We had a great experience working with Josh and his team to prepare an estate plan tailored to a unique set of circumstances for our aging parents. The team worked patiently with us to address a challenging situation that involved working through specific dementia, financial planning, privacy, and tax issues. The team was diligent and flexible in working with us through several rounds of questions and updates to the draft documents. We feel confident we now have a good framework in place to deal with our parents’ future needs. - Dan B.
My husband and I recently used Josh Hummer of Relational Estate and Elder Law, PLC and his staff to create a new Will, Trust, and POA's and had a great experience. The entire team has been available to answer questions and educate us on all of our options. We are very, very happy with the final product. The legal and non-legal documents were presented to us in a 3-ring binder with appropriate tabs and plenty of space for any additional items we may need to add. We especially love the non-legal documents which include a number of things like instructions for our loved ones about how to settle our estate, any special items we would like them to know the history of, or items that should go to particular individuals if we so decided, along with a great guide to fill out and leave for our loved ones so they know what bills we may have, who to contact for various things along with other pertinent information. I feel so much better knowing those we leave behind have all they need to settle our estate. We highly recommend Josh and his entire staff!
My husband and I are so happy that we worked with Josh and team at Relational Estate & Elder Law (Atlas Law) to establish our legal estate documents. We have a new family so were new to this process, and Josh and team answered all of our questions patiently, and clearly, and were willing to re-explain until we finally understood :). The team lays out the process in a professional and simple way and made recommendations based on our individual situation. We also felt like we could be very open and honest throughout the process and ask hard (and sometimes awkward, that are inevitable during estate planning) questions that the team helped us navigate without any judgement. Their experience dealing with almost any situation is apparent and we're so grateful for them. We feel we have an open door to ask future questions should anything arise, and that makes us confident that we chose the right partner for our estate needs! Thank you, Josh and team!!