team-member

Stephen M Waltar

Bellevue, WA

Licensed for 27 years

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English

About

I've written a book entitled, "Smart Estate Planning in Washington--What You Really Need to Know."  For more information, you can preview it at www.waltar.comMr. Waltar was born in Boston, Massachusetts but grew up in eastern Washington.  He moved to Seattle in 1980 to attend college where he graduated from Seattle Pacific University, cum laude, earning dual degrees in English Literature and Religion in 1984.  He received his Master of Divinity from Princeton Theological Seminary in 1988.  Mr. Waltar returned to Seattle and attended law school at the University of Puget Sound in Tacoma.  The school was acquired by Seattle University during the three years of his attendance.  That means he has two Juris Doctorate diplomas for the price of one—from the University of Puget Sound and Seattle University School of Law. Mr. Waltar was admitted to the Washington State Bar in 1994 and is also admitted to practice in United States District Court, Western District of Washington.  He is also a member of the American Bar Association.  Prior to establishing his own law firm, Mr. Waltar spent four years at an exclusive Estate Planning law firm in Seattle.  He founded Stephen M. Waltar, PS in 2000 and is the principal shareholder. Mr. Waltar limits his law practice to areas associated with Estate Planning, including trusts, estate tax law, wills, probate, asset protection planning, business succession planning, charitable giving, and disability planning.  He is a popular and entertaining speaker at Estate Planning seminars and has taught both professionals and lay people Estate Planning and charitable giving.  Mr. Waltar has given hundreds of seminars and talks.  He has taught various college courses as an adjunct professor at Seattle University and the University of Washington.  Mr. Waltar has published numerous articles and has spoken to many private and public employees, as well as to community, civic and religious groups.  He has been a co-host and guest on various radio programs.  Mr. Waltar is a widely acclaimed speaker and seminar leader in the field of Estate Planning.  He is appreciated for his ability to reduce complex legal principles into understandable concepts.  He often says he has the “Mind of an Attorney and the Heart of a Pastor.” He and his wife and two daughters live in Kirkland, Washington.  Mr. Waltar enjoys getting away to ski at their condo in Sun Valley, Idaho.  He enjoys playing most sports and coaching girls’ basketball. His book can be purchased from his office, via his website, and the University of Washington Book Store in Seattle or Bellevue. 

Practices Areas

Estate Planning

Probate

Elder Law

Language

English

Contact

Legacy Estate Planning, LLC2320 130th Avenue NESuite 230Bellevue, WA, 980052320 130th Avenue NESuite 230Suite 230Bellevue, WA, 98005

Office: N/A

Website: N/A

Reviews

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.

Jack and Mary
December 1, 2016

We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.

anonymous
July 21, 2016

Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed. He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails. We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well. We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy. In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.

Arty
October 10, 2010

Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!

Michael
September 20, 2010

Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.

anonymous
July 5, 2010

We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.

Henk Dawson
June 11, 2010

Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.