Two years ago, I went to Morana Law to have a trust established for my aging dad. I was told that Morana was an expert in this field.
We were charged over $16,000 for 2 trusts, POA, healthcare proxy, and will. I had never had to deal with any of this before, so I had no frame of reference as to whether this was a reasonable fee for this type of work.
My dad passed last September. Once I felt able to start unwinding his estate, I contacted Morana to get guidance on what I needed to do, in which order.
I paid him an additional $880 (one hour of "review" of my file, and one hour zoom call), with the expectation that I would get off that call with a clear checklist of everything I needed to do. I had emailed him prior to the call with my list of questions so he could be fully prepared for our discussion.
He answered about 1/4 of the questions I had. For everything else, I was told that "he doesn't handle that" after the trust is created, and I would have to find another lawyer.
It was annoying (to say the least) that I wasted time, and more money (which had to be paid in full before the call), especially since I had specifically told him what I needed help with, prior to the call! One would think that he could have replied to my email with a simple, "You know what, almost all of these questions are outside my scope. Here are some attorneys you can contact who will guide you through this next phase."
After collecting my thoughts, I emailed him to request at least a partial refund of what I had paid for the "review" and call, since he didn't seem to do any review, nor provide help or guidance. I never heard back from him.
The attorney I am working with now informed me that he wouldn't have recommended having things set up the way they were. Granted, two professionals can agree to disagree about planning and final products. However, considering my experience, I did feel taken advantage of.
I have been a healthcare professional since 1993. I built my business and my reputation by standing behind my work, and going above and beyond for my patients and clients. I would never have thought to treat a client so shabbily. read more