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05 Jun, 2024 by Charlie luke velasquez
I am thoroughly impressed with the exceptional service provided by Attorney Marjorie Heinrich and her team. From the outset, Marjorie demonstrated an impressive understanding of the intricacies of dealing with insurance companies. Her ability to quickly adapt and pivot to new strategies was pivotal in the resolution of my case, which was settled much faster than I anticipated. The outcome was not only successful but also substantial. Throughout the process, Marjorie and her team were consistently responsive, keeping me well-informed and at ease about the progress of my case. I highly recommend Marjorie Heinrich for anyone seeking a skilled and effective attorney who delivers remarkable results swiftly.
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06 Mar, 2024 by Daniel korson
While I didn't end up working with Marjorie she took the time to listen and refer me to someone else who was a better fit. Thank you Marjorie for being responsive & very professional.
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11 Jul, 2023 by Chai saephan
17 Jul, 2024 by Carlos chavez
Carmen Rosas is an incredible professional attorney. I was blessed and fortunate to have found her to prepare our family Living Trust, not only is she an experienced, effective legal expert but a caring warm person, sensitive to her clients needs.
I felt as if I was talking to a friend. Carmen walked me through the process, and more than met all my expectations.
I also interacted with her office staff and was impressed by their courtesy and quick response.
Being bilingual and bicultural her services are valuable and important to our community. I am referring her to family and friends. May God continue blessing Carmen, her staff and family.
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10 Jun, 2024 by Lazandra dial
I used Carmen Rosas for my estate planning. She made the process very easy. I appreciated her taking the extra time to answer all of my questions. I highly recommend!!!
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06 Jan, 2024 by Prescilla young
Carmen makes the "impossible" happen! A few years back, I needed to legally take over a family responsibility from my mom to give her peace of mind. I Googled and hunted for a lawyer who could help me with this request. Finally, I found Carmen, who was able to bring a speedy resolution to our family estate. Carmen is knowledgeable, easy to work with, asks the right questions, then she makes magic happen! Thank you Carmen for resolving our case and giving my mom the best gift of all, peace of mind! I continue to refer my family and friends to Carmen. She is the best at what she does!
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08 Oct, 2024 by Ronald kuhlmann
We had a wonderful experience with Trevor in setting up our trust. The previous one dated from 1990 and was hopelessly out of date. The preliminaries were all done by phone and the signing (and more signing) was done in a morning. They had been recommended to us and they certainly exceeded our expectations.
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29 Feb, 2024 by Colleen kabeary
I have had the pleasure of knowing Trevor for some time now. He has an excellent reputation in the local community and has helped many families with the complexity of trusts and estates. I recently reached out for some advice and guidance and I could not be more appreciative of his help, his expertise and overall dedication to helping others. I have recommended his office in the past and will continue to do so in the future.
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13 Feb, 2024 by S bradford
My parents needed help with a trust and I was tasked with finding them the best attorney for the job. After some online research and a couple phone calls, I found Rose Law Firm in Napa. After our initial consultation with Trevor, I knew we had found the right place. Estate planning can be a confusing topic, but Trevor answered all of our questions and made my parents feel really comfortable and respected. Our legal documents were prepared pretty quick and now my parents have the peace of mind of knowing their interests are fully protected from here on out.
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14 Sep, 2024 by Pat
Mark Drobny has always been courteous and professional and responded quickly to any inquiry whenever I had to send POA to healthcare, banks or LT care for my husband. Documents were sent within hours. I highly recommended their services to my family and friends.
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09 Aug, 2024 by Anonymous
As a recent widow, I needed a new estate plan and will, Mark was recommended by friends. I found him knowledgeable, professional and compassionate. I have recommended him to many more friends and I know of two who are working with him and feel the same. I felt immediately at ease and that my issues would be addressed quickly and completely, and they were.
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08 Aug, 2024 by Marie
We had postponed this move for far too many years, but Mark
made us comfortable and made the process easy and understandable. Costs were explained up front, information we needed to provide was detailed, and assurances were given about
future assistance. He and his staff allowed everthing to fall into place. I would highly recommend Mark Drobny.
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08 Jul, 2024 by Ajeet singh
I live in the Sacramento Area, but I used to live in the Bay Area, where I found the firm. They were really responsive, detailed, and caring.
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08 Jul, 2024 by Hu gui
After getting married, I needed to remove the conditions on my green card. Kyle helped me with form I-751 and my interview. The office even had a nice Chinese New Year display.
