Hey everyone, my wife and I are finally getting around to setting up our will and a family trust. We've narrowed it down to Sullivan Shick and Peterson Law Group. Has anyone used either of these firms for estate planning? Peterson is a bit closer to our house, but Sullivan Shick seems to have better reviews online. Thoughts?
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Sullivan Shick vs Peterson Law Group for estate planning?
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I've actually dealt with both over the years. Peterson is fine for very basic boilerplate stuff, but they tend to pass you off to paralegals pretty quickly. When my parents needed a complex trust set up, we went with Sullivan Shick. The attorneys there were much more hands-on and caught a few tax implications the other guys completely missed.
Seconding the recommendation for Sullivan. They handled my aunt's probate process and made a really stressful situation totally manageable. Peterson is okay but they feel a bit like a volume-based factory.