Marla Stewart Owczarek

While we had a positive result in the end with a Trust, Pour Over Will, and PoAs, we had several problems along the way such as: 1) We received a Trust, Will, Living Will document drafts with incorrect Executor information. Not what we had discussed in our initial meeting. 2) One Beneficiary name (...my daughter’s middle initial) was incorrect stated. 3) The warranty deed which places the house into the Trust was missing from the draft documents sent. My wife was familiar with this process via her father’s Trust but a less familiar client might setup a Trust with no assets in that Trust. Not helpful. 4) Our insurance company wanted us to upload a copy of the Trust since our Trust now owned the Home. However, we just received a read-only, encrypted version that could not be uploaded to our insurance company. We asked for an unencrypted version but Affordable Attorney would not send us an unencrypted document. So we had to pay for 40+ pages to be scanned and converted to a PDF. Not helpful. >>Overall, the handoff between our lawyer and the paralegal who prepared the documents was flawed. I question whether documents prepared for other clients are flawed, as well. But thankfully we knew what to look for in this process or we might have had a horrible result.

Marla made the revising and updating of our Wills a near effortless and pleasant experience. She found significant errors in our previous Will that another Law Firm had done 10+ years earlier that could've been potentially expensive and would've ended up in Probate . Would hire her again! Highly re...commended!!!...Tony and Leigh Bennett @ Lakewood Ranch.

Marla Owczarek and the team at Affordable Attorneys were outstanding. Unfortunately, I was in need of an estate plan quickly, not only did Marla grasp my situation and put me at ease with the situation I thought would be difficult and needed a relatively quick turnaround time. The Plan ultimately pro...vided exceeded my expectations.