Bryan N. Schulman, PLLC Introduce
Planning for the future is one of the most important steps you can take to protect your family and your assets. For residents of Winter Park and the greater Central Florida area, navigating the complexities of estate planning, trusts, and retirement can be a daunting task. This is where Bryan N. Schulman, PLLC comes in. As an estate planning attorney, Bryan Schulman has built a reputation for making complex legal topics easy to understand and for providing a personalized, compassionate approach to his clients' needs. This article will serve as a guide to the firm, highlighting its unique services, its commitment to client education, and what makes it a recommended choice for securing your family's legacy.
The firm's philosophy is rooted in a client-centered approach that prioritizes clear communication and genuine care. Bryan Schulman and his team, including his office manager Lorraine, are dedicated to creating an environment where clients feel "right at home." They understand that estate planning involves sensitive conversations about the future, and they are committed to helping clients feel comfortable and confident every step of the way. As noted in a client review, Bryan is known for being "energetic, clear to understand," and for his ability to "break down complex topics into easy to understand language, using humor and stories to illustrate principles." This educational approach empowers clients to make informed decisions without feeling rushed or overwhelmed. The firm is not just focused on drafting documents; it is dedicated to helping clients create a comprehensive life plan that aligns with their values and goals.
Bryan N. Schulman, PLLC is conveniently located at 1850 Lee Rd #112, Winter Park, FL 32789, USA. This central location in Winter Park makes the office easily accessible for residents throughout Orange County and surrounding Central Florida communities. The office is situated in a professional environment that ensures privacy and a comfortable setting for discussing financial and legal matters. Its proximity to major roads provides a hassle-free journey for clients, simplifying the process of getting the legal guidance they need.
The firm is committed to accessibility, ensuring its facilities are welcoming to all clients. The office features a wheelchair accessible entrance and a wheelchair accessible parking lot, which simplifies arrival and departure for individuals with mobility challenges. Additionally, a wheelchair accessible restroom is available inside the office for the comfort and convenience of all visitors. This attention to physical accessibility, combined with a client-first service model that includes appointments by recommendation, ensures that every client's visit is as smooth and comfortable as possible.
Bryan N. Schulman, PLLC specializes in comprehensive estate planning, offering a wide range of services to help clients plan for a secure financial future. Their expertise is designed to help families and individuals manage their assets, plan for retirement, and ensure their wishes are carried out.
Services offered include:
Estate Planning and Management: This is a cornerstone of the firm's practice. They help clients create essential legal documents such as wills and trusts to ensure assets are distributed according to their wishes and to help avoid the probate process. They also assist with complex issues like charitable gifting and wealth preservation.
Probate and Trust Administration: In addition to planning, the firm guides families through the probate and estate administration process. This service is invaluable for ensuring a smooth and efficient transition of assets, and for providing legal support during a difficult time.
Retirement and Financial Planning: The firm provides advice on a variety of financial topics, including retirement planning, social security benefits, and long-term care insurance. They help clients integrate their legal and financial goals for a more cohesive and secure future.
Advance Directives: Bryan N. Schulman, PLLC assists with the creation of critical health care documents, such as durable powers of attorney and health care surrogacies. These documents ensure that clients' medical and financial decisions are handled by a trusted individual if they become unable to make them on their own.
The firm’s excellent reputation is built on several key features that are consistently praised by clients.
Client Education and Comfort: A client review highlights Bryan's ability to "break down complex topics into easy to understand language" and his willingness to ensure clients are "completely comfortable with the process before moving to the next step." This patient and educational approach is a major asset.
Honest and Upfront Pricing: Another client review mentions that the firm's pricing was "very reasonable and upfront," which is a significant factor in building trust. This transparency helps clients feel confident in their investment in legal services.
Personalized, Welcoming Service: Multiple reviews praise the team, with one specifically mentioning Bryan and his office manager, Lorraine, as "lovely people" who "made us feel right at home." This personal touch goes a long way in an often impersonal legal world.
Positive Outcomes: Clients report being "very impressed with his knowledge" and "couldn't be happier" with the results, including the successful drafting of trusts, powers of attorney, and wills. This speaks to the firm's effectiveness and commitment to achieving client goals.
If you're in the Winter Park or Central Florida area and considering estate planning, you can contact Bryan N. Schulman, PLLC with the following information:
Address: 1850 Lee Rd #112, Winter Park, FL 32789, USA
Phone: (407) 960-6896
Appointments are recommended to ensure you receive the dedicated time and attention you need to discuss your unique situation.
