Reviews

Stefanie and her team are an absolute pleasure to work with and I couldn't be happier with the product they produced for me. Stefanie's attention to detail is noteworthy and the team's understanding of estate planning issues is readily apparent. Having had a past career managing and investing over $1 Billion in trust assets myself I know the difference between thorough and poor estate planning; Montecito Law Group provides a thorough, well thought out plan that will provide peace of mind as well as confidence in its administration.

This is so long overdue! Stefanie Herrington is an amazing professional who was ready and willing to jump into a potentially messy and urgent situation for someone she didn't know. My recently widowed mother was in need of emergency docs to make sure she could decide what happens to her assets when the time arises. She's 87 and not a tech savvy person at all but was able to have a video chat with Ms. Herrington. Stefanie made her feel so comfortable and taken care of - I am so grateful for the patience and care Stefanie provided at a very sad and scary time for my sweet mama. Shout out to the paralegals in the office too!! Thank you so much Stefanie and Team!

This was my fist time setting up a trust. Working with Stefanie was such a blessing, she walked me through every step of the way with ease and care. She explained everything in a simple manner and made the process painless! I highly recommend her, any many thanks to her and her team for a job well done!

It’ been a pleasure working with Stefanie and Montecito Law Group. My mother first found Stefanie from an add in the news paper with Stefanie’s picture about 6-7 years ago. I thought, ok, I guess we can try this. Well, Stefanie helped my parents update their trust and now that my parents have passed she is helping me to execute the trust. We have been very pleased with the responsiveness and personal touch Stefanie offers. Once I’m through with this process there is no doubt I will go to MLG to set up my family trust. Ed Saragosa

My husband and I met with Stefanie earlier this year to draw up our wills before COVID shut everything down. I’m so glad we did! I have such a peace of mind knowing everything will be taken care of in the event of passing. Stefanie was wonderful; she asked all the right questions, of which there were many, to help us understand how to best move forward. Her office assistants were helpful and made us feel at home. I’m so pleased, and have recommended her to my friends in the area.

Stefanie is a professional, but most important, she is a wonderful and caring person. Stefanie took the time to explain the services available and then helped us make wise decisions. Stefanie is a community involved person, and she cares about the environment. We recommend Stefanie for all your Estate planning needs.

Stefanie and her team at Montecito Law Group have provided excellent legal advice and work product for me on a number of complex, trust-related estate planning matters. Specifically, Stefanie obtained court approval to amend an irrevocable trust for substantial tax savings, advised on prospective strategies for dealing with a QPRT trust, and restated my personal revocable trust to address changed circumstances. In all cases, the work has been timely and skillfully completed to a high standard.

Stefanie is amazing: hardworking, knowledgeable, and helpful! She smoothly navigated us through the trust making process.

Stefanie did a fabulous job of helping my father-in-law with his Estate Planning needs. She also helped us with our Estate planning making it so easy to set up for us.