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08 Jul, 2024 by Victor mondragon
Compassion, Communication and Knowledge, A clear guided experience! I cant express the gratitude I feel for the Peace of Mind brought by their knowledge. As a father, I always look for the best help for my family and I when it comes to situations that can get or have gotten out of control. Clear communication and understanding of the situation is what we wish for in desperate moments.
Right from the first conversation had with them, you will feel the security and confidence of dealing with true professionals. Making things clear is crucial in situations as such, this was provided right from the beginning.
The options provided to solve your situations are clear and explained in simple terms. Attention to detail is always present, no matter the questions or concerns had.
Highly recommend De Castroverde Law group for does want the right assistance in this unexpected and expected difficult situations.
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29 Apr, 2024 by Ron
Very nice lady. Margaret did a revocable trust, will, advanced healthcare directive and a power of attorney for me. Her price was very reasonable. She was prompt, efficient and accurate. The whole process took two weeks. I would recommend her to everyone looking for a trustworthy attorney to do their estate planning.
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04 Apr, 2024 by Susan
Margaret patiently walked me through the process. She works quickly and effectively.
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07 Jun, 2023 by Sherry
It was a pleasure to work with Margaret McNulty on my Estate Planning. She patiently, and professionally, lead me through the process of a Living Trust, Health Directive, Power of Attorney, Pour Over Will and Grant Deed. I highly recommend her. I had procrastinated doing this for years and Margaret made it painless.
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18 Sep, 2024 by Melly
We went to see Mr. Elkins with the intention to hire him as we were nervous about our case. We have an attorney handling our case; however, we have had a hard time understanding our attorney. Mr. Elkins assures us that we are in a good hand when we told him who our existing attorney is. He listened to us and was not rushing us at all. Probably we were there for at least an hour.
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25 Aug, 2023 by Chris
Had a consultation with Kurt related to landlord-tenant law earlier today and walked away very impressed with his depth of knowledge (he mentioned being himself a landlord). He was very generous with his time and not only do I feel exponentially more knowledgeable about my current issue, but confident that he'll be there in the future to help if further troubles come up. Highly recommended! Thanks Kurt
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08 Aug, 2022 by Jenny
I VERY rarely write reviews unless I feel strongly about the service one way or another. Mr. Elkins is OUTSTANDING. He is candid about whether or not you have a case but does it with tact, honesty, and compassion. He truly gave me great points of views and was really more of a therapist than an attorney. Despite knowing I really had no case, he lent an ear. He was patient and did not rush our conversation. I actually felt guilty that I took up so much time and actually wanted to pay for the free consultation that took almost an hour which included a follow up call!! Truly a unicorn in the business. I once thought only environmental lawyers were the only good lawyers, but Mr. Elkins is an exception. Although I will not be using his services for my particular legal wrangle with a real estate firm (because I have no case), I will in the near future retain his services to set up my trust. And I will refer my friends. Thank you, Mr. Elkins. I"ll be back...
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13 Oct, 2024 by Shawn terris
Annette genuinely cares about you and ensures your Trust includes everything you want done upon your death by asking you questions, answering your questions in terms that anyone can understand, and advising you. Because of Annette, I sleep well at night knowing my Trust was created in accordance with the laws and will not run into any legal problems. Lastly, she charges a few hundred dollars less than the 3 other Trust attorneys I contacted.
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08 Oct, 2024 by David ames
Annette can do it all. She is fast, professional, and is an expert at attention to detail. She helped me through several legal documents that I needed with a very fast turnaround time (and I wasn't even local to the area). If you want your documents to be done right & quickly, I highly recommend Annette for any of the services that she provides.
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13 Sep, 2024 by Ruth kistler
Annette is very organized and efficient. She is knowledgeable and professional. Communication was timely, clear and concise. Our trust was amended quickly and delivered to our home. I highly recommend Annette Dawson-Davis!
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03 Apr, 2024 by Debbie
Anastasia prepared my Trust and the process was so very easy and comfortable. She is very professional, and also so easy to work with and to talk to. She explained everything to me and took care of absolutely everything. I would not have put this off for so long if I had known how easy it would be. The service that she provided goes well beyond just a Trust. She covered everything. I highly recommend Anastasia for any trust or probate issues you may have.
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12 Sep, 2023 by Erik
Anastasia was very professional and experience in her field. She worked very hard on my case. I highly recommend her!!!!!!
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22 May, 2023 by Melinda
In short, some people tried to take a lot of money from my elderly cousin who has dementia. And my cousin had no will or trust. Relatives got upset and before I knew it a dozen lawyers were involved. It was unpleasant to say the least.
I contacted Anastasia for some clarification and she was delightfully thoughtful, thorough, understanding and kind. I was heard and understood, and I felt relieved and informed and confident afterward. She set my mind at ease and expertly guided me through a difficult time.
