney Michael Sheridan, you will leave his office assured that your estate is in professional and capable hands.

 Website

Review

by Google
4.70
22 reviews  

I contacted Sheridan Law when I was in a car accident last year. They responded really fast and started working on my case right away. Mr Sheridan’s staff was helpful and listened to all my concerns. When I had questions they responded fast and answered everything. Mr. Sheridan is incredibly kind, he checked up on my girls and me making sure we were okay and healing well. I would recommend Sheridan law to anyone who needs a lawyer.

I wouldn’t want any other Lawyer fighting for me then Mike Sheridan. He is a fighter for those who need his help and expertise. My car accident put me thru a year of emotional, physical and mental ups and downs. Mike was there for me the whole time. His advice was spot on. He believed in me and felt I deserved more then the insurance company was willing to give me. The final option was sue in court. We not only won the case but Mike was able to get me double what the insurance company wanted to settle. I’m very thankful for Mike, his staff and all their hard work! You will not go wrong hiring Mike Sheridan as your lawyer. He is a man of integrity and heart! THANK YOU GUYS!

Mike Sheridan was very professional and kept me in the loop all through the law suit. He fought very hard to get me the best deal and maximum payment. He never gave up and continued to negotiate with the insurance company until we finally got what we wanted. I would highly recommend Mike Sheridan he is honest and will look out for your best interest. I couldn’t have had a better attorney. I guarantee you won’t find a harder working attorney.

I had a very positive experience working with Atty. Michael Sheridan and the Sheridan Law office. He and his support staff do amazing work, and following a car accident I was in, did an outstanding job representing me. I would recommend them for any injury claim assistance. They are thorough and easy to work with. Can't thank Michael and his staff enough.

Sheridan Law went above and beyond to help us in a super short time frame, settle our Living Trust needs. Michael, Kim and Joshua were amazing. We will only use Sheridan Law forever more. They made a difficult time a lot easier for us. Great rates, beyond stellar service.

  • Review

    by Google
    4.70
    5 reviews  

    I contacted Sheridan Law when I was in a car accident last year. They responded really fast and started working on my case right away. Mr Sheridan’s staff was helpful and listened to all my concerns. When I had questions they responded fast and answered everything. Mr. Sheridan is incredibly kind, he checked up on my girls and me making sure we were okay and healing well. I would recommend Sheridan law to anyone who needs a lawyer.

  • Review

    by Google
    4.70
    5 reviews  

    I wouldn’t want any other Lawyer fighting for me then Mike Sheridan. He is a fighter for those who need his help and expertise. My car accident put me thru a year of emotional, physical and mental ups and downs. Mike was there for me the whole time. His advice was spot on. He believed in me and felt I deserved more then the insurance company was willing to give me. The final option was sue in court. We not only won the case but Mike was able to get me double what the insurance company wanted to settle. I’m very thankful for Mike, his staff and all their hard work! You will not go wrong hiring Mike Sheridan as your lawyer. He is a man of integrity and heart! THANK YOU GUYS!

  • Review

    by Google
    4.70
    5 reviews  

    Mike Sheridan was very professional and kept me in the loop all through the law suit. He fought very hard to get me the best deal and maximum payment. He never gave up and continued to negotiate with the insurance company until we finally got what we wanted. I would highly recommend Mike Sheridan he is honest and will look out for your best interest. I couldn’t have had a better attorney. I guarantee you won’t find a harder working attorney.

  • Review

    by Google
    4.70
    5 reviews  

    I had a very positive experience working with Atty. Michael Sheridan and the Sheridan Law office. He and his support staff do amazing work, and following a car accident I was in, did an outstanding job representing me. I would recommend them for any injury claim assistance. They are thorough and easy to work with. Can't thank Michael and his staff enough.

  • Review

    by Google
    4.70
    5 reviews  

    Sheridan Law went above and beyond to help us in a super short time frame, settle our Living Trust needs. Michael, Kim and Joshua were amazing. We will only use Sheridan Law forever more. They made a difficult time a lot easier for us. Great rates, beyond stellar service.

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James E Phelps 

 Website

Attorney James Phelps understands how overwhelming it is to plan for your future, the future of your family, and the future of your assets. Attorney James Phelps focuses on matters involving estate planning, elder law, wills, probate, guardianships, and estate administration. A member of the Lawyers of Distinction and the Lawyers Club, Attorney James Phelps is the top attorney to make sure all of your estate expectations are met. As a result of his achievements in the field of estate law, Attorney James Phelps was recognized with the Attorney of the Year and Super Lawyer awards. When you hire Attorney James Phelps, you will feel confident in knowing that he will explain all estate processes in a way you will understand.

