My experience with this firm was profoundly distressing and traumatic! My funds were disbursed…read morewithout the provision of adequate counsel or assistance in understanding the process. When I articulated my concerns regarding the lack of support, the attorney responded with aggression. This firm's conduct left me feeling isolated, unprotected, victimized, and entirely vulnerable. I strongly advise against entrusting your legal matters to this firm. They are prepared to accept your financial resources but do not anticipate receiving protection, counsel, or compassionate treatment; they demonstrate NO concern for your circumstances. I would rate them -0 if this was an option. In addition, based on the firm's public responses to other dissatisfied clients, it appears they dedicate significantly more effort and resources to defending their own image than they do to defending the interests of those they represent.

Be sure if you can't pay the full amount to look elsewhere. We had issues with a family member who…read morewas listed on parents will as personal representative to follow it through and never has. We paid $500 and had one lawyer contact the PR once. I kept calling to get help and was told another lawyer was working on it. I gave a one star review and that made the main lawyer call me. He said he would get his guy on it. But after that nothing more. We called back after a couple of weeks and got the runaround. They never returned the call. Also called Probate Court and was told nothing was even filed. My husband has not gotten any resolve from the whole thing. A member of the law office called us to say they were closing the case. I told her my husband's brother ( PR) sold the house and we haven't heard anything. She told me that the lawyers would be told that. They never called us back.

Mr. Loose along with the ENTIRE team @ LOOSE LAW GROUP (Tucson) were extremely helpful in setting…read moreup my Estate,Trust & Will documents. He was patient and answered my questions and concerns in plain English. I am impressed by the firm's comprehensive attention to detail in presenting me a binder with ALL of my Legal Documents pertaining to my Estate wishes making it easy for my Trustees when the time comes for me to retire to Glory. I HIGHLY recommend the LOOSE LAW GROUP for your Estate planning needs. Also* Donald Loose presented me with a copy of his book entitled "Estate Planning in Arizona", what you NEED to know. This is the Bible in Estate planning for those interested in wealth preservation, family protection, and succession planning. Give them a call and tell them that Raymond sent ya.

We found Loose Law Group through our MetLife legal plan at work. We initially engaged with Rachel…read morewho was amazingly pleasant and helpful in helping us navigate my parents will and trust situation. Rachael put us in contact with attorney Michael Ruppert and legal assistant Sarah Vega. They spent several hours with my folks answering the questions and making sure that all our needs were attended to. We thought pricing was fair. And we never felt rushed. The whole staff was thorough and made us feel very comfortable with the process. I will be getting my will / trust done next to the firm. Highly recommend.

I am a second generation client . They've always been there for my parents as well as myself. I…read morewould recommend them to anyone in need of their Legal Services !

Professional lawyer, Dane Dehler. Friendly and efficient! Reasonable fees. Nice office!read more

If you are looking for a law firm where they have no problem changing the will of a 90 year old man…read morewith dementia who could not drive, name the town he lives in or remember the names of ANY of his family members, this is the law firm for you! Then upon your loved ones death, you will find out what Hell really is. There are no words for my experience with Kathy Cleere. Except maybe nightmare. For me and my siblings.