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04 Oct, 2023 by Tracy
There are not enough words in the dictionary for me to properly describe just how wonderful Scott Rahn is, not only as an attorney but as a human being as well. He handled a trust/probate nightmare for me a few years ago. He is incredible. He is the most brilliant and compassionate attorney I have ever known. If I ever needed to, I would hire him again and again.... and again.
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08 Jun, 2023 by Anonymous
Simply Excellent very Knowledgeable Wonderful Personnel
Simply Excellent very Knowledgeable Wonderful Personnel
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16 Feb, 2023 by Anonymous
The nice people at RMO guided me through the issues I was having with my mom’s estate and were helpful and professional. I highly recommend them.”
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15 Apr, 2024 by Gabby renteria
Randall possesses an innate ability to alleviate the apprehension that comes with legal consultation. His approach seamlessly combines accessibility with extensive expertise. His meticulous attention to detail and decisiveness not only streamline processes but also yield resolutions that are comprehensive and definitive, minimizing financial expenditures for his clients. Entrusting Randall with my business as well as my personal matters has been the best decision by far as he has since evolved into an invaluable confidant and advisor for my husband and I. Without hesitation, I extend my highest recommendation to the Cohen Law Firm, a bastion of unparalleled proficiency and integrity.
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09 Apr, 2024 by Brendon garcia
Randall is amazing. It can be intimidating to reach out to an attorney and Randall makes it easy. Not only that, he's thorough and decisive, which saves time and money since he solves issues the first time and for good. I engaged Randall for my business formation and he's continued to be a trusted advisor. I can highly recommend Cohen Law Firm.
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22 Jul, 2022 by Daisy
Being my first time ever needing a lawyer, Mr.Trolard went above and beyond to answer any questions I had throughout my case. His patience and way of explaining things to me was clear and I am very happy to have hired him as my lawyer! :)
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27 Oct, 2015 by Justin
I had very difficult IRS issue to say the least, from the first day I walk into the RJS office I could feel the weight being lifted. Ronnie and his team were there for me through out the whole process which took almost 2 years, not once did I feel I was in the fight alone. The professional service they proved over and over again. I have had other things in the past that required me to seek professional guidance and not once have I received the same care and understanding of me and my situation that Ronnie and his team gave (100%) at a time when I needed. Dealing with the IRS at any level can be a very scary place, I truly thank God for bring RJS law to my rescue because in so many ways thats what they did. If you thinking of who you should be hiring for your situation I would strongly recommend you sit down with Ronson or anyone of the team, and talk it through. If your like me and need that extra attention you will find it here, they don't miss phone calls and your email will be responded to immediately and if there is no resolution and you have to go to face the judge the experience and knowledge is there to defend you, a lot of Attorneys say they can do this until you get to that point and then they can't, they either don't have the experience or the knowledge or the Balls to see it through, RJS does. This should have been written awhile ago, sorry it hasn't been because they truly deserve it.
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04 Feb, 2015 by Barry
If you are in need of a top tier Tax and Business firm, the team over at RJS Law can help. I had a few business that needed help and Mr. Shamoun took care of all my matters. They are on top of all aspects of your case civil/criminal and they treat you as a good person that you probably are. Thanks again Ronnie and Allison.
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29 Dec, 2014 by Andy
I ran into an issue in relation to my business and I knew the issue was outside of the normal cases RJS LAW takes on, but I knew they would handle my case with discretion and professionalism. Even though it wasn’t their specific area of expertise, I knew I could trust them with the matter and that they would get it done right the first time around. Chandara and Ronnie took charge and took care of my issue quickly and did an excellent job. If I ever need them again they’ll be my first call.
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19 Apr, 2018 by Greg
The team at Geiger Law Office was highly professional and great to work with. They were very informative and thorough, giving us confidence in our resulting family Trust.
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08 Jan, 2018 by Kelly
My husband and I had our first trust completed by Brenda and her helpful staff years ago. We needed a complete review and update to our trust and were very happy once again with their service. All details and options were clearly explained to us as and we were given time to discuss and consider each option. All our questions were answered with no surprises at the end. We highly recommend Brenda Geiger and her staff for any estate planning/trust needs.
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03 Jan, 2018 by Debbie
The best thing we did in 2017 was establish our trust. My husband and I were procrastinating because it seemed so overwhelming to us. The Geiger team’s professionalism, organization, and patience made the entire process seem so simple. They helped address everything needed to protect our estate (including property, finances, medical directives, etc.). I highly recommend them to everyone!
