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Lori Phyllis Silver, Estate Planning Attorney in Monterey, California

Over 45 years of legal practice · focused on Estate Planning, Probate, and Tax · 4.2/5 rating from 4 verified client reviews

MemberatLori Phyllis Silver

Monterey, CA

Practicing estate planning in Monterey since 1981.

45+
Years practicing
4.2 ★
4 client reviews
1
Bar admission

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Quick answer

Lori Phyllis Silver is a member based in Monterey, CA. The practice focuses on Estate Planning, Probate, and Tax. Lori has over 45 years of legal experience. Currently practicing at Lori Phyllis Silver. Rated 4.2 out of 5 from 4 client reviews.

Based in
Monterey, CA
Experience
over 45 years
Known for
Estate Planning · Probate · Tax
  • Handles Estate Planning, Probate, and Tax matters from Monterey, CA.
  • Over 45 years of practice as a licensed attorney.
  • Recognized with BV Distinguished.

About Lori Phyllis Silver: Lori Phyllis Silver is a member based in Monterey, CA. The practice focuses on Estate Planning, Probate, and Tax. Lori has over 45 years of legal experience. Currently practicing at Lori Phyllis Silver. Rated 4.2 out of 5 from 4 client reviews.

Areas of practice

Lori's practice areas in Monterey

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

Estate Planning cases in Monterey, California

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

Probate cases in Monterey, California

Lori takes probate matters in Monterey, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Lori agrees to represent you.

Tax cases in Monterey, California

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

Trusts cases in Monterey, California

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

Wills cases in Monterey, California

Lori takes wills matters in Monterey, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Lori agrees to represent you.

Biography

Lori Phyllis Silver, estate planning attorney serving Monterey

Lori Phyllis Silver is a member based in Monterey, CA. The practice focuses on Estate Planning, Probate, and Tax. Lori has over 45 years of legal experience. Currently practicing at Lori Phyllis Silver. Rated 4.2 out of 5 from 4 client reviews. Lori works from Monterey, California and takes on estate planning matters across the region.

Lori Phyllis Silver is a lawyer practicing taxation, estate planning, wills and 3 other areas of law. Lori received a degree from Golden Gate University, and has been licensed for 45 years. Lori practices at Lori Phyllis Silver in Monterey, CA.

Lori's approach to estate planning cases

Lori Phyllis Silver is a lawyer practicing taxation, estate planning, wills and 3 other areas of law. Lori received a degree from Golden Gate University, and has been licensed for 45 years. Lori practices at Lori Phyllis Silver in Monterey, CA.

Clients Lori works with

Lori reviews new inquiries case-by-case for estate planning, probate, and tax matters in Monterey and the surrounding California area.

Credentials

Credentials — where Lori studied and practices

  • Hastings College of Law

    J.D. · 1980

  • Golden Gate University LL.M. in Taxation University of California at Berkeley

    B.A. · 1977

Jurisdictions

Lori's state bar admissions

  • California

    1981 · ACTIVE

Lori studied at J.D. in Hastings College of Law and B.A. in Golden Gate University LL.M. in Taxation University of California at Berkeley.

Law school and academic background

Lori completed J.D. in Hastings College of Law and B.A. in Golden Gate University LL.M. in Taxation University of California at Berkeley. Formal legal training is one signal of substantive knowledge — the day-to-day practice Lori runs in California is where that training gets applied to real client questions.

Recognition

Lori's legal honors and published work

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

  • BV Distinguished

Legal awards and honors

BV Distinguished.

Affiliations

Lori's professional memberships and bar associations

  • Monterey County Bar Association State Bar of California

    membership

Locations

Lori Phyllis Silver's office in Monterey

Lori's primary office is at 187 El Dorado Street, Monterey, CA, 93940. In-person meetings are by appointment; a phone intake usually comes first.

Main office

Lori Phyllis Silver

187 El Dorado Street

Monterey, CA 93940

Open in Google Maps

Client feedback

Client reviews of Lori Phyllis Silver — 4.2/5 rating from 4 verified client reviews

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

4.2

4 client reviews

Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once Lori Phyllis Silver claims this profile.

Read all reviews

Hiring guide

How to hire Lori Phyllis Silver — 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 Lori usually go, from the moment you request a consult to the day representation begins.

Consultation formats and pricing

Lori charges for the initial consult. That fee is credited toward representation if you retain Lori'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; Lori will tell you what matters and what doesn't.

Questions to ask a estate planning attorney in Monterey, California

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 Lori

Lori 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. Lori confirms the model in the engagement letter before any work starts.

Payment methods and payment plans

Lori'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 Lori Phyllis Silver

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

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

  • Does Lori offer a free consultation?

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

  • How long do estate planning cases in California 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. Lori gives a realistic estimate for your facts at the consult — vague answers here are a red flag.

  • Can Lori take my case if I'm outside Monterey?

    Lori is licensed in California. Matters governed by California law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Lori 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 Lori?

    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. Lori will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.

  • Is Lori accepting new estate planning clients right now?

    Lori'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 Monterey, Los Angeles and San Francisco in California

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

More counsel

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