As a boutique law firm, specializing in estate planning, trust and estate administration, and elder law, we are dedicated to serving all our clients with a high level of quality, effort, and creativity. Pulling from over 200 years of combined experience, our attorneys work to give every client a sense of well-being and control over the legacy they leave behind.
Proudly serving the commonwealth with offices in Richmond, Williamsburg, Virginia Beach, and Fredericksburg. I have always been overwhelmed when speaking with attorneys, but Mr. Wall explained the financial planning thoroughly. After each meeting I felt very confident we had the best estate plan. He left no stone unturned.
Proudly serving the commonwealth with offices in Richmond, Williamsburg, Virginia Beach, and Fredericksburg. I have always been overwhelmed when speaking with attorneys, but Mr. Wall explained the financial planning thoroughly. After each meeting I felt very confident we had the best estate plan. He left no stone unturned.
Services
In 1996, Dan Carrell, having withdrawn from the partnership of the international law firm of Hunton & Williams, formed with a former colleague a small suburban firm at what is now the location of the Richmond office of Carrell Blanton Ferris. Over the years the firm grew modestly and changed both its name and form.
At Carrell Blanton Ferris & Associates, we are committed to education. We know that estate planning can be a complex and overwhelming topic so we offer free educational courses to the public to provide information to help you start the process of planning. We also provide additional educational classes for our clients in order for them to stay current on any new trends or laws that might affect their current plan.
Estate planning refers to the process of taking stock of your current financial situation, assessing your goals regarding the future, and preparing the legal documents necessary to carry out your intentions after your death. The estate plan that is right for you depends completely upon your personal and financial goals and circumstances.
Administering an estate or trust can be confusing and complicated, especially during a period when you are grieving over the loss of a loved one. The need to handle the decedent's legal affairs - dealing with lawyers, accountants, banks, brokerage firms, creditors, courts, etc. - adds stress and anxiety.
Parents with minor or adult children who need (or may need) ongoing care have specific planning challenges, such as not jeopardizing access to available government support. Trusts can be set up for the benefit of special-needs children, grandchildren, oneself or other family members, and such provisions can be incorporated into other Revocable Living Trust planning.
Reviews (15)
Janet Gessler
Dec 04, 2021
Report
I needed to update all my estate planning documents after my husband's passing. My main goal was to make everything as easy as possible for my family when my time comes .
Jonathan Osler took the time to answer my myriad of questions and explain everything in detail so I would understand. He reviewed my prior documents and made suggestions to improve them.
Overall, I highly recommend this office. Jonathan Osler and Hannah Sarver were very caring, as well as efficient and professionsl.
Jonathan Osler took the time to answer my myriad of questions and explain everything in detail so I would understand. He reviewed my prior documents and made suggestions to improve them.
Overall, I highly recommend this office. Jonathan Osler and Hannah Sarver were very caring, as well as efficient and professionsl.
Lauren Rominger
Aug 27, 2021
Report
Not sure how these people have so many 5 star reviews. The girl who answered the phone was rude and unhelpful. Not to mention the $1000 fee just for a consult to speak with them. My husband passed away unexpectedly and I’m raising our child on my own and all she could offer was that the service I needed that they provided was expensive with a oh well attitude. Total turn off. They will never get my business!
Angelswatchn
Aug 22, 2021
Report
I had the pleasure of meeting with Jonathan Osler and was so impressed with this very kind, witty, and bright young man. I met for a consultation and by the time I left he knew exactly what was right for my family and I.
I would definitely recommend this young man and his team.
I now have a peace knowing that all will be handled in my absence.
Tammy Warren
I would definitely recommend this young man and his team.
I now have a peace knowing that all will be handled in my absence.
