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Steven Gerard Wortmann, Estate Planning Attorney in Freedom, Pennsylvania

Over 41 years of legal practice · focused on Estate Planning, General, and Insurance

Financial Analyst, Legal

Freedom, PA

Practicing estate planning in Freedom since 1985.

41+
Years practicing
3
Bar admissions

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Quick answer

Steven Gerard Wortmann is a financial analyst, legal based in Freedom, PA. The practice focuses on Estate Planning, General, and Insurance. Steven has over 41 years of legal experience.

Based in
Freedom, PA
Experience
over 41 years
Known for
Estate Planning · General · Insurance
  • Handles Estate Planning, General, and Insurance matters from Freedom, PA.
  • Over 41 years of practice as a licensed attorney.

About Steven Gerard Wortmann: Steven Gerard Wortmann is a financial analyst, legal based in Freedom, PA. The practice focuses on Estate Planning, General, and Insurance. Steven has over 41 years of legal experience.

Areas of practice

Steven's practice areas in Freedom

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

Estate Planning cases in Freedom, Pennsylvania

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

General cases in Freedom, Pennsylvania

Steven takes general matters in Freedom, Pennsylvania. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Steven agrees to represent you.

Insurance cases in Freedom, Pennsylvania

Steven takes insurance matters in Freedom, Pennsylvania. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Steven agrees to represent you.

Trusts cases in Freedom, Pennsylvania

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

Biography

Steven Gerard Wortmann, estate planning attorney serving Freedom

Steven Gerard Wortmann is a financial analyst, legal based in Freedom, PA. The practice focuses on Estate Planning, General, and Insurance. Steven has over 41 years of legal experience. Steven works from Freedom, Pennsylvania and takes on estate planning matters across the region.

Steven Gerard Wortmann is a lawyer practicing trust and estate planning, investments, insurance and 1 other area of law. Steven received a B.A. degree from Mount Marty College in 1977, and has been licensed for 41 years. Steven practices in Freedom, PA.

Steven's approach to estate planning cases

Steven Gerard Wortmann is a lawyer practicing trust and estate planning, investments, insurance and 1 other area of law. Steven received a B.A. degree from Mount Marty College in 1977, and has been licensed for 41 years. Steven practices in Freedom, PA.

The kind of cases Steven takes

Steven reviews new inquiries case-by-case for estate planning, general, and insurance matters in Freedom and the surrounding Pennsylvania area.

Credentials

Credentials — where Steven studied and practices

  • Washburn University of Topeka

    J.D. · 1985

  • Mount Marty College

    B.A. Commerce · 1977

Jurisdictions

Steven's state bar admissions

  • Kansas

    1985 · ACTIVE

  • Nebraska

    1985 · ACTIVE

  • U.S. District Court,

    1985 · ACTIVE

Steven studied at J.D. in Washburn University of Topeka and B.A. Commerce in Mount Marty College.

Law school and academic background

Steven completed J.D. in Washburn University of Topeka and B.A. Commerce in Mount Marty College. Formal legal training is one signal of substantive knowledge — the day-to-day practice Steven runs in Pennsylvania is where that training gets applied to real client questions.

Locations

Steven Gerard Wortmann's office in Freedom

Steven's primary office is at 701 Roosevelt Blvd, Freedom, PA, 15042-2847. In-person meetings are by appointment; a phone intake usually comes first.

Main office

701 Roosevelt Blvd

Freedom, PA 15042-2847

Open in Google Maps

Client feedback

Client reviews of Steven Gerard Wortmann

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Hiring guide

How to hire Steven Gerard Wortmann — 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 Steven usually go, from the moment you request a consult to the day representation begins.

Consultation formats and pricing

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

Questions to ask a estate planning attorney in Freedom, Pennsylvania

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 Steven

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

Payment methods and payment plans

Steven'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 Steven Gerard Wortmann

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

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

  • Does Steven offer a free consultation?

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

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

  • Can Steven take my case if I'm outside Freedom?

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

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

  • Is Steven accepting new estate planning clients right now?

    Steven'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 Freedom, Philadelphia and Pittsburgh in Pennsylvania

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

More counsel

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