Fee Structure: Experienced attorneys providing effective and aggressive representation

 Website justia.com

Review

by Google
4.80
48 reviews  

My wife and I decided to update our family trust after running into problems with a family members trust when they recently passed away. We found important changes needed to be made to better protect our family due to changes in the law since we established our trust 14 years ago. After interviewing 5 different attorneys we decided to go with Ryan at Phelps LaClair. Ryan was very professional, understood our needs and did a great job explaining the updated laws and suggested the best way to protect our family while still meeting our needs. Ryan is a friendly down to earth guy who truly wants to help you protect what you have worked your entire life for and I would not hesitate 1 second to recommend him to meet your needs like he met my family’s needs.

Ryan was great to work with for setting up our family trust. He explained every detail and gave us time to think on it and decide. The final document binder was very thorough and complete. Ryan also answers any emails we sent him within 24 hours. Very responsive and helpful.

I had been dreading setting up a Trust, but Lucas made it so easy and painless. It will be well worth the money by having peace of mind that my family will be taken care of.

Jeff is a professional. He is very informative, educates you on your options and answers your questions. He doesn't try to sell you on what he wants. He instills trust and is very genuine. I look forward to working with Jeff on all future needs.

Phelps and LeClair made updating our estate planning easy and timely. We recently moved from another state and had a guardianship and special needs trust that needed to be reviewed. The process was throughly explained and we were able to implement an estate planning approach that worked great for us. Thanks so much!

  • Review

    by Google
    4.80
    5 reviews  

    My wife and I decided to update our family trust after running into problems with a family members trust when they recently passed away. We found important changes needed to be made to better protect our family due to changes in the law since we established our trust 14 years ago. After interviewing 5 different attorneys we decided to go with Ryan at Phelps LaClair. Ryan was very professional, understood our needs and did a great job explaining the updated laws and suggested the best way to protect our family while still meeting our needs. Ryan is a friendly down to earth guy who truly wants to help you protect what you have worked your entire life for and I would not hesitate 1 second to recommend him to meet your needs like he met my family’s needs.

  • Review

    by Google
    4.80
    5 reviews  

    Ryan was great to work with for setting up our family trust. He explained every detail and gave us time to think on it and decide. The final document binder was very thorough and complete. Ryan also answers any emails we sent him within 24 hours. Very responsive and helpful.

  • Review

    by Google
    4.80
    5 reviews  

    I had been dreading setting up a Trust, but Lucas made it so easy and painless. It will be well worth the money by having peace of mind that my family will be taken care of.

  • Review

    by Google
    4.80
    5 reviews  

    Jeff is a professional. He is very informative, educates you on your options and answers your questions. He doesn't try to sell you on what he wants. He instills trust and is very genuine. I look forward to working with Jeff on all future needs.

  • Review

    by Google
    4.80
    5 reviews  

    Phelps and LeClair made updating our estate planning easy and timely. We recently moved from another state and had a guardianship and special needs trust that needed to be reviewed. The process was throughly explained and we were able to implement an estate planning approach that worked great for us. Thanks so much!

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Rilus Mathew Dana 

 --0  justia.com
 Website

If you have assets and heirs but do not know where to begin, then reach out to Attorney Rilus Dana’s office, where your complex estate planning questions will be answered. Attorney Rilus Dana's knowledge extends to the areas of estate planning, durable powers of attorney, estate administration, wills, probate, and guardianships. Attorney Rilus Dana’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 Rilus Dana possesses the skills needed to reach favorable outcomes for his clients. For the personalized attention needed for your estate planning, reach out to Attorney Rilus Dana, the attorney on your side.

Fee Structure: We design custom legal plans that preserve your legacy by minimizing taxes and avoiding probate.

 Website justia.com

Review

by Google
5.00
28 reviews  

I had contacted Dana and Associates, LLC at the end of 2019 to handle my mothers estate. The year 2020 brought with it many new laws and procedures for the estate process for both the estate and the courts. Then the covid-19 shut down happened. Through it all Dana and Associates kept me informed and, handle all aspects of the Estate with professionalism, very prompt and always courteous. A pleasure to work with.

I had them do my estate planning and they offered excellent advice and recommendations. The results were timely and the price was reasonable.

