I employed Yelena twice in the past 2 years. The first time was when my father passed away and the second time to prepare my will and trust which I had been putting off for several years. In the case of my father’s estate, I handled many of the matters thanks to my father’s trust but I needed Yelena’s assistance when it came time to sell my father’s condo. Since I was not familiar with real estate law, Yelena provided the legal guidance I needed to execute the sale. I couldn’t have been more happy with her performance. Yelena was very responsive and within a day or two she had a purchase agreement ready for me to present to the buyers. She was there throughout the property sale answering questions and making timely updates to the agreement (usually that day). In addition, Yelena went above and beyond and answered any questions I had dealing with my father’s estate in general. She filed my father’s will with the county and prepared a notice of trust for me to file. Thank’s to her commitment and thoroughness, I was able to close out my father’s estate without any surprises. It was her engagement in my father’s estate that made her an obvious choice for preparing my own will and trust. She was very thorough as I expected. She took care of setting the trust up and re-deeding my property to the trust. She prepared a binder containing my Will and Testament, Revocable Trust, Durable Power of Attorney, and Health Care Surrogate, Living Will and HIPAA. She also prepared a post-signing todo list for things I needed to take care of in addition to the documents she prepared – things you might not think about immediately (i.e. establish POD (Payment On Death) on checking and savings accounts). All in all, I was very pleased with Yelena and would strongly recommend her for your estate needs. She takes a personal interest in your situation and provides excellent legal advice and guidance.
Attorney Yelena provided our business buyer and ourselves as seller a highly professional and appreciated service in our purchase and sale transaction. Both the buyer and the seller thought she did a great job in fairly representing both sides of this transaction. She prepared all documents and led us through each step of the process with patience and professionalism. I highly recommend Capital Planning Law for your next transaction. Best Regards, Howard from Broward
I was looking for a lawyer when a friend recommended Yelena to me. She worked tirelessly to finish my trust in time for my closing. I can only say Thank you for the fantastic service. I will be telling my friends.
Yelena Sverdlova of Capital Planning Law is a true professional in every respect. I have and will continue to recommend her to anyone in need of estate planning or legal representation. During our initial visit (she came to our house on a Saturday because our schedules were so busy) there were so many questions that came up and Yelena explained every document and detail of the process in terms that made it completely clear to us and our daughters. We all had questions to which she answered with extreme patience. Our discussion brought us to decide on prepared Trust’s instead of a Will. Yelena prepared all of the documents required to form two trusts. We are extremely happy with her and our decision! After our meeting and our decisions were made, Yelena prepared and brought all of the documents, ready to sign, in order, page by page. Just what you want in a good lawyer!! Precision, attention to detail (absolutely meticulous), and understanding of the laws. I have complete confidence in her ability to follow the legal path all the way to the end. She has diligently worked to prepare all of the documents and then kept working to tie up lose ends with all of our properties. She also puts the information on a Flash Drive for your safe keeping. She was punctual to the minute every time we met and her work was autographed with excellence. On a personal note; Yelena is so kind and understanding. You might not know it but estate planning is an emotional undertaking. She listened to me cry when different subjects came up and for that I am grateful to her. I completely trust her with our information. She is super sweet! Every family needs a great attorney so we found the BEST!
What I love about Yelena is super knowledgeable and helpful. Simplifies things if necessary and is able to expand if needed. What I also think that separates her from other lawyers that I’ve had in the past is her availability for her clients. She definitely has the hustle, and I think a lot of people in this industry should follow her example.
I was having difficulties with the builders during the closing of my first home and went to Yelena for help. She is brilliant and very insightful. Yelena took the time to go over my contract and explain all the details to me. She also went over my options and provided her expertise so I can make a decision and benefit the most. Yelena is very responsive and always does her best to help her clients. I am extremely thankful towards her for helping with a successful closing. I highly recommend to anyone with legal issues!
Excellent, helpful and knowledgeable attorney. Highly recommended to all!
I really wanted to take some time and use this space to heartily thank Yelena for all her amazing help, deep knowledge and professional hard work she has done helping my wife and I. She went the extra mile and was able to meet the need of a overly meticulous and tough client as I am, but the delicate situation required that (and I am sure she understood that).I had many bad experiences with lawyer here in Florida, but, finally, I know where to go!Thanks!!!
Capital Planning Law, PLLC came highly recommended by an associate she had helped create a business plan for.I quickly understood why–Ms. Sverdlova created my family’s estate planning documents and she was very thorough when we spoke about our specific needs.She showed an attention to detail and was very patient in answering each question in an easy to understand manner.To anyone looking for estate planning or business planning, CPL, PLLC comes highly recommended. I would gladly refer any friends and family to her business and trust they will be in good hands.
I just used this attorney to make my will , revocable trust, durable power of attorney etc. up-to-date. She definitely goes above and beyond what you would expect from an attorney. First of all, she will come to your house if you would like. Reminds me of the old-time doctors who made house calls. And she really read through everything with a fine tooth comb and she found mistakes that needed to be rectified and she dealt with title companies for me. They did not want to do what needed to be done. She was forceful and got the job done. She even brings dog treats for your dog. I would not hesitate to recommend her and I already have.
