View Full Version : Living Trust Recommendation
Travelhunter
08-22-2020, 04:13 PM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
retiredguy123
08-22-2020, 05:21 PM
A few years ago, Amy Pittman prepared a will for me for $300. At the time, she offered to prepare a package including a will, medical directive (living will), and power of attorney documents for $600. I'm not sure what you mean by a living trust, but if you want a revocable trust for all or your assets, I think the cost would depend on how complicated you want to get, and it could get very expensive.
Villageswimmer
08-22-2020, 06:00 PM
There are many elder lawyers here with good reputations. I would call several and ask for a ballpark fee. They’ll ask a few questions as everyone’s situation is different. I’ve been to seminars by Mary Trotter and Kathryn Linn. Both seemed knowledgeable and honest. You should have no trouble finding a competent attorney at a reasonable fee. Good luck.
Travelhunter
08-23-2020, 07:19 AM
A few years ago, Amy Pittman prepared a will for me for $300. At the time, she offered to prepare a package including a will, medical directive (living will), and power of attorney documents for $600. I'm not sure what you mean by a living trust, but if you want a revocable trust for all or your assets, I think the cost would depend on how complicated you want to get, and it could get very expensive.
I will give Amy a call
davem4616
08-23-2020, 09:05 AM
We were extremely pleased with Ed Soulsby who did some legal work for us recently...he's with the Trotter Law firm
rondee1384
08-23-2020, 01:05 PM
We were very pleased with Patrick L. Smith Law Offices of Joseph F. Pippen in Fruitland Park.
Dan9871
08-23-2020, 05:02 PM
Jeff Skates at McLin-Burnsed.
Jeffrey Skates - Corporate Formation Attorney in The Villages — McLin Burnsed (https://www.mclinburnsed.com/jeffreyskates)
Sensei
08-24-2020, 04:49 AM
Have had extensive dealings with Susan Sullivan, in Oxford. She has been exceedingly thorough and helpful in estate planning and related issues. You are wise to contact a number of offices before deciding with whom you might work.
Susan Sullivan, PA
4129 County Road 106
Oxford, FL 34484-3500
Office: 352-689-0045
Cell: 352-689-0045 - No Text Messages
Fax: 352-689-0046
jagdl
08-24-2020, 05:19 AM
Jeff Skates does a great trust.
bowlingal
08-24-2020, 05:23 AM
I second Patrick Smith...lots cheaper than anyone located in the villages and just as experienced.
woderfulwendy1
08-24-2020, 05:46 AM
Legalzoom.Com
lkagele
08-24-2020, 05:56 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
We used JoAnn Waterfield. 259-352-5959. Lives in TV and did a wonderful job. If I remember correctly, cost was $1500 +/-.
bruce213
08-24-2020, 06:29 AM
We used Ed Siulsby, Trotter and Souls by also. 352-205-7245. Very pleased and a good price.
noslices1
08-24-2020, 06:37 AM
We were very pleased with Patrick L. Smith Law Offices of Joseph F. Pippen in Fruitland Park.
Patrick did my Living Will and all the documents I needed for a Trust, Power of Attorney, Medical Power of Attorney for $600.00, but that was 6 years ago.
Eg_cruz
08-24-2020, 06:40 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Jennifer at Millhorn Law on Wedgewood Lane......753-9333
Eg_cruz
08-24-2020, 06:43 AM
We were very pleased with Patrick L. Smith Law Offices of Joseph F. Pippen in Fruitland Park.
Stay far away from this guys......they helped my client And it was a Big hot mess.....has to redo
KSSunshine
08-24-2020, 06:46 AM
We used Michael Millhorn (Millhorn & Shanawany Law Firm) in March for our Living Trust, Power of Attorneys and Advanced Directives for $400. We would use this firm again.
Eg_cruz
08-24-2020, 06:47 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Couple of big difference when you are pricing a Trust......is the law office funding the trust for you or do you have too
How long do you have to make changes before they charge
A trusted funded with all the bells and whistles should cost between $800-$1000
Again Jennifer With Millhorn is great
arbajeda
08-24-2020, 06:47 AM
Amy Pittman. On 466 just west of the Wawa on 301 in Oxford. Very sharp and personable.
