I had a complimentary consultation with Atty. Leifheit and was pleasantly surprised with her recommendations for a trust update and suggestions for consideration of options she believed to be in my best interest. I have had a trust for over twenty years that had been amended numerous times. And as a result, it was messy and recent life events placed my family and myself at risk. Given my goals of ensuring that my estate does not go through probate nor incurs any surprises after my passing, I was pleased with her creative suggestions that were crafted with simplicity and clarity. I contracted with her law firm and worked directly with her paralegal, Val, to accomplish my goals. It became evident that Val’s talent for communicating at many levels has a positive impact on the client’s understanding of the legal ramifications of decisions and the importance of actions. In my opinion, he and the firm also provide value-added services to clients during the process: discussion of how to title assets into the trust (because without this step, the trust only has potential value) and a comprehensive list of client assets including action needed are both products that I have not received from estate law firms I have hired in the past. I found the client focus of Atty. Leifheit’s firm to be superior. All of the added-value steps and products pulled the process and documentation together into one that is cohesive, easy to understand, painless, and yet provides the highest level of protection. I highly recommend Atty. Joanne Leifheit’s estate law firm as one that is knowledgeable, dedicates time to client communication and education, understands the client’s needs, and provides a well-designed trust product to ensure protection.
read moreread less