NFA Trust Lawyer Review - Marc Halata

[jrh84]

After seeing a couple of good reviews on here, I contacted Marc Halata (Home Page) about setting up a trust.

He emailed back within an hour with basic information about setting up a trust, pricing, and a list of information he'd need from me and the trustees. He took my payment over the phone, and I gathered all the info from my trustees. I sent the info to him the following morning, and he sent me the finished trust later that afternoon.

I called him after it came through with a handful of questions, and he was very helpful in answering them. He knows his stuff, and I feel the extra cost going with him over an online template was money well spent.

$245 initially, $25 amendments, very quick in correspondence and finalizing the trust itself (<24 hours after I sent him the info to complete it... actually it was the same afternoon), and great customer support.

I'd highly recommend Mr. Halata to anyone looking to set up an NFA trust.

 

[tatic05]

I used Marc as well and it was money well spent.

 

[CyberGuyPR]

+1 on Marc. He answered my after hours emials almost immediately and made himself available basically any time. Turned my trust around super quick.

 

[Johnny C]

tag

 

[So IN Dude]

+1 for Marc, quick return calls, $245, short questionnaire, next day it's done.

 

[Clay]

+1 for Marc! So easy its scary!!

quick question, you said $25 amendment, so what was that for??

 

[woody131]

I talked to Marc today about that same thing. He said amendments are for changing your members of the trust.

 

[jrh84]

+1 for Marc! So easy its scary!!

quick question, you said $25 amendment, so what was that for??

You'll need to amend the trust if you want to add/remove trustees or beneficiaries, or change other info within it (change phone number, for example).

 

[Clay]

or I can just use the full version of Adobe Acrobat and change it myself, right?

 

[Clay]

while were talking trusts, did any of you register your trust as public record????

 

[Bfish]

So everything was done without you going to indy to meet with him??

 

[woody131]

I called left a message. He called back in about 30 min. I talked to him for about 20 min. & he took my payment info over the phone. Fifteen minutes later I got a receipt and a info pack. I'm gathering up the required info now. He said after I return the info 24 to 48 hrs and I will get it emailed back to me. Long story short you won't have to meet him to get this done. A few simple phone calls and emails and your off to the races.

 

[jrh84]

So everything was done without you going to indy to meet with him??

Correct...everything was done via phone and email. Surprisingly easy. My only regret was not doing this sooner. I wouldn't be just starting the long wait

 

[jrh84]

while were talking trusts, did any of you register your trust as public record????

I had it notarized as required...nothing other than that, though.

 

[Clay]

yeah, I regret waiting as well. I wouldn't have nearly as much stuff off the trust as I do now. To get everything on the trust will cost me a good amount of $$. Over time I'll get it on there.

 

[Bfish]

Cool ! will be doing it soon enough then! Thanks guys! I appreciate it!

 

[boogieman]

I just used marc to do my trust. I emailed him on Thursday morning, gave him payment and filled in his info sheet on Friday and had my trust on Monday afternoon. I would definitely use him again.

 

[Tanfodude]

Good service from him here too. Everything on phone and email. Very prompt with communication.

 

[hmaverick]

maansmit i tried sending you a PM but I don't have enough posts to send a PM yet. Please call or email me at 708.307.7973

marc@halatalaw.com

 

[joncon]

tag