Reviews

The Preston work family has always been very professional and available when I have needed their help for various issues.

I have enjoyed the Preston team so much for their monthly Q & A's and keeping us informed. It is refreshing to be able to ask questions and not be on the "clock." Plus you are entertaining! I feel that with your unique estate plan that my family will have a much easier time when I am no longer here and they will have the help they need. Thank you. Mavis Ivene

Preston Estate Planning far exceeded my expectations, giving me comfort in knowing my assets and heirs are protected. Mr. Preston is a leader in estate planning, addressing issues and setting up important safe guards for which other law firms are unaware. Staff is professional, courteous, and addressed my concerns timely. My estate plan documents were provided to me in a beautiful, well-organized binder. To assist with my review, written guidance was supplied for each section, with a separate section for additional paperwork/information that I can utilize to assist my executor with carrying out my wishes. Included with Preston Estate Planning services are web Q&A events throughout the year and annual client reviews to ensure all information is kept up-to-date. I highly recommend Preston Estate Planning for your estate needs.

Preston Estate Planning were incredibly thorough in helping us to update our trust. They were helpful in explaining the process, benefits and walked us through each step. In addition, they were available for additional questions as we bought a new home on how to hold title correctly and also helping with Power of Attorney and Healthcare for our young adult children. I feel confident that they are looking our for our best interests in a changing and sometimes confusing environment of tax laws.

Excellent service.

I am very happy in using Preston estate planning.. It never crossed my mind in making out a will.. I never thought much of distribution to the family after my passing. Thanks to Preston estate planning, I can rest easy in knowing that all my will distributions will be taken care with Preston estate planning. I would gladly recommend them to other folks..

Extremely professional and competent law firm. Mr. Preston literally wrote the book on estate planning, wills and trusts in California. I highly recommend him and his firm (5 attorneys and staff) for any and all estate planning work. My wife and I are very satisfied to be Life Plan members. Paul Sweeney.

I have been with Preston Estate Planning since 1991. I get to compare my plan with others and my plan seems far superior. When I have had questions, I just phone and I have been put in touch with a person that has the answer right away. No waiting and no connection to the Philippines. I have never been disappointed.

Aside from the sound situation, these seminars really open up my eyes and my understanding. Listening from my fellow seminar's questions, situation and problems was very enlightening. Guaranteed I will continue to come to these seminars. Unfortunately my wife was not able to attend. Granddaughter was with us for the summer since we are the caretakers. Thank you for setting this up.

We very highly recommend Preston Estate Planning. They are a knowledgeable, caring company that provides expert advice on trust preparation, with an excellent system for keeping clients and their trusts up to date. They DO care genuinely about their customers. In our case we had a problem unrelated to our trust but which could have greatly affected our net worth.John Preston spent an hour counseling us free of charge and then reached out to a colleague who also spent freely of his time to find us an excellent advocate for our case. As a result the case was settled with no finding of any fault on our part. We couldn’t have asked for better help than that!

We thought we had a good trust established when my wife attended a Preston Seminar on Trusts. Preston's review of our trust document alerted us to several serious omissions in our existing trust. We asked Preston Estate Planning to advice on how our trust should be changed. They provided a thorough explanation of the recommended change and addresses all of our concerns and questions. Under their continuing life plan support, they have helped address any changes necessary to keep our trust up to date. We received every penny of our money's worth and I would recommend their services to any friend or family member that has a trust setup by another advisor or are looking at establishing a trust.