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01 Feb, 2024 by Donna
I did a conservatorship for my Mom of 92 with Dementia at The Probate House . Very hard thing to have to process and deal with. Worked with Sibylle Grebe and her assistant Nikki. They were very professional and easy to work with. They made me feel like I was more than just a client. Very compassionate. I highly recommend them to anyone in need of this service.
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11 Aug, 2023 by Anonymous
A very long overdue thank you to Sibylle Grebe and Lorenzo Stoller for taking control of a seemingly out-of-control situation during the early days of Covid in 2020 in protecting my father and his estate from his deceased wife's children. I initially met with Sibylle to have her represent my dad after his wife had passed, in figuring out how to best protect his assets. While she was unable to represent him due to capacity issues, she was able to represent me. Sibylle had me move quickly to find the original trust documents which had likely been drafted without much input from my father a few years earlier, floating everything from making sure I had co-power of attorney and co-trustee powers on all the documents to considering a conservatorship. Lorenzo then took over the case and seamlessly helped draft new documents that protected my father and helped me keep oversight over his wife's children. My dad now resides with me in Washington state, and has since regained some capacity. Although he has shaky recollection of that year due to the stress of his grief and Covid, I am forever grateful to The Probate House for doing what needed to be done to protect the livelihood for which he had worked his entire life as a physician in Los Angeles. At 85, he has never been happier and is healthy. As a former estate planning and probate attorney, The Probate House is easily the best. Thank you, Sibylle and Lorenzo.
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30 Aug, 2022 by Patrick
I highly recommend this firm to handle your estate needs. Sibylle, Lorenzo and their dedicated staff are simply as good as you'll ever find to handle these matters. They are friendly, approachable, knowledgeable, informative and have your best interest at heart. Estates and trusts can get complicated and messy. You will need proficient attorneys to navigate this process to successful completion. After talking with a few other attorneys, it was clear that The Probate House was by far the most qualified firm to hire. Give them a call today, you'll be glad you did!!
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20 Nov, 2023 by Jonathan
My wife and I had a great experience with Bryan Eisenbise. He was thorough, efficient and very reasonably priced in the creation of our trust. He answered all of our questions and was prompt in getting back to us. The three ring binder he and his team provided with all of the trust documents was clear and well organized. I highly recommend him.
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22 Feb, 2023 by Zenaida
Bryan went above and beyond in providing his services to me and my family. He made the Trust process easier to understand. His charges is also very reasonable. I highly recommend his Law firm.
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30 Dec, 2022 by Roxanne
From day one Attorney Eisenbise has and is the best attorney I have ever hired, responsive professional and his prices are excellent don't miss out on this great deal for a living trust. Dont leave your loved ones with a big mess and confusion when you pass, capital gains taxes can be overwhelming get your living trust today.
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21 Jan, 2024 by Cathleen shockley
Ryan has been so patient and so helpful! I have been going through an emotional family matter and he keeps it real and calms me down. He's so knowledgeable and anticipates potential happenings and in so doing helps to avoid unnecessary issues. I'm so grateful for his help and his incredible knowledge!!!
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13 Oct, 2022 by John
Ryan helped us through a rather difficult probate…He was knowledgeable, responsive and well organized…I recommend him to anyone seeking legal assistance.
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03 Nov, 2021 by Brande
I have dealt with lawyers in the past and this was by far the best experience I've had. Ryan was very knowledgeable and took the time to listen to my concerns and went over all my options and all possible outcomes. I would recommend him to anyone.
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20 Feb, 2024 by Sandra
When my husband passed away, I needed help setting up a trust to fairly pass along our assets to our blended family. A friend recommended Terri Easlon. She guided me through the process and made what could have been a complex procedure, understandable. She and her team were very organized and efficient. A pleasure to work with.
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07 Oct, 2023 by Pj blaze
Terri, was very helpful in setting up my family trust. Initially I was hesitant in actually setting up a trust, I felt it was not needed. She explained the benefits and with her very insightful experience I made the decision and am very happy that I completed this process.
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29 Jul, 2023 by Mary
Having worked in a law firm at one time, I feel that I know a little about what makes a good attorney. Terri Easlon is that attorney. She updated my estate plans in a very timely manner, and her manner was pleasant and efficient. I would give her the highest recommendation to anyone.
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07 Nov, 2023 by Anonymous
Chilina Law Firm was recommended by my Financial Advisor. Greg was very professional, knowledgeable and I learned so much through the process. I would highly recommend his Law Firm.
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02 Nov, 2023 by Angela
Greg came highly recommended from our CPA and truly appreciate his expertise. I pass on that recommendation and thank you for all of your help.
