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

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

craigrmorrison 01-30-2022 07:23 PM

Will
 
http://EdieWesley.weareLegalShield.com

andrewsolomonfl@gmail.com 01-31-2022 08:01 AM

Estate attorney
 
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

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

Maryann
 
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

Quote:

Originally Posted by retiredguy123 (Post 2054858)
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

Question regarding DO IT YOURSELF....
 
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???


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