Contact Info
- Location 515 W N Shore Dr Ste 100, Hartland, WI 53029, USA
- Phone +1 262-367-2181
- Website http://www.kaiserholahan.com/
Reviews
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The handling of a trust and will by this law firm has been shockingly awful and potentially illegal. A family friend passed away, naming my father-in-law as a beneficiary in a trust. This same law firm, which drafted the will and trust, was hired to represent the trustee upon the family friend's death. Despite their responsibilities, trust regulations, and directives of the trust, they have outright refused to provide my father-in-law with a copy of the will and a Trust Accounting. Their paralegal, Michele Harroun, demanded documents, referencing property unrelated to the trust, from my father-in-law as a condition for providing the will! We had to get a copy from the probate court. The situation is beyond belief.
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Very professional and helpful since 2012 in setting up our Estate Plan/Trust. Attorney Michael Kaiser had suggestions to consolidate our many financial accounts. Also, set up an adult adoption involving my son.
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Very friendly and professional....
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KAISER HOLAHAN, LLC Photos



About KAISER HOLAHAN, LLC
Welcome to Nearby Lawyers, your local platform for finding legal professionals. Today, we introduce you to KAISER HOLAHAN, LLC, a law firm located at 515 W N Shore Dr Ste 100, Hartland, WI 53029, USA. You can contact their office at (262) 367-2181 or via mobile at +1 262-367-2181.
KAISER HOLAHAN, LLC is a law firm based in Hartland, Wisconsin, offering legal services to the local community. Based on the available reviews, the firm handles matters related to estate planning, including the creation of trusts and wills. One positive review mentions that Attorney Michael Kaiser was professional and helpful since 2012 in setting up their Estate Plan/Trust. The client also appreciated suggestions to consolidate financial accounts and assistance with an adult adoption involving their son. This suggests that the firm provides services in estate planning, trust administration, and potentially adoption law.
However, it is important to note that there is also a negative review detailing significant issues with the firm's handling of a trust and will. This review describes the firm's representation of a trustee after the passing of a family friend, where the firm had also drafted the will and trust. The reviewer alleges a refusal to provide a beneficiary (the reviewer's father-in-law) with a copy of the will and a Trust Accounting, despite their responsibilities and trust regulations. The review further claims that a paralegal from the firm demanded unrelated documents as a condition for providing the will, ultimately requiring the beneficiary to obtain a copy from the probate court. The reviewer characterized the situation as "shockingly awful and potentially illegal" and "beyond belief."
Given these contrasting reviews, it appears that while some clients have had positive experiences with KAISER HOLAHAN, LLC, particularly in estate planning and adult adoption, others have encountered significant problems, especially concerning trust administration and communication. It is crucial for potential clients to consider both perspectives when evaluating this firm.
Based on the information available, the services offered by KAISER HOLAHAN, LLC appear to include:
- Estate Planning: Including the creation of wills and trusts.
- Trust Administration: Representing trustees in the administration of trusts.
- Adult Adoption: Assisting with the legal process of adult adoption.
The office at 515 W N Shore Dr Ste 100 in Hartland is located in a professional building. Hartland is part of the Lake Country area of Wisconsin, known for its scenic beauty and community atmosphere. The location likely provides a convenient point of access for clients in Hartland and the surrounding towns.
One feature highlighted in a positive review is Attorney Michael Kaiser's proactive approach in suggesting ways to consolidate financial accounts during the estate planning process. This indicates a level of personalized advice and attention to the client's overall financial well-being.
However, the negative review raises serious concerns about the firm's handling of fiduciary responsibilities and communication with beneficiaries. This discrepancy in client experiences suggests that outcomes may vary depending on the specific legal matter and the individuals involved.
For local users in Hartland and the surrounding areas looking for "Nearby Lawyers" for estate planning or adult adoption, KAISER HOLAHAN, LLC is an option to consider. The positive review suggests competence in these areas. However, the serious allegations in the negative review regarding trust administration should prompt potential clients to conduct thorough due diligence and perhaps seek further information or references before making a decision.
If you are considering KAISER HOLAHAN, LLC for your legal needs, it would be prudent to discuss your specific situation with them directly and perhaps inquire about their approach to similar cases. While one client found them "very professional and helpful," another experienced significant issues. This duality underscores the importance of individual assessment and comfort level with the firm.
To learn more about KAISER HOLAHAN, LLC and how they might assist you, please contact their office at (262) 367-2181. Given the mixed feedback, it is recommended that you ask detailed questions about their experience in the specific area of law relevant to your needs and seek to understand their client communication practices.
KAISER HOLAHAN, LLC Location
515 W N Shore Dr Ste 100, Hartland, WI 53029, USA
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