Reviews

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!

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.

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

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!

Masumi is so friendly and easy to work with. I highly recommend.

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.

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.

Masumi is incredibly helpful and honest. She truly goes above and beyond. I'll happily work with her any time.

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.

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.

Masumi Patel has been an absolute lifeline for my family and me. My husband and I sought her expertise to help us create our estate plan, and we couldn't have made a better choice. Masumi's professionalism, knowledge, and compassionate guidance made the entire process smooth and comprehensive. When my husband became ill, Masumi swiftly and efficiently assisted us in organizing our affairs. Her timely responses to our questions and her proactive approach were invaluable. Masumi ensured that every aspect of our estate plan was in place, giving us immeasurable peace of mind. Having completed our estate planning with Masumi, we now feel at ease and empowered, knowing that our family's future and that of our children, is safeguarded. It's a relief to know that should anything unforeseen occur, our affairs are in order, sparing our loved ones unnecessary complications and expenses like dealing with the stress, time, and cost of going through probate. I've wholeheartedly recommended Masumi to numerous friends and family members, emphasizing the importance of proactive estate planning, especially after witnessing the hardships others have faced in the absence of such preparations. Masumi's guidance has been instrumental in ensuring that our family won't experience similar difficulties. I highly endorse Masumi Patel to anyone seeking an exceptional estate attorney. Her dedication and genuine care for her clients truly sets her apart.

When putting together the daunting task of assembling your trust, I could not recommend Masumi more. Her attention to detail and professional manner immediately put you at ease- she asks important questions that spark a conversation within your family and consider different scenarios that you may not normally have thought about. Her experience and the way she goes about this process felt like a breeze. I love how she explained everything in a way that made perfect sense and we felt like no stone was left unturned. She was even present during the notary signing and made sure everything was comprehensive and complete. From start to finish it was a seamless process and I could not recommend her enough and love referring her to my clients who also have raved about their experiences with Masumi. Thank you Masumi for helping our family through this important task of creating a will and trust.