Reviews
Overall rating
Patty cukrov
13 Feb, 2025
Masumi was exceptional, she navigated our probate like the true professional that she is! I would highly recommend her!!!
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Samir sheth
25 Jan, 2025
Not only have I worked with Masumi for my own estate planning needs, but I have referred several of my clients to her. Speaking from my own experience as well as the experiences shared by my clients, Masumi is responsive, on top of her work, great at what she does, and easy to work with. If you have any estate planning needs, I highly recommend working with Masumi as I am sure you will have the same experience that me and my clients have had.
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Jason crowley
27 Jul, 2024
My wife and I had a wonderful experience setting up our estate plan with Masumi. She is knowledgable, professional, and personable. We have total peace of mind knowing that our estate plan is set up appropriately. Thank you Masumi!
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Lynn xie
16 Jun, 2024
Even though we had a tight timeline given we were purchasing a home, Masumi was able to set up all of our estate planning within 2 months. We were successfully able to put the house under our trust thanks to Masumi's help.
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David ruddick
01 Jun, 2024
We worked with Masumi in establishing an estate plan for her family and found her most informative, professional, and timely. We did speak to other estate planning agencies, we greatly appreciated her knowledge and efficiency in making the choice to engage her.
We highly recommend you consider Masumi in catering for estate, planning an excellent advice
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Alexis higginbotham
24 May, 2024
I never knew how complex and personal it would become to plan out future estate planning. Making sure my family and I have our affairs in order is very important to us. Masumi has helped my entire family, literally. She has helped with my grandparents assets, my parents assets, what my sister and I have accumulated and will inherit, and eventually she will work on my future estate with my soon to be husband. Estate planning should not wait till you are old and or when it's too late. I'm realizing now that this is a high priority for any family to go through. Thank you Masumi!
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Nick natter
20 May, 2024
Masumi is so friendly and easy to work with. I highly recommend.
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Stella marin
25 Apr, 2024
We were in need of someone to rewrite a trust we originally created 20+ years ago.
We were referred to Masumi by our financial advisor and we just finished completing our updated trust.
I highly recommend Masumi. She was easy to contact and readily available for any questions and clarifications. We did the bulk of our work by phone and zoom. She was very knowledgeable and thorough to make sure we got exactly what we needed in our trust. As well as coaching us on choosing an Executor and how and what to communicate to our heirs.
We could not be more happy with the service we received from Masumi.
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Karolyn schwind
05 Mar, 2024
Attorney Masumi Patel helped me with my estate planning. She was extremely thorough and handled everything in a timely manner. Most important, she was very easy and pleasant to work with and always answered my questions in an understandable way. I highly recommend.
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Gabriel koen
27 Jan, 2024
Masumi is incredibly helpful and honest. She truly goes above and beyond. I'll happily work with her any time.
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Kimberly rumack
19 Jan, 2024
Masumi was great! She made the estate planning process easy and understandable. She answered all of our questions immediately. We highly recommend this office for your family estate planning needs.
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James knauf
28 Dec, 2023
Masumi was outstanding. She made the process of setting up our trust very straightforward. Readily answered all our questions, and presented the final product in a very neat, useable form.
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