View Full Version : Lawyer recommendation for Will or Trust
Tom W
01-29-2022, 10:52 AM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
retiredguy123
01-29-2022, 10:57 AM
Amy Pittman, 352-399-6944.
I wouldn't do it myself.
Kenswing
01-29-2022, 11:00 AM
We also use Amy Pittman.
Golfer222
01-29-2022, 11:48 AM
what was her fee- i know it has a lot of variables but just looking for a ball park
UpNorth
01-29-2022, 11:57 AM
Amy Pittman, 352-399-6944.
I wouldn't do it myself.
Great choice!
retiredguy123
01-29-2022, 12:20 PM
what was her fee- i know it has a lot of variables but just looking for a ball park
$300. That was for a simple will.
Babubhat
01-29-2022, 12:34 PM
Nolo.com if simple. Or legalzoom
Bjeanj
01-29-2022, 12:38 PM
Ours was done by Kathryn Linn. Good experience.
(352) 633-1263
Dana1963
01-29-2022, 01:01 PM
Amy Pittman, 352-399-6944
davem4616
01-29-2022, 02:44 PM
Ed Soulsby did ours....
get the rest of the documents current too....power of atty, etc
rjm1cc
01-29-2022, 03:00 PM
The problem of doing it yourself is you do not know what you do not know. I can see doing one to learn from the exercise but then go to an attorney with a list of what you want.
Altavia
01-29-2022, 03:21 PM
Amy Pittman, 352-399-6944.
I wouldn't do it myself.
Check cost of updates. Was charged almost 50% of original trust cost for a one paragraph boiler plate change and 5 min notarizing the update.
chucklaine01
01-29-2022, 03:25 PM
Kathryn Lynn Attorney...Best in TVGS (352) 633-1263
Babubhat
01-29-2022, 03:34 PM
I did it myself. No issues. Just paperwork if simple. Online tools readily available. If your situation is complicated get legal advice. Likely not inexpensive. At least you will have someone to sue if it is faulty,
Don’t overlook updates. It’s not static. You might pay multiple times,
Don’t forget the tax planning aspect.
CoachKandSportsguy
01-29-2022, 09:40 PM
The problem of doing it yourself is you do not know what you do not know. I can see doing one to learn from the exercise but then go to an attorney with a list of what you want.
Absolutely correct. Google degrees only cover common knowledge, and never expertise from education and professional experience
Rustyboy
01-30-2022, 04:54 AM
We also used Amy Pittman.
thevillages2013
01-30-2022, 06:03 AM
Amy Pittman is who we used when we arrived in Fl full time. My wife has seen her a few times removing and adding heirs to the will. It’s her way of punishment
GOLFER54
01-30-2022, 06:56 AM
Maybe you should consider a Trust.
Teemotay
01-30-2022, 07:32 AM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
We used Mary Trotter at Trotter & Soulsby
352 205-7245
JeanC
01-30-2022, 07:37 AM
Law center of central Florida. 352-633-9791. Located in freedom plaza next to brownwood hotel. If you own a home, you will want ti consider a trust as well.
Sailsman
01-30-2022, 07:49 AM
If you don't have an overly complex situation (like me) you can use Legal Zoom for Florida. The do a total package (including health care, will, etc.) at a great price
Jacob85
01-30-2022, 08:35 AM
Mary Trotter is an excellent attorney and is licensed in elderly law. People in Florida should never do it themselves!
rlcooper70
01-30-2022, 08:43 AM
Do it yourself works if the estate is small enough. If you are setting up trusts you need a lawyer. Working through the thought process is the important part and getting an online outline forces you to do the "thinking" before you see the estate attorney.
Betty Wagner
01-30-2022, 08:51 AM
Patrick L Smith 352-347-3191
garylubbes
01-30-2022, 08:54 AM
Consider LawDepot.com. DIY online. $99 for a year of access. All forms are easily completed, asks you questions to guide you through. If your estate is not complicated you can save a ton of $$$.
barbief
01-30-2022, 08:56 AM
We used Amy Pittman.
psgolf@comcast.net
01-30-2022, 09:12 AM
andrew Curtis
excellent and reasonable
1-352-315-0333
PaulinTV
01-30-2022, 09:31 AM
We used Kathryn Linn as well and were extremely happy with. She prepared our wills and a family trust.
When we were investigating I found many firms offered seminars and free introduction appointments. It was a great opportunity to see what they offered and how you interacted on a personal level. Believe it or not there are some people that are fantastic at what they do that I wouldn't sit down to have coffee with on a personal level.
kilowatt
01-30-2022, 09:35 AM
Very good and reasonable.
willieboy2110
01-30-2022, 09:44 AM
Shanawany GOOD PRICE 352 205 4995 SHAMY
ProfessorDave
01-30-2022, 10:05 AM
We liked Mary Trotter. +1 352-205-7123 .... extensive experience on government side. My financial advisor who works with clients nationally said Ms Trotters team was amongst best ever worked with. Beware that Florida laws very different than most other states. I almost messed up badly thinking my legal work while in Indiana didn't need to change. Especially will. I ended up spending more switching to a Trust structure versus relying on just a will and going to probate. Compressive legal documents including will... trust.. healthcare decisions... and more I wouldn't have thought of... was less than 2,000... well worth the investment now versus the pain to my family after I'm gone.
diva1
01-30-2022, 10:10 AM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
Do not do it yourself!
bassfish
01-30-2022, 10:21 AM
We used Mary Trotter, B.C.S. Attorney at Law. We thought she did a real good job.
