Reviews
Overall rating
Barbette lowndes
06 Jul, 2019
Experts who are always looking out for the best interests of their clients. We had a trust with a different lawyer. It sat gathering dust for nearly 20 years. Only after we requested transferring the trust to Preston Estate Planning did the now retired lawyer recommend updating the trust.
Thanks to Preston Estate Planning for the meetings, letters, and open Q & A sessions to keep us up to date on changes to the laws concerning our personal affairs while we are still alive and after we are both deceased. You have opened our eyes to many topics we hadn't thought to discuss together or with our heirs. We feel confident our trust is in good hands and our daughters will be able to execute the will and trust as we intended under the guidance of Preston Estate Planning.
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Garry butterfield
06 Jul, 2019
Upon the death of my spouse, Preston immediately helped me to make the necessary changes to my trust documents, select a replacement trustee and provide the necessary notifications to my bank and other financial parties. Made a stressful situation considerably less stressful.
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Carol baumann
05 Jul, 2019
We had a great experience at the recent discussion group. A lot of questions were answered as to the first step of settling an estate on the death of one of the Trust Makers.
April 30, 2021, Many of the questions pertained to us. Especially the question on timeshare scams. Thank you for another good session.
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Patricia fogg
05 Jul, 2019
We had questions which were answered at this event. It was an informative yet fun event to attend.
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Michael weingarten
04 Jul, 2019
Most questions asked were pertinent and answers informative.
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Valerie greeley
04 Jul, 2019
Always informative, professional and insightful.
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Linda ellison
04 Jul, 2019
*Over crowded seating:
Far too tight in terms of space between rows causing challenges for accessibility
*Audio system sub par making is difficult to hear moderator replies to questions
*More than once there was a run on question / answer period about something someone else had already asked about.
*Overall this was a great first attempt and I applaud the firm for doing so
*Looking forward to additional meetings of same or similar type.
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Jack wynne
03 Jul, 2019
Preston Estate Planning is, without doubt, the finest organization of its type in San Diego and perhaps in all of America. They immediately provide answers to complex estate planning questions in an easily understood manner. The firm also has the highest ethical standards. My wife and I could not be happier with the service we have received.
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Jim hockaday
29 Mar, 2019
They're really friendly until they have your money...then they're not helpful at all unless you pay them more....
I hate people like that!
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Roxy rusing
28 Mar, 2019
I am not allowed to say what I am thinking.....one thing I can say is this Law Firm cost me a ton of money.....bring the wheel barrow!
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Sharon devine williams
28 Mar, 2019
William birkhoff
26 Mar, 2019