Travelhunter
08-24-2020, 07:09 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Thank you for all your responses. I really appreciate the input and will interview based on your recommendations
kenben1947
08-24-2020, 07:24 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Amy Pittman, She is the Best
Green-Eyed Lady
08-24-2020, 07:42 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Living trust, POA, Advanced Directive for 2 was under $400 for us thru Legal Zoom.
Heritage
08-24-2020, 08:07 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Mary Trotter has an excellent reputation and we found her and her staff to be professional and very helpful as well as staff being quite knowledgeable.
.
Gita56
08-24-2020, 08:08 AM
We've been working with Susan Sullivan in Oxford (off 466 across from Walmart) and she is extremely thorough, easy to work with, competent and reasonable rates.
martynpat
08-24-2020, 08:10 AM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
We used Kathryn Linn. Very happy with her work.
FredJacobs
08-24-2020, 08:12 AM
If your Living (Revocable) Trust is prepared correctly, you do not need a will. Make sure that you do not place any items that have a beneficiary - such as life insurance policies, annuities, etc. in the trust. They pass tax-free to the beneficiary. Putting them in the trust will make them taxable.
chrissy2231
08-24-2020, 08:44 AM
I got 5 documents from 3 years ago at $450. Free consult, speedy service and I've networked several people to them. I think now it's $500.
Michele L. Foltz
Paralegal
Millhorn & Shanawany Law Firm
13696 US Highway 441, Suite 200
The Villages, Florida 32159
352-205-4408 (Direct line)
352-205-4995 (Office)
Barefoot
08-24-2020, 08:48 AM
A trusted funded with all the bells and whistles should cost between $800-$1000.
Jennifer With Millhorn is great:agree:
Gunny2403
08-24-2020, 08:50 AM
To many Lawyers
Barefoot
08-24-2020, 09:01 AM
Jennifer at Millhorn Law on Wedgewood Lane......753-9333Jennifer set up our Living Trust and Will, and she was great to work with.
MJY10101
08-24-2020, 09:24 AM
We just had a revocable trust prepared Along with all the other documents needed like a living will, Power of Attorney, etc. last week with Katheryn Lynn. She was wonderful! She explained everything, and based on our needs, it cost about $1300. That included a very organized notebook with sections separated by tabs as well as a thumb drive with all the information on it as well. I highly recommend her services. She is on Wedgewood lane near the Circle K gas station.
JEB01
08-24-2020, 10:25 AM
You won’t find a better firm than Milhorn and Shanawany. We have referred many others and everyone agrees. Outstanding work and reasonable prices. (352) 633-4778
vitacr
08-24-2020, 03:48 PM
If you need a simple Last Will & Testament, Durable Power of Attorney (with Health Care Surrogate & Guardianship) consider a Notary Public. Cut your cost - Check out http://thevillagenotary.webs.com/
yankygrl
08-24-2020, 05:44 PM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
Andrew Curtis, he has offices in Fruitand Park off 441 and Bellview off 301. He also shares space with Tru Wealth management on 301 in Oxford.
Ann Sim
08-24-2020, 06:43 PM
Need to set up a living trust and will.
Would appreciate any recommendations and if possible include cost
I have used Susan Sullivan..Found her to be very Professional & helpful..Helped me to understand information in layman’s term..
Marvivo
08-24-2020, 08:09 PM
Worked with Amy Pittman in Oxford. She charged us 2K. Good luck!
TABOR8
08-24-2020, 09:02 PM
Trotter and Soulsby are right off 466 . Ive dealt with Ed Soulsby. Great attorney, reasonably priced!!
Travelhunter
09-09-2020, 03:03 PM
We just had a revocable trust prepared Along with all the other documents needed like a living will, Power of Attorney, etc. last week with Katheryn Lynn. She was wonderful! She explained everything, and based on our needs, it cost about $1300. That included a very organized notebook with sections separated by tabs as well as a thumb drive with all the information on it as well. I highly recommend her services. She is on Wedgewood lane near the Circle K gas station.
I just got a price of $1900 from another attorney
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