Chuck Roulet is licensed in both Minnesota and Florida, and concentrates on estate planning, elder law, and asset protection services.
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Chuck Roulet is licensed in both Minnesota and Florida, and concentrates on estate planning, elder law, and asset protection services.
Roulet Law Firm, P.A., located in Minnetonka, Minnesota, is a highly regarded law firm specializing in estate planning and elder law services. Reviewers consistently praise Chuck Roulet for his professionalism, in-depth knowledge, and ability to communicate complex estate planning concepts in an accessible manner. Many clients express their satisfaction with the informative webinars offered by the firm, highlighting their effectiveness in enhancing understanding of estate and succession planning.
I contacted this firm for estate planning services. After we set up an online meeting appointment, they sent me instructions and a form to fill out. I submitted the form after I filled it out as much as I could. The form asked about my power of attorney info and I did not have that so I left that part blank. I had never done estate planning so I just assumed that they would contact me for the information if they absolutely needed that prior to meeting with their lawyer. A day or two before the meeting, the office called me to confirm that I was set up for the online meeting, but they did not mention anything about needing more information. When the online meeting began, the lawyer said the power of attorney information is the first thing he needed. He said the next earliest appointment is two months away. The meeting ended shortly after that. I and my wife had to take a day off from work for that meeting and we just wasted my vacation day for that 5 minute meeting that accomplished nothing. When the office manager called me the next day at my request, she told me that the lawyer did not read the document before the meeting began. She also told me that another office personnel was supposed to check the document I submitted for any missing information that was crucial. The office manager however did not offer an apology. Very disappointing.
I have used Chuck on several work related projects over the past decade or so. He has always been professional and timely.
Very difficult to get in contact with.
Extremely professional, competent, responsive and thoughtful–Chuck knows trusts and estates. — Myron Goins, CPA
The real deal – extremely knowledgeable with respect to estate and succession planning.
Charles proved a very knowledgeable lawyer in the area of estate planning.
Chuck Roulet is awesome. Really knows his stuff and very helpful
CPA Academy webinar presented by Chuck Roulet was excellent. As an accountant I found this to be concise and informational. The best use of one hour of my time.
Just finished the THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS webinar. It was informative presented in simple language, devoid of legalese.
Very knowledgeable about Estates and Trusts. His knowledge of changes was tremendous for my clients and myself as well. You will be happy using their services.
Great free webinar on estate planning.
Estate Planning Bootcamp is the perfect class for non-lawyers! I am a CPA and have attended many estate planning classes. This was by far the most useful one. It was easy to understand and was the perfect amount of information I need to be able to speak intelligently with my clients without overwhelming me with more legal jargon than I need.
Roulet Law Firm presented a very cogent 1 hour webinar with valuable information for estate planning. There were several items that were presented that I had not considered and I will need to update my estate planning for medical concerns as well as continue to update my estate plan for any changes in the family structure.
Chuck’s one hour Estate Planning Boot Camp was the best one hour webinar I have heard. He covered what is needed if your are incapacitated or pass away. Most importantly, by the end of the hour I actually knew what steps I needed to take. If I was in Minnesota, I would head straight for his office for my estate planning.
I listened to Chuck’s one-hour webinar on Estate Planning for Non-Lawyers, which was full of excellent content! I picked up valuable information and want to hear more of his webinars!
