Based on 16 reviews
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Posted by John, a Estate Planning client, Flag
My world changed dramatically on Labor Day, 2006, when my father passed away. He was the sole logical heir to any and all of my assets had I died before him. David Beliveau worked smoothly and patiently with me to draw up an estate plan for me.
The firm also emphasized to me the importance of a durable power of attorney, designation of a health care surrogate, and a living will, none of which I had for myself prior to my father's death. By answering a few of the firm's carefully specified questions, I was able to give them the information that they needed to draft those documents.
The firm was very good at identifying in early discussions those areas that required more detail than I had realized and in raising those issues so that I could quickly obtain more information about them.
When in 2012 it came time for me to retire and change my residence from Massachusetts to Florida, I asked the firm to make necessary and appropriate revisions to all of those documents so that the revised versions would be legal in Florida. There were also a few substantive changes needed because circumstances had changed since 2006. And it took them only a couple of weeks to complete a set of revised documents for me to review. As before, the firm had understood my intentions very well and had created documents that clearly laid out the legal specification of those intentions.
Posted by Ming, a Estate Planning client, Flag
The Beliveau Law Group helped me and my husband with our estate planning. The attorneys were professional and friendly. They took time to understand our needs and wishes, and provided useful advice. The legal documents were all of excellent quality. We were very happy with the firm's work and would recommend it to our friends.
Posted by Peter Murphy, a Estate Planning client, Flag
I cannot say enough good things about David. When my wife and I decided to get serious about our estate planning, David was the attorney we chose to work with. He took a great interest in making sure we understood all of our options in terms of creating our wills, powers of attorney, and health care directives. His knowledge in all areas of estate planning impressed us immensely. After our initial consultation with David, my wife and I felt 100% comfortable with our decision to hire David. We now have peace of mind when we think of how our assets will be passed on according to our wishes. I have a financial advisory business and only think of David when I have clients who need to complete their estate planning.
Posted by Bruce, a Estate Planning client, Flag
Recent events in the family motivated my wife and I to revisit what would happen if one or both of us passed on, or became incapacitated. We are nearing retirement and felt it was time to put things in order to protect property and earnings. To this end our financial advisor highly recommended David Beliveau. After an initial consultation my wife and I hired David for our estate planning. Looking back we were quite naÃ¯ve when it came to probate courts, state inheritance and tax laws. David explained everything to us, laying out the benefits and drawbacks of each option. David covered sensitive topics in a way that made us feel comfortable and did not overwhelm us with â€œlegalese.â€ In a short time we had established a trust and will, and now feel secure that our children will receive an inheritance according to our wishes. My wife and I strongly recommend David Beliveau for estate planning, and feel well armed to meet any future legal issues with the Beliveau Law Group. Bruce B., NH.
Posted by G.G., a Trusts client, Flag
David did trust work for our family, and I was happy with his knowledge, judgement and interest in crafting appropriate docs for our circumstances. He is licensed in MA, NH and FL which was also a benefit to us because we own real estate in all three states. His law firm also has an active real estate practice.
Posted by Judy, a Estate Planning client, Flag
We used Attorney David Beliveau as our Estate Attorney to set up family Trusts. He patiently took the time to listen, explain, make suggestions and prepare the appropriate Trust documents. He and his staff were pleasant, thorough and accommodating. He was just as greatly knowledgeable and helpful with legal corporate questions we had. We wouldnâ€™t hesitate to recommend Attorney Beliveau to family and friends.
Posted by jeff, a Landlord & Tenant client, Flag
I've been working with David for 5 years now. He has been there whenever I need legal advice, and has gone above and beyond in helping me.
Posted by Bob Bedford, MA, a Estate Planning client, Flag
Attorney Beliveau was a tremendous help when my mother took ill down in Florida and could not manage her own affairs. He walked me through the steps and provided documents for me to legally handle her affairs in two states, including protecting her assets. He and his staff were polite and effecient in their work.
