Reviews

Excellent choice for estate planning

Our appointment with Nicole was to primarily give Power of Attorney to our daughter and possibly update our nine-year- old Trust. We were happy with the first Trust and only wanted to make a few changes. There was a focus on fees right off and we were asked to make a $5,000 deposit that day and the hourly fee was about $315.00. At our appointment, Nicole spent 1 1/2 hours primarily making copies of our old Trust and making copies of everything we had. She also drew many diagrams (that we looked at upside down from across the table). She didn't ask enough questions, so when we got home, I wrote a short letter with the names and proper spellings of our family members and other important information. We received a draft very quickly of the new Trust and her assistant made 2-3 telephone calls checking our progress. The draft was full of errors -- including our names and especially the full name of our daughter who was going to have Power of Attorney. We told the assistant that we were unhappy with the careless preparation and would go ahead with the Powers of Attorney only and not the Trust update. The fine print of the Attorney Contract said that there would be no refund if a Trust draft was issued (no matter how quickly and carelessly it was made) and three telephone calls. It was obvious that we would lose the full $5,000, but we decided to look for a better attorney anyway. We did find another Chico Attorney -- who gave us exactly what we wanted in a clear concise document and explained exactly what to do when the time came for surviving trustees to use the document.

So called this attorney service just to ask a simple question as to how long it would take to set up a living trust and what they would need me to being with me in order to set it up as I live a hour and a half away they would not even answer those questions without paying them a consultation fee UNBELIEVABLE!!!!!

I hired these people to create my trust. At first I had a good experience with them. They started off nice. After speaking with the attorney I was handed down to one of her assistants never to speak with her again! I had some questions & changes to my trust and got on the phone with her manager Zack Plottel. WORST customer service ever! He is condescending belittling and does not let you talk. He made me feel like an idiot for asking question. Go somewhere else. Save your money. I contacted another attorney to finish the work and he was much cheaper. He also told me a lot of people have had the same experience with this firm. GO ELSEWHERE!

Responsive, knowledgeable and very easy to work with. Thank you!!

Excellent service, knowledgable people.

Nicole and Camille have been very helpful.

Great personable people working very hard to make my life better and easier. Highly recommend. Barry G. Kemp

Wonderful people and amazing knowledge/experience base. Don't know what my family would have done without their help with mothers longterm care and financial set up for father. Literally a life saver for my father and priceless piece of mind for the family.