Barbara K. Wheaton

Barbara K. Wheaton, Estate Planning Attorney in Portland, Maine

Over 39 years of legal practice · focused on Estate Planning, Estate Tax, and Real Estate · 5.0/5 rating from 19 verified client reviews

PartneratPierce Atwood LLP

Portland, ME

Practicing estate planning in Portland since 1987.

39+
Years practicing
5.0 ★
19 client reviews
2
Bar admissions

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Quick answer

Barbara K. Wheaton is a partner based in Portland, ME. The practice focuses on Estate Planning, Estate Tax, and Real Estate. Barbara has over 39 years of legal experience. Currently practicing at Pierce Atwood LLP. Rated 5.0 out of 5 from 19 client reviews.

Based in
Portland, ME
Experience
over 39 years
Known for
Estate Planning · Estate Tax · Real Estate
  • Handles Estate Planning, Estate Tax, and Real Estate matters from Portland, ME.
  • Over 39 years of practice as a licensed attorney.
  • Recognized with AV Preeminent.

About Barbara K. Wheaton: Barbara K. Wheaton is a partner based in Portland, ME. The practice focuses on Estate Planning, Estate Tax, and Real Estate. Barbara has over 39 years of legal experience. Currently practicing at Pierce Atwood LLP. Rated 5.0 out of 5 from 19 client reviews.

Areas of practice

Barbara's practice areas in Portland

Barbara concentrates on estate planning, estate tax, real estate, trusts, and tax. Each area below outlines the kind of case Barbara handles, typical outcomes to expect, and how the intake process starts.

Estate Planning cases in Portland, Maine

Barbara takes estate planning matters in Portland, Maine. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Barbara agrees to represent you.

Estate Tax cases in Portland, Maine

Barbara takes estate tax matters in Portland, Maine. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Barbara agrees to represent you.

Real Estate cases in Portland, Maine

Barbara takes real estate matters in Portland, Maine. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Barbara agrees to represent you.

Trusts cases in Portland, Maine

Barbara takes trusts matters in Portland, Maine. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Barbara agrees to represent you.

Tax cases in Portland, Maine

Barbara takes tax matters in Portland, Maine. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Barbara agrees to represent you.

Biography

Barbara K. Wheaton, estate planning attorney serving Portland

Barbara K. Wheaton is a partner based in Portland, ME. The practice focuses on Estate Planning, Estate Tax, and Real Estate. Barbara has over 39 years of legal experience. Currently practicing at Pierce Atwood LLP. Rated 5.0 out of 5 from 19 client reviews. Barbara works from Portland, Maine and takes on estate planning matters across the region.

Ms. Barbara K. Wheaton is a lawyer practicing estate and trust administration, estate planning, estate and 2 other areas of law. Barbara received a A.B. degree from Bowdoin College in 1984, and has been licensed for 39 years. Barbara practices at Pierce Atwood LLP in Portland, ME.

Barbara's approach to estate planning cases

Ms. Barbara K. Wheaton is a lawyer practicing estate and trust administration, estate planning, estate and 2 other areas of law. Barbara received a A.B. degree from Bowdoin College in 1984, and has been licensed for 39 years. Barbara practices at Pierce Atwood LLP in Portland, ME.

The kind of cases Barbara takes

Barbara reviews new inquiries case-by-case for estate planning, estate tax, and real estate matters in Portland and the surrounding Maine area.

Credentials

Credentials — where Barbara studied and practices

  • Harvard Law School

    J.D. · 1987

  • Bowdoin College

    A.B. · 1984

Jurisdictions

Barbara's state bar admissions

  • State of Florida

    2014 · ACTIVE

  • Maine

    1987 · ACTIVE

Barbara studied at J.D. in Harvard Law School and A.B. in Bowdoin College.

Law school and academic background

Barbara completed J.D. in Harvard Law School and A.B. in Bowdoin College. Formal legal training is one signal of substantive knowledge — the day-to-day practice Barbara runs in Maine is where that training gets applied to real client questions.

Recognition

Barbara's legal honors and published work

Barbara has received 1 formal recognition from bar associations, industry bodies, and peer-review services.

  • AV Preeminent

Legal awards and honors

AV Preeminent.

Affiliations

Barbara's professional memberships and bar associations

  • American College of Trust and Estate Counsel. United Way Investment Comm., 1998—. Member, Executive Committee and Trustee, Maine College of Art, 2000—. Maine Estate Planning Council (Director, 1999-2002

    bar_fellowship

  • President, 2003—). Member: American (Member, Real Property, Probate and Trust Law Sections) and Maine State Bar Associations

    bar_fellowship

Locations

Barbara K. Wheaton's office in Portland

Barbara's primary office is at Merrill's Wharf, 254 Commercial St., Portland, ME, 04101. In-person meetings are by appointment; a phone intake usually comes first.

Main office

Pierce Atwood LLP

Merrill's Wharf, 254 Commercial St.

Portland, ME 04101

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Client feedback

Client reviews of Barbara K. Wheaton — 5.0/5 rating from 19 verified client reviews

Every review below is from a verified client of Barbara. Reviews cover communication, case outcome, and value — the three signals that matter most when comparing estate planning attorneys in Portland.

5.0

19 client reviews

Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once Barbara K. Wheaton claims this profile.

Read all reviews

Hiring guide

How to hire Barbara K. Wheaton — what to expect in your first consultation

Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Barbara usually go, from the moment you request a consult to the day representation begins.

Consultation formats and pricing

Barbara charges for the initial consult. That fee is credited toward representation if you retain Barbara's office.

What to bring to your first meeting

Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Barbara will tell you what matters and what doesn't.

Questions to ask a estate planning attorney in Portland, Maine

A short list to run through before you commit: How many estate planning matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?

Fees & payment

Fees, payment methods, and consultation options for Barbara

Barbara discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.

Hourly rates, contingency fees, and flat-fee options

Every estate planning matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Barbara confirms the model in the engagement letter before any work starts.

Payment methods and payment plans

Barbara's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.

Frequently asked

Frequently asked questions about Barbara K. Wheaton

  • How much does it cost to hire Barbara for a estate planning case?

    Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Barbara walks through the likely range during the consult so there are no surprises.

  • Does Barbara offer a free consultation?

    Barbara charges for the initial consult; that fee is credited toward representation if you retain Barbara's office. Some estate planning attorneys offer free consults — check Barbara's current terms during booking.

  • How long do estate planning cases in Maine typically take?

    Simple estate planning matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Barbara gives a realistic estimate for your facts at the consult — vague answers here are a red flag.

  • Can Barbara take my case if I'm outside Portland?

    Barbara is licensed in Maine. Matters governed by Maine law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Barbara will tell you if the case is a fit or refer you to someone closer to your court.

  • What should I bring to my first meeting with Barbara?

    Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Barbara will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.

  • Is Barbara accepting new estate planning clients right now?

    Barbara's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.

Areas served

Estate Planning attorneys serving Portland, Augusta and Bangor in Maine

Barbara handles estate planning matters throughout Maine. Each city below is a direct link into the search page for verified estate planning attorneys in that community.

More counsel

If Barbara's intake is full or the fit isn't right, these estate planning attorneys in Portland handle similar matters. Every profile below is verified and open to consultations.