Estate Planning and Elder Law Center of Brevard - Indialantic, Florida

Charles G.

Attorney Roger Klafka was an absolute delight to deal with. Very down to earth which put us at ease from the start. He is very knowledgeable and anticipated many of our questions. We had to update a Trust along with living will, power of attorney, etc. He made it very easy to complete what was a difficult task for us. The office staff and Paralegals are very knowledgeable and easy to work with. We were able to make changes and ask more questions over the phone. We dealt with Danielle for that portion. We would highly recommend using the services of Estate Planning and Elder Law Center of Brevard. They are far superior to anyone we have dealt with in the past.

General U.

Our adult son was diagnosed with cancer and he had not done any legal documents. I contacted the law firm that we had used for our documents. The paralegal Jennifer understood the urgency of getting the legal papers done and expedited the process. Our son signed the documents in the hospital with staff assisting. Jennifer and the entire staff were very caring and kind. He was relieved to have everything done and he is responding very well to treatment. Thank you Mr. Peterson and your excellent staff !!!

Wendi W.

I would like to thank Mr. Peterson and his staff for their professionalism and kindness. They were tremendously insightful and anticipated the future needs of my elderly parents and protected us by making sure that we had the funds to care for our parents. They returned every phone call, answered every question and I cannot recommend them enough!!!!!

Peter L.

My wife and I had been putting off getting a will for many years. We envisioned stuffy formal offices manned with gruff, cigar comping, self important lawyers in Italian suits and Rolexes!
We were also worried if we could afford it. My wife read about an Elder Law office in our town and was impressed with their commitment to family legal matters. We decided to make an appointment. From the minute we walked into Estate Planning & Elder Law Center of Brevard we felt welcome.The surroundings were cozy and professional. We were immediately greeted
and offered coffee and water. Our initial consultation was informative, thorough, and congenial. The attorneys Robin and Roger are exemplary executives, and along with Erica, Jennifer, and Danielle, Elder Law Center is in excellent, capable hands. We now have a gorgeous binder complete with our will, living trust, and all the trimmings. In many ways we feel this is one of the best investments we've ever made.We extend our praise and deep thanks to Elder Law Center of Brevard. Highly Recommended!

Peter & Emily Lewis
Melbourne Beach, Florida

sharon L.

My parents chose them for their estate planning and they did provide them with an extensive binder full of info and legalese that they felt covered them for the inevitable. They informed all us kids of this and where it would be located and that I would be the trustee/executor. On a later visit, I checked the binder and called Elder Law Center regarding how it all worked. They said being that it was time for a check ( approx 5 yrs) we could all come in for a free consult and update. We did and covered everything and at that time found blank pages of info regarding all accounts that had yet to be filled out by my parents. Acct names and numbers and locations...etc.. At that time I attempted to get all that info together and document in one location. The inevitable happens, both parents pass and as it turns out, not only do you have to have everything listed in the estate, you have to ensure that each individual account has beneficiaries listed on said account. My parents, just assumed that they went to the lawyer, boom, everything was done! I, as executor as found all account info and documented numbers and locations and had even gone to the institutions to confirm some of it, but never, in all that time, did it occur to me, to verify the beneficiaries. Sure enough 1 single account had not had a beneficiary listed.Had it been a small one, we would of let it go but it happened to be the one we placed the money from the house sale. Lesson learned. Elder Law helped us in dealing with the Probate court mess. OF course, 1 simple step on our part could have saved us a year of grief and additional legal fees! Take note folks! Learn from our mistake! Check for beneficiaries on all accounts!

Lisa O.

My mother went in to make a few amendments to the existing documents Elder Law Center had drawn up a few years ago. Robin Petersen Esq. was efficient and detail oriented. My mom was supposed to come back a few weeks later to sign the documents. Two days later the office informed her that her documents were ready for review. The office staff was able to make time for her to come in immediately to sign. This was a huge relief to have everything done so quickly. Erica and the rest of the office staff were so incredibly sweet to my mother. Erica made sure to go over everything carefully so that my mother understood everything. Erica even spoke to my mother in Spanish to make the process even easier for her to understand. I would 100% recommend their services to anyone in need of estate planning.

Kristin Q.

I want to say up front that I hate writing this. If you look at my history, I have only previously written 5 star reviews, but this is an exception. I have been "working" with this law firm since January 2024. I spoke with Attorney Robin Petersen in Jan 2024. My mother had recently died in Dec 2023 and I sought guidance on the probate process. Attorney Petersen told me it would take "up to 6 weeks" to have me assigned as the personal representative for my mom. It is now 6 months later and I am still not the PR for my mom despite being the only heir. The communication has been really terrible, the guidance has been awful, and I am sick to my stomach that I am about to pay them 3% of my mom's estate for the service they have provided. If I knew how to switch probate attorneys at this point I would. I hope anyone has the experience that the other reviewers have had, but at this point, I cannot recommend them and I am so sad at the status of our interaction.

Rosemary V.

My husband and I needed to put our house into a trust, update our wills, medical desires, and final requests. Our friends recommended Estate Planning and Elder Law Center of Brevard and we were VERY pleased with our them and highly recommend them. Our initial visit was with Attorney Roger, it lasted about an hour, and he asked us questions regarding what we wanted, quickly eliminated options that did not apply to us any longer and explained everything in a way we understood. We have a much younger sister who has scoliosis and will be living with us and wanted to make sure she would be covered under our homestead. We were VERY comfortable asking questions, he encouraged them, and he answered in a way that we understood. After this initial interview we received our initial documents from the para-legal, Danielle. She had us go over all documents, made changes we wanted, and sent them back to us. Getting these documents before signing was really appreciated as we sent copies to all our family members so they would understand what we wanted and to eliminate any family problems after were gone. On signing day, Danielle and the had everything ready including the witnesses and we finished in less than an hour and received our beautiful binder and electronic copy as well. She walked us through the process of taking our documents to the city to change our house homestead into a trust. Because all documents were there, it only took us a few minutes at the city hall. Afterwards we received a beautiful person letter from Atty Roger in which he also reminded us to make sure we took care of the city part. Again, we would highly recommend this firm especially to older people. Rosemary and John Ventrillo