Estate & financial planning Took the time to explain the…read morepros & cons Worth every penny

Where to begin with Spirit West Certified Planning?…read more For more than 25 years my husband and I were encouraged to have a trust set up. We were very busy business owners and never seemed to make a priority. We thought it would be an onerous and very time consuming deal...UNTIL we met our neighbors, Kevin and Amelia Schaefer. We learned they were certified trust and estate planners. Kevin took the time to briefly explain why we needed a trust. We did NOT want to have to go through probate. So, we booked an appointment. The entire office staff is friendly and makes you feel like you are family. We were so blown away by the expert advice and time that Kevin took to explain every little detail. He guided us on decisions that we had wrestled with in deciding what would happen when we are at the end of our life. We are professionals and have been in business for more than 30 years. We know expertise when we see it. Kevin is the consummate professional. We were so impressed with the level of service that we referred Kevin and Sprit West to my 85 year old mother, who was in dire need of a trust. Before you know it, Kevin had her all set up and it's a good thing. Recently, she was hospitalized and if the trust and medical documents weren't in place we would be in a world of hurt. I could go on and on about the level of service that Spirit West provides. But I think you get the picture. I am grateful that my husband and I now have peace of mind in how our estate will be administered. Thank you, Kevin, Amelia, Jonathan and all the staff members at Spirit West. We will be sure to refer your services to everyone we know!

We hired Chris to prepare a family trust. He explained the details thoroughly, gave us clear and…read moresimple instructions of what we needed to provide, and the results were beyond our best expecations.

Mr Inman gave me great advice on my elderly parents trust issues. I highly recommend his services!read more

Julie Martin is the most trustworthy, attentive, caring attorney I have met. She is incredibly…read moreintelligent in the area of law and gets things done quickly and its always top quality.

I'm an insurance broker for people over age 65 and all I was trying to do was find someone…read moretrustworthy and knowledgeable in Elder Law to refer my existing Medicare clients over to when they need a consultation on setting up a trust in order to qualify for Medicaid. The earliest appointment her office would give me was a week and a half after I initially called them. I was clear in my initial conversation with her assistant, Katie, that I only needed a 15 minute block of time to speak with Julie and I was interested in referring business to Julie without expecting any sort of compensation in return. When our scheduled appointment date and time arrived, I received no phone call. I called Julie's office and I asked Katie when Julie was going to call me. Her assistant told me that "Julie was busy with another client and wouldn't be able to speak with me at all today". I was shocked that I had to call in to Julie's office to find out that she was going to ignore our appointment that was scheduled a week and a half ago! Julie blew me off and didn't even extend me the courtesy of having her assistant call me in advance to tell me that a 15 minute meeting together was not worth her time. Personally, I would NEVER treat anyone like this, but I guess everyone runs their business in their own unique way. Dealing with Julie's receptionist today gave me a really good eye-opening preview of how my Medicare clients and their POAs would have been treated if I had referred them over to Julie for consultations and for their Trust documents to be drafted. Her rate is $275 per hour and she charges $1,400 to draft a simple Miller Trust document, so there are more affordable options available. As a small business owner myself, I understand that the need to reschedule appointments comes up from time to time, but to have so little respect for someone else and their time that you don't even bother to notify them that you won't be keeping your appointment with them is really low. I will never refer any of my clients in Arizona to Julie Martin. That's my personal experience with the Law Offices of Julie Martin Elder & Special Needs Law, PLLC and hopefully your experience is better than my own.

Excellent Lawyer in court, she knew exactly what to say and when. My case is very complex so I was…read moreextreamly anxious and really needed someone who not only knew my case but was able to advocate for me and my young son! Valarie was knowledgable, Intuative and did not take no for an answer and my case finally made a breakthrough andturned in the right direction. There are not words to describe how that feels to a mother who is desperate for Justice - I cant Thank You. Enough Valarie Mcneice!! I look forward to more progress at our next hearing. JG

Update: June 27, 2019 the Judge signed an order of restitution to be paid within 30 days. We will…read moresee how this goes, as she has filed bankruptcy! I still don't understand how an attorney can take your money, not do any work, you lose in court because your so called attorney never filed paperwork, and they are not arrested for "stealing"?

I simply can not say enough positive things about Mark Goodman. We were involved with a dispute…read morewith a neighbor over a real estate issue. Mr. Goodman used every resource available to prove that the allegations made against us were completely false. Mr. Goodman constantly was available to answer any questions and provide reassurance when needed. I would highly recommend Goodman Law to any of my friends and family.

The previous reviewer described exactly what happened to us yesterday. The receptionist is a…read morecharming woman, you pay $150 (credit card) just to talk to Goodman. The man is ugly in his manner towards other people, no handshake, no greeting. In our case both my husband and I were in the meeting and he went to town insulting us from the start. We came with a real estate contract dispute, well prepared, documents lined up in a row and he wouldn't so much as look at them, just started pontificating on how great he was and how hopeless our case was because he was too expensive. We subsequently spoke with another professional and learned that some of the "facts" that he spouted out to us were not accurate. There are some good attorneys that help people, Mr. Goodman is NOT one of them.