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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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Mark hope
01 Oct, 2020
Daniel was very professional, friendly and easy yo work with. Quality of work was also excellent. Would highly recommend him.
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Kyle erickson
01 Oct, 2020
Great experience with Daniel and his team, the process was seamless, they address questions quickly, and always stayed in touch along the way. I was not looking forward to putting together my Will and Trust, but this group really made the entire experience about as simple as it could be. I have already recommended them to friends and family looking to get things in order or updated. You won’t go wrong with this team!
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Dalis northup
01 Oct, 2020
Dan was the perfect fit for our family, as we tried to navigate the world of wills & estate planning. He broke down options in a way that were easy to understand and he explained things very clearly. We came away feeling confident about our decisions and knowing that we've prepared for the "worst case scenarios." It's a relief to have things taken care of & to know he'll continue to be accessible to us as our needs change.
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Cari kalapis
30 Jul, 2020
Highly recommend working with Dan Weiner. We were fully able to accomplish all of my needs. Dan is thorough and covered bases that I hadn't though of when detailing out my trust and will.
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Giovanni stephens
30 Jul, 2020