Reviews
Overall rating
J.m.h.
05 Sep, 2018
Pamela was wonderful in helping with my conservatorship application, and also revising my trust. My deepest thanks.
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Dawn
26 Jul, 2017
Pam helped us complete a trust for my husband's mother and sort out a neglected set of small investments. The goal was to structure everything so that my mother-in-law could stay in her home but be eligible for Medicaid if and when she required a skilled nursing facility. My mother-in-law was house-bound and Pam was so helpful with coming to the house, explaining everything, and guiding her through the process. When my mother-in-law died, Pam's work really made it straightforward and all the disposition of assets went smoothly with no problems or probate.
We liked Pam so much we had her do our estate plan soon after. She was very expert in her recommendations and made a process that can be a little traumatic, both easy and painless. We can now be sure that we will leave an estate that will not cause our beneficiaries undue trouble and will not cause our assets to be subject to unnecessary taxes or probate.
Pam really knows what she is doing and the cost was reasonable as well.
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Jeff
12 Apr, 2015
When you feel the need to hire an attorney, there is a "sticker shock" for most of us when we find out the cost. However, for my case, Pamela did everything to keep her fees and the court cost to a minimum. And, she kept me informed from the beginning to end, letting me know the pros and cons (I almost feel she was to cautious). In her, I found no dishonestly in running up the cost, and yes the cost did run up, but this was because of a system that can be very frustrating, it wasn't on her! And, she warned me how the 'system" works and of potential problems that might arise there too. You have to make up your mind as to whether or not the cost is worth it, but I strongly feel that you will have an honest attorney who cares, and wants you to keep as much of your money as possible. Oh, and for what is worth, she is nice person.
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Anonymous
24 Mar, 2011
My family requested a consultation regarding a complicated matter. I was amazed at Pamela's conscientious and professional manner. It was evident that she considers the costs/benefits of her services to all parties, not just herself. She was professional and personable. It was refreshing to be treated with such dignity and respect. I highly recommend her
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Miguel calderon
04 Jan, 2011
My Wife and my self are so happy that we have Pamela as our Estate Planning advisor, She is so knowledgeable that we do not have to worry. Pamela thank you for all your guidenes.
Miguel and Janet Calderon
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