Amy June Lazas

Upon receiving a postcard invite to a seminar for Wills and Trusts I became interested in hearing what Amy Lazas had to say about how to handle affairs for my aging mothers estate. After attending the seminar, under Covid restrictions, we were so impressed with the information Amy provided, my husban...d and I decided to update our own Will and create a Trust prior to dealing with my mothers affairs. The experience was very professional and thorough. We covered every aspect of finances, real estate and what to have included from our business. If Amy did not have enough experience on a specific detail, such as the business aspect, she assured us that her vast group of professionals with Providence Law would be there to help. In addition, Amy and Lori added sense of truly caring about us and that factor was highly appealing to me. We completed the signing of our new Will and Trust and promptly made an appointment to bring my mother in to update her Will and Trust. If you're looking for a law firm that cares about what they do and the people they do it for, you should look into hiring Amy Lazas and her team.

After talking about doing a trust and will for a long time, we finally decided to go a seminar presented by Amy. She was recommended to us through friends of friends. The seminar was incisive, and to the point. Her examples were appropriate and descriptive. It was a great overview of what goes on on...ce a person passes. Having dealt with my parent’s estate, we definitely wanted to make sure that our family was going to be taken care of, without the added burden of probate or confusing asset distribution. We made an appointment and proceeded to establish a trust, a will, and a medical directive, which stated exactly what we wanted. My husband being the engineer that he is had lots of questions, and requests. Amy met every question with great answers and was incredibly patient with his requests. We were in capable and professional hands. We now have peace of mind about our estate, and feel confident that it will be an easier process for our family once the occasion arises.

We had been advised by our financial planner that it was time to update our wills and consider estate planning. Shortly after that discussion, we received a flyer in the mail for a free group presentation about Estate Planning to be held nearby. Attending that workshop was incredibly smart on our par...t. It was excellent! We left with a feeling of greater understanding on how to proceed. Amy is very thorough and knowledgeable, and totally put us at ease throughout the entire process. We are pleased with the results. You will be as well.

After receiving a postcard advertisement/invitation in the mail from the Law Offices of Kirk Halpin & Associates, we decided to attend a seminar that Amy Lazas taught on Living Trusts. We went with the expectation that we were only there to gather information and honestly had no intention of pursuin...g a consultation. However, Amy won us over with her upbeat, friendly, down-to-earth demeanor and her knowledgeable attitude. As guests were arriving and signing in, refreshments were available on a back table and a slide show on the estate taxes that had been garnered on famous actors, actresses and other well-known personalities was silently running in the front. It was quite interesting and enlightening. Amy began right on time and, after introducing herself, narrated a power point presentation on asset management, the distinctions between living trusts versus wills and how to avoid probate court. Although it sounds dull, her slides were creative and funny and she was congenial and informative. Even with allowing for questions, which she welcomed and answered knowledgeably, she kept to her allotted time frame. After the presentation, we decided to sign up for a 60 minute personal consultation which we had several weeks later. Amy warmly welcomed us and could not have been more winsome or encouraging. Never once did she try to pressure or manipulate us. Instead, she patiently guided us through a discussion of our personal and family situation and helped us to design a plan based on our priorities. It was only at the very end of our time that she asked if we would like to pursue an estate planning roadmap with her. By that time, we were very comfortable in agreeing to hire her for that purpose. We left that afternoon with list of necessary information to gather along with an Asset Information Booklet. We were given a week to collect and return the Asset Booklet and Statements via a stamped addressed envelope provided at our consultation. Two weeks later we had a telephone review meeting with Joan, a paralegal, to confirm our information and plan choices. Thereafter, Amy and her legal team drafted our plan documents so that everything was ready for our final signing about three weeks later. Our final meeting lasted about 1.5 hours during which Joan reviewed all of the legal documents and then asked another colleague to come in so all of the paperwork could be signed, witnessed, notarized and then copied. Amy arrived at that point to ensure that everything was in order and that we were comfortable with the results. She reassured us that we could call her at any time with questions and that she would continue to have future review meetings to ensure that our plan would support our changing needs. We left with all of our original documents, an Estate Planning Portfolio binder containing copies of our documents and some funding letters to retitle assets into our Living Trust. This was a very smooth and surprisingly easy process that resulted in the knowledge that we have legally made things much easier for our family and our beneficiaries. The accompanying peace of mind is well worth the expense. We would highly recommend Amy Lazas and the Law Firm of Kirk Halpin and Associates.