Mary Merrell Bailey

Mary Merrell Bailey

5.0
Rating: 10.0

Licensed for 24 years

Estate planning Lawyer at Winter Park, FL
Practice Areas: Estate Planning, Probate, Tax

2323 Lee Road, Winter Park, FL

About Mary

Biography

Practice Areas

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Florida for 24 years

State: Florida

Acquired: 2002

Member in Good Standing

No misconduct found

Location

Your Caring Law Firm

2323 Lee Road, Winter Park, FL, 32789

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Mary Merrell Bailey's Reviews

Avvo Review Score

5.0 /5.0

3 Client Reviews

5 star (3)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Dale | May 21, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Client

Merrell Bailey prepared our estate planning documents. She was fast, efficient, and genuinely caring. Most impressive. We recommended her to friends. They too are most impressed with her professionalism. Fees are reasonable.

Posted by Jackie | February 22, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Knowledgeable and kind

I hired Merrell Bailey to help our family with my mother’s estate documents and planning. We were amazed at how much she knew about not only estate planning but also all the tax and probate issues related to our case. As anyone who deals with the elderly knows, these issues about assets and estates c...an be very emotionally charged. Her kindness made us feel she really did care about us as clients and people. I have recommended her to all my friends and colleagues.

Posted by Sean | November 2, 2013

Out of the Box Thinking with a Smile

Merrell is easy to speak with about the tough decisions surrounding estate planning, wills, trusts, etc. She speaks and acts with heart and understands why we are asking for legal advice. Personality and relationships are key to our family, Merrell provides us with this and so much more. Her out o...f the box thinking and solutions allow our family to simplify our lives. Merrell is always the first call we make when we need legal advice.

See All Client Reviews

Mary Merrell Bailey's Lawyer Endorsements

Endorse Mary
Suzanne D'Aunoy Meehle headshot
Suzanne Meehle

Estate planning lawyer | Feb 19

Relationship: Worked together on matter

"Merrell Bailey and her partner Hallie Zobel are the only two estate planning and probate attorneys I refer to. Merrell is simply the best, most creative estate planning attorney in Central Florida. I refer all of my small business clients to her firm."

Kari Dawn Coultis headshot
Kari Coultis

Estate planning lawyer | Aug 04

Relationship: Fellow lawyer in community

"I endorse this lawyer. I have an opportunity to see Merrell several times each year at different continuing education events, and I always enjoy brainstorming with her on various case-related issues, as well as marketing and practice development ideas. She is a very knowledgable attorney and a great person!"

C Douglas Welty headshot
C Welty

Estate planning lawyer | Jun 07

Relationship: Fellow lawyer in community

"Merrell is a topnotch Florida estate and trust planner who is comfortable with the fine points of estate and gift tax law. She's at the top of my list when my clients need Florida counsel."

Christopher Chad Cronon headshot
Christopher Cronon

Estate planning lawyer | May 01

Relationship: Fellow lawyer in community

"I endorse this lawyer. She is a kind and true professional."

Bryce A. Fetter headshot
Bryce Fetter

Estate planning lawyer | Apr 15

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Jeffrey Manuel Sydney headshot
Jeffrey Sydney

Estate planning lawyer | Feb 03

Relationship: Other

"I endorse this lawyer. Merrell Bailey brings extraordinarily deep and broad knowledge, expertise, experience, and sophistication to the practice of estate planning. She is a respected resource for her professional colleagues and an invaluable counselor and advocate for her individual and business clients."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  10.0 (Superb)

Honors

2026

2026 Best Lawyers Trusts and Estates, Best Lawyers

2025

AV Preeminent 2015-2025, Martindale-Hubbell®

2025

2024 Super Lawyers Selectee Estate Planning and Probate, SuperLawyers

2024

2024 Super Lawyers Selectee Estate Planning and Probate, SuperLawyers

2024

2025 Best Lawyers Trusts and Estates, The Best Lawyers in America

2023

2023 Super Lawyers Selectee Estate Planning and Probate, SuperLawyers

2023

2024 Best Lawyers Trusts and Estates, The Best Lawyers in America

2022

2022 Super Lawyers Selectee Estate Planning and Probate, Super Lawyers

2022

2023 Best Lawyers Trusts and Estates, The Best Lawyers in America

2022

Best Lawyers in the Orlando metro area for Trusts and Estates, Best Lawyers

2021

Trusts & Estate Planning Super Lawyer, Super Lawyers

2021

Florida Legal Elite, Florida Trend Magazine

2021

Trusts and Estate Planning, Best Lawyers

2020

Best Lawyers for Trusts & Estates, Best Lawyers in America

2020

Estate Planning and Probate, Florida Super Laywers, Super Lawyers

2019

2019 Best Lawyers in Trusts and Estates Central Florida, Best Lawyers

2018

2018 Selectee, Super Lawyers

2018

Trust & Estates, Best Lawyers

2017

Florida Legal Elite, Florida Trend Magazine

2017

2017 Selectee, Super Lawyers

2016

Most Trusted Probate Law Firm - Orlando, Florida Trend Magazine

2016

Florida Legal Elite, Florida Trend Magazine

2014

Five Star Estate Planning Award, Orlando Magazine

2013

Top 50 Businesses and Community Leaders, UCF College of Business Administration

2013

Five Star Wealth Manager, Orlando Magazine

2012

Creating Lasting Legacies, WealthCounsel

2012

Hall of Fame, UCF College of Business Administration

2011

Five Star Wealth Manager, Orlando Magazine

2001

Valedictorian of Graduating Class, Barry University Dwayne O. Andreas School of Law