My husband and I used Dana and Assoc to set up a trust for our daughter. We worked with Will, our attorney and he was amazing. Very knowledgeable, professional and really seemed interested in helping you. Everyone we worked with were very customer oriented and professional. We highly recommend Dana and Assoc for your estate planning.

I worked primarily with Lori Bradford, paralegal. She was very easy to work with, knows all that is needed for settling an estate. She is personable and competent. Everyone at this office is friendly and accommodating.

I am very pleased with Dana and Associates in the professional manner and expertise used in preparing my trust. Every detail was patiently attended to by all of the staff and consequently I felt open to exploring unique concerns. Thank you so much for accomplishing this in a difficult time of quarantine for all of us.

  • Review

    by Google
    5.00
    5 reviews  

    I had contacted Dana and Associates, LLC at the end of 2019 to handle my mothers estate. The year 2020 brought with it many new laws and procedures for the estate process for both the estate and the courts. Then the covid-19 shut down happened. Through it all Dana and Associates kept me informed and, handle all aspects of the Estate with professionalism, very prompt and always courteous. A pleasure to work with.

  • Review

    by Google
    5.00
    5 reviews  

    I had them do my estate planning and they offered excellent advice and recommendations. The results were timely and the price was reasonable.

  • Review

    by Google
    5.00
    5 reviews  

    My husband and I used Dana and Assoc to set up a trust for our daughter. We worked with Will, our attorney and he was amazing. Very knowledgeable, professional and really seemed interested in helping you. Everyone we worked with were very customer oriented and professional. We highly recommend Dana and Assoc for your estate planning.

  • Review

    by Google
    5.00
    5 reviews  

    I worked primarily with Lori Bradford, paralegal. She was very easy to work with, knows all that is needed for settling an estate. She is personable and competent. Everyone at this office is friendly and accommodating.

  • Review

    by Google
    5.00
    5 reviews  

    I am very pleased with Dana and Associates in the professional manner and expertise used in preparing my trust. Every detail was patiently attended to by all of the staff and consequently I felt open to exploring unique concerns. Thank you so much for accomplishing this in a difficult time of quarantine for all of us.

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Durfee  

 Website

For over 20 years, Attorney {{nodataforthisfield}} Durfee has secured the assets of his clients and is determined to lead you toward a similar outcome today! Attorney {{nodataforthisfield}} Durfee regularly assists those who are dealing with estate planning, powers of attorney, will and trust contests, special needs planning, estate tax planning, and guardian nominations matters. A devoted member of his profession, Attorney {{nodataforthisfield}} Durfee holds affiliations with the American Bar Association and the American Bar Foundation. A named Best Attorneys in America and American Society of Legal Advocates - Top 40 Lawyers Under 40 award recipient, Attorney {{nodataforthisfield}} Durfee possesses the skills needed to reach favorable outcomes for his clients. When you are ready to start planning your future, do not hesitate to reach out to Attorney {{nodataforthisfield}} Durfee and his team.

 Website

Review

by Google
4.80
10 reviews  

Rick, Michael, and their team work extremely hard for their clients and have a passion to help! Tick has phenomenal first hand experience and has solutions for a variety of legacy planning and estate needs. Great place and great people!

Michael Koberlein did an excellent job with our estate planning.

I'm always glad to refer my clients to Rick. It's great to have a nationally recognized name here in the valley. Larry "The Tax Guy"

Rick and his staff are great. Planning for the future can be pretty complicated but Rick took the time to find out what we really wanted and created what we needed and then helped us with our questions. I highly recommend this firm.

Highly trusted by high net worth families

  • Review

    by Google
    4.80
    5 reviews  

    Rick, Michael, and their team work extremely hard for their clients and have a passion to help! Tick has phenomenal first hand experience and has solutions for a variety of legacy planning and estate needs. Great place and great people!

  • Review

    by Google
    4.80
    5 reviews  

    Michael Koberlein did an excellent job with our estate planning.

  • Review

    by Google
    4.80
    5 reviews  

    I'm always glad to refer my clients to Rick. It's great to have a nationally recognized name here in the valley. Larry "The Tax Guy"

  • Review

    by Google
    4.80
    5 reviews  

    Rick and his staff are great. Planning for the future can be pretty complicated but Rick took the time to find out what we really wanted and created what we needed and then helped us with our questions. I highly recommend this firm.

