Reviews

Beatrice has been helping us in the process of completing our Living Trust from A to Z. We are very happy with the result. She has thoroughly explained in a clear and easy way to understand the process. We had many questions and she was able to explain them either via phone calls, emails, zoom and in person meetings. She made sure we fund the trust properly and feel comfortable that we have a fully functional Living Trust document. Thank you Beatrice. Daniel and Lien

Tyler was extremely helpful and I appreciate all of his hard work! He was extremely attentive and emailed me back quickly, followed up with me, and with all his help, I got my former boss to settle out of court! Thank you so much again Tyler, I greatly appreciate you and everything you have done for me!

Horrible service. Tons of over-billing and under performing. Save yourself the time, headache and hassle. The owner we worked with (Chung) didnt address any of the issues. Beware they will convince you that you have a case when you don't. Complete incompetence.

We had our original trust prepared in 2017. The attorney who prepared our trust presented us with some basic information about the process. After we signed the trust documents at the attorney’s office, along with electronic copies of our trust, health directives and power of attorneys, we were provided a paper with some general trust funding instructions. We were however not clear on what needed to be done. As a result, after three years, other than our house, nothing else has been transferred to the trust. Even though we thought we had a trust in place, if something had happened to both of us, our children would have no idea what assets we had. We happened to attend a seminar on Wills & Trusts by Beatrice in October 2019. It was very informative as well as enjoyable. Beatrice had a way to make legal concepts and issues sound simple and easy to understand. She presented real life scenarios, with lessons to learn, and mistakes to avoid. After that seminar, we asked Beatrice to review and if need be, amend or prepare a new living trust for us. First, Beatrice is very thorough and dedicated. She would go the extra mile to help get the information that the client needs but does not have. For example, Beatrice needed to have access to the original deed of our property to determine whether it was properly transferred. We could not locate it. Beatrice was not able to look it up online. She reached out to a former colleague who happened to be in the real estate business for help. And that evening, before our meeting, to our surprise and delight, she was able to get a copy of our deed. Second, Beatrice is very honest. After reviewing our original trust, she told us that overall it was okay, but she thought it needed some amendments. She explained to us that some parts of that trust clearly were not what we intended. Third, Beatrice is very meticulous and organized. She had a long questionnaire that took some time to fill out, but once it was filled out, it would expedite the subsequent funding process tremendously. Fourth, Beatrice is very responsive and accessible. For example, we had some questions when we filled out the questionnaire, and after we uploaded the questionnaire, Beatrice promptly called us to address our questions. Finally, Beatrice’s instructions are very detailed and extremely helpful. After we finalized and executed the trust, she provided us with a “Funding toolkit”, which includes: (1) an excel copy of all our assets that need to be transferred into the trust, including account numbers, with clear description of “action needed”; and (2) a word copy of “General Instructions for use of self-funding Toolkit”. With that “funding toolkit”, we were able to transfer most of our assets into the Trust within two weeks. Beatrice also gave us a very practical recommendation that we keep copies of our documents accessible and known to our children. Now with the trust mostly funded, and copies of relevant trust and health directive documents accessible and known to our children, we feel at peace that regardless what may happen to us, our children will know what to do and what assets we have. Thank you, Beatrice, for your outstanding services!

I had the pleasure of working with Kring and Chung last year and they are true professionals. They handled my case with care and were effective in getting me the money I was owed. Special kudos to Tyler Kring for his exceptional work. If you have employment or workplace issues, these are the attorneys to see!

Hired this attoney for visitation and child support. If you want someone to just show up to court, fill out paperwork and give the other party everything they ask for, this is your attorney. I feel she did not fight for me and also made a mistake on my child support. For months she told me my support would be $750/month and the day before court, she calls and says she made a mistake and my support is $500 more a month than what she was telling me. I am out of state and she knew from the beginning and said it would not be a problem. Fast forward, over $10,000 later and months of stress, me being out of state is all of a sudden an issue and the other party got exactly what they asked for and I lose out on visitation of my children. Absolutely disappointed, and a total waste of money. I would have been better off representing myself! STAY AWAY!

Ms. Beatrice Phan is very experienced and competent in her field of estate planning law. If you are a very detailed person, you will love working with Beatrice and her staff. Beatrice is uber meticulous and detail-oriented in making sure that your trust fits your needs, as well as needs you might not have considered. Anyone with OCD tendencies will love with her (seriously/jk). She makes sure all the t's are crossed, and i's are dotted - literally - from the initial consultation, to the final documents, to the funding of your trust. Beatrice goes beyond the core business, legal aspects of her work. She cares about her clients as people, and families, and wants to be there for you long term. She is much more than just a transactional attorney. Everyone in her office resembles this, and they run things tight. During this difficult time in our lives, she and her staff were very compassionate and made the experience pleasant. Have Peace of mind that your affairs are in order. I highly recommend Ms. Phan as an estate planning attorney.

Had a family trust done for my wife and myself. Beatrice was very thorough and walked through all our options and explained everything concise and clearly. Understood our concerns and addressed everything. Would definitely recommend to friends and family. Her team was also very knowledgeable and quick to answer all questions.

This is the best law firm I have hired by far in California. They helped me solve my real estate and business headaches promptly. When you are fighting, you need attorneys like them to be strong and always look out for your interest. I am very happy with their services.