Trust & Estate Lawyers ... Final Pick Help

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Old 08-09-2017, 12:09 PM
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Default Trust & Estate Lawyers ... Final Pick Help

Hi All,

I did an extensive search here for a T&E lawyer recommendation. Read all the comments, etc. and narrowed the list to the following three candidates:

Susan Sullivan
Mary Trotter
Amy Reed Pittman

Is there anything you can tell me so that I can reduce this list further? They seem to be equally qualified and equally conveniently located. I believe our needs are basic and any would be a fine choice but I’m reaching out to you rather than flipping a coin. Any thoughts? Thank you for your help.

Barbara
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Old 08-09-2017, 12:31 PM
Dan9871 Dan9871 is offline
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Hi All,
...search here for a T&E lawyer recommendation.
Did you consider Jeffrey Skates at McLin Burnsed?
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Old 08-09-2017, 12:34 PM
Villager Joyce Villager Joyce is offline
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We met with two attorneys NOT on your list and didn't feel very comfortable with either. We both got warm fuzzies from Mary Trotter. No particular reason. Just felt right.
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Old 08-09-2017, 12:51 PM
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We Used Andrew Curtis 352-315-0333. We went to his seminar and was very impressed. He has done over 10,000 trusts. He is located in Fruitland Park (I noticed in the paper he is having seminars this week). Very Reasonably priced
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Old 08-09-2017, 01:23 PM
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Originally Posted by BK001 View Post
Hi All,

I did an extensive search here for a T&E lawyer recommendation. Read all the comments, etc. and narrowed the list to the following three candidates:

Susan Sullivan
Mary Trotter
Amy Reed Pittman

Is there anything you can tell me so that I can reduce this list further? They seem to be equally qualified and equally conveniently located. I believe our needs are basic and any would be a fine choice but I’m reaching out to you rather than flipping a coin. Any thoughts? Thank you for your help.

Barbara
Have heard great things about all three candidates.
We picked Amy Pittman to work with and were very pleased with her work product for us.
She proved to be very professional, knowledgeable, and personable. We're happy to now consider her our family attorney.
Good luck with your choice!
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Old 08-09-2017, 02:19 PM
villager villager is offline
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Susan Sullivan has done all of our family members' final documents and also some personal documents for us. She is great! Fair, knowledgeable, caring, not pushy and reasonably priced. Had one experience with Mary Trotter's office a while ago - was far from a pleasant experience.
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Old 08-09-2017, 02:22 PM
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We interviewed 4 attorneys and picked Mary Trotter and have been very happy with our choice.
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Old 08-09-2017, 03:12 PM
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We went with Amy Pittman. Very knowledgeable and enjoyable to deal with.
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Old 08-09-2017, 03:50 PM
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Susan Sullivan has done all of our family members' final documents and also some personal documents for us. She is great! Fair, knowledgeable, caring, not pushy and reasonably priced. Had one experience with Mary Trotter's office a while ago - was far from a pleasant experience.
I used Susan Sullivan also.
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Old 08-09-2017, 03:54 PM
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We were quite happy with Mary Trotter who had to deal with an old trust which needed amendment.
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Old 08-09-2017, 05:25 PM
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We have and continue to use Pittman Law office.
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Old 08-09-2017, 06:47 PM
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I was looking for someone that my daughters would feel comfortable with. Amy Pittman was my choice. In the end it will be their relationship that will be important.
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Old 08-10-2017, 09:36 AM
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I was looking for someone that my daughters would feel comfortable with. Amy Pittman was my choice. In the end it will be their relationship that will be important.
You nailed it! Any competent attorney specializing in trusts and wills can write the docs. What matters is how accessible and reasonable the attorney will be when called upon to settle the estate.

When my husband's stepmother, a widow, passed, the attorney was accommodating and reasonable. The CPA's, however, charged three times as much as the attorney for an estate that consisted of nothing but some C.D.s, a few shares of stock and a vehicle.
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Old 08-15-2017, 01:48 PM
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Thank you all for your comments. Still no consensus so it looks like it will be the old flip of a coin. However, it's a nice feeling that there are no losers in the bunch.
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Old 08-15-2017, 01:56 PM
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Susan Sullivan
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