Based on 4 reviews
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Posted by a Estate Planning client,
I researched a long time before I finally settled with Steven Oakley. He was very professional and had a great presentation and made us so comfortable from the beginning. We trust our estate planning with him and would recommend others to do the same. It takes 3 meetings to get your estate planning done. The first is a free initial meeting where he explains what he does and the pricing options. Then if you do decide to go with him then during the second meeting you provide all your information for your estate planning. You get a DPOA , an advance directive, beneficiaries if you or your spouse dies all set up and more. Then during the third meeting he hands you your estate planning folder with everything in it along with a CD copy and he goes through everything with you. You also receive an Emergency Medical Information Card you can keep in your wallet if ever you get hospitalized. He answered all our questions and everything that I wanted on my checklist for estate planning was marked off because of him. There is a yearly annual review that you must pay for but it is worth it because you need to keep your estate planning updated or else some things might become invalid. The price is on the higher end but you definitely pay what you get for and I wouldn't want to pay cheap when it comes to my family and estate planning. Like he said to us during his presentation, think of it as an investment into your future for you and your loved ones.
Posted by teri, a Trusts client,
My husband had just passed away, and my mother and I wanted to put our house and other assets into a trust. The moment we met Mr Oakley we both felt comfortable with him. He respected us, and explained every detail so that we would understand what was involved in getting a trust. The first time we met I was very much in the throes of grief- but he made the time comfortable and felt like both my mom and I were treated with respect. Mr Oakley is not just a knowledgeable attorney regarding laws, etc- he was compassionate as well, this is what we were looking for.
Posted by Farid, a Estate Planning client,
Steven Oakley is a highly skilled estate planning attorney. Heâ€™s meticulous and takes great care of families. He was sure to steer me clear of pitfalls and made sure I knew the pros and cons of each decision.
Posted by Matt, a Estate Planning client,
Knowledgeable and caring; Made me and my family feel comfortable; explained everything and took the time to answer all questions and address our concerns. Type of person you would like to have as your lawyer and also your friend. I would definitely recommend him to anyone who desires quality and compassion.