Reviews
Overall rating
Diana short
05 Mar, 2021
Intelligent, Efficient, and Uplifting. Dan "and the team" get an A+ for their product and responsiveness. This should keep some kinfolk from scrappin'.
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Sachin premnath
15 Feb, 2021
Daniel is a wise, assured and knowledgeable advisor. He carefully talked through with us the benefits of various proposed estate planning structures, and took the time to answer (sometimes very basic) questions thoughtfully and completely. He is always very responsive and demonstrates excellent judgement.
I highly recommend his services.
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Paul barnett
15 Feb, 2021
For the last ten years I've been wanting to create a family trust. I'm not super wealthy, I just didn't want to subject my family to the headache and financial loss of probate. However, I kept putting it off. To me, starting the trust was akin to a root canal. A buddy of mine suggested talking to Daniel, and a few weeks later, with very little effort on my part it was done. Call this guy, get 'er done and sleep better at night.
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Monta zelinsky briant
13 Feb, 2021
When our kids were very small my husband and I had basic a will and trust created. Now that we are in our later middle age, with our kids growing and a pandemic raging, we realized it was probably time to review our needs and do an update. Daniel and his wife Miriam (she helps Daniel with some of the admin stuff) we're so amazing. Not only were they extremely professional and knowledgeable but they were also such nice people to deal with. We had them draw up a new will and trust, to better reflect where we are in our lives today. They brought up so many very good points that had never been addressed in our previous documents-- loose ends that could have caused problems for our kids in the future. We now feel like our children and grandchildren will have the smoothest transition possible, when our chosen time has come to leave this planet.
In fact we were so happy with their services that I also had Daniel update my parents documents to make sure that things go smoothly forward my sister and I in the future.
Paying for legal services is an investment, to be sure, but I feel like a huge burden has been taken off my shoulders, and these things won't be niggling at the back of my mind any longer.
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Lauren messinger
20 Jan, 2021
I highly recommend Dan Weiner for Estate Planning/Trusts/Wills. He is friendly and easy to communicate with. I felt important to him and that says a lot. His wife, Miriam, is also very knowledgeable and HELPFUL! It Feels good to say, “I have a great attorney!”.
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Jacklyn lozada
20 Jan, 2021
Dan was very helpful in what we needed to set up. He explained the process and defined what estate planning, trust, wills, etc entails. Dan and Miriam were very responsive and answered all our question
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Ariana lorenzana
20 Jan, 2021
Thank you for making the process of getting my Will & Trust in place the easiest, most well organized, fully comprehensive, and convenient transaction. I feel such a sense of relief knowing all my affairs are in order for myself and my family.
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Tom krier
20 Jan, 2021
Daniel and his team provided great service and were very professional and efficient. Daniel helped us through the process and delivered a very complete Estate Planning package. Thank you Daniel.
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Lisa s.
20 Jan, 2021
Daniel was exceptional in providing us with amazing service and aided in updated our trust. We are
thankful to have used his law office to put our mind at ease with getting our estate in order. He went above and beyond and we highly recommend him.
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Lisa kojima
20 Jan, 2021
So glad I watched wine and wills starring Daniel Weiner which led us up to working with him on our Estate planning. My husband and I kept putting off doing a will and trust for so long but finally we decided to do it. Dan was very friendly, open to questions , and made the process easy and understandable. I would definitely recommend Dan and his team if looking to do family estate planning. It really gave us a piece of mind.
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Debra sammon
01 Oct, 2020
We engaged Dan to update our will and trust. Our children are now young adults and our assets have changed over the years. Dan thoughtfully guided us through the process and helped illuminate nuances to our estate. Dan is extremely thorough, patient and connected to additional resources if needed. We also very much appreciated the sensitivity to safety during the pandemic - utilizing zoom and an outdoors signing of the final documents. The entire process was swiftly coordinated and finalized. My husband and I highly recommend Dan and team!
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Sandi packer
01 Oct, 2020
Dan Weiner has helped us to prepare our trust. He led us through the process in understandable terms and answered all of our questions in a timely manner. We highly recommend him.
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