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OrangeCrush
10-11-2022, 10:22 AM
Greetings! We're relocating to The Villages in a few weeks and need to find a great estate planning law firm. Can you provide some feedback on reputable firms you've done business with currently or in the past? What did you like best, didn't like, etc.

Thank you in advance and have a blessed day!

Hutch & Jill
Village of DeLuna (soon to be)

Bill14564
10-11-2022, 10:37 AM
Greetings! We're relocating to The Villages in a few weeks and need to find a great estate planning law firm. Can you provide some feedback on reputable firms you've done business with currently or in the past? What did you like best, didn't like, etc.

Thank you in advance and have a blessed day!

Hutch & Jill
Village of DeLuna (soon to be)

The Pittman Law Office (https://thepittmanlawoffice.com/) has been mentioned on ToTV before and is the office we used.

Altavia
10-11-2022, 11:10 AM
Be sure to ask what they charge to make an update or change.

Taltarzac725
10-11-2022, 11:47 AM
Greetings! We're relocating to The Villages in a few weeks and need to find a great estate planning law firm. Can you provide some feedback on reputable firms you've done business with currently or in the past? What did you like best, didn't like, etc.

Thank you in advance and have a blessed day!

Hutch & Jill
Village of DeLuna (soon to be)

The Villages Estate Planning Attorneys | Florida Wills, Trusts & Guardianships Lawyers (https://www.millhorn.com/)

My parents hired this firm and my brother took their work to another local lawyer and he agreed with me that it was well done.

One thing they did work with my parents to get it all together but once the documents are in place you are kind of on your own. We will need to hire another lawyer for changes when there are differences created to our life situation.

I suppose we could hire them again but my brother liked another lawyer more.

Kenswing
10-11-2022, 12:03 PM
The Pittman Law Office (https://thepittmanlawoffice.com/) has been mentioned on ToTV before and is the office we used.

We used them as well.

Badger 2006
10-11-2022, 04:01 PM
Greetings! We're relocating to The Villages in a few weeks and need to find a great estate planning law firm. Can you provide some feedback on reputable firms you've done business with currently or in the past? What did you like best, didn't like, etc.

Thank you in advance and have a blessed day!

Hutch & Jill
Village of DeLuna (soon to be)

Trotter and Solsby. Highly recommended

B-flat
10-11-2022, 05:55 PM
I suggest Dean and Dean with offices both in TV and Ocala. Since we have an out of state residence and one in TV we needed 2 attorneys, one to handle our EP plans in Florida and one to handle our home in New England. Our local attorney in New England had done business with Dean and Dean, they were very good at handling dual state/snowbirds.

Our experience was excellent. As a side note I was the IT Director of a Greater Boston Law Firm that specialized in Estate Planning so I was familiar with how an EP was put together, Dean and Dean certainly rose to the occasion.

Ocala Real Estate Lawyers | Florida Estate Planning Attorneys | The Villages FL (https://www.deananddean.com)

bsloan1960
10-11-2022, 07:48 PM
We just had ours done in Mass. Will, and all the other bells and whistles (medical wishes, etc). We paid $500. Is this about the same in Fla? Our plan is to have our papers reviewed by a Fla lawyer in case the Mass papers need some changes to make them compatible with Fla law.

RobinM
10-12-2022, 04:53 AM
The Pittman Law Office (https://thepittmanlawoffice.com/) has been mentioned on ToTV before and is the office we used.

We used Pittman also. Audra Platt was very thorough and her staff followed through to make sure we understood what we were supposed to do going forward.

PugMom
10-12-2022, 05:46 AM
The Villages Estate Planning Attorneys | Florida Wills, Trusts & Guardianships Lawyers (https://www.millhorn.com/)

My parents hired this firm and my brother took their work to another local lawyer and he agreed with me that it was well done.

One thing they did work with my parents to get it all together but once the documents are in place you are kind of on your own. We will need to hire another lawyer for changes when there are differences created to our life situation.

I suppose we could hire them again but my brother liked another lawyer more.

i hired them when we 1st moved here & i found them to be cold & unhelpful. afterwards i used Trotter, they were much more pleasant to work with. could be i caught Millhorn on a bad day, but i cannot recommend them

mkjelenbaas
10-12-2022, 07:14 AM
Greetings! We're relocating to The Villages in a few weeks and need to find a great estate planning law firm. Can you provide some feedback on reputable firms you've done business with currently or in the past? What did you like best, didn't like, etc.

Thank you in advance and have a blessed day!

Hutch & Jill
Village of DeLuna (soon to be)
We moved here from Michigan and we gave our completed paperwork to the law firm of Kathryn Linn and asked to have everything updated so as to be in line with Florida law - they did an excellent job at a very reasonable price!!

bowlingal
10-12-2022, 07:24 AM
stay out of the bubble ( the Villages) to find a great law firm. Businesses inside the bubble ( any business) is so much more expensive than outside. Call Joseph Pippen & Assoc in Fruitland Park 352-241-8760. You also need a trust here in Florida. A regular will doesn't cut it here. A trust pkge with Joseph Pippen is $695. Exact same paperwork, licensed in the state, and convenient to us.

crash
10-12-2022, 07:26 AM
Trotter and Solsby. Highly recommended

Agree they handled updating my trust from California. They will also handle it for your beneficiaries.

aldeana
10-12-2022, 07:26 AM
There are many attorneys around The Villages who advertise trust and estate planning services. However, if you look at the Florida Bar website, you can click on the area that says “find a lawyer”, then narrow it down to someone board certified in “estates and trusts”, no names come up for Sumter or Marion counties. Two firms come up in Lake County, both in Eustis. For the first one I called in Eustis, no one was board certified in wills and trusts at the time, but that may have changed. I used the Gaylord and Rogers firm also in Eustis, and was very pleased with Frank Gaylord and his service. The fact that an attorney is not Board certified does not mean that they are not allowed to do wills and trusts, but it does mean that they do not have the additional training that board certification provides. For simple wills and trusts, maybe a boilerplate document will do. When you go to a medical doctor for a specific condition, sometimes a general practitioner will do, but often you need a specialist.

Villages Kahuna
10-12-2022, 08:10 AM
Jeffrey Skates at McLin & Burnsed, Laurel Manor office (352-259-5011).

jjombrello
10-12-2022, 09:37 AM
Dean and Dean on 466 in the Cebert Wealth Management building.

dlebuis
10-12-2022, 10:53 AM
Audra at Pittman did a great job for us with our will and trust. Definitely recommend her.

chrissy2231
10-12-2022, 10:56 AM
The Best & Lowest Priced:

Michele L. Foltz
Paralegal
Millhorn & Shanawany Law Firm, PLLC
13696 US Highway 441, Suite 200
The Villages, Florida 32159
352-205-4408 (Direct line)

:BigApplause:

Dbraisted
10-12-2022, 12:06 PM
Pittman Law offices, thorough, professional, organized and client oriented.

Quixote
10-12-2022, 01:57 PM
We swear by Eric Millhorn and his firm, located on Hwy 301 just south of CR 466 in Oxford. We've been here fifteen years, and he and his firm have handled all our estate planning needs (and our particular complications). Phone 352-330-2273. Reasonable and extremely thorough and detail oriented.

I agree with the poster who suggested to stay out of the Bubble, not just for this but in general.

Taltarzac725
10-12-2022, 02:02 PM
We swear by Eric Millhorn and his firm, located on Hwy 301 just south of CR 466 in Oxford. We've been here fifteen years, and he and his firm have handled all our estate planning needs (and our particular complications). Phone 352-330-2273. Reasonable and extremely thorough and detail oriented.

I agree with the poster who suggested to stay out of the Bubble, not just for this but in general.

That is the same one my parents went to a few years ago. The place is in an old house set way back from the highway so kind of hard to see.

I think the house was about the only structure around there back then surrounded by watermelon fields.

The Villages Estate Planning Attorneys | Florida Wills, Trusts & Guardianships Lawyers (https://www.millhorn.com/)

Babubhat
10-12-2022, 02:18 PM
Pittman has a free seminar coming up. Was in today’s paper

OrangeCrush
10-14-2022, 04:55 PM
Wow! I'm impressed that a Trust plus was only $695! We came from VA and have a Trust, wills, POA, special needs, etc and our costs for a very fine and reputable estate planning firm cost $4,000. That was with a military discount!

chrissy2231
10-14-2022, 08:56 PM
:BigApplause:I had Will, Trust, Health Care Proxy and Living Will done for $595 in 3 days...included all paper print outs and PDF files.
AT
The Best & Lowest Priced:

Millhorn & Shanawany Law Firm, PLLC

Michele L. Foltz
Paralegal

13696 US Highway 441, Suite 200
The Villages, Florida 32159
352-205-4408 (Direct line)

Quoted $4K - $5K by 3 other lawyers.


Last re-did one page of Trust $75

FenneyGuy
10-15-2022, 03:03 AM
I used Amy Pittman:

Elder Law Attorney The Villages, FL | Probate Attorney | Lawyer (https://thepittmanlawoffice.com/)