lupine6 5x3.5 blur6wcWHAT ARE FAQS?

It stands for “Frequently Asked Questions.”

WHAT AREAS DO YOU SPECIALIZE IN?

We are estate planning lawyers.  We help people with wills, trusts, powers of attorney, and we provide billpaying services, guardian/conservator services, and more.  Please review our specific services to get more information: estate planning, personal services, business and non-profit services, legal and fiduciary services, probate, and elder law.

WHERE ARE YOU LOCATED?

We are lucky enough to have our office in beautiful Ellsworth, Maine, a city between Bangor and Bar Harbor.  Our physical address is 134 Surry Road, Ellsworth, Maine 04605.

WHO ARE YOUR CLIENTS?

A regular day in our business might involve visiting an elderly client in a nursing home, creating new wills for a couple who had their first baby, meeting with a trust beneficiary to discuss distribution options, or going to probate court on behalf of a deceased client.

We are located in Ellsworth, but our clients come from all over.  We regularly see clients from Knox to Aroostook Counties (aka Midcoast Maine, Downeast, and The County).  Some of our clients are locals, some have summer residences here.  Some we know from shopping at the same grocery store, some are referred to us by other professionals.

WITH WHICH ATTORNEY SHOULD I WORK?

Any of them!  Sometimes a specific need might direct you to work with one attorney over another.  Or, a certain personality may work better for you.  When we set up your initial appointment, we will try to determine which attorney would best suit the needs you describe.  Of course, if you would like to meet with one in particular, please tell us.

WHAT DOCUMENTS DO I NEED?

Before your appointment, you should spend some time thinking about what your goals are.  You might want to have some notes ready so that you don’t forget any important issues you wanted to mention.  Do not be surprised if we ask you for some of the following documents / information:

  • Full name, address, phone number, and date of birth for the person seeking the legal documents
  • Full name, address, phone number, and date of birth for anyone named in those documents
  • Your most-current legal documents (e.g. wills, powers of attorney, trusts)
  • Name of primary doctor (for the Health Care Power of Attorney)
  • A basic list of your assets (things you own: a house, bank accounts, retirement accounts, business holdings) and your liabilities (your obligations: like a mortgage or credit card debt).  We’ll want to know their values, the titling of each asset, and who the beneficiary is.

If you are coming to us for real estate deeds, we will need the following information:

  • Copies of your most-recent tax bills
  • Original title / deed
  • Death certificate (if applicable)
  • Appointment as Personal Representative (if applicable)

WHAT ARE YOUR FEES?

Fees vary depending on the type of service offered and the amount of involvement needed.  At your first consultation, we will estimate what your total fee might be, including the fee for that meeting.  Some services have a flat rate and others are billed on an hourly basis.

CAN I PAY BY CREDIT CARD?

Yes, we accept credit cards for payment.  Currently, you must phone us with your card information (207-664-0002) or be physically present in the office to swipe the card.

HOW DO I CONTACT SOMEONE IN YOUR OFFICE?

You can call, send us a message, or stop by.  You can email someone directly — the addresses are listed on our Contact page.

WHAT IS YOUR PRIVACY POLICY?

Attorneys are bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy and will continue to do so.

As a client of our firm, any information we receive from you will be held in confidence.  As a general rule, we do not disclose any nonpublic personal information obtained in the course of our practice except as agreed to by you or as required or permitted by law.

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you.  Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate.

We retain records relating to professional services that we provide.  In order to protect your privacy, we maintain physical, electronic and procedural safeguards which comply with our professional standards.

Please also see our Terms of Use.

WHERE DID THE PHOTOGRAPHS COME FROM ON THIS WEBSITE?

Most were taken by Jeff Jones and Elizabeth Young and are scenes of the natural beauty that surround us in Maine.  A few others are stock photos.