Reviews

Preston Estate Planning is the best estate planning firm my husband and I have engaged for our estate planning needs. Getting their invitation to a lunch meeting was a God-send. John’s presentation displayed his many years of experience in this field and he made this sometimes-difficult topic easier to understand with his quick wit and humor. Once I received the trust documents for review, I went through each and every chapter deliberately since I wanted to understand what my husband and I were putting our signatures to. I was so amazed and grateful for the patience and grace of JM and Rebecca for sending me detailed answers to my numerous questions. The company also makes sure we are on top of funding our trusts by giving us detailed lists and instructions for titling our assets and having the right beneficiaries. It is a great comfort to know that if anything tragic happens to my husband and me, my children have a knowledgeable consultant readily available to help them. We appreciate the annual meetings and the more intimate regional meetings the firm conducts so we can have our specific questions answered. I personally love the monthly Newsletter we get, including all the articles that exhibit the noble spirit of this firm. It’s one of the many ways that show we have hired the right consultant for our estate planning needs. We are thankful that John Preston “did the right thing” when he pursued this totally important and systematic way of helping people with estate planning. We are a client for life and have asked our friends and relatives to consider this firm for Estate Planning as well.

The Preston firm, in our experience, has always been a class act!! The staff is quickly responsive, always helpful and respectful! Mr. John Preston, from the first time we met him, has always presented a caring, professional persona; and I am confident we made the right choice in selecting Preston Law Firm for our estate planning. As an aside, one of the things I LOVE about this man is his sense of humor! Delightful! Years ago (more than 20, I think) our bank hosted Mr. Preston and advertised a "seminar" he offered to people contemplating setting up trusts. We attended that seminar in, I think it was, Menlo Park and have been with Preston since that time. Thanks to Mr. Preston and his staff for the confidence we feel in establishing and maintaining our family trust!

The smaller format question and answer session went well. I was pleased that the questions were relevant and led to such helpful responses from the attorneys. Since it was going so well I did not want to interrupt to let you know how helpful the newsletter had been for us. I have copied articles and sent them to our children. I feel they are getting to know the people they will be working with someday and will be better prepared to be successor trustees and executors. We are very pleased with the education we receive from Preston Estate Planning.

I was very impressed with this firm when I first went to a presentation of estate planning by Mr. John Preston and his associates. I thought it was going to be pitch to get mine and everyone attending business. It was VERY INFORMATIVE. Very detailed with topics that were of interest when planning your estate. I am retired from the legal field for 30 years as a legal secretary in various types of law. It brought to mind how many incidents could happen with your estate if you don't address a situation in your estate planning. This firm is detail oriented in estate planning with every individual in mind of their life and situation and what might happen when they die if certain areas of law are not covered in their estate planning. I am very satisfied with the Preston Estate Planning.

As always JR is thorough - efficient and patient. He went line by line to make sure I understood all the items on my mother's trust so we knew what was expected - even when my mother's trust attorney didn't take the time to do the same. Having experienced Preston's way of doing things for my personal trust I was relieved when he was willing to help me with a family trust for my mother that wasn't as thoughtfully prepared. So glad I have the "A" team.

Very helpful and understanding Mr Christopher Villasenor on his staff was a pleasure working with them they did their best to help me and every witch way they could I highly recommend them

I feel lucky to have been working with Preston Estate Planning these past many years. From preparing our own estate plan to dealing with a family death and their estate and trust the Preston "family" has been helpful across the board. Over the years we've worked with John Preston, Don Zoller and MJ Preston along with their support staff and have found every one of them to be supportive. They have been there through good times and bad and assisted us by outlining necessary tasks, helping us to save money and bringing up all the points that pertain to our situation. We never feel we are asking unimportant questions nor do we ever feel rushed when talking with one of them - quite a nice change to today's routines. Through the years it's been very helpful to attend their workshops. Always good information and even when some topics might be a repeat we find something new to be learned.

We are always welcomed at the meeting, and any questions we might have, are answered for us. We enjoy the camaraderie of the attendees and staff, and are thankful for the information we receive. Thank you. The Crocketts

Always an educational experience, we learn things not otherwise presented to us. Hopeful that future interaction will be enhanced by knowing in advance that Q/A is part of the protocol so we can be better prepared with questions.

Most of the questions and answers were relevant to my own interests. The audio issues should have been tested and resolved ahead of the start time.