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    Ratner & Pinchman

    5.0 (44 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Ratner & Pinchman

    Estate planning

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    Review Highlights - Ratner & Pinchman

    Maya took care of changes to our family trust, saving us a ton of taxes when the time comes.

    Mentioned in 40 reviews

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    Shaw Legal Office, APC

    Shaw Legal Office, APC

    5.0
    (220 reviews)

    As a single mom, I wanted to ensure that the small business I've worked hard for would be passed…read moreon smoothly, with everything clearly documented and easy for my son to navigate should anything happen to me. The legal process of estate planning felt overwhelming, but I was grateful to have Tara and Arielle address all my concerns and streamline the entire process. I appreciate their transparent pricing and the personalized attention of a small firm, which made me feel valued as a client. Thank you.

    My wife and I have uncomplicated finances: three IRA investment accounts, a non-retirement…read moreinvestment account, a house, and two children and five grandchildren to whom we hope to leave something. Back in 2017, I ventured online and produced a do-it-yourself will and do-it-yourself trust. Big mistake. I discovered that our beneficiaries (our children) were not set up correctly and that the trust would have failed to protect us from probate and was the wrong kind of trust for us. Three weeks ago, we engaged Shaw to do a "trust restatement." What we got were well-crafted trust documents and a team that was easy to work with (Tara Shaw and Arielle Ott). The new trust included what are called "pour-over wills" for me and my wife. Our old wills and our old trust documents are now in the trash can. They have a disciplined process. They (1) sent us a questionnaire to fill out, (2) reviewed and clarified our responses, (3) sent us the draft of the documents with a request for final corrections, and (4) provided a signing meeting with Tara at the end. Throughout the process, they were available to answer questions. Our advice for clients is to be as thorough and accurate as possible in the information you provide steps (1) and (2), else "additional fees may be incurred." They also make clear that "your documents are printed the day before your signing and changes are not made at the signing."

    Ratner & Pinchman - estateplanning - Updated August 2026

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