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Reviews
Top review highlights
Pros
1
Excellent legal expertise and attention to detail in estate planning, including comprehensive portfolio management and long-term planning
“Attorney Dawn Allenby and her assistant Naomi Arana demonstrated exceptional professionalism, knowledge, and attention to detail throughout the entire process.”
2
Seamless and stress-free experience with the estate planning process, including clear communication and setting appropriate expectations
“They made the entire process seamless and stress-free, expertly guiding us through the process, including handling unique business and property interests that wouldn't have fit a cookie-cutter approach.”
3
Dedication and commitment to clients' needs, providing excellent customer service and ongoing support
“Dawn and Naomi's dedication, expertise, and commitment to their clients' needs truly set them apart.”
Cons
1
Concerns about inaccurate asset valuations and lack of communication leading to uncontested court decisions
“Do Not Use. Gives bad information. Incorrect calculations. This firms value of our assets were higher than the value opinion of court appointed appraiser.”
2
Potential issues with responsiveness and attention to client concerns in some cases
“Very friendly, fast response. Always helpful with any questions I had. Payments were simple and offered payment plans that worked with me. Was a speedy process.”
