This was my father's lawyer. So, I went to them when my brother and father passed away in March and April, respectively, in 2023. They handled the life insurance estate check for my brother. They also handled transfer of the title for my brother's car and my father's car. My father's house was also deeded over to me. Finally, they recovered a certificate of deposit from my father's bank that I wasn't co-owner of and additionally recovered state and federal tax refunds that were in my father's name.
Service-wise, they are pretty good at what they do and things were done in an efficient manner. Their office lobby is kind of small and decor is dated.
They were flexible with me and I didn't have to come to their office every time. A lot of the paperwork they mailed to me and I was able to sign and return without even going to their office. This was convenient to me as I don't live in Crestline.
I believe the value is fair considering what they had to do. I just wish they would've gave me some pointers when I did my father's taxes. None of this was ever mentioned during the transfer of assets. I think it should be mentioned because just because someone passes away doesn't absolve the survivors of filing a tax return.
The lawyer and office staff are pretty friendly. It was convenient for me because they already had a copy of my father's will. I would recommend.
One tip, having dealt with lawyers a few times: minimize your emails and phone calls when you can because lawyers charge for everything. That's been my experience anyways. read more