My husband and I had New Year's resolutions to update our will and to create a trust for the first time. After all, we are in our early 60s--It was high on our priority list. We talked to many law offices and actually went through a preliminary meeting at a large, high-end firm in North Barrington. We were very surprised when this firm recommended we create documents way beyond our expectations. Plus, the added cost was beyond what we wanted to pay. I called Jeffrey Gottlieb's office (as well as other smaller firms) afterwards and then (with our busy lives), never followed through to make a decision. Weeks later, I received a phone call from a staff member at Jeffrey Gottlieb's office, not to pester us, but to let us know they hadn't forgotten about us. That impressed me and an appointment was set up to meet for an hour's appointment. My husband is very busy with his job and they were very accommodating to meet with us after hours.
We decided to have this office do the work for us. Kris and Laura were SUPER! It took time to get our financial paperwork in order and ensure we hadn't forgotten anything. They answered questions over the phone when I was unsure about something. Jeffrey Gottlieb and his staff handled the final signing of paperwork in a very professional manner. No "fluff" like the high-end Barrington office, but we didn't want to pay for fluff. It took almost a year to get this item off our checklist . . . but we have the most accurate, professional documents in a safe place, ready for our family when they are needed. Both my husband and I highly recommend Jeffrey Gottlieb and his wonderful, knowledgeable staff. We got all of the necessary paperwork done for a very reasonable price as well. Thanks Kris, Laura and Jeff!
Jeff and his staff set up my will and trust in a thorough and timely manner. He is very professional and well versed in estate planning; making things easy for me to understand at each step. His services are fairly priced. I highly recommend him!
We needed a Will & Trust and I'm so glad we went to Jeffrey Gottlieb. He and his staff were professional, well versed in the law, and focused on details. They provided quick service and clear documentation. We had been procrastinating our estate planning needs, but once we made the first phone call it was pretty fast and simple!
Jeff did a very professional job working with my wife and I regarding our trust work. He thoroughly explained in great detail the complete process and encouraged us to think about various scenarios which may arrive and plan accordingly. We were extremely satisfied and impressed.
Jeff did a comprehensive estate plan for me. He is very knowledgeable and professional. He answered all of my questions and explains things well. The entire process was completed in a prompt manner.
Posted by Dan Karon
We had real issues with an executor and her probate attorney, especially since we were out of the state. We hired Jeff, and we immediately began to feel great. He was attentive, competent, and affordable. I'd recommend him highly to anyone in need of probate help.
Posted by John B
So, I was in need of a Attorney. Who specialized. Jeff was Great.. He was informative...spot on..
Cost was reasonable.. He is NOT a typical Attorney...but one who went out of his way to get the job done..
His kindness and reassuring of the situation, was not only comforting.. but as I said... Spot On..
I can not thank him enough..
Posted by a client
I was the successor trustee of a family estate. I hired Mr. Gottlieb to help me settle the estate. I had to deal with a number of relatives, many of whom I had not seen in years. The family trust provided a different distribution of assets to each of the named relatives. One of the beneficiaries was an attorney. My relatives challenged the accounting and tried to micro manage my handling of the estate. It was very frustrating. We had several beneficiaries challenge the trust. We had other relatives who threatened to sue me even though there was no wrong doing. Mr. Gottlieb calmly and professionally helped me through all the challenges. He kept me on task and on schedule. He made sure that I followed all the appropriate steps to settle the estate as quickly and efficiently as possible. He was always there. I don't know what I would have done without him. I am blessed to have found him. I cannot say enough about his professionalism, his knowledge, his being there for me.
Posted by Dennis and Angeline
Jeff helped my wife and I administer her father's trust. He advised us concerning possible legal challenges by dissatisfied beneficieries, wrote letters to trust beneficiaries, assisted in distributing trust assets, and explained cost and expenses of trust administration. Jeff also helped us with several ancillary matters, i.e. our potential liability for gifting old firearms to a relative.
In all matters Jeff demonstrated great knowledge, experience, and kindness. Most important to us, Jeff was always easily accessible by phone or email, patiently answering our numerous questions.
We highly recommend Jeff to anyone having any legal issues relating to wills, trusts, and estates. You won't be disappointed.
Posted by Victor Williams
My review of Jeffrey R. Gottieb is he works very hard to make sure he's clients are happy and well taking care of. He is very trustworthy, responsible, informative, and honest. I would recommend Jeffrey to anyone who wants fast and professional help with a case that will need excellent advice. The number one observation that I took upon Jeffrey is that I knew with a little faithful we were going to be in good hands. I really appreciate the knowledge and professionalism that Jeffrey uphead and I will defiantly recommend him to everyone that needs a helping hand.