All reviews

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07 Aug, 2023 by Connor lanman
Profoundly helpful.
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11 Feb, 2019 by William kaplan
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22 Jan, 2019 by Ed hamilton
Highly recommend.
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07 Oct, 2016 by Jason tsuyemura
Ms. Tran is an experience, well versed estate attorney. She does an exceptional job at explaining estate trust options.
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18 Jun, 2007 by Anonymous
Excellent experience setting up family trust. Quynh was knowledgeable and very efficient. Highly recommended.

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02 Aug, 2013 by Anonymous
Excellent attorney; always kept me informed; very responsive
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02 Dec, 2015 by Cyndi
Ms. Furlin provided all my estate planning documents (Power of Attorney, Advanced Health Care Directive, Last Will & Testament). She was very personable, accessible, knowledgeable & professional in answering all my questions & concerns. The materials were prepared in a timely manner & my last minute changes were promptly handled. The final documents were accurate & professionally presented, with clear instructions. It was a pleasure working with Ms. Furlin & I highly recommend her for all your estate planning or tax matters.
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30 Oct, 2015 by Scott and damaris
Kellen had/has fantastic communication with us through this process. Having two young children it was/is difficult to stay on top of the process, but she kept us on track by following up in a timely manner to ensure we completed the necessary steps in this very important matter. She was very patient even after we delayed in replying promptly. She made us feel comfortable discussing serious topics and reassured us that although the task of estate planning seemed daunting her help along the way would facilitate the process. She is professional in every way.
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03 Sep, 2013 by Anonymous
We used Mary and Bay Wealth Legal Group to create our entire estate plan (trust, will, health care directive, power of attorney, etc.). She was professional, knowledgeable, responsive, and reasonably priced. In short: - She gave me a reasonable price quote (and for more straightforward documents, she will charge a flat fee). When she anticipated that she would go slightly beyond the quoted amount (reasonable in the circumstances), she gave me a heads up in advance. - She was personable and easy to discuss very private matters with (such as our finances). She gave us good advice and helped us think through the issues without being overbearing. - Each time she sent us documents, they were accompanied by a very helpful and clear cover letter that called our attention to the important details and spelled out what steps we needed to take. - She was organized and timely. - She helped us with the entire suite of documents (trust, will, health care directive, durable power of attorney, etc.). Very professional and highly recommended.
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What Questions Should I Ask Before Hiring a Lawyer?

Hiring the right lawyer is crucial for the success of your case. Here are some important questions to ask during your initial consultation:

  1. What experience do you have with cases similar to mine?
    Ensure the lawyer has relevant experience in the specific area of law pertaining to your case.
  2. How do you charge for your services, and what are the estimated costs?
    Understand the fee structure, including hourly rates, flat fees, retainer fees, and any additional expenses.
  3. Who will be handling my case?
    Find out if the lawyer will handle your case personally or delegate tasks to other attorneys or paralegals.
  4. What is your approach to resolving cases like mine?
    Learn about their strategy, whether they prefer negotiation, mediation, or litigation.
  5. What potential outcomes can I expect?
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  6. How will you communicate with me throughout the process?
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  7. What is the expected timeline for my case?
    Get an estimate of how long the process may take from start to finish.
  8. Do you have references from past clients?
    Testimonials or references can provide insight into the lawyer's professionalism and effectiveness.
  9. What challenges do you foresee in my case?
    Understanding potential obstacles helps you prepare and sets realistic expectations.
  10. Are there alternative ways to resolve my legal issue?
    Discuss options like mediation, arbitration, or settlement to resolve the issue efficiently.

Can a Lawyer Represent Me in Courts Outside of San Carlos, California?

Whether a lawyer can represent you in courts outside of your city or state depends on their licensure and the jurisdiction of the court:

  • Within the Same State:
    Lawyers licensed in a particular state can typically practice anywhere within that state, including all cities and counties. They can represent you in both state and federal courts located in that state.
  • Outside of Their Licensed State:
    If your case is in a different state, the lawyer must be licensed in that state to represent you. However, there are exceptions:
    • Pro Hac Vice Admission: An out-of-state lawyer can request special permission to represent a client in a specific case in another state. This requires filing a motion with the court and often working in conjunction with a local attorney.
    • Federal Courts: If your case is in federal court, a lawyer licensed in any state may be able to represent you, provided they are admitted to practice in that particular federal court.
  • International Representation:
    For cases outside the United States, different rules apply, and the lawyer may need to comply with the foreign country's legal requirements or collaborate with local counsel.

It's important to discuss your specific situation with the lawyer to determine if they can represent you in the desired jurisdiction and what steps may be necessary to do so.

How to Check the Credibility of a Lawyer

Before hiring a lawyer, it's crucial to verify their credibility and ensure they're qualified to handle your case:

  • Verify Their License:
    Check with your state's bar association to confirm the lawyer is licensed and in good standing. Most state bar websites have an online directory for this purpose.
  • Experience and Specialization:
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  • Disciplinary Record:
    Look up any history of disciplinary actions or complaints through the state bar association's records.
  • Client Reviews and Testimonials:
    Read reviews on legal directories like Avvo, Martindale-Hubbell, Google, or Yelp to gauge client satisfaction and experiences.
  • Professional Memberships:
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  • Awards and Recognitions:
    Honors from reputable organizations reflect expertise and a positive reputation in the legal community.
  • Consultation Assessment:
    Use the initial consultation to evaluate their communication skills, responsiveness, and willingness to address your concerns.
  • Ask for References:
    A credible lawyer should be willing to provide references from past clients who can speak to their abilities and professionalism.

What Should I Prepare for My First Consultation?

To make the most of your initial meeting with a lawyer, come prepared with:

  • Relevant Documents:
    Bring all documents related to your case, such as:
    • Contracts or agreements
    • Correspondence (emails, letters, texts)
    • Legal notices or court papers
    • Financial records (if applicable)
    • Evidence (photos, videos, receipts)
  • Written Summary:
    Prepare a concise written summary of your situation, including key dates, events, and parties involved. This helps the lawyer quickly understand the context.
  • List of Questions:
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  • Financial Information:
    If your case involves financial matters, bring relevant documents like pay stubs, tax returns, bank statements, or invoices.
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    Provide details of any witnesses or other parties relevant to your case, including their names and contact information.
  • Personal Identification:
    Bring a valid photo ID for verification purposes.
  • Pen and Notebook:
    Take notes during the consultation to remember important points discussed.
  • Budget Constraints:
    Be ready to discuss your budget and any financial limitations so the lawyer can provide appropriate guidance on fees and payment options.
  • Openness and Honesty:
    Be prepared to discuss your case candidly. Full disclosure allows the lawyer to give accurate advice and anticipate potential challenges.