Reviews

Overall rating

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4.8 16 reviews

Michael kinstlick

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20 Mar, 2024
If you need help with setting up or revising an estate plan involving special needs contingencies, Kevin is your guy. Thoughtful & complete and a great resource for those charged with caring for others with limited capacity.
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Randy r

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28 Feb, 2024
Mr. Urbatsch is a well versed professional and operates a top notch firm. Highly recommend.
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Christine jones

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02 Jul, 2021
Jessica handled almost everything after an initial consult from Kevin. We feel so much better having a Special Needs Trust set up for our son and also a Revocable Living Trust for us. Jessica was a dream and held our hands every step of the way. I can't recommend this firm highly enough.
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Mark n

star star star star star
23 Apr, 2021
Jess is both pleasant and professional. She explained my estate plan, including the special needs trust for my son's benefit, in terms I could understand. The office staff is responsive, and the final documents were neatly organized in a binder for easy reference.
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Judith berlowitz

star star star star star
19 Apr, 2021
The Kevin Urbatsch Law Firm has just done an amazing and complex job of creating a Special Needs Trust for our disabled adult daughter. They led us through the tangled bureaucratic snarls and out the other side, always patient and creative in helping us produce the required documents. An unqualified recommendation.
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Amy schroll

star star star star star
24 Jul, 2020
I have to compliment more than one department at this firm: John in the front office is extremely professional, very friendly, and I appreciate his emails as follow-ups to our calls. Then there is Denise in their accounting department; she is amazing too and also incredibly responsive to emails! They have a wonderful staff here and they are terrific to work with.
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Susan nicholson

star star star star star
14 Jul, 2020
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Elias strickland

star star star star star
01 May, 2020
I highly recommend Urbatsch Law Firm for their outstanding professionalism, courteousness and honesty. Thank you for everything. -Elias
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Sue wagner

star star star star star
06 Feb, 2020
My husband recently passed and even though he believed his "estate" affairs were in order, unfortunately his Will and Living Trust did not provide for or include setting up a Special Needs Trust for our daughter even though he left her a significant bequest. This situation was further complicated by the fact that our daughter is disabled and drawing benefits from SSI. Internet research revealed several local attorneys who said that they specialized in Special Needs Trusts, but when I discovered that the Urbatsch Law Firm literally wrote the book on this topic we decided to interview this law firm to see if they could help us deal with this legal quagmire. Kevin spoke to us initially and I knew that we had made a great choice by contacting his firm. We ultimately worked with Jess F. who is very knowledgeable about Special Needs Trusts and was able to resolve the problem caused by my deceased husband's incomplete estate planning for our daughter. It was a straight-forward process having the Special Needs Trust prepared and ready for signing within a relatively short period of time. I have worked in the legal field for over 35 years and was very pleased with the expert handling of this legal matter for the benefit of my daughter. For all of the above reasons, I highly recommend the Urbatsch Law Firm for any of your estate planning needs.
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Carole hedgecock

star star star star star
09 Dec, 2019
Kind and caring folks.
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Kenji oshima

star star star star star
20 Jun, 2019
My journey to Kevin at his law firm took the form of too many other lawyers: my father's lawyer in New Mexico (I live in California) said that I had to get my own lawyer in California. A lawyer in California said I had to have my dad's lawyer draw up the trust. Another lawyer in California told me something altogether different (and wrong). We were referred to Kevin via, finally, a lawyer who knew what he was doing and told us we couldn't find a lawyer who better understood the trust we needed. When my trustee and I met Kevin he basically said: "We can make this happen" and proceeded to help us set up the trust that now assists my family in ways that are wonderful. I have felt taken care of, and put our trust in someone, who not only knows what he's doing, but also is the one who teaches other lawyers about how to set up the kind of trust we needed! Why go to another lawyer when you can hire the one that likely taught yours?
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Will lindahl

star star star star star
08 Apr, 2019
I am the Executive Director of CPT Institute and we have worked with The Urbatsch Law Firm for over 20 years. They have helped our charity nationwide serve thousands of individuals living with disabilities who are no longer able to work. Their experience and experience has been critical to our success.
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