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-   -   Lawyer recommendation for Will or Trust (https://www.talkofthevillages.com/forums/villages-florida-general-discussion-73/lawyer-recommendation-will-trust-328663/)

Tom W 01-29-2022 10:52 AM

Lawyer recommendation for Will or Trust
 
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

Quote:

Originally Posted by retiredguy123 (Post 2054858)
Amy Pittman, 352-399-6944.

I wouldn't do it myself.

Great choice!

retiredguy123 01-29-2022 12:20 PM

Quote:

Originally Posted by golfer222 (Post 2054871)
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

Quote:

Originally Posted by retiredguy123 (Post 2054858)
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

Quote:

Originally Posted by rjm1cc (Post 2054921)
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

Quote:

Originally Posted by Tom W (Post 2054857)
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

Legal Zoom for Florida!
 
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

Lawyer
 
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

Wills/Trusts
 
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

Andrew Curtis
 
Very good and reasonable.

willieboy2110 01-30-2022 09:44 AM

will
 
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

Quote:

Originally Posted by Tom W (Post 2054857)
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

Name of Attorney for Estate Planning
 
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

Living Will and Testment
 
Quote:

Originally Posted by Babubhat (Post 2054928)
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

Quote:

Originally Posted by psgolf@comcast.net (Post 2055117)
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

Quote:

Originally Posted by Tom W (Post 2054857)
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

Quote:

Originally Posted by Tom W (Post 2054857)
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


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