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12 Oct, 2023 by Will
My father had passed and I was gonna need help dealing with his affairs.Greg was an business associate of my wife's at the time so we hired him and from then on everything went flawlessly,from dealing with the courts to the sale of the house.He was a life saver.Will Kearns
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27 Apr, 2023 by Anonymous
Catherine T. Hergenreter was a great lawyer for estate and trust planning. We contracted her services through Gomez Law. She was very experienced, diligent, responsive, and client centered. Her time and attention to getting things completed for our services was much appreciated. We would highly recommend her to others if looking for an estate, trust, probate lawyer.
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16 Jan, 2019 by Coleen
I would highly recommend Catherine for all your private student loan debt. Catherine was able to highly reduce my daughters private student loan from (Navient) to a manageable payment. Catherine is a angel and she stays on top of all the legalities of the loans. Please rest easy knowing that she is in your corner and she can help you.
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01 Dec, 2018 by Sherri
I am greatly appreciative for the wonderful service Catherine and her staff has provided to dispute my private student loans that were weighing heavily on my shoulders . She was able to reduce my debt extremely beyond what I expected! Thank you!!!!
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09 May, 2023 by Mark
I am pleased to provide my highest recommendation to the Soto Law Group. SLG made the complex task of estate planning easy. DeDe Soto and her team were both knowledgeable and professional. They walked my wife and I through every step of the process answering our questions along the way. My wife and I are very pleased with the resulting Family Trust. Our experience with SLG was exceptional.
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11 Dec, 2022 by Jay
DeDe and her team did a great job providing a customized and thorough estate plan to fit our exact needs at this point in our lives. We were able to accomplish all of our goals in just a few easy to understand steps at a very reasonable price
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03 Dec, 2022 by Marc
DeDe and her team were extremely good by guiding me through the trust process. This applies to my trust and the special needs trust fory son. She was very patient as this was a long process and happy with the current versions. I would encourage others to seek her services.
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19 Jul, 2019 by Tom and jackie
We needed our family trust updated and we went to Sara to incorporate the new laws and rules of estate planning while adding our family changes.
We were completely satisfied with her process, listening and consideration of our questions and update of our trust documents. We recommend her without reserve!
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30 Mar, 2019 by Duane
Sara Tasch of Tasch Law Firm guided my wife and I through the process of creating, assembling, and completing our Family Trust. It was truly a pleasant and comforting experience from start to finish. Thank you, Sara, for your expertise and meticulous attention to detail and to the needs of our family.
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20 Feb, 2019 by Lori
Sara was wonderful to work with. She explained everything very clearly and she is very efficient and personable. So glad I have her as my attorney. I would highly recommend her to anyone that needs a estate planning
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19 Apr, 2021 by Mitchell
My wife & I were looking in to making a trust/will/etc., and started out using the websites that make it seem so cheap and easy. After being thoroughly confused and discovering all the extra costs associated with these sites, we came to the realization that they were not the great deals they're made out to be, and we needed an expert in estate planning.
My wife & I are so happy we found Tom Christopher. Tom is honest, trustworthy, and a genuinely good person. He treated us with respect, answered all our questions, explained things in plain English the way a lay-person can understand, and made us feel comfortable throughout the whole process. His fees are more than reasonable and he will not nickel & dime you when you call with questions or need to make adjustments.
As a lawyer myself, I know the difference between quality legal representation and someone who is just going through the motions. With something as serious and sensitive as estate planning, having quality representation from a great human being is invaluable. Tom Christopher provides exactly that & I highly recommend his services.
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12 Apr, 2021 by Dr. andrew
As a fellow professional, it was very important for me to associate with someone I would not only utilize myself but recommend to my patients. Thomsas "TC" Christopher is truly an expert in estate planning. He is professional in every respect and is thorough down to every small detail, something that will serve well into the future. I highly recommend Christopher Law Group.
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22 Jan, 2021 by Dan & denise
We had put off the Will/Trust for years because we thought it was a major, complicated undertaking. TC made the process so easy and explained everything clearly and we were done in a couple meetings and a phone call. The piece of mind he was able to give us with the Trust as well as his offer to be a continued resource made him invaluable. We would and are recommending to him to family and friends.
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07 Jul, 2021 by Idida
Kristine did an awesome job for my parents & brother. She was caring & professional & you can tell she's not about just making money. She was the best family representative; she took very well care of my family's desires. She dealt with the entire process while my sister & i were able to mourn. I absolutely recommend her 100% thank you Kristine
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22 Mar, 2021 by Linda
Since my previous probate attorney was not able to handle my case, I was referred to Ms. