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Best Estate Planning Attorneys in Toledo

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Covrett, Graeff & Wittenberg, Ltd. logo
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Covrett, Graeff & Wittenberg, Ltd.

Toledo, OH 43615
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Business Description

Toledo law firm Covrett, Graeff & Wittenberg, Ltd. provides competent legal advice and representation to individuals and businesses throughout Ohio and Michigan. They focus on the areas of estate planning, probate, and real estate. By doing this, they can concentrate all their resources on helping clients reach their goals and overcome whatever related legal issues or concerns they are facing.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
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Diller & Rice, LLC logo
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Diller & Rice, LLC

Toledo, OH 43604
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Business Description

The law firm of Diller and Rice, LLC offers premium legal services to individuals, families, and business clients in and around Toledo, Ohio. Their team of attorneys are experts in various practice areas, including agricultural business law, debt settlement, estate planning and probate, criminal law, and veterans benefits. They also provide clients with a free initial consultation to assess their situation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Eastman & Smith, Ltd. logo
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Eastman & Smith, Ltd.

Toledo, OH 04360
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Business Description

Established in 1844, the law firm of Eastman and Smith, Ltd. has been recognized as a leader in legal practice. Their team of attorneys has experience in the areas of bankruptcy, business litigation, immigration, trust and estate planning, and solid waste management, among others. They take pride in their innovative and creative approach to solving problems and winning cases for their clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Google
3.8 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Heban, Sommer & Muphree, LLC logo
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Heban, Sommer & Muphree, LLC

Rossford, OH 43460
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Business Description

Rossford-based law firm Heban, Sommer & Murphree, LLC provides premium legal services to clients in and around Toledo with a focus on municipal law, probate and estate planning, and business law. They use a client-centered approach to legal representation and work in the most efficient ways possible. With a combined experience of over 150 years, they are capable of providing peace of mind to their clients and deliver practical, personalized results.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Law Office of Michael E. Bryant logo
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Law Office of Michael E. Bryant

Toledo, OH 43604
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Business Description

The Law Office of Michael E. Bryant has been successfully representing clients throughout Ohio since 2009. By focusing in the areas of divorce and family law, estates and trusts, and criminal law, they can concentrate their resources on designing sensible planning and winning cases for their clients. The firm has been included in the "10 Best" law firms by the American Institute of Criminal Law Attorneys for garnering a high level of client satisfaction in 2014 and 2015.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Avvo
4.9 / 5 (40)
Google
4.5 / 5 (31)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Linde Webb, Attorney at Law logo
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Linde Webb, Attorney at Law

Sylvania, OH 43560
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Business Description

Sylvania lawyer Linde Webb has over three decades of experience in guiding and representing clients in and around Toledo, Ohio. She is experienced in a wide range of practice areas, but her focus is on estate planning, eminent domain, guardianship, and probate law. She takes her job seriously and diligently tracks down pertinent information to build strong cases and win for her clients. Ms. Webb is an award-winning lawyer and a former president of the Ohio Women's Bar Association's.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Malone, Ault & Ault Farell logo
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Malone, Ault & Ault Farell

Toledo, OH 43617
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Business Description

The law firm of Malone, Ault and Farrell has been meeting various legal needs of residents and businesses in and around Toledo since 1991. The firm's areas of expertise include business law, real estate, probate and estate planning, landlord-tenant law, and civil litigation. With a combined experience of over 150 years, clients will feel comfortable and confident in the firm's ability to provide competent legal advice and sensible planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (11)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Mock Law, L.P.A. logo
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Mock Law, L.P.A.

4334 W Central Ave Ste 238, Toledo, OH 43615
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Business Description

Toledo attorney Rose M. Mock has been providing comprehensive legal representation to residents and business clients for over 15 years. She assists clients with their divorce and family law, long-term care planning, veterans benefits, and estate planning needs. Her extensive legal and social work experience gives her the edge of providing an innovative perspective on handling cases. Her previous clients recommend Attorney Mock for being compassionate, attentive, and results-driven.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Rohrbachers Cron Manahan Trimble & Zimmerman Co, LPA logo
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Rohrbachers Cron Manahan Trimble & Zimmerman Co, LPA

Toledo, OH 43604
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Business Description

Rohrbachers Cron Manahan Trimble & Zimmerman Co, LPA (or RCMTZ) is a law firm in Toledo, Ohio that is known for their aggressive approach to fighting for their client's rights. Their associates are recognized experts in a wide range of legal practice areas including banking and foreclosure, estate planning, maritime law, and civil litigation, and more. This firm has been serving residents and business clients across Ohio since 1950. RCMTZ enjoys the highest AV Preeminent rating from Martindale-Hubbell Peer Review.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Law Office of Andrea Henning logo
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The Law Office of Andrea Henning

Toledo, OH 43635
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Business Description

Andrea L. Henning is an accomplished Toledo attorney, who provides strong legal representation to individuals, families, and businesses. She has more than a decade of experience in dealing with legal matters related to bankruptcy, litigation, criminal defense, and family law. She's also passionate about helping clients through financial transitions by providing sound estate planning. Past clients praise her for her ability to explain complex legal matters in uncomplicated terms and make processes as stress-free as possible.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Facebook
5.0 / 5 (7)
Avvo
3.5 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

What does an estate planning attorney do?

An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

What are valuable estate planning services an attorney can provide?

With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

  • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
  • Optimize an estate plan as tax laws, life events, assets, and goals change over time
  • Protect a client’s loved ones by preventing assets from entering probate
  • Help clients designate a person to make important health decisions for them if they become incapacitated

Can estate planning attorneys help create trusts/wills?

Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

Is estate planning the same as drafting a will?

While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

What are the steps involved in estate planning?

To create a thorough and effective estate plan, individuals should follow these steps:

  • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
  • To avoid probate, have an attorney create a revocable living trust.
  • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
  • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
  • Update the plan every five years.

How long does the estate planning process last?

The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

What is a trust?

A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.

How does a trust fund work?

When opening a trust fund, a grantor allocates a trustee to oversee and manage assets in the account. This trustee can sometimes be a relative, an estate lawyer, or a bank that acts as the legal owner of the trust. While holding assets, the trustee is required to file taxes on trust assets.

How does a living trust work?

A living trust enables a grantor to manage their assets through a trustee while still alive. They can continually add funds and/or property to their trust fund by transferring them to the trustee, who accepts ownership of everything held in the fund. The grantor can name a beneficiary for their trust, and their assets will be automatically transferred to that person or establishment upon their death.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

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