Reviews

Brian Sterzer and Sheri were friendly, professional, and timely through the entire process. They're easy to work with. Thank you.

Brian and Sheri were a godsend to me at a difficult period in life, the passing of my dad. Sheri helped me work through identifying assets, in and out of state, the not identified in an inherited trust. In addition, they set up a new trust fir me which I could transfer assets in my own name which will allow my children to avoid probate. They helped me through a process with Laguna Woods and an inherited property, a co-op which had some difficult requirements to navigate. Having used their services, I feel confident in my eventual disposition of assets. I believe that their fees for service we're exceptional for the level of attention they gave me. I feel confident that when the time comes for my children to have to work through issues regarding this trust it will be easy for them. Through the process I feel like I have not only satisfied the requirements of my current needs but I've also established and ongoing relationship in the event that i require additional help from them. I strongly recommend their services to anyone in need of estate matters. Likewise they were very accessible and Sherry would often meet me at her office as needed. I can't make them enough for getting me through this period in my life.

I was very satisfied with the comprehensive estate planning services that I received from Sterzer & Associates. Brian and Sheri are very meticulous in all aspects of their jobs. Very resourceful and reliable. They highly deserve a 5-star rating. Also, I will strongly recommend them to my relatives and friends.

Brain was very professional and walked us through everything regarding our living trust. I have recommended a few people to him!

Everything that I experienced with Brian and with Sherry was top notch. I had many questions and some fears and indecisions. All was alleviated by their explanations. There was no pressure whatsoever. Although their fee was quite reasonable, especially compared to others, their expertise was unmatched. Without a doubt I recommend Sterzer & Assoc. as I feel you will have the same experience as I have.

Brian & Sheri were very professional. Brian went through every item with us thoroughly. He happily answered any questions we had and made the process very easy for us. I will be recommending his services to anyone that is looking for help setting up their trust.

Good people that do what they say, when they say, and deliver quality...It’s how it should be. They get it. 5 Stars.

Very patient and thorough, especially with my family members. Highly recommend them to anyone.

There comes a time in everyone's life to do estate planning. This is the business to go to.

Brian and Sheri really helped me make this experience effortless and informative. Putting an estate plan together can be a bit daunting, but in speaking and working with them I got my plan created and have followed up with them even afterwards, which was a big help.

Sterzer & Associates a Law Corporation was very professional, made the process easy and takes the worry away from you. Their team can handle your needs in a timely and efficient manner and very affordable.