Why Hire Berg Bryant Elder Law Group for Your Estate Planning

First, if you are someone we can help, then you are a good fit for us. So let’s talk about you. Our estate planning clients consistently have the following issues:

  1. Most of our estate planning clients have a total net worth at death (including life insurance) of approximately $250,000 to $3 million dollars. We do not usually find ourselves working with clients with a net worth of over $10 million dollars. Many clients have less than $100,000 or a house and less than $50,000 in liquid assets. We have clients with 2 accounts and we have had clients with 30 different accounts – we help sort things out with you.
  2. We have a lot of people who have been retired for many years or widows, but we also serve plenty of freshly retired and young working families.
  3. The number of children or the absence of children is not an issue. Usually, someone without children needs to be on top of their estate planning more intensely because relationships can change over the years. We have plenty of elderly clients without children and can help create a support system for them as they age.
  4. We work with families with children with special needs. Children can be adults or minorsFor disabled children who are going to be cared for by their parents during their lives, it is important to properly establish special needs trusts to provide for their needs in addition to government benefits that they will be entitled to.
  5. We work with aging adults who have concerns about planning for their long-term care needs by creating strong instructions for their prospective care providers and protecting their money from nursing homes and financial exploitation.

Now, if you and your situation sound like our typical client, then let me tell you about our law firm and why our reviews say what they say about our law firm:

  1. Experience : It’s critical that your attorney has significant experience with estate planning and specifically in creating living trusts. Our firm has created 1000+ trusts over the course of its history and even more wills, durable power of attorney, and designation of healthcare surrogates. Berg Bryant Elder Law Group’s experience dates back to retired partner Rebecca Berg in the early 1990s and through managing partner, Kellen Bryant’s practice that started in 2009.
  2. Specialization : We do not practice law in unrelated fields such as criminal, personal injury, divorce, and so forth. We only focus on estate and elder law issues. While we have planned 1000s of estates, we actually have more experience fixing poorly planned estates. Our experience fixing problems helps us plan with you to avoid those problems. Attorneys Kellen Bryant and Carla Trinca-Conley are both Board Certified by the Florida Bar in Elder Law, a distinction given to only 117 lawyers in Florida out of 70,000+ licensed attorneys. Retired partner Rebecca Berg also held that distinction.
  3. Reputation : You’ll find that the dates of our reviews go back to when Attorney Kellen Bryant first started his law practice. For our attorneys and experienced paralegals, you’ll find reviews from past clients and professional peers. Attorney Kellen Bryant’s AV Rating and Super Lawyer – Rising Star distinction are only achieved through other attorneys who know his work.
  4. Accessibility and Compatibility : You want an attorney who will be available to answer your questions and who will take the time to explain complex legal concepts in a way you can understand. Our process is designed not to hurry you along if that is what you desire. Our law firm values include the Golden Rule, so you should not find us being unapproachable or arrogant in response to your questions.  You should feel comfortable discussing your personal financial situation and goals with your attorney. Our teamare good listeners and show a genuine interest in helping you achieve your objectives.
  5. Price : Lawyers’ fees can vary significantly based on service and your goals. Make sure you understand how you will be charged and what services are included in the cost. While it’s tempting to go with the cheapest option, remember that you often get what you pay for. Planning packages include a lot of attorney time to make sure you are fully informed of your options, you have fully thought-out decisions, and the documents accurately reflect your wishes. A la carte documents at a lower price will be more cut and dried, will involve less attorney time compared to planning packages, will be quicker in turnaround time, and will be less in fees.
  6. Continuity of Service :  You want a firm that can handle your future estate planning needs, like making changes to your trust or handling your estate after you pass. This is often easier if the firm is well-established and has multiple attorneys. Berg Bryant Elder Law Group is in its second generation of management, and the firm values training and mentoring young attorneys. Our firm has a mentoring and promotion plan for young attorneys to ensure continuity should something happen to the managing attorney.
  7. Local Knowledge :  Laws governing trusts can vary by state, so it’s beneficial to have a lawyer who is familiar with the specific laws of your state rather than use online form companies that have consistently failed to meet Florida law standards. Further, our local knowledge of ancillary professional services (CPA, financial advisors, attorneys in other practice areas, physicians, psychologists) and long-term care facility options (nursing homes, assisted living facilities, continuing care retirement communities, and in-home care agencies) will aid the implementation of your plans, save you time in selecting professionals, and further tailor your planning to your needs.
  8. Professionalism : The law firm and attorney should exhibit a high level of professionalism, including prompt responses to inquiries, organized practices, and clear, effective communication. An important value of our firm is to return calls the same day or within 24 business hours.
  9. Clear Plan and Execution : A good attorney will clearly outline the process, timeline, and necessary steps to create your living trust and estate planning documents. During a 90-minute initial consultation (not the advice call), we will do just this and then you will see the plan get executed over the course of 2-4 attorney meetings.
  10. Education and Resources: The firm should provide resources to help you understand estate planning, living trusts, and how to manage your trust. This website, our main website at www.bbelderlaw.com, and our Youtube Channel have plenty of educational resources to guide the process. Our monthly e-newsletter will keep you updated with law changes after you’ve finished your work with us.

Remember, this is a significant decision that will impact the future of your assets and estate, so it’s worth taking the time to do your research and find the right attorney and law firm for your needs.