1. Apricity Law

    1. Apricity Law

    0

    Truckee, CA

    Apricity Law

    5.0 (1 review)
    Open 9:00 am - 5:00 pm
    Updated 3 months ago

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    Response time

    2 days

    Response rate

    100%

    Services - Apricity Law

    Business litigation

    Estate planning

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    5 years ago

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    Porter Simon

    Porter Simon

    5.0
    (1 review)

    Gayle and I had last updated our Estate/Trust papers in 2016 when we lived in the Bay Area. We…read moresubsequently moved to Genoa NV in late 2020 and this year decided that our paperwork needed an update. We asked about for Estate Attorney recommendations, then took the advice of our friends Jim and Marti, who used Kelley Carroll at the Law Firm of Porter Simon. They have offices in Truckee and Reno. We contacted Kelley, made an in person appointment (at the Truckee office) and then proceeded to send him that last 2 revisions of our Estate/Trust documents. What Gayle and I really appreciated about or meeting with Kelley was deep knowledge of his field, laying out a reasonable path forward, and explaining opaque terms and concepts (at least to us) in a simple, understandable, and often humorous manner. From there, Gayle and I needed to make a few up front decisions regarding things like Successor Trustees, Agents, Power of Attorney, Health Directives, A/B Trust vs. Other, Distributions, etc. etc. That was easier than expected with Kelley's assistance. Probably our largest challenge was our own inertia in keeping the back and forth review process going and finishing up. The documents are now all signed and our Estate Trust/Papers are updated consistent with Nevada law. The process wasn't necessarily cheap, but the final product was an excellent value. The scope of work did not include 2 Nevada Health Directive programs which we need to do on our own: - POLST (Provider Order for Life Sustaining Treatment) - Nevada Lock Box where we could upload our advanced directives. We also need to work on what I'll call our "Letter of Instruction" which is information to help the folks left behind to find information on such things as accounts, passwords, and legal paperwork such as our Trust. I also have a well-considered "hunch" that as dynamics change within our greater family over the next several years, we will return to Kelley Carroll/Porter Simon for additional guidance. It's a relief to have this sort of professional service within the virtual Rolodex.

    From the owner: Porter Simon's attorneys have expertise in a broad range of practice areas. Our firm's philosophy…read moreis to serve our clients' legal needs by providing effective and prompt solutions, from business planning to litigation. Our attorneys are skilled at identifying and solving problems, with an eye toward developing long term solutions to ensure future success.

    Apricity Law - realestatelawyers - Updated July 2026

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