Reviews

John Preston, SR, drew up our trust in 1990; his team reviews all trusts every year to bring them up to date with the ever changing laws. His firm also has seminars several times a year in locations throughout CA where his clients are able to ask questions and receive answers. Also, if a client needs help, there is always a lawyer ready to return a call and answer the concern. Recently with COVID19 he and his son have had Demio on-line informative meetings where a person can also ask questions and receive knowledgable answers. I highly recommend this firm--probably the best in CA.

John and his team have provided thoughtful advice to my wife and me as we review and update our estate plan. They have shown us the pros and cons of potential decisions, thereby allowing us to effect the best result for our family. Additionally, and equally important, they have developed a professional organization to continue to advise us and our surviving children should something happen to either John or JM.

Thanks so much. I had a question but you answered it towards the end. Are you sending a copy of the discussion to your clients? If so I did not get a copy of the first one. I would love to have a copy of these discussions to send to my son who is out of state as he is my executor. I realize that my folder is not complete and I need to send info to you to include in the trust. Thanks again so very much for taking the time to help us understand what steps we need to take. The Propositions discussed were extremely helpful.! Blessings to you both

Very informative and the father/son tandem provide some humorous interludes.

Very informative and thorough. Always protective of the clients interests. Great explanations and examples. Very knowledgeable and easy to understand concepts. Great job.

Speaking with Preston about the Estate Planning procedures and the services provided was exceptional. He was thorough with his explanations, answered questions, and provided services above and beyond other companies. I am confident that my family is protected and we made the right choice in choosing him to represent us. If you are looking for someone to take care of you, provide excellent service, and to think beyond the immediate needs then I recommend Preston and his group. They will not disappoint you.

We have been with Peston Estate Planning for over 27 years. They are incredibly professional and supportive of their clients. Always watching out for their clients best interest. They have always been available to answer questions and give on advice on any subject regarding the Law when needed. Whenever we have needed support for any reason or situation they are always there. Regarding the Estate Planning, they have and are always up to date and looking ahead to support each and every client and their personal needs and situations. John Preston and Team are incredible and we appreciate them tremendously.

Everything is going okay, but this is premature. We have paid for everything I think, but we don't have a final wills/trusts/medical forms etc. to review and we don't have a summary of what has changed and we haven't signed off on anything yet. When I have this and complete this I will be happy to provide a review. ralph babcock

The lawyers at Preston Estate Planning are well versed in their areas of expertise. The workshops they put on are well attended, yet you do not feel like just another face in the crowd. The topics are timely, going over changes to the laws and new laws. The speakers also go over the basics of the trust to refresh memories and to inform family members who attend of the way the trust will work when needed. Presentations are concise but never dry. Anecdotes and real life experiences keep the topics easy to understand and sometimes funny. I always look forward to these presentations. When my spouse passed away, the process went smoothly because the company has everything well organized.

We first had a living trust from John Preston in 1985 that has been updated as our lives have changed and as the laws have changed. Preston Estate Planning absolutely keeps up with all changes in the applicable laws and makes sure that our Life Plan is up to date. It is reassuring to us to know they will be there for our heirs to help them settle our estate the way we intended .

When I have questions they always respond in a reasonable time frame. They are very thorough when following up oninformation they need from you. I like the yearly review of items in the trust. Have been a client for over 20 years and would recommend them to anyone wanting to establish a trust.