I highly recommend The Living Trust Source / 1Source Law. They did an excellent job preparing an…read moreestate plan that is tailor-made according to our wishes.
For years, my husband and I had been putting off doing our estate plan. Just the thought of starting it seemed very daunting.Thanks to estate planning attorney, Kevin Walsh, and operations manager, Allison Cairns -- they made the whole estate planning process very easy for us. They had been with us from the initial consultation to completion, and they are still caring for us up to the present. I'm confident they will be there for us in the years to come.
HERE ARE THE THINGS THAT SETS "THE LIVING TRUST SOURCE" APART FROM THE COMPETITION:
READILY AVAILABLE and RESPONSIVE - In Reno, there seems to be a shortage of estate planning lawyers, so it's very difficult to set up an appointment unless you're willing to wait for months just to get an initial consultation. But when we contacted The Living Trust Source and asked if we could get an appointment soon, they were able to accommodate us and we were able to do our initial consultation within a week. They were also quick and gracious in returning our calls and emails whenever we needed them.
CONVENIENCE - Conducting meetings with Kevin was very convenient. We were able to meet with him via Zoom video call, and sometimes, via phone. We didn't have to leave our house. The only time we had to do it in person was during the signing of the documents.
Even the signing process was convenient. They gave us options to meet either at our house, at a nearby park, or at their office -- whichever was comfortable for us. They also helped arrange for 2 persons that would sign as witnesses. They provided a full service, one-stop shop since Allison was also the notary public when we did the signing.
CLEAR, THOROUGH and ORGANIZED - At the start of the service, they provided us with a clear, step-by-step overview of the process. Upon completion, they had organized our Living Trust and Wills in a professional quality binder, with easy to understand summary of documents and their purpose, as well as clear instructions how we can easily transfer assets to the Trust. All the documents were scanned and stored in a USB.
KNOWLEDGEABLE, PROFESSIONAL, RELIABLE, and GOOD AT EXPLAINING -- During the consultation phase, we had asked Kevin a lot of questions, expressed our concerns, and presented him with what-if scenarios unique to our situation. Kevin carefully listened, addressed all of them, and gave us his professional advise. He was very good at explaining everything to us.
INDIVIDUALIZED / TAILOR-MADE - After hearing our plans and wishes, Kevin was able to draft our estate plan exactly according to how we wanted to handle our estate. We're very pleased!
REASONABLE COST / NO HIDDEN FEES - I would say that the cost they charge for estate planning is about the same as other law firms I contacted in the area. Now, I've seen some law practices websites that show a low starting cost, but be aware that only the very basic stuff is included in their starting fee. With The Living Trust Source we got a comprehensive set of documents. A flat fee was quoted to us prior to signing the contract. Everything was disclosed upfront. There were no surprise/hidden fees whatsoever.
VALUE - At first, we were thinking of doing estate planning all by ourselves and just fill out generic forms to save money. I'm so glad we didn't go that DIY route. Upon consultation with Kevin, we learned so much in the process and realized that had we done the estate plan ourselves, we would have made erroneous decisions that would lead to problems in the future -- leaving our family with a mess to cleanup and costing them more money in the long run.
FOLLOW THROUGH - Finally, we were really impressed with the fact that after the creation of our Trust / Estate Plan, Kevin and Allison didn't just stop there. They were always in contact with us to ensure that there were no loose ends remaining and that all probate-triggering assets were placed in the Trust. They did their yearly audit of documents and corrected what needed correcting (i.e. we had to re-do the signing of one document, but as always they made it very convenient and with no extra cost to us). They always encouraged us to give them a call should we have any questions down the road. They also offered support should our family need their assistance in the future.