A strong warning to any potential clients diagnosed with Alzheimer's and dementia - avoid this…read morepractice AT ALL COSTS. Kathy Cleere is adept at working with unscrupulous elder law attorneys in the Tucson / Oro Valley area where the demographics ensure that there will be a constant stream of opportunities to exploit the law and medical practice, whilst ensuring a steady stream of income. As the trustee of an Arizona Trust, I have encountered nothing but obstruction obtaining legal notes, billing records and administrative practice documents. Ms Cleere has certainly evolved her practice and professional affiliations so as to find that ambiguity in understanding what the law has to say about legal and medical understanding of a patient given a diagnosis of dementia. When the person at the center of the trust was diagnosed at the University of Arizona medical center documenting that she didn't even understand what power of attorney was - this attorney claimed otherwise and wrote and re wrote a boilerplate estate planning document for no other purpose than to add additional complications to an already enforceable plan drafted prior to a retirement in Arizona. The costs of this unnecessary legal work is an opportunity to undo prior estate planning - and where family or medical dysfunction exists - the chance to earn revenue appears tantalising. trust me, an attorney with a high degree of ethical sensibilities will decline to act. Be mindful that in the United States, when someone retires in a traditional retirement oriented community - revisionist legal work will be more than an inconvenience. This practice exploited the idea that a person with documented cognitive decline is really capable of being in control of her life and legal / financial / guardianship decisions. In other words, for sufficient renumeration, she is willing to offer opinions that increase or obfuscate a familial situation for gain. How else to explain when, during the course of trust administration, she steadfastly refuses to comply with lawful directives of the grantor of a trust AND entreaties to act ethically under the legal licensing laws of Arizona. This is a 'family law' practice involving at least three generations of the Cleere family - so one can expect that legal documents prepared by one member will be readily notarised by a second member of the family. In the case of a trust I handled, Ms Cleere started additional work after being presented with a diagnosis and a cease and desist letter. She also moved the grantor to engage in more expensive litigation despite drafting a document with mediation as the exclusive dispute resolution mechanism. The State Bar of Arizona was of no use in policing this attorney's actions during and after the life of the original grantor. Adult children of parents with dementia would do well to read Katie Engelhart's work in the New York Times (The Mother Who Changed, 05 09 2023). It is also useful to garner opinions only from specialised geriatric care centres at academic medical centers (Pima Behavioral Health is a far less reliable practice in this regard). If you encounter a need in this area, I would urge you to look more closely at the options you might have - you will regret any encounters with this attorney who will work to make referrals to associates eager to litigate in the Pima County probate courts. As Ms Englehart wrote "Within modern medicine, patients are never declared completely competent or incompetent in some holistic sense. Instead, doctors are asked to look at individual choices and whether or not a person is able to make a specific choice in a specific moment. This, in practice, can mean that a person with dementia can retain the ability to make choices for many years, and then lose the ability in stages. So lose the ability to make complex choices first, and then simple ones later. And this is important from a legal perspective, too. Because it means that people with dementia retain the ability to make legal choices, even when they are cognitively impaired. ... this often creates conflicts within families, because there's no clear-cut medical way to determine, without error, that a person is capable of making a specific choice". Were this lawyer practicing ethically - one could engage in a proper discussion. Here however, the more detailed a diagnosis, the remote a patient's relatives might appear (in terms of geography, but also in experience with forms of dementia) - the more this lawyer will adopt a position that increases her revenue, and one that also obstructs a family's or trustee's possession of actual facts. Whenever a licensed professional (legal, medical or accountancy) refuses direct legal authority to provide the basis for their work for a person in cognitive decline - one should be very mindful of actual or potential fraud or financial self enrichment.

Absolutely the worst experience ever! Walter is very rude. He can call it what he wants. Don't…read morewaste his time. Most importantly don't waste yours. Spent less then 2 minutes with this guy. Office decor is as old as him and could use a major upgrade along with his attitude. Time to retire Walter!! You should be ashamed of yourself. Your office claims to be compassionate that is far from what I experienced today

Never been more disrespected by anyone. I have been helping a family member for several weeks now…read moreand at her request, called Walt due to deteriorating health. Walt made me feel as if I had been taking advantage of them or was coercing them but this is the furthest thing from the truth. He can't stand to listen and definitely talks over you as if he is something superior. YOU ARE NOT WALTER https://www.avvo.com/attorneys/85704-az-walter-henderson-415708.html

When my mother passed, her financial institutions froze her assets, some of which were in a trust…read moreand some titled in her own name. I as a first-time successor trustee had no idea how to start in recovering them. Some of the financial institutions mentioned probate as an option, but with no experience, I was hesitant to tackle that myself. Fortunately I found Julie at Arizona Probate LLC. After she phone-interviewed me to get an understanding of my mother's assets, she suggested I use a "Small Estate Affidavit", which she prepared for a reasonable price and in a timely manner. Happily, my mother's financial institutions both accepted the Small Estate Affidavit and released the assets so that I could settle the estate. Julie was a huge help. With her on the team, the process was clear, easy and affordable. I highly recommend Arizona Probate LLC and Julie. I would readily hire her again any time I needed estate work.

I live in NC and my mother passed while living in a Memory Care facility in AZ. I am her only…read moreheir, & executor/beneficiary in her Will, so I thought this was a simple transfer of her estate. I was overwhelmed to learn I had to file Probate in another state. I hired Julie of Arizona Probate, LLC after firing another service who was completely incompetent & caused me two months of unnecessary stress & delay. I was so thankful to find Julie. To say she's been a life saver is no exaggeration. She is knowledgeable, competent & also a fiduciary, which is an added bonus. The process went from being a nightmare to being handled professionally and in a timely manner. Julie is also just a nice person to work with. I spoke to many other services and I think Julie really stands out among the crowd. I highly recommend her to anyone needing help with the Probate process.

Mark DOES NOT FILL IN THE BLANKS OF ONE SIZE FITS ALL TEMPLATE AS OTHERS DO. Instead he takes the…read moretime to thoroughly learn the clients situation, needs and their understanding of a trust. In my case protecting the rights of my children who are the issue of a prior marriage. Mark does it right at a competitive rate...BE ASSURED.

From the owner: ALTA Estate Planning Services, LLC is a professional legal document preparer with over 40 years of…read morelegal experience serving the Southern Arizona community. Our Tucson Estate Planning Services include Trust and Estate Planning, Elder Law, Probate and Estate Administration, Business Tax Planning, Living Trusts, Medical Power of Attorney, Business Planning, Limited Liability Companies, and Asset Protection Planning. Proudly serving all of Arizona, including Sierra Vista, Tucson, and Green Valley.