Reviews

The meeting with Julianna Malis and her secretary Donna in her office was a REAL 5-Star Profession experience. They answered all of our questions. My wife and I can highly recommend their team. Always see the lawyer and support staff face-to face-in the office. Do not pay a lawyer unseen from a website rating without seeing the office. Exclude lawyers with intranet website or zoom meeting which can be fake coverup for lack of professionalism.

My husband and I were so impressed with Julianna and Donna! They made a stressful time so much better with their kindness and knowledge!! We look forward to working with them again! Thank you both!!

I had an excellent experience using Juliana's services to set up a living trust and associated documents. Highly recommend.

Julianna was immensely helpful in guiding me through various executor activities when my parents passed within a year of each other. She was the perfect blend of professionalism and compassion. We were so happy with the experience that we worked with her to update our own trust.

At SB Estate Planning & Elder Law, I felt comfortable at each step. I needed to take care of my personal planning and Julianna Malis was professional and personable throughout the whole process. I ended up bringing in my father into SB Estate Planning to organize his affairs (POA, Will, Advanced Health Care Directives, etc...). Again, Julianna was professional, kind and explained things so clearly to my 80 year old father. The whole staff is amazing! Donna at the front desk is warm and helpful, Art was fantastic and Kristie, the paralegal, was knowledgeable about all the details we needed to add to the documents. The office space has several rooms and at all of our meetings, I felt that our discussions were respectfully private. I highly recommend SB Estate Planning & Elder Law!

Julianna helped my family navigate the unknowns of elder care and Medi-Cal in order to take care of our loved one. Julianna was our guide during a scary and sad time and explained things clearly. She enabled us to not have to sell everything we had in order to take care of a dear family member. We are so grateful for her help and thankful that she chose this career path. She was approachable and nice to work with and took the time to listen and answer our many questions. I can't imagine where we'd be if we had not found Julianna. A friend recommended her to us and I would recommend her to anyone who wants the best for their loved one and needs a helpful, caring and competent guide during the process. Thank you infinitely Julianna!

We all know that Estate planning can be daunting and that’s why we had put it off for years until we finally decided it was time. We feel very fortunate that we met up with Attorney Julianna Malis at her Santa Barbara Estate Planning and Elder Law office. At our first meeting, she made us feel at ease and comfortable. She was very prepared for our situation. She explained everything in great details, and in terms that was easy to understand. She is very knowledgeable, experienced, efficient, personable, professional yet warm and friendly. We cannot speak enough about the efficiency of the way her office was run. Every phone call we made was returned in a matter of hours. Everyone working there is professional, courteous and caring, especially Art. We wanted to sign our papers before a trip we were taking shortly after our meeting and attorney Julianna went above an beyond to make that happen. That’s an attorney who cares and we would highly recommend her to anyone looking for an excellent estate planning lawyer who has many many years of experience and would go the extra mile for her clients. Do not hesitate to call her; you will be glad you did!!!! Manny and Siran

We have referred many of our senior clients to Julianna to help them manage their Trusts and Estate planning. She provides experienced advice in what can be very complicated scenarios. We also had her take care of our family Living Trust - we are grateful to benefit from her extensive knowledge.

Julianna and her team were very professional and friendly in dealing with my husband and my estate plan. From the initial phone call with Donna, the meetings with Julianna, and the signings and follow ups with Art!!! We are very satisfied with the work and peace of mind that they gave us.

Thorough and straightforward advice. My family is thrilled with Julianna.

My husband and I worked with Julianna to create an estate plan, including a trust, our wills, powers of attorney and advance directives. We knew right away that she was the attorney for us when she revealed her in-depth knowledge about veterans' benefits. She uses simple digital tools throughout the process, which we really helped us organize our own information. Her staff is very professional and her office is lovely and easily accessible. When I received the binder with our final plan documents, I felt a great peace of mind knowing that we had buttoned things up for our boys, in case anything ever goes wrong. I highly recommend Julianna -- it was a delightful process that we had put off for way too long!

A friend suggested I call Julianna Malis as I needed help with my family’s estate planning. I was glad I did. Ms. Malis and her team made what was a difficult situation for me, into an easy to navigate estate plan. I will definitely use SB Estate Planning services again in the near future. DL/SB