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.

I recently had the pleasure of working with Marla Stewart Owczarek at Affordable Attorney Gerling Law Group - she is an experienced estate attorney who provided exceptional legal services for me and my family. She took the time to listen to my needs and worked with me to create a comprehensive esta...te plan that met all of my objectives. Marla was always available to answer my questions and to provide guidance and her attention to detail was evident in every aspect of my estate plan. I would highly recommend Marla Stewart Owczarek to anyone in need of estate planning services. Her expertise, professionalism and commitment to client satisfaction are truly unparalleled. Thank you Marla, for all of your hard work and dedication to my estate plan!