Reviews

Extremely knowledgeable, efficient and friendly. Great experience working with such professional and talented people.

I have a Trust, but learned from Preston it was not comprehensive. Through Preston Estate Planning's education, patience, and great administrative staff, my family was able to build the plans we need to fulfill our wishes when the time comes. Highly recommend.

I am in my 80s and had a trust draw up 30 years ago when I retired. Last year our car was rear ended and totaled. We were not hurt but realized that life can end in a second so we decided to make sure our trust was up to date. After some research we decided to try Preston. They advised us how out of date ours was and may issues were not covered so they completely redid the trust. I am very pleased with the results and the very professional way their staff worked with me. I would defiantly recommend them.

I am a new customer of Preston Estate Planning and so far I am very impressed. They are close to me and the office is convenient and accessible for my daughter who uses a wheelchair. The staff is friendly and helpful. I think we are going to have a long association.

Do yourself a favor, and especially do your kids and beneficiaries a favor. A Preston Trust keeps you in control of who will inherit your hard-earned assets. Preston makes it easy for you to create your Trust, and you can breathe easy. It can feel daunting to make a Trust, but just contact Preston and get started. They’ll step you through the whole process. It gives you so much peace of mind. I’ve learned from my own experience and from friends’ experiences that things can go terribly wrong with a Trust. But you won’t know it, your kids find out only after you die. You may think you have things set up for your kids - but your house, your hard-earned money in your bank accounts, investments, businesses may actually end up going to the wrong people, people you hadn’t intended at all! If you already have a Trust and want to make sure it will do what you intended, Preston can review it for you and give you an honest evaluation. Better to find out now and fix it, than have your kids deal with an unintended, costly and possibly heartbreaking nightmare after you die. Preston isn’t just a one-time service, they offer a “Life Plan” and can continue their support through your life and beyond, to help your kids navigate things after you die. Their Concierge service is friendly and efficient, answering my many, many questions. Preston sends short, 5-minute weekly videos of “Important Things Estate Planning Attorneys Don’t Always Tell You”. These are quite interesting and informative, and at the end of each one I think, “Phew, I’m so glad I don’t have to worry about that! It is taken care of in my Trust.” They also offer monthly online Estate Planning Q&A sessions with a timely topic and then time for a live Q&A. This is a great chance for you to get your questions answered immediately by the attorneys. Who knew that Estate Law could be so fascinating? But not only interesting, it is critically important to get things absolutely right in your Trust, so that your wishes are truly fulfilled as you intended for your kids, beneficiaries, heirs, charities. A Preston Trust keeps you in control of who will inherit your hard-earned assets. Honestly, I’m very grateful and have so much peace of mind having our Trust created by Preston Estate Planning. I recommend Preston to all my friends and family.

We used JIM Preston to refresh our Will and setup a Family Trust in California. We were very happy with the care, patience, and speed in getting our stuff taken care of. They seem to have a real passion for Estate Planning Law. We were very impressed about how proactive and instrctive they were on issues we never thought about.

Preston Estate Planning is a very professional group offering good services in a prompt and helpful way. I would highly recommend them to anyone seeking estate planning services.

Excellent service!! Thank you!!!

I am very pleased with my experience with Preston Estate Planning. Could not ask for better advice and helpfulness.

So far I have paid in a good deal of money.Hopefully, that will pay off when I die.when I have CALLED Preston for help. They have responded promptly with advice.