Mortensen Law

I met Mortensen Law through a friend. I had a living trust that needed updated. Dan Mortensen helped me get it right. Dan met with me and my wife so we could add our children to our trust and update the information on our house. The process was fast and the Mortensen Law staff were very helpful. I would suggest Mortensen Law to anyone needing help with trusts, taxes or estate law.

They may be fabulous like everyone says, but I never got the chance to find out. I called three days in a row (November 24^th 25^th & 26^th) to see if I needed a tax attorney to help me with a tax issue or if a CPA could have helped me. The girl I spoke to on November 24^th had no idea, other than she told me it would be $ 150 for a one hour consult. Okay, but why would I pay $ 150 if my issue is something that doesn’t really need a tax attorney? She didn’t know the answer and said she could have Shannon, Dan’s (the tax attorney) paralegal call me back when she returned to the office the following day. I called and spoke to Shannon on ¹¹⁄₂₅ and she said Dan had appointments and meetings all day, but she would speak to him and get back to me. She never got back to me on the 25^th, so I called again on ¹¹⁄₂₆. This time Shannon told me that because of the Thanksgiving holiday and the attorney being in meetings, appointments, etc., she couldn’t get an answer for me until the following Monday. Really? Neither Shannon nor the other girl that answered the phone could have e-​mailed Dan or stuck a note on his desk passing along my predicament to see if I needed an attorney? Oh, and Shannon never did call me back the Monday after Thanksgiving. She never called back period.

Dan rocks! Family member passed suddenly, no will, needed some basic help with a few things. Thankfully didn’t have to go to probate. Dan helped with getting the funds from the checking account, the options account, setting up a living trust for the descendent survivors, etc. He was kind, personable, direct, intuitive, considerate, genuine, reasonable in costs, and simply easy to do business with. Times like this are tough and he helped to make it easy.

Dan is an outstanding attorney and his staff is very helpful. I’ve worked with the office on closing an estate and establishing another estate plan. Dan is extremely professional and talented, especially with estate and tax matters. Moreover, I’ve found Dan trustworthy and reliable. He treats every matter, regardless of size or scope, with the utmost importance. One of my small projects was treated as important as any valuable client. Highly recommended for any issues big or small.