This summer, my husband and I finally stopped procrastinating to research firms for estate planning. And we chose to go with Adleman + Bodner. Now most people don’t have any experience with Wills & Trusts, unless they went through the process with family. We had very little, but we came across their firm, through social media, and estate planning is only one of their specialties. We booked a 30-minute consultation,...
This summer, my husband and I finally stopped procrastinating to research firms for estate planning. And we chose to go with Adleman + Bodner. Now most people don’t have any experience with Wills & Trusts, unless they went through the process with family. We had very little, but we came across their firm, through social media, and estate planning is only one of their specialties. We booked a 30-minute consultation, and by the end, we had a crash course and basic understanding of the process. And we felt very confident that Adelman & Bodner knew exactly what they were doing. There was no pressure to sign, which was very reassuring. We were ready, and made the confident decision to hire them.
Of course, everyone’s financials will be different, but it was comforting to know that they understood our situation, and would be there to guide us. Our situation is a bit complicated, but both Frederick and James have been there at every step—to offer their professional opinions and guide us. Currently, we have signed all our legal documents, with Fred doing “all the heavy lifting”.
We are extremely happy and relieved that we entrusted our needs to Adelman + Bodner, and have already recommended them to our friends. As mentioned, they are both personable, patient, and very thorough to make sure needs were handled properly and iron-clad in all legal proceedings.
Had the BEST experice working with this law firm. I was brand new to estate planning and they walked me through the process and explained every step of the way. I was always able to reach out with any questions and they got back to me right away. Most importantly, they cared. I already had an idea of what I wanted, but they went more in depth to protect me...
Had the BEST experice working with this law firm. I was brand new to estate planning and they walked me through the process and explained every step of the way. I was always able to reach out with any questions and they got back to me right away. Most importantly, they cared. I already had an idea of what I wanted, but they went more in depth to protect me and my loved ones. You can't get that with a big national corporation. Please use these guys for all of your needs. I'm so glad I did!
My husband and I worked with Adelman Bodnar on some very important estate planning this year, and we couldn’t have been happier with the experience. They took us through the entire process seamlessly and thoughtfully, including working directly with our financial advisor to set up a trust. We were able to have frank conversations as an LGBTQ+ family in a safe, supportive, and welcoming environment. We always felt that our...
My husband and I worked with Adelman Bodnar on some very important estate planning this year, and we couldn’t have been happier with the experience. They took us through the entire process seamlessly and thoughtfully, including working directly with our financial advisor to set up a trust.
We were able to have frank conversations as an LGBTQ+ family in a safe, supportive, and welcoming environment. We always felt that our particular circumstances were understood and treated with care and respect.
We highly recommend working with Adelman Bodnar at any stage of estate planning. This could have been an overwhelming and complicated process but they made it painless, and straightforward. We appreciate the expertise, guidance, and critical help they provided to us.
They were amazing throughout the entire process of setting up my trust. They were professional, knowledgeable, and highly effective. They made everything easy to understand and handled every detail with care. I highly recommend them!
Meeting with Fred and James was reassuring, because legal stuff can be difficult on many levels, but they are both so warm and professional—not to mention extremely knowledgable—that I felt secure in trusting them with my sensitive needs. It has been very easy to work with them and I look forward to continuing that relationship!