Reviews
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Shirley ziegler
16 Jan, 2024
The firm has always been available to help me with issues regarding the trust. Thank you for being so user friendly and the info in the monthly on-line meetings.
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Donald r
16 Jan, 2024
My wife and our two adult children are protected by Preston Estate Planing, I treat it as the most important insurance we have as it protects our family and our assets once my wife and I have moved on. The monthly updates are quite informative and interesting, not at all just "Dry Conversation" as the two John's keep it light. We hope our children will not need their plans for long in the future, but if they do they will be protected and served as we are. Thank you Preston.
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V k
16 Jan, 2024
I could not be happier with the job Preston Estate Planning has done. They have patiently held my hand through this entire process and made it as simple and painless as possible. These guys have been doing this for years and have the process down to science. This is not the most fun topic for sure, but Preston has been incredibly patient and has provided excellent communication through the whole process. I highly recommend you get your estate planning done with Preston, in the long run you can sleep better at night knowing that everything is taking care of.
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Stephanie gali
16 Jan, 2024
I gained a lot of knowledge from listening to the program.
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Jerry thomas
16 Jan, 2024
Preston Estate Planning is the best trust manager I've found. Trusts are not fixed but need to change with changes in tax & property rights laws, and trustee preferences. Preston is the most complete & thorough estate planning organization out there.
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Breck baumann
16 Jan, 2024
We were really happy with the service provided, John went above and beyond in explaining certain scenarios and things to plan for in both the near and distant future. His team were very professional and helpful throughout the process, will recommend to friends and family for years to come.
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Janel perez
16 Jan, 2024
This law firm has given me 100% support, valuable information, and has protected my best interest!!!
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Carla webber
16 Jan, 2024
My parents set up their Living Trust with Preston Estate Planning back in 2008. From the start, we were impressed with the wealth of information and support Preston's team provides. When my mother passes away and my father was depressed and not following through, they were intentional about getting in touch with me to make sure all appropriate changes were made in a timely manner. They have guided me through caring for my father since his disability. We decided to put together our own trust this past year, and they have been attentive and helpful through the process. Even our bank was impressed with the level of ease and organization Preston's plan offered when we were updating our accounts to reflect the trust. I highly recommend Preston Estate Planning as I feel that their services fully serve our needs now and into the future.
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Troy lenard
16 Jan, 2024
I have recently finalized my Trust with the help of Preston Estate Planning.The portfolio is designed to be precise and detailed according to your specific and personal needs. The staff is very helpful and professional as well. I highly recommend utilizing their services.
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Steve banks
16 Jan, 2024
Preston Estate Planning was recommended to us from a friend and they did not disappoint. They made putting together our wills and estate plan super easy. They are so well versed in the field and know all of the pitfalls. They helped us develop a detailed and failsafe plan. They also created our Advanced Healthcare Directives and provided us cards to keep in our wallets so doctors can be made aware immediately of our healthcare wishes. Top notch service. It’s a pleasant relief to know we are all dialed in. Many thanks!
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Mike epstein
22 Dec, 2023
John Preston review my Trust prepared by a different attorney and found several errors. He and his staff are very responsive to my questions. I highly recommend this firm for Trust preparation.
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Vicki martin
22 Dec, 2023
An extremely knowledgeable group of people who strive to assist their clients while always continuing to learn and understand California laws pertaining to estate planning.
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