  • Review

    by Google
    4.80
    5 reviews  

    Highly trusted by high net worth families

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Tomi Lyn Farr 

 --0  justia.com
 Website

As one of the top qualified estate attorneys in the US, Attorney Tomi Farr is compelled to provide exceptional service to every client. Driven to guarantee client satisfaction, Attorney Tomi Farr is present for her clients at every stage of their estate planning, probate, guardianships, conservatorships, estate litigation, and estate administration case. Attorney Tomi Farr shares her time as a member of the Lawyers Club and the Lawyers of Distinction. Recognized for her insightful contributions to the legal profession, Attorney Tomi Farr received the Attorney of the Year and Super Lawyer awards. Attorney Tomi Farr earned her JD from California Western School of Law and has applied compassion and professionalism to every case she manages. When you hire Attorney Tomi Farr, you will feel confident in knowing that she will explain all estate processes in a way you will understand.

Fee Structure: Estate Planning with Silverman Law Offices

 Website justia.com

Review

by Google
4.70
12 reviews  

I don't suggest using this law firm for simple probate assistance unless you have money to blow. The consultation was 350$, the down payment was $1500 where the lawyer that I had my consultation with hinted the total price could be less. The paralegal that I worked with charged 225$ each for unrequested email communication which was not stated a charge would be incurred. I ended up paying nearly 2300$ for a standard probate case because of hidden fees that would have been 1k to 1500$ max any where else when I had compared pricing online previously before working with this law firm. I said that I only needed 3 copies of court signed paperwork that I picked up from the the office and afterwards mailed additional copies and emailed copies for which I was charged. My experience with this firm made me feel that I needed to lawyer up the law firm before doing business with them.

I would highly recommend them! They take personal service to a whole new level, very professional but yet down to earth. You'll feel like you are just bsing with a friend, but this friend actually knows what they are talking about! Lol You can ask them anything and they will answer you honestly and lay out your options without pressuring you. I can't say enough about their follow up calls just to check on how you are holding up or if there are any new issues you want to discuss. Any Questions, just call them, you won't look back. John S

Silverman Law Offices is a great estate planning law firm. I refer clients to SLO with full confidence the client will be taken care of completely. Full endorsement. I also had a fantastic personal experience with SLO on a matter.

We worked with Silverman Law offices for our special needs daughters gaurdianship process and they were the best! Our lawyer, Tomi Farr, was excellent and the entire office staff was great to work with. Silverman Law came highly recommended to us, and we were so happy with our choice to work with thier office. We also HIGHLY recommend Tomi and Silverman Law to anyone wanting a knowledgeable and caring lawyer and excellent staff to work with.

Probably the best Business Lawoffice in the city, Mr. Silverman and his staff is amazing. Super helpful I recommend it

  • Review

    by Google
    4.70
    5 reviews  

    I don't suggest using this law firm for simple probate assistance unless you have money to blow. The consultation was 350$, the down payment was $1500 where the lawyer that I had my consultation with hinted the total price could be less. The paralegal that I worked with charged 225$ each for unrequested email communication which was not stated a charge would be incurred. I ended up paying nearly 2300$ for a standard probate case because of hidden fees that would have been 1k to 1500$ max any where else when I had compared pricing online previously before working with this law firm. I said that I only needed 3 copies of court signed paperwork that I picked up from the the office and afterwards mailed additional copies and emailed copies for which I was charged. My experience with this firm made me feel that I needed to lawyer up the law firm before doing business with them.

  • Review

    by Google
    4.70
    5 reviews  

    I would highly recommend them! They take personal service to a whole new level, very professional but yet down to earth. You'll feel like you are just bsing with a friend, but this friend actually knows what they are talking about! Lol You can ask them anything and they will answer you honestly and lay out your options without pressuring you. I can't say enough about their follow up calls just to check on how you are holding up or if there are any new issues you want to discuss. Any Questions, just call them, you won't look back. John S

  • Review

    by Google
    4.70
    5 reviews  

    Silverman Law Offices is a great estate planning law firm. I refer clients to SLO with full confidence the client will be taken care of completely. Full endorsement. I also had a fantastic personal experience with SLO on a matter.

  • Review

    by Google
    4.70
    5 reviews  

    We worked with Silverman Law offices for our special needs daughters gaurdianship process and they were the best! Our lawyer, Tomi Farr, was excellent and the entire office staff was great to work with. Silverman Law came highly recommended to us, and we were so happy with our choice to work with thier office. We also HIGHLY recommend Tomi and Silverman Law to anyone wanting a knowledgeable and caring lawyer and excellent staff to work with.

  • Review

    by Google
    4.70
    5 reviews  

    Probably the best Business Lawoffice in the city, Mr. Silverman and his staff is amazing. Super helpful I recommend it

View more reviews

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