Estate Planning | Wills | Trusts
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Welcome!
I assume you made it here because you want to talk about how you can keep your family out of court or out of conflict when something happens to you. If so, you are in the right place!
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Life & Legacy Planning Session
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows.
What to Expect at Your First Appointment
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Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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Read Our Clients' Success Stories
Posted on JamesTrustindex verifies that the original source of the review is Google. I have found Balamuth Law to be Dramatically Professional, Efficient and Knowledgeable. Kelly Balamuth through her Leadership has established a process and culture that one seldom experiences in the Legal process.Posted on StephenTrustindex verifies that the original source of the review is Google. Kelly (the owner) is a great communicator and really cares about the outcomes of her work. She practised civil litigation for many years and saw the outcomes of poor planning. Her system of completely understanding your situation first allows her to craft the ideal trust for your situation. You get what you pay for, this isn't a document factory, so expect to pay $4000 upwards, depending on complexity. Cheaper than probate, which is 1 of the 4 reasons for a trust. Others are control of assets and distribution, reducing estate tax ($15mil.), and control of guardianship without the court deciding. You will not regret choosing this law firm for your family trust.Posted on KristiTrustindex verifies that the original source of the review is Google. Love, love, love this firm. Everyone is so professional and caring. They are always prompt and organized: ready to help with any questions or situations. So much better than where we originally had our trust done. Highly recommend Kelly and her team!Posted on MeravTrustindex verifies that the original source of the review is Google. Kelly is wonderful to work with. She is knowledgeable, accessible, and kind. The legacy planning process was clear, and I felt valued.Posted on DonTrustindex verifies that the original source of the review is Google. My wife and I have been working with Kelly Balamuth and her team on creating our Living Trust and transferring our assets to the Trust. We tried this with two other law firms in the past five years and did not get much assistance and were not able to complete our Trust. But working with the team at Balamuth Law has been a breeze. Kelly and her team (Cathy, Katy, Marti) have explained the process, created all necessary documents, and gave us detailed instructions on how to transfer our properties and banking and investement accounts to our Trust. We have received very nice reminder emails and had a few review meetings to make sure we are staying on track. If you know you need to create a Trust, you will be very happy you made the decision to work with Balamuth Law.Posted on HeidiTrustindex verifies that the original source of the review is Google. No one wants to think about death (or taxes) but Kelly and her team made the process so easy. We now have a very organized, accessible estate plan that is easy to update and maintain. Highly recommend!Posted on JohnTrustindex verifies that the original source of the review is Google. Everyone in Kelly's office were very friendly and professional. Cathy & Marti were patient with us in filling out forms and researching information that neither Jossie nor I have a lot of expertise in. I recommend to anyone needing legal help in writing up a trust as well as updating an existing trust to rest assured Balamuth Law can get you there comfortably and inexpensively. Thank You, John & Jossie KolkebeckPosted on LyndaTrustindex verifies that the original source of the review is Google. We had a great experience with Kelly and Balamuth Law. Kelly and her team explain the trust process clearly and walk through the various scenarios to make sure your wishes are reflected. The most impactful part in my opinion was the way the trust information is presented to the trustees. There is a roadmap that will be so helpful to those administering the trust. Kelly and her team make the whole process such a gift to the family.Posted on PTrustindex verifies that the original source of the review is Google. Kelly is an excellent trust attorney with a solid, knowledgeable, patient staff who I found not only helpful and supportive but allowed me to proceed at my own pace. Kelly's secured, confidential online organizational system facilitates the ease of collecting and providing required information for the trust. With the current situation of my late mother's legacy requests, I know my mom would also recommend Kelly's comprehensive estate services.Posted on IntiTrustindex verifies that the original source of the review is Google. The people at Balamuth Law are very professional, friendly, and caring. My wife and I had a great experience with whole estate planning process, despite how hard it was at times emotionally. I wasn't prepared for that! Amazing team and highly recommend for anyone who is ready to gain further peace of mind!Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more