How to Incorporate Digital Assets Into Your Estate Plan
~DEFINE digital assets and understand what controls them. ~Create a PLAN for your digital assets. ~Understand the importance of MAINTAINING your plan.
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Procino-Wells & Woodland made dealing with my wife's illness much easier for me. We appreciate everything they did for us.
The one "all inclusive price" for our Estate/Trust planning was a great way for the client to actually know what the cost of services would be. There were "no surprises" in cost. We were grateful we knew what finances we needed to have upfront.
Karen Hurley was outstanding! During this difficult pandemic time she always returned my calls and fully answered my questions. My mother's estate was handled with very professional and compassionate care.
We had a great experience with the PWW team when preparing our Trust documents. They are professional, knowledgeable, responsive and we felt very comfortable asking questions and knowing they would be answered in a way we would understand.
I'd like to recognize the excellent communication we have had over these past four years with everyone at PWW. Both phone calls and emails were answered within an hour or two at the most.
Extremely competent & fair. Very calming atmosphere.
I want to express my true appreciation for the professional people I worked with in settling my father's estate. I also want to especially thank Karen Hurley. Not only is she professional, I feel she went above and beyond to be available and answer all of my questions. She was clear and concise, explaining things in terms I could understand. Thank you and your team for seeing me through.
I am a Power of Attorney for my father who is in assisted living and on Medicaid. Danielle Marvel was wonderful to work with. She is very knowledgeable about the Medicaid process and the Miller Trust. She also set up a Caregiver Agreement and Log Sheet for me. I was very impressed with her wealth of knowledge.
Leslie was amazing as was her team!
Danielle was always available to answer emails & questions in a timely manner. Being a nurse in a new position with limited vacation time, the firm was flexible with appointments & tasks that I had to do as the Power of Attorney.
I was more than satisfied with my experience with your firm. Everyone from Erin to Amber Woodland was friendly, eager to assist me with all my questions and concerns, totally professional at all times. I will definitely recommend PW&W to anyone needing legal assistance.
My overall experience with the firm was very good. The entire staff were always very polite, patient & professional. It was a pleasure working with Leslie DiPietro on this project. She made our meetings very productive, comfortable & easy. Leslie is very patient and professional.
Both attorney and staff were professional, friendly and caring. They made the estate planning process – ordinarily an uncomfortable one – pleasant and reassuring. We will highly recommend this firm to others.
Every member of the staff, from the front desk to the attorney, treated us with kindness, professionalism and courtesy. Fantastic operation.
I met with Amber a very short time after my husband passed. She was compassionate and very helpful in identifying my needs. I felt like I made a friend.
Everyone we worked with was absolutely amazing! The level of patience, understanding and compassion of your entire team is second to none! We are so thankful to all of you for helping us understand the process and helping us reach our end goal quickly.
We are very satisfied and also grateful for the insights and guidance from the whole staff with whom we worked. We are relieved to have found help in planning critical issues and understanding of our situation-- not a "cookie cutter" procedure.
I want to especially compliment Jessica Whaley on all her help. She did a wonderful job. Thank you so much.
PW&W Law provided professional and courteous service for our estate and special needs trust needs.
We were very pleased with the services your firm provided and Leslie did an outstanding job working with us and guiding us through the process of developing our Will, Power of Attorney and Medical Directive. She was very thorough in her presentation and answered all of our questions. The entire process was completed in a timely manner. We felt most comfortable working with Leslie. She had several suggestions that we would not have known to do and we were happy she presented those to us. When coming into the Berlin office, the receptionist was always friendly and welcoming. The chocolate chip cookies were a nice added touch.
I found all staff very professional, knowledgeable and courteous. I was made very comfortable while handling a difficult task. I also appreciated their ability to explain all that I did not understand even after careful reading!
10/10, would recommend to all friends and family!
My experience with Procino-Wells & Woodland was excellent. I contacted them after losing both of my parents in a very short time. Their help and guidance made my job as Executor of the Estate much easier to understand as I have never had any experience handling matters like this. They helped our family navigate a very stressful time and we really appreciate it.
I have utilized PW&W for my legal needs for over 10 years now. The services rendered by your firm are done so consistently with the highest degree of professionalism & always with an intimate personal touch. For my needs, there is no other law firm... period. Thank you so much.
Erin Steele was wonderful. Explained everything either by email or phone. Always available or returned phone calls or emails in a timely manner. My mother received 37 hours from Medicaid. With this we hope to be able to keep her in her own home for a while longer. Thank you Erin for all your work!
I felt comfortable and confident with Amber and all of the staff members with whom I dealt with. They all were courteous, competent and willing to make sure I understood things, and patient with my questions.
It was a complete pleasure working with your team of professionals. The decisions we had to make regarding our mother last summer was difficult for our family. Your group was sympathetic and understanding while at the same time, getting the job done with accuracy and in a timely fashion. Your team also demonstrated the highest standard of communicating with your clients and with that, moving the process along smoothly. I particularly appreciated the quick responses to our questions or concerns. Thank you so much for your kindness and professionalism.
Not only is everyone at Procino-Wells & Woodland sensitive to my needs but they are all the epitome of professionalism. They are good listeners and make the fears and trepidation of legal maze easy to navigate.
No improvements necessary! Everyone was kind, friendly & professional. The law firm I worked for in Jersey could take some tips from you! Thank you for caring and giving me the help and advice I needed!
Michele's representation was exceptional! She understood our concerns and desires and developed a clear path to our satisfaction. All of this was done in a friendly, professional manner. Her entire staff was exceptional! Our experience with Michele has provided us with peace of mind. Many thanks!
We were very pleased with Michele Procino-Wells, and all her staff, and would highly recommend Procino-Wells & Woodland, LLC to all of our family and friends. Everyone made us feel very comfortable. It was very easy to talk to them. We are thankful for them all.
We are extremely grateful for the expert advice that we received from Erin Steele and Michele! Mom is being well cared for and her finances are secure. We could not have done this without your help!
This process was made easier for us because of the thorough coverage of every aspect of the overwhelming task of wills, trusts, etc. We feel all the details are now taken care of and we don't have to be concerned. Our daughters have the assurance that 'when the time comes' everything is in order and one call to PWW will get the ball rolling. The Estate Planning Portfolio is a valuable tool for us.
Everything went very smoothly and was explained thoroughly by Amber. She was such a pleasure to work with. If we ever need your services in the future we will definitely be coming back. We had, what we thought was, a valid Trust prepared for us in 2009 in Montgomery County, MD, only to find out it was not valid. Amber went the extra mile to explain various items out to us and it made the transaction flawless. Couldn't be happier!
Everything went like clock work! Excellent job by all involved--very professional office and staff, and the cookies were great! Thanks again Amber, for making a "hard" job "easy".
Communication was open and easy, and everything was explained so clearly. We especially appreciated the promptness of returning emails and phone calls.
Ken and I were pleased with how personable everyone we worked with was. Everything was explained very carefully. The spiral notebook that we received with all its information will prove to be very helpful.
Everyone was friendly and professional. Leslie handled legal matters expertly and support staff couldn't have been nicer or more receptive to our needs.
What I like the most was everything was explained to me where I understood it. It wasn't legal mumbo jumbo! Every person I encountered should have their picture in the dictionary next to the word NICE! Thank you so much.
Medicaid is a confusing system-which is not your problem-just commenting. THANK YOU, Amber and Erin Steele for ALL of your patient days/time.
It has been a little more than a year now since our Mom passed and we believe everything is finally settled. Jim and I just wanted to thank you for the very professional manner in which you led us through this process. As you are very aware, Delaware has become a very busy retirement area, thus an aging population. There is a great need for high quality, trained personnel in geriatric care and support. You certainly meet that criteria. Keep up the good work!
You all seem to be a very well oiled firm. You were able to quickly & cost-efficiently address my legal concerns. It was a pleasure to work with you, and I will certainly recommend your firm in the futures as well as see your assistance for future matters.
Your counsel helped us to clarify in our minds some family situations; since we are a uniquely blended family. We sincerely thank you for helping us to establish a trust that benefits us and our children.
I was treated with courtesy and respect by each and every employee I was in contact with.
We were very pleased with Amber's preparation of our revocable trust and her patience in answering our many questions. Also pleased with Laura Riddle's effort to work with us in retitling our various accounts, some of which required her expertise in talking with bank trust officers.
Being part of the senior population and over the years consulting with other attorneys--it was a pleasure to meet and work with Amber, she was in my estimation a lawyer you could have complete confidence and trust.
Amber was great, easy to talk to, and very efficient and above our expectations. Greatly appreciated, she was friendly and courteous and patient with us throughout the speedy process. Thanks.
We have been very impressed with Danielle Marvel and her expertise with asset protection. She has been a true blessing to our situation. Her knowledge has eased our concerns throughout the entire process. It is certainly comforting to have her answer our questions and direct our decisions. We know we are in great hands. Thank you!
Thank you so very much! Greatly appreciate your support! Everyone was so professional and very approachable to discuss any matters concerning our estate planning.
You were able to take what was initially an overwhelming experience and break it down into manageable and understandable parts, which for a lay person is very important. I feel comfortable and confident that my affairs are in order.
Honestly, it was ALL good - steady communication about the process, and the updates re: progress; empathy with the challenges; realistic managing of expectations with timelines, etc. - and again, Danielle Marvel was SUPERB. Thank you all!
I am sure we all can improve but I find it difficult to see how y'all could. Perfection personified!!
We felt Amber provided personal attention to all our needs and most of all was able to explain all parts of our documents that we originally did not necessarily understand. Amber is an excellent communicator.
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