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Reviews
Overall rating
David j
22 Nov, 2023
Loved them! Extremely efficient, personable and thorough. I highly recommend this team for your estate planning needs.
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Susan campbell
03 Nov, 2023
We just finished out trust and estate planning with Oscar. Oscar and his team were wonderful to work with. They are all very professional, very thorough, and explained everything in detail. We would highly recommend them to anyone!
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Kris anetsberger
12 Oct, 2023
The communication was great and they were knowledgeable and friendly! Definitely would recommend them do do your Trust.
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Kathy narasaki
10 Oct, 2023
Wonderful experience with Oscar and team! Such a great experience and so gtarteful that I had a great team who cared and helped me.
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Josee marcigliano
14 Aug, 2023
Jed stumpf
09 Aug, 2023
Maryam hashemi
03 Aug, 2023
David steckbauer
31 Jul, 2023
Joe and his staff were very professional and timely in setting up our Family Trust. Their customer portal facilitated every step in the process. The final trust binder was presented and thoroughly explained to my wife and me. It was a very pleasant experience.
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Renee tevlin
11 Jul, 2023
The law office was a pleasure to work with. They were timely. They took the time to explain EVERYTHING to us and acted as a knowledgeable advisor. They make the entire process easy and I’ll be back in the future should we need anything else.
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Angel ampas
18 Feb, 2023
Everyone here is so lovely to work with. They know their stuff, but more importantly they really take time and care in explaining everything. My husband and I got our estate planning done with them, and now my mom is doing hers with them as well. Cindy, Crystal, Oscar and the rest of the team are wonderful!
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Matthew holland
27 Mar, 2020
M a
26 Mar, 2020
Great client services with friendly, knowledgeable staff.
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