Reviews

Overall rating

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5.0 54 reviews

Lisa maloney

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29 Jan, 2020
Brian and Sheri are the BEST! I had my Dad's Trust done here and was so pleased that my husband and I also had ours done. Brian makes everything easy and understandable. Takes the guess work out of all of the legalese.
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Teresa lee

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21 Aug, 2018
I had Brian review my fathers and my grandfathers trusts. He was very knowledgeable and patient with all of my questions. He was very professional and very easy to work with. I am from out of state and he and Sherri made everything simple and and easy to understand. Documents were prepared in a very timely manner and this made things run very smoothly. I would recommend him for all Family and Estate planning.
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Adrienne yee

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06 Aug, 2018
My husband and I were very pleased with our experience working with Brian. He was very patient with us. We felt like he listened to our needs and customized an estate plan to accommodate our wishes. We felt like we were working with a friend. It was not intimidating as one might expect in dealing with an attorney. We appreciated the fact that he met with us in the evening to accommodate our schedule. We had considered using a prepaid legal plan and are so glad that we didn't. We would highly recommend Brian.
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Esteban valverde

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07 Feb, 2018
Brian was extremely professional with me. We actually met on a Sunday as we both had more time and he performed all my documents at once. My friend that signed for me was very impressed and is now thinking to do his own set of documents with Brian. I highly recommend Brian and his firm. Brian has good experience and he will advise You what's best for You, as I know You will have many questions like me, but he will take care of You
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Marvin springer

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06 Feb, 2018
Consulted Brian regarding estate and trust related questions I had. Could not have been happier with the professionalism, knowledge, and information he had provided for me. He took the time to listen and understand my situation and questions I had, which was most impressive for me. I would highly recommend his office for any Trust, Probate, and or Estate Planning inquires. Thanks Brian and Sheri!
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Michael marco

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22 Dec, 2017
Brian and Sherrie were great. I needed some information certified with regards to my mom's house. Not only did they help me with that, but they also helped get a title history. I need to update my living trust, so I will definitely be coming to them. Thank you both so much!!
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Peter young

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06 Nov, 2017
Having been in the television and real estate industries for nearly 40 years, I've had more than my share of associations with attorneys, some positive, many negative. Shining above most everyone is Brian Sterzer. Brian is both extremely knowledgeable and remarkably compassionate and helpful. Brian takes the time to patiently and thoroughly explain the language and meaning of the documents and forms created by his office. My wife and I have met with Brian many times to create and/or revise our living trust and other legal documents. Brian has always been the consummate professional and his advice and reputation are impeccable. Unlike other attorneys who seem to have a stopwatch to keep track of billable hours, minutes and seconds, Brian’s fees are very reasonable and are not affected by the extra time he takes to ensure that we completely understand each section of the forms his office provides. In fact, on more than one occasion, Brian has made changes to our trust at no charge at all. Ask your friends the last time they heard of an attorney that worked on their behalf for free. If you are contemplating the assistance of an attorney with your estate planning or are fed up with the lawyer you are currently using, I would strongly urge that you give Brian a call. You will most certainly not be disappointed.
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D r

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25 Sep, 2017
We recently needed to redo our wills and trust. After contacting several local estate planning attorneys, we met with Brian Sterzer. First, it turned out that the others quoted prices that were 10-30% higher than Brian's. Of course I realize that you get what you pay for, and we are 100% satisfied with Brian's work for us. He clearly knows his stuff; he was professional and friendly, enduring and answering our many questions. Brian provided us with numerous hard copies of our estate planning documents, electronic versions (PDFs) of the same documents, and guidance on how to arrange ownership and beneficiary designation of our assets. All of this in a professional binder. IMO, we received exceptional value from Brian. In addition, he is a genuinely friendly, caring person - easy to talk with, and a pleasure to do business with. Brian made it easy for us to understand all aspects of our situation and how to accomplish our estate planning goals. We have no hesitation in recommend Sterzer and Associates for family estate planning needs.
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David weigel

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27 Oct, 2016
I had been procrastinating the process of Estate Planning for many years primarily because it can be a very confusing and daunting process. However, when I met Mr. Sterzer and his associate, I was welcomed warmly and assured that he would explain everything in great detail from start to finish. As an Estate Planning specialist, his credentials are impeccable which also gave us great comfort in knowing that our estate plan would be perfectly suited to our needs. As we worked through the process, he was extremely patient in responding to my many questions in layman's terms that I could understand and he helped guide me in making several decisions that had previously perplexed me. His on-going follow up and support now that our estate documents have been completed is equally satisfying. His rates are very reasonable and his office is located conveniently close to our home. We are very happy with our new estate plan and we feel like we've made new friends with Mr. Sterzer and his associate. We are happy to recommend them highly to anyone seeking an expert Estate Planning attorney. Sincerely, Dave Weigel and family.
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Cindy bashaw-downing

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07 Jul, 2016
We were referred to Brian by our financial planner and what a great referral it was! Brian is professional, personable, efficient and educates you along the way. He answered all of our questions before, during and long after the process of our trust and I continue to use him as a resource. Additionally, Brian's fees are very reasonable. I would recommend him to anyone for Estate Planning!
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Dave farmer

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28 Apr, 2016
Great Estate Lawyer to get your Family Estate Trust done with. Brian went over everything and answered all our questions. He'll also do any follow up that might come up. The whole process of a trust went so smoothly and I learned so much how to do it right to keep you out of court later on.
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Frank prior

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03 Sep, 2015
Brian kept us informed during every step of the process, lowered the stress level.
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