Patrick Lee Smith

We moved to Florida and needed to re-do/update our will. Everything was very easy. Before, during and after we had many questions and all were answered promptly. We were always made to feel it was never a problem nor an inconvenience. On top of all of that we felt it was very reasonably priced. We wo...uld highly recommend Patrick Smith.

Patrick did a excellent job performing all our estate planning needs including a trust agreement, last will testament, durable power of attorney and patient advocate forms. He also made a change on our property deed which we requested at no additional charge. He was very professional and made us feel... very comfortable with the process. Thank you Patrick for your expertise and professionalism !

In Feb 2015, I paid for P. Smith to write a Revoc Trust. In Nov. 2018,prior to scheduled Brain Surgery, I wanted to make some small Beneficiary changes. I made appoint. for Smith at the Clermont office. I was treated very rudely by Pat Smith. This mistreatment bothered me. The next day I phoned his... office and was going to complain to Smith about the day's before rude treatment. When he came on the line I asked if we could have this conversation in private and confidentially, because I did not want to embarrass Smith by having his staff overhear me chastising him. Smith refused my request for confidentiality, although the request was for his benefit. I have since hired a new attorney to handle my Trust. Patrick Smith will now lose out on more than $40,000 in Trust administration fees he would have earned.

I was appointed this attorney through other representation. He has not got in contact with me in almost a year. When he did finally contact me I asked him a legitimate question and was talked down to like a child and threatened that he would abandon my case if I asked any other questions like the one... I did. This attorney is a joke and I would recommend moving on to the next one. Also his fee is pretty insane. He wants half of the estate sales value as fees.

I am glad I did not rely on the first review and went to see Patrick to judge his ability myself. Patrick analyzed a complex trust and insurance ilet for us free of charge. He did not pressure us to transfer to his firm nor did he recommend changes to the already written documents. This guy was profe...ssional, honest, and had our best wishes at heart when he took time to explain everything to us. Top notch professional that I would recommend and may possibly retain going forward. I'm glad to know I have someone in my corner like Patrick. Totally recommended!