Posted by Elizabeth, a Estate Planning client, Flag
I found David to be knowledgeable, thorough, patient, and personable when he handled estate planning for me. He went through the pros and cons of various options related to trusts and other estate planning issues so I was able to make good decisions in light of various complex choices. I was pleased with David's professionalism and helpful nature.
Posted by John A of Salem, NH, a Estate Planning client, Flag
had a Revocable Trust and Will written up by David Beliveau Law Group in 2007 and a subsequent amendent to the document in 2011. David was very helpful, taking time to explain the contents of the statements and implications. I wouldn't hesitate at all to employ his services again in any future legal matters.
John A of Salem, NH
Posted by Tom, a Estate Planning client, Flag
David was most valuable in assisting me with initial preparation, and update, of my Estate Plan. In addition, his staff was able to advise me on a small matter employment matter. Throughout, they were responsive to my needs and schedule, and provided me with significant peace of mind.
Posted by a Estate Planning client, Flag
I am a real estate investor, divorced father, as well as a business owner, and have hired many attorney's through the years to handle various legal issues. In my experience, most attorney have been overpriced, unresponsive, and less than concise with their advice. I am extremely cynical when it comes to the legal profession and can honestly say that Attorney Beliveau ranks as one of the most honesty, trustworthy, and knowledgeable in his field. His background is extensive and the resources and people that he surrounds himself with make his practice an invaluable asset to my business. Attorney Beliveau and his office have worked with me on my estate planning, real estate dealings, and various issues that have presented themselves and needed immediatiate attention. I highly recommend Attorney Beliveau and have recommended him to many clients, friends, and family. - Louis DV
Posted by MaryEllen Thomas Salem NH, a Family client, Flag
Attorney Beliveau came highly recommended and we quickly came to understand why. Having no experience with the difficult situation we were in, Attorney Beliveau was patient in explaining the process we were to go through, thorough in evaluating several different scenarios, and realistic about the outcome of our case. He was responsive, straightforward and rational in a very difficult time. He went above and beyond to find the answers we needed and to obtain the results we were looking for. Beliveau is aggressive and assertive in the courtroom, yet stands out for his personable style, his calm demeanor and steady hand in emotionally charged situations, and his ability to never lose sight of his client's best interest. We felt nothing but confident in Attorney Beliveau's representation and were extremely pleased with the work that he did, and the results that he achieved. He is an exceptionally skilled attorney and we would recommend his services to anyone in need of legal representation.
Posted by Craig, a Wills client, Flag
David Beliveau did a great job on our wills and trusts. He helped make a complex process easily understandable and walked us through each step of the process. My wife and I are both attorneys and we had plenty of questions and changes; David answered every question and handled all of our changes skillfully. We would be happy to work with David again.
Posted by a Estate Planning client, Flag
David is definitely an expert in his area of estate planning as well as family law related to prenupts especially. A friend recommended David to me for a prenupt, and he was extremely thorough, and shared a wealth of knowledge with me during the process. He was reasonable when it came to price, and was upfront about the cost. David also helped me set up an LLC business, and gave me advice on that after it was set up. Again, he is an expert and gave me the pros and cons for each type of business I was interested in setting up, and let me make the best decision based on my needs. He was very fair again with regard to his fee. David also is helping me with some estate planning currently, and already had done a will for me a few years ago to meet my needs at the time without much cost. He has a good network for other attorneys with other services, and has helped me in emergencies by contacting them directly and putting me in touch with others that were outside of his expertise. I am very glad I know David, and will always use his services whenever I need them and always recommend him to anyone who wants a good reliable lawyer that they can actually trust and depend on.
Posted by Jim, a Estate Planning client, Flag
Mr. Beliveau is as thorough as they come, and is very responsive to clients' needs. He and his team have been outstanding to work with, and have made our estate planning easy to understand, while simultaneously delivering the necessary level of complexity for a well-designed plan. He is collaborative with other specialists in such planning, and the ability to consult with tax experts in his firm is a major plus.