Tammy Warren
David Clawson
Jul 22, 2021
Report
Jon Osler is amazing. It's not just that he is extremely knowledgeable about estate planning laws (one would expect this from an estate planning attorney), but he has the ability to explain complex issues in a way that you can understand them without being condescending or patronizing. His manner is very welcoming, it's clear that he really cares about you and that he will go the extra mile to make sure all bases are covered. He led us through the entire estate-planning process, took the time to answer all of our questions, set up conference calls with us and a successor trustee to answer his questions
L. Bell
May 03, 2021
Report
Let me say that I rarely write reviews, but I am making an exception for this Law Firm, especially praise and appreciation for the attorney that took time to speak with me, Jonathan Osler (Jon). From the first step inside their Fredericksburg, Va office, I felt at ease and welcomed. I was not kept waiting at all, Jon quickly joined me in the conference room. After telling him my basics and why I was there, he quickly and thoroughly explained options to me for my estate plan, and I couldn't have been more appreciative. He was friendly, yet professional and I was totally comfortable speaking with
Traci Lowe
Feb 14, 2021
Report
Positive: Responsiveness
Our family can not say enough about the wonderful relationship we developed with John, Caroline & Hannah. They kept me completely informed thru the planning process for our 91 year old father. And accommodated special requests. John was so patient & kind. We have definitely found an attorney for all our future needs. Thank you.
Our family can not say enough about the wonderful relationship we developed with John, Caroline & Hannah. They kept me completely informed thru the planning process for our 91 year old father. And accommodated special requests. John was so patient & kind. We have definitely found an attorney for all our future needs. Thank you.
Pamela Lang
Sep 17, 2020
Report
Having completed our estate plan with Carrell Blanton Ferris & Assoc. a year ago, my husband and I had a few additional questions for clarification. Jon Osler, the new manager of the Fredericksburg office, overheard the call and graciously offered his thoughts and explanations right on the spot (no additional fees). What a refreshing customer experience and an example of true dedication to their clients.
Suzanne Sutton
Aug 04, 2020
Report
My husband & I went to an estate planning seminar hosted by Jonathan Osler in Jan 2020. It was very informative and led us to having him assist us in make a living trust. Jon gave us all the time we needed to explain our options and answer all questions. After just 2 long sessions, we are all set.
I hardly recommend Carrell Blanton Ferris & Associates and especially Jon Osler. Our heirs will be very grateful.
I hardly recommend Carrell Blanton Ferris & Associates and especially Jon Osler. Our heirs will be very grateful.
Rebecca Sidden
Jun 25, 2020
Report
My husband & I consulted with Jonathan Osler regarding our estate planning. Jonathan was kind, personable & did an excellent job helping us ensure that our assets go directly to our beneficiaries, rather than being tied up in probate. Jonathan had recommendations that you cannot find using "do it yourself" online sites like Nolo or LegalZoom. We were impressed with Johnathan's integrity & willingness to review our estate without trying to pressure us into unnecessary services. We look forward to using Jonathan as our family attorney, now, and in the future!
Nancy Parnell
May 23, 2020
Report
Steve Zehring
Oct 13, 2019
Report
Jonathan Osler impressed us considerably during our initial consultation to update our Wills. He reviewed our current documents and suggested language to make them more relevant to our needs and wishes. He spent a lot of time educating us about the importance of other estate planning documents, such as powers of attorney, advanced medical directives and HIPAA release documents. He also related that a recent law change in Virginia allows for Transfer on Death Deeds, enabling us to leave our home to our sons without them having to go through probate.
Jonathan Osler is clearly well versed in estate
Jonathan Osler is clearly well versed in estate
Jill Lovitt
Jun 14, 2019
Report
Gordon Laroussini
Apr 19, 2019
Report
Laura Margaret Bateman
Apr 08, 2018
Report
I attended one of the firm's informative sessions to learn more about estate planning. Jim Garrett conducted the session in an informative and easy to understand manner. I am now a client of the firm and highly recommend Carrell Blanton Ferris & Associates and Jim Garrett to anyone that needs to create an estate/trust plan.
Denise Davis
Mar 21, 2018
Report