Based on 39 reviews
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Jason and his team assisted me with an Estate Plan I had been putting off for years. Jason explained the process and necessary documents thoroughly so I clearly understood each step. There were no surprises or extra fees. The resulting end product of the binder ; containing all documents and instructions; is extremely helpful and professional.
Jason helped me with an old trust I needed to have revoked and helped in preparing a new trust.
The new trust had to reflect current changes in legal matters and needed to reflect changes that I requested. I had also consulted with him re: a real estate snafu caused by a previous lawyer and he spent time researching the issue and ultimately referred me to another person for final disposition. Jason has the skill of taking complicated data and disaggregating it in a way that makes each piece part understandable. He will even use a white board or plain piece of paper to visualize the complexities of the process. He is very knowledgeable in current laws and practices and was able to educate me and make me more confident in my trust. Jason is a strong listener and always closed our meetings with assurance of my comfort level, including follow up with the aforementioned real estate issue which involved my trust. Compared to the first experience with a trust lawyer, Jason's expertise and oversight was far superior.
I first started working with Jason Carrozza in 2009. At the time I needed help with my estate planning, and my financial advisor highly recommended Jason to do the job. I found him to be extremely competent; he has the perfect balance of knowledge, professionalism, and compassion, which explains why I continue to work with him.
During these years Jason has twice updated my will, POA, and healthcare proxy. He understands my needs, offers guidance and recommendations, and even gives advice on other things I should consider for the future.
Jason is an outstanding attorney.
I needed guidance and support handling the estate of a family member with the probate process and appointment as personal representative. I was referred to Jason and couldn't be more pleased with his level of knowledge and professionalism. Jason reviewed all information and recommended the best approach to probate and my appointment. It was clear right away that Jason's level of knowledge was high, and he was extremely efficient in his approach in providing guidance, helping prepare the packet of needed forms for filing and in the final step-by-step instructions on what to do next. Additionally, Jason was clear in explaining in what to expect along the way. Based on his assistance I was able to file the correct paperwork for informal probate and appointment as personal representative on the first attempt with no follow up issues. I appreciate Jason's level of expertise, candor and concern for my situation. I wouldn't hesitate to recommend Jason and will look to him with any future needs.
My husband and I recently completed our estate plan with Jason Carrozza. Before beginning the process I was under the impression it would be lengthy and overwhelming. However, it was extremely simple and clear cut. Jason was very accommodating, meeting with us late in the evening in our own home, once our children were asleep and my husband had finished work for the evening. After our conversation he completed all of the necessary paperwork for us promptly. It is very comforting knowing that all of our affairs are in order and are children are protected. After seeing how easy it is to complete with Jason we have encouraged our friends to make sure they complete an estate plan for their family as well.
We first met Jason at an estate planning seminar at Tri County Vocational School in Franklin. Jason presented a clear and concise overview of all the components of a good estate plan and the associated documents required. Subsequently, at our initial plan meeting, we discussed the many options in putting together a plan. He was very thorough and answered our questions as we went through the process.
In the end, we are very satisfied with the final package. It was a pleasure to work with him.
Jason is very knowledgeable and very personable. We received good advice for what we needed at the current stage of our lives concerning our wills, power of attorney, and healthcare proxy. Also information about what we might need in the future, but no pressure to do more than what is necessary at this time. I would recommend him very highly.
Jason is a responsive, ethical and hard-working attorney. He is sigularly focused on his clients' best interests. He has great integrity, and balances his broad knowldge of the law with practical and creative advice. It has been my pleasure to collaborate with Jason on many cases. It is great to work with a lawyer enthusiatic about the practice of law and so committed to serving his clients . He can be tough when necessary, but is always respectful and professional.
Jason did estate planning for us. He set up wills, medical poa's, a revokable trust, and an irrevocable trust. The work was done competently, timely, and thoroughly explained to me and my wife. He listened carefully to our questions and answered them directly, in language that we could understand. Fees were modest.
I do not believe any of the documents were particularly complex. None of the documents has been litigated.
Jason was very good at meeting our needs in a timely fashion. He kept us posted throughout the entire process and was very knowledgeable about our issues. I would definitely recommend him to a friend, or use him again in the future if the need arises.