Nancy C. Nawrocki

My husband and I set up our trusts --- one for each of us in 2006. I believe the cost was $2500 and the process seemed to go smoothly. Then in November, 2012 my husband died. In early December I went in to Nancy's office to arrange to update the trust. I came in with all the requested files, death... certificate AND PAID THE $3500 UP FRONT REQUESTED. January 24 I received a notice from Transamerica, one of the investments held by my husband, questioning why they hadn't received the paperwork for the settlement. I contacted my paralegal also reminding her of several other things that needed transferring into my name and she assured me she was "working on it". She also requested and received another death certificate. In early March I was AGAIN contacted by Transamerican and also Lincoln National, another investment, inquiring why they hadn't received the paperwork to complete the settlement of the claim. When I contacted the paralegal to remind her, she also asked for other information that I had provided previously. Lincoln National and Transamerica were finally settled in April but there were elements of the settlement not finished until AUGUST and even then there were typing mistakes that fortunately I caught before I left the office. I feel I paid my fee in December, then my needs were put on the back burner. As a contrast, my husband had a Prudential Insurance policy that I settled myself with Prudential walking me through the process including getting an EIN number from the IRS. It took 3 to 4 weeks. Why did it take the "professionals" 4 + MONTHS! In addition I was assigned to 3 different paralegals with no notification of the change. I found out when emails no longer worked or didn't get answered. This was not a good experience---my advice is to check with your friends and relatives---particularly if after a death you anticipate needing money quicker than a quarter of a year down the line.

Just the facts: Based on a recommendation we cold-called Nawrocki for a consultation. We were offered an hour to hour and a half consultation price: $350. No other information was offered on the phone other than to say the consultation fee would apply toward our eventual service at the firm. Our app...ointment occurred Thursday February 15th 2018. We knew what we were looking for and told Nawrocki when we sat down: a trust, powers of attorney, a lady bird deed for our widowed father's home. Based on this information Nawrocki gave us her non-negotiable flat fee of $4800.00 [for us at least]. Our elderly father was ready to pay, I quickly interceded. Once Nawrocki determined we were unlikely to sign- she abruptly got up and left the meeting room. Total time of our $350 dollar consultation-- less than fifteen minutes. We received no useful information at all. I'm sure Nawrocki's opinion is that her Cadillac service is worth it, we engaged a perfectly competent attorney for a third of this cost- we were only going to buy what we need but it cost us time and money to find out. Net: a $350 dollar lesson. Perhaps your results will be different.

I am a retired lawyer, having practiced in areas involving the health care industry. When my wife and I needed help for personal matters related to elder care I knew I didn't have the specialized expertise necessary. One of Nancy's free seminars convinced me that she knew what she was talking about s...o we hired her and have been extremely pleased with her advice, her document preparation, her staff and the results of her efforts on our behalf, particularly with respect to the Veterans Administration and Medicaid. We recommend her highly.