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Estate Planning Testimonials

While we share much information on the importance of planning for the future now, no one understands that better than those who have already traveled that road. Our past clients share what it was like working with our estate planning lawyers. They explain how the plans we help design and draft have given them the peace of mind they want and the security they need.

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  • It's the most incredible experience I've ever had. I've never had to worry about how many questions I asked. Rep would answer very patient, very kind. A great educator and he did a fantastic job on all of our documents and if I need to call with a question or send him an email, you get an answer right away.

    Charlann: We were looking for an attorney and we were driving up Seminole Boulevard and he was the first to notice. He looked and said, "There's an attorney right here, not too far from where we live in Seminole."    David: I knew where the place was just because I'm cognizant of where we're driving. I said, "We're using a guy up in Clearwater." I said, "We don't need to go up there, let's go in this place right here on the corner." We drive by it every day. That's how we ended up in here.   It was interesting. I like your service probably in many different ways than my wife. The primary one, the reason I like coming here is because she's comfortable.    Charlann: It's the most incredible experience I've ever had. I've never had to worry about how many questions I asked. Rep would answer very patient, very kind. A great educator and he did a fantastic job on all of our documents and if I need to call with a question or send him an email, you get an answer right away.    David: I think Rep is great. I love talking with him and I love dealing with all the people that are here. As she says, you feel comfortable. I knew that five minutes after I came in here. Especially talking to him because he's so outgoing and he's kind of laid back and stuff. We kidded right off and I had a good time. It was an easy rapport right up front.    Charlann: I mean, what else do you want? It's a perfect scenario. it's the perfect, this is the perfect law firm. With your perfect attorney and I can't say enough about what a good experience anybody would have using Rep. He's board certified in elder law.    David: We don't give birthday cards to everybody. On his birthday, we came in and not only gave him a card but we sang Happy Birthday to him.    Charlann: Every year.    David: It floored him.    Charlann: He was coming down the hall and we had this birthday card you open it up and it sings to you. It's one of those musical cards. The birthday card opens up with this crinkly paper type thing and he walked by and he says, "It's my birthday, isn't it?"    David: Got a question? Call Rep, they'll take care of you. Everybody will take care of you. That's the way it should be. That's family.    Charlann: Working with Rep and with Tammy, I'd like to say a couple of words about Tammy, the first thing you want to do when I see Tammy, is give her a hug. The hugs go around a lot with her and with both of us.    David: Yeah.    Charlann: Tammy is wonderful. We love her. She's very talented. She's very good. She is very thorough and it's just an enjoyable experience all the way around. We thank everybody for all they've done for us, for both of us.    David: Mm-hmm (affirmative). Good stuff.    Charlann: Good stuff.    David: Yeah. 

    David and Charlann
  • A VERY Heartfelt Thank-you for allowing Tammy and Donna to go out and assist my mom this morning.

    Once again I find myself in the position of giving you a VERY Heartfelt Thank-you for allowing Tammy and Donna to go out and assist my mom this morning. I spoke with Tammy and she said it was a productive meeting, but heart-wrenching. I must say, I do not think I could have done it, and if I had been there would not have been much help. Please tell Donna , "Thank you " as well. I am sure it was not the most pleasant start to her day ever. She too is appreciated!

    Diane W.
  • Rep has a GREAT Team! They all, Tammy, Joy, Donna, and Gail, are hard working, respect Rep, and are caring individuals.

    Greetings!  My family and I have been a client of DeLoach and Hofstra, Elder Care Service Group, for almost a year.  As this 1 year anniversary approaches, and with Father's Day, this weekend, as the founder of the Law Offices of DeLoach and Hofstra, I wanted to tell you personally how very much Rep, Tammy, and Joy have helped my family. When we first met Rep, in July 2011, my dad was hospitalized, and in and out of a nursing home.  My mother was alone with my mentally retarded brother.  If dad died, she would no longer receive a pension.  If the nursing home consumed all off her "nest egg,” she would be destitute.  In short, it was a dire situation.  Rep and Tammy provided the expertise to get my mother's financial and legal affairs in order.  It was completed efficiently and effectively, with Medicaid being approved!  Joy provided the nursing expertise.  My dad was moved, from [another facility] (which I thought was an awful place), to Tierra Pines. He has received excellent care.  It is a great comfort to know that Joy is available when needed to help insure my dad continues to receive the best possible care. My brother Peter became a client of DeLoach and Hofstra in January, 2012.   Tammy and Rep assisted in working through the maze associated with APD to procure a residential placement with PARC.  In short, the APD system is a Nightmare!!  This was no easy task!!  Tammy attended several meetings with my mother and APD which were highly emotional, and handled them with the utmost professionalism.  I cannot thank Tammy and Rep enough for helping to get Peter placed. Now, as the 2 major crises have been handled, my mom has become one of your clients.   Rep is assisting once again, so that all is in order, and there will be no crises, as mom ages. I am sending this e-mail, because I am sure any dad would want to know what a great job their son has done!  Rep has a GREAT Team!  They all, Tammy, Joy, Donna, and Gail, are hard working, respect Rep, and are caring individuals.  I feel very fortunate to have been referred to your Law Firm.  It has been an experience vastly surpassed by any expectations! Hope you have a great Father's Day!  And thank you for raising such a caring son, who has also become an excellent attorney!

    Diane W.
  • I appreciate the professional courtesy you have shown.

    Mr. DeLoach, Thank you for your prompt action in procuring a copy of the Warranty Deed for our property. This document is exactly what we needed, and all related matters are now satisfied. I appreciate the professional courtesy you have shown. If any future needs arise, I will not hesitate to contact you or recommend your firm.

    Larry C.
  • You and Judy Matthews helped make a difficult time much easier than it might have been.

    Dear Mr. DeLoach, On behalf of my family, I would like to extend a sincere thanks for the prompt and professional way you handled my brother Brendan’s estate. You and Judy Matthews helped make a difficult time much easier than it might have been. Your efforts on our behalf are sincerely appreciated.

    Paul C.
  • Rep made it an easy read and the examples were great for illustrating the points. I highly recommend the book to those who need to start or update their estate plans and related documents.

    We have used DeLoach, Hofstra & Cavonis for legal work, mostly real estate related with Peter Hofstra, since 2000, and we have been pleased with their work on our behalf. When I received the latest Navigator, and saw that Rep had written a book on estate planning, I immediately ordered a copy. My career was in the CPA profession and then as the person in charge of a family office, so I was involved in estate planning for others often through the years. I know from experience, it should be done by someone who is up to date with all the areas - legal, tax, and other. My reaction to Rep's book was that it was very well done - and very timely for us as we need some help with these matters, including our own estate planning update coming up. Rep made it an easy read and the examples were great for illustrating the points. I highly recommend the book to those who need to start or update their estate plans and related documents. And, from my experience - don't put it off!

    Jerry S., Retired CPA
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