Yelena was wonderful to work with during this difficult time. She was compassionate, professional and always very responsive to my many questions during the process of settling my fathers estate. I had no experience dealing with this process and felt lost before speaking to her. She is very knowledgeable and she gave me confidence that everything was being handled appropriately. I would highly recommend her services.
When I first contacted Yelena, I was lost and did not knew how to handled my situation. With her extraordinary knowledge, dedication, she was able to help me. I will always use her as my primary lawyer
Yelena Sverdlova, Esq is a true expert in her field. When I needed her expertise relating to a real estate transaction and document preparation, I knew just who to contact. She was prompt in following up with my inquiry and provided a reasonable turnaround time for the legal document needed.
Ms. Sverdlova is a hard working and dedicated attorney. You can just tell she loves her work by the results she produces.I have met with and used several attorneys in the past and none of them quite showed me the personal dedication as well as meticulous attention to their work. She sat down and went through every question I had and explained everything thoroughly. She was very knowledgable in real estate law and helped me maneuver the home buying process. I have also consulted with her on several occasions with regard to my will and other estate planning documents.I recommend Ms. Sverdlova to my friends and family and would 100% recommend her to others.I very much trust her results!
Capital Planning Law, PLLC is a reputable, trustworthy and knowledgeable boutique law firm in the Fort Lauderdale area specializing in estate planning, business planning and transactions, as well as real estate. Founding attorney, Yelena Sverdlova, Esq., truly cares about her clients and is there for them through every step of their transaction. Unlike many attorneys who will simply tell their client what type of plan they need, Yelena Sverdlova, Esq., works with her clients to tailor a plan that fits their exact needs because she understands that no two businesses, transactions, or estate plans are exactly the same. Capital Planning Law PLLC, will not rest until their clients are satisfied. I highly recommend Capital Planning Law, PLLC for any of your legal needs.
Yelena is great,I needed to change some areas of my revocable trust which was done 15 years ago,Yelena completely explained all of the changes of the law.I did not completely understand some of the legal language and I was feeling very worried.Yelena took the time to explain every detail until I compleatly understood each area of concern. She is simply the best, I felt so bad for all my questions and she didn’t mind one bit to even explain more detail.Thank you for helping me.
Yelena is the absolute best attorney I have worked with in South Florida. After my previous attorneys provide poor and inaccurate advice regarding both estate and business planning, Yelena was able to help me organize everything with extreme detail. Her willingness to take as much time as needed to thoroughly explain each facet and answer all questions of the plan is unmatched. Fairly priced, dependable, honest, on-time, and an absolute pleasure to work with!
In the past several years we have had to work with several attorneys regarding our business, the passing of our parents and the managing of their estates. We thought these experiences went well until we experienced a whole new level of professionalism and caring from Selena Sverdlova at Capital Planning Law. Selena was able to help us plan for our future, our businesses future and the future of those we entrust with our well being and estate. The amount of knowledge this young lady has regarding so many areas of law is impressive. He attention to detail is impressive and Bailey, her fur baby got along wonderfully with our fur baby Daisy. It is comforting for us to know we have a “true” professional attorney in our corner looking out for our best interest. Thank you Yelena.
Effective and Reliable Legal Representation
Capital Planning Law, PLLC
Capital Planning Law, PLLC assists clients in the legal fields of business law, corporate entities (formation, conversion(s), counseling, etc.), estate planning (wills and trusts), incapacity planning, asset protection, advanced estate planning, business succession planning, purchase and sale agreements, probate administration, guardianship and real estate law. We also assist businesses in the capacity of in house counsel and/or on a case-by-case basis. The firm believes in incorporating clients’ personal and business objectives into their ultimate plan in order to achieve a comprehensive and customized plan for each individual’s particular facts and circumstances.
We strive to provide each client with top-notch service while maintaining a boutique law firm feel. Our cornerstone is effective and timely communication regarding legal matters and making each client feel special and informed. With our true passion for the law, we are able to assist our clients with a multitude of legal matters, while maintaining the integrity of the law.
Further, we believe in making the legal and/or business planning process as easy as possible for our clients. This involves providing flexible scheduling, multiple office meeting locations throughout South Florida, after hours support and advanced consultation options (such as Skype and/or other video applications). Capital Planning Law, PLLC truly puts our clients’ interests first and will do whatever it takes to make them feel comfortable and supported.
Learn more about each of the firm’s practice areas:
- Estate Planning (Wills and Trusts)
- Business Law
- Nonprofit Corporations
- Probate and Trust Administration
- Real Property Law
Finally, Capital Planning Law, PLLC places a huge emphasis on providing educational resources to assist our clients in making informed decisions regarding their legal planning options. Allow us to educate you on the law while preparing your personal and/or business assets for the next generation with our complimentary newsletter, weekly blog postings and educational videos on the law.
Capital Planning Law, PLLC offers Complimentary Consultations (view the Consultation Request Form) and will make every effort to assist each and every client with the utmost due diligence and care. You may also contact the firm via e-mail: Info@CapitalPlanningLaw.com, or phone: (754) 444-1442 or Toll-free: (800) 571-1077.