Phone 352-205-7245
Robert Zugnoni
01-30-2022, 10:42 AM
I did it myself. No issues. Just paperwork if simple. Online tools readily available. If your situation is complicated get legal advice. Likely not inexpensive. At least you will have someone to sue if it is faulty,
Don’t overlook updates. It’s not static. You might pay multiple times,
Don’t forget the tax planning aspect.
It's hard to do it yourself as Florida laws may differ from other states you came from. Also what you don't know may hurt you in the end!! It's worth the money to be sure everything is set! Get a professional! Milhorn Elder Law Planning Group Jennifer S. Henson 352-753-9333 2 location 321 Wedgewood Land\e and 301.She is well informed and has seminars for no charge with dinner included. Go listen to her before you decide! It's free consultation with dinner so it sure won't hurt to check it out!!
Joanned
01-30-2022, 10:45 AM
andrew Curtis
excellent and reasonable
1-352-315-0333
Also used Andrew Curtis. He’s excellent and reasonable
Roron123
01-30-2022, 12:48 PM
(352) 633-1263 Kathryn Lyn PA
Henryk
01-30-2022, 01:45 PM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
Amy Pittman
DAVES
01-30-2022, 02:41 PM
My view based on experience.
My parents had a will. There were two of us, myself and my sister. At the time there were issues between us. My parents did not have much but anything of value was listed as well as who gets it. They did a great job of dividing it 50-50.
We avoided the sometimes sad event of heirs picking your bones after you have passed.
I've read this. A will is on my shoulda done list. Translation, that is my to do list that needs to once again be put on the top.
My parents used a single attorney. There were some issues with the will AND SHE HAD QUIT WORKING. MY OPINION, you are better suited dealing with a practice of multiple attorneys. Cheap, ON LINE? Reminder YOU WILL BE DEAD if there are any questions or disputes. MY will is what I want to do with MY MONEY. I do not want to leave ANY holes where people that I have chosen to leave NOTHING, can challenge that I forgot them.
bultmanmary
01-30-2022, 04:18 PM
Eric Millhorn from Millhorn elder Law
craigrmorrison
01-30-2022, 06:49 PM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
Https://www.ediewesley.weareLegalShield.com
craigrmorrison
01-30-2022, 07:23 PM
http://EdieWesley.weareLegalShield.com
andrewsolomonfl@gmail.com
01-31-2022, 08:01 AM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
No need to stay in the area. Estate attorneys can be anywhere, as long as in your state.
I used Andrew Rosenberg in Coral Springs.
Over $900 less than here. Outstanding service, integrity and gets back to you within HOURS.
954-650-3168.
I’ve known him 20 years. None finer.
main12use
01-31-2022, 08:53 AM
Discuss a Ladybird Deed if you are leaving your house to your heirs. Very expensive to transfer a deed upon death in Florida. I used Andrew Curtis.
Challenger
01-31-2022, 09:30 AM
Amy Pittman, 352-399-6944.
I wouldn't do it myself.
AMY for sure- been with her for ten years, very competent. About 10 neighbors and friends use her services also.
dsheets@bankers-ins.com
01-31-2022, 10:03 AM
While a simple Will may be easy to put together and distribute to your heirs, isn't an attorney required to probate the Will? I know each state is different; in my home state it made sense to use an attorney to prepare the Will, keep a copy and then be the contact for heirs at death since they had to navigate the probabate system. Just curious because I'm planning the same process and have an appointment with The Millhorn Law Firm this week. Feedback on Millhorn???
Dani & Bill
01-31-2022, 10:12 AM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
First question is, do you need a will? Any assets that are transferred via a Will create a probate estate and a court process to transfer...money and time. Today, most assets can be transferred outside a will with proper titling of assets and POD/TODs.
Regarding POA and ADs, there are legal pdf's online that work fine. Just complete them in the presence of a Notary and they are legal.
MrFlorida
01-31-2022, 10:13 AM
Amy Pittman, 352-399-6944
Rose Ann Vinci Igoe
01-31-2022, 12:41 PM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
Andrew Curtis, he also, lives here in the Villages and if I am not mistaken is on the board for is community. Known him for years, very professional and has seminars locally.
crosby114
01-31-2022, 05:09 PM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
We used Carlos X. Jozsi, Attorney at McLin Burnsed in Sumter Landing. Did an incredible job. Highly recommend him.
keepsake
01-31-2022, 09:06 PM
In Florida, many find a trust much better than a will. Avoid probate.
FL2021
02-01-2022, 06:48 AM
Looking for recommendations for a lawyer to prepare a will for me, or if I should just do it myself.
Thanks
Tom W., thanks for posting this question. I too am in the process of choosing an estate planning attorney who's best fit for our needs.
Has anyone dealt with Katherine A. Barski, Esq., Bogin, Munns & Munns? Appears a bit pricier than most attorneys in this area but seems to be very knowledgeable, especially tax planning elder law.
Villages Kahuna
02-05-2022, 11:18 AM
Jeffrey P. Skates
McLin & Burnsed
1028 Lake Sumter Landing
(352) 259-5011
Villages Kahuna
02-13-2022, 07:24 PM
If all you want is a simple Will, with no complications with beneficiaries or assets, you can buy the form at Staples or Office Depot and just fill in the blanks. If you want to make it somewhat more official, take it to any Citizens First branch to sign it there and have your signature notarized.
Babubhat
02-13-2022, 10:19 PM
Legalzoom or Nolo.com
HarleyDoc
02-14-2022, 12:01 AM
Susan Sullivan Esq 352 689 0045
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