Choosing an estate planning attorney is a deeply personal and important decision. Bryan N. Schulman, PLLC is a highly recommended choice for residents in Florida because of its unique blend of professional competence, transparency, and a deeply personal touch. The client reviews consistently praise Bryan's ability to simplify complex topics and his genuine care for his clients' well-being. The firm’s focus on not just legal documents but on a holistic life plan, including financial and retirement considerations, offers a more comprehensive service than many other practices. For anyone seeking to protect their assets, plan for retirement, and ensure their family’s future is secure, Bryan N. Schulman, PLLC provides the kind of expert, reassuring, and upfront service that makes a significant difference.
Bryan N. Schulman, PLLC Services
Estate Planning Attorney
- Assets Distributing
- Avoid Probate
- Charitable Gifting
- Durable Power Of Attorney
- Educational Courses
- Employee Benefits
- Estate Attorney Helps
- Estate Management
- Estate Planning And Probate Process
- Estate Planning For Young Families
- Family Law
- Financial Advice
- Free Consultation
- Health Care Surrogacy
- Health Care Surrogates
- Investment Advisor
- Investment Strategies
- Legacy Planning
- Legal Documents
- Life Estate
- Life Insurance
- Life Plan
- Long-Term Care Insurance
- Money Management
- Portfolio Management
- Probate And Estate Administration
- Probate Proceeding
- Real Estate Deeds
- Retirement Assets
- Retirement Benefits
- Retirement Funds
- Retirement Investment
- Retirement Planning Financial
- Retirement Savings
- Retirement Strategy
- Social Security Benefits
- Tax Advice
- Tax Planning
- Tax Strategies
- Trust Real Estate
- Wealth Preservation
Bryan N. Schulman, PLLC Details
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
Amenities
- Restroom
Planning
- Appointments recommended
Bryan N. Schulman, PLLC Photos
Bryan N. Schulman, PLLC Location
Bryan N. Schulman, PLLC
1850 Lee Rd #112, Winter Park, FL 32789, USA
Bryan N. Schulman, PLLC Reviews
trustwillspatientseminarsmeetingunderstandingknowledgeinformationpower of attorneyfinancial
★ 5★ 4★ 3★ 2★ 1Bryan was a pleasure to work with in creating our family trust. He was energetic, clear to understand, and did a great job of breaking down complex topics into easy to understand language, using humor and stories to illustrate principles. We never felt rushed, as Bryan always took the time to be sure we were completely comfortable with the process before moving to the next step. Bryan and his office manager, Lorraine, are lovely people, and made us feel right at home. Bryan’s pricing was also very reasonable and upfront, especially considering the time and effort spent on creating our family trust.
September 01 · Dan RobertsonWe met Bryan at a dinner meeting we had received a postcard about. We went with an open mind about how to get our affairs in order. That night we learned a lot about estate planning. We set up a meeting with him and was very impressed with his knowledge and reasonable pricing. He has done a trust, power of attorney, health surrogate, and our wills. We couldn't be happier. He took plenty of time with us and made it painless. We highly recommend him.
June 03 · Beverly TomarchioWe attended one of Bryan's seminars as we wanted to make sure the plans we had made in Ohio would still be valid in Florida. Our plans needed to be updated as things had changed. Bryan did this for us. He was very knowledgable, patient, and helped us to understand what we needed and the entire process. I highly recommend him for all your estate planning needs.
May 12 · Amy gephartMy wife and I had a wonderful experience working with Bryan on our estate plan. While this doesn't sound like a wonderful experience, Bryan made it easy! Three steps, Step 1, attend a meeting with others to go over the process. Step 2, private meeting to discuss personal goals and receive instructions on completing forms. Step 3, private meeting to review completed legal documents and have applicable signatures applied including Bryan's notarizations. Excellent value for money! I think you will be pleasantly surprised.Bryan is extremely knowledgeable and easy to work with.
April 04 · Graham ChandlerBryan shulman was recommended by a close friend. After my first meeting with Bryan I realized that he was the person I wanted to help guide me through the process of putting together a will and trust. He and Lorraine are excellent to work with, and I would highly recommend them to family and friends. Thank you for making this process understandable and a lot easier than I expected
May 14 · C MarshBryan shulman was recommended by a close friend. After my first meeting with Bryan I realized that he was the person I wanted to help guide me through the process of putting together a will and trust. He and Lorraine are excellent to work with, and I would highly recommend them to family and friends. Thank you for making this process understandable and a lot easier than I expected
May 14 · C Marsh
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