Reviews

Overall rating

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5.0 33 reviews

P l

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17 Dec, 2024
Kelly is an excellent trust attorney with a solid, knowledgeable, patient staff who I found not only helpful and supportive but allowed me to proceed at my own pace. Kelly's secured, confidential online organizational system facilitates the ease of collecting and providing required information for the trust. With the current situation of my late mother's legacy requests, I know my mom would also recommend Kelly's comprehensive estate services.
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Lynda hansen

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17 Dec, 2024
We had a great experience with Kelly and Balamuth Law. Kelly and her team explain the trust process clearly and walk through the various scenarios to make sure your wishes are reflected. The most impactful part in my opinion was the way the trust information is presented to the trustees. There is a roadmap that will be so helpful to those administering the trust. Kelly and her team make the whole process such a gift to the family.
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Inti chan

star star star star star
08 Oct, 2024
The people at Balamuth Law are very professional, friendly, and caring. My wife and I had a great experience with whole estate planning process, despite how hard it was at times emotionally. I wasn't prepared for that! Amazing team and highly recommend for anyone who is ready to gain further peace of mind!
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Galina goldenberg

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28 Apr, 2024
I highly recommend Kelly and her team's estate planning services. They are very thorough, detail-oriented, and organized. Something that can be quite stressful, ended up being seamless experience.
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Diane goff

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25 Apr, 2024
Balamuth was extremely helpful in putting together my Trust. They answered my questions immediately and put my mind to rest.
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James parrott

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25 Apr, 2024
I am happy to share my satisfaction with my estate planning process with Balamuth Law. I had previously initiated piecemeal efforts toward that end. These left me with a false sense of security which soon became apparent. I am very relieved to now have the confidence of knowing that my wishes are spelled out properly and will be a great relief to my family when the time comes. The staff at Balamuth was very pleasant and walked me through all of the hurdles involved with this important task. I am pleased to recommend them highly.
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Samantha allen

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24 Mar, 2024
Working alongside Kelly in the realm of estate planning has been nothing short of a privilege. From my firsthand experience, Kelly sets a high benchmark in legal services, demonstrating an unwavering commitment to her clients that is both admirable and rare. Her approach to estate planning is comprehensive, yet she manages to infuse each interaction with a personal touch that genuinely sets her apart. Kelly's knowledge in the field is extensive, offering a deep well of expertise to her clients. Yet, what makes her truly exceptional is her caring demeanor. It’s evident in every consultation and strategy session that Kelly doesn’t just view her clients through a professional lens; she sees them as individuals with unique needs and concerns. This level of empathy and understanding is, in my view, the hallmark of not just a good attorney, but a great one. In a field where the stakes are inherently high, Kelly’s blend of professionalism, knowledge, and compassion makes her an invaluable ally. For anyone seeking estate planning services, Kelly represents not just a choice, but a partner who will walk the extra mile to safeguard your interests and those of your loved ones. Her dedication to her clients’ well-being, combined with her expertise, makes her an exceptional attorney and a true asset to the field.
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Carolyn henry

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22 Mar, 2024
We are so happy and relieved to finally have our affairs in order and a Trust set up. My husband and I have a toddler and have been feeling very exposed. Balamuth made the process easy, personal, and streamlined and we walked away feeling so much better prepared. Thank you!
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Kathy a

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04 Mar, 2024
Kelly helped us revise and restate our trust. We had an excellent experience with her. She is warm, personable, and a good communicator. The multi-visit process was well-organized, giving us adequate time between visits to think, discuss, and review before the final draft was approved. Appointments were easy to make online and Zoom calls made it convenient to meet, and Cathy in the front office was always available for questions. We appreciate Kelly's overarching view that as we plan for our legacy, it is not just our assets we are passing on to our heirs but most importantly our values, heritage and stories. Thank you, Kelly, for making this such a positive experience for us.
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Emma rosen

star star star star star
08 Jan, 2024
Kelly is an extremely wise, kind counselor and made the potentially daunting and weighty process of developing a living trust and "just in case" documents a joy. We have a lot more peace of mind now and appreciate that we can go to her with follow up questions and, to refresh the documents in a few years for a very reasonable fee. She understands what makes these documents effective and how to help us get there.
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Molly gleason-kodama

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20 Dec, 2023
I had a great experience with Kelly setting up my estate plan. Her right-hand person, Cathy, is also outstanding with her clarity with communications and follow-up. From beginning to end (except there is no real end because I’m going to be a “member” of her practice and keep my estate plan updated by her, always) the experience was top-notch. I first saw Kelly at a seminar she gave at the Lafayette Library. It was there, after listening to her speak for an hour about her practice and all of the services she provides, that I decided I was going to hire her to set up my estate plan. Kelly brings a wealth of knowledge to her clients because she has been practicing for decades and comes from a family of lawyers. She used to be a litigator and made the transition into this area of law after many years of practice. She is able to address any and all issues pertaining to estate planning and provides a personally tailored and effective estate plan. Kelly takes a special interest in every client. I know several people who have used her services as well and they are all as satisfied as I am. She is definitely a trusted resource for her clients. Kelly is also very well-respected by the legal community and her peers. Google her and you will see all of the accolades. I can say without reservation that hiring Kelly will be a great experience and a superb choice!
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James c

star star star star star
15 Dec, 2023
Our family worked with Balamuth Law to do our entire estate plan. We strongly recommend working with estate counsel who are experienced and can provide guidance on all the details. There are so many details to keep track of and ensure they are done properly. Its easy to ignore or delay. Having personally worked with several family and friends who have dealt with estates after passing, it can be very complicated if the estate is not planned or not organized. We concluded our estate work with Balamuth with a detailed file, both hard copy and electronic. We feel comfortable and confident that all of the details are taken care of -- and that we have a comprehensive checklist of all the details we need to take care of - such as transferring bank accounts and adjusting home and life insurance policies to reflect the Trust we established. We strongly recommend Balamuth and appreciate all of their work.
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