2001

Faculty Professionalism Award, Barry University Dwayne O. Andreas School of Law

Work Experience

2009 - Present

Managing Partner, Your Caring Law Firm

2005 - 2009

Managing Attorney, Estate Planning and Legacy Law Center, PLC

Associations

2007 - Present

American Association of Attorney-Certified Public Accountants

Member (Previously Vice President -- Central Florida)

2002 - Present

The Florida Bar Association

Member

2002 - Present

American Bar Association

Member

2002 - Present

Orange County Bar Association

Member

Alabama Society of Certified Public Accountants

Member

Real Property, Probate and Trust Law Section of The Florida Bar Association

Member

Tax Section of The Florida Bar Association

Member

Law Practice Management Section of the American Bar Association

Member

Real Property, Probate and Trust Law Section of the American Bar Association

Member

Taxation Section of the American Bar Association

Member

University of Central Florida's College of Business Administration's Dixon School of Accounting

Adjunct Professor

National Endowment for Financial Education

Member - Board of Trustees

UCF Town and Gown Council

Member

Education

2007

University of Central Florida

M.S. Accounting

2001

Barry University Dwayne O. Andreas School of Law

Juris Doctor

2001

University of Central Florida

M.S. Taxation

1989

University of Central Florida

MBA

1985

University of Central Florida

BSBA Accounting

1985

University of Central Florida

BSBA Finance

Speaking Engagements

2021

The Estate Planning Greenhouse Charitable Giving

2020

Bok Tower Gardens Estate Planning Greenhouse: Home for the Holidays Cognitive Decline: Warning signs and questions to ask

2018

Is This Really a Thing with Paul Jarley, PhD Is Behavioral Ethics Really a Thing?

2015

Weekly EAGO Meeting

Are You Smarter Than An Estate Planning Attorney?

2015

Planning Workshop

Estate Planning & The Wizard of Oz

2015

Planning Workshop

Estate Planning for Young Adults

2015

Planning Seminar

Same-Sex Planning

2015

Monthly Planning Workshop

Cookies & Counsel™ On The Road

2015

Monthly Meeting

Estate Planning

2015

Monthly Meeting

Estate Planning

2015

Leadership Development Class

Estate Planning for Young Adults

2015

CFGLLA Luncheon

Same-Sex Planning

2015

Bizwomen Mentoring Monday Mentoring Monday

2015

Alumni Lunch

Legal Panel

2015

34th Annual Accounting Conference

Stuck in the Middle With You

2015

2015 Financial Symposium Housing Options for Aging in Place

2015

2014

Your Future, Your Legacy Stuck in the Middle With You

2014

USF Planned Giving Symposium

Stuck in the Middle With You

2014

Richness of Life Seminar

Estate Planning

2014

Planning Seminar

Estate Planning

2014

Orlando Women’s Conference Life Lessons from The Wizard of Oz

2014

Estate, Trust & Guardianship Committee Meeting One Year Later: Windsor

2014

Career Panel

Career Panel - Legal

2014

Bizwomen Mentoring Monday Nationwide Mentoring Event

2014

2014

Accounting & Financial Women's Alliance

Estate Planning Lessons from Downton Abbey

2014

20th Anniversary Luncheon

Estate Planning

2014

2014 Financial Symposium

Stuck in the Middle With You

2013

2013

President’s Appreciation Luncheon Are You Smarter Than An Estate Planning Attorney?

2013

Orange County Bar Association Married There But Not Here

2013

2013

Central Florida Gay & Lesbian Law Association DOMA Panelist Discussion DOMA

2013

Allgen Financial Services Business Retreat

Estate Planning

2013

Accounting & Financial Women's Alliance Estate Taxes

2013

2012

National Webinar

Planning for Children & Beneficiaries

2012

Diminished Capacity Forum Diminished Capacity

2009

28th Annual Accounting Conference

OJ Lived Here for a Reason -- Florida Asset Protection

2009

2009 AdNet Spring Conference

Professional Advisor Education--a National Initiative?

2008

Estate Planning Seminar

Estate Planning

2008

27th Annual Accounting Conference

Estate Planning Opportunities for CPAs

Publications

2019

2014

MarketWatch Primer on Probate

2014

UCF College of Business - Dean Jarley's Blog Failure Friday: Gablinger's or Miller Lite?

2013

Fox Business News Taking Away Dad's Checkbook

Languages

English

Activity

Avvo Rating

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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
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10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution