Right Size Law PLLC

I recently worked with David Taylor of Right Size Law to update my estate plan and came away with a much greater appreciation for the value of an attorney who specializes in elder law. I assumed my existing estate plan, prepared only eight years ago, would need only modest revisions. Instead, David identified important changes in the law and planning opportunities that materially affected how my estate plan should be structured. His recommendations went beyond updating documents. He incorporated thoughtful, flexible planning strategies designed to address future needs and adapt to circumstances that cannot be predicted today, particularly those involving beneficiaries. What impressed me most was his ability to think several steps ahead. Rather than creating a static set of documents, David developed a plan that anticipates change and provides options for a variety of future scenarios without having to revisit and revise the entire estate plan. Also, the cost was comparable to what I paid for estate planning services from an attorney who was not specialized in elder law. The difference in expertise, insight, and sophistication was substantial. I recommend David Taylor. My experience demonstrated the value of working with someone whose practice is devoted to elder law and estate planning.

When we first contacted Right Size Law (RSL) we wanted to get a Will done but in discussion with Mr.Taylor we realized more was required to protect us as we aged. RSL worked with us on Estate Plans that included answers to questions about elderly care and end of life issues. All questions were answered in a timely, thoughtful way in a very comfortable environment. We would highly recommend this company for these important services.

I can't recommend Right Size Law enough. From the moment I sat down, I felt compassion and reassurance that I was in experienced hands. I was nervous about setting up a trust, but they guided me through everything with patience and kindness. The entire team is attentive and responsive, making a daunting task stress-free. I walked out with my portfolio binder and peace of mind. Also, Right Size is reasonably priced!" — Michael K.

Right Size Law was recommended to my mother when she was creating her will and estate plans. David worked with us, the family, to understand the options available and to think through the ramifications of our choices. He then came up with an estate plan that was specific to our needs. Throughout the process, David (and Maria) were wonderful -- responsive, informative, and thorough. Their services were invaluable to us and I would highly recommend them for their estate planning expertise without reservation.

I am delighted to recommend David Taylor and Right Size law (RSL). David is extremely knowledgable, listens well, and focused on on understanding and meeting our needs. David identified numerous opportunities to optimize our outcomes in areas where we had little knowledge of the law or the mechanisms through which our objectives might be met. Importantly, David and his team kept the process moving when it would have been easy to let things slip. Finally, David was patient and thorough in answering our many questions as we sought to understand this complex domain at the intersection of elder law and estate planning. Five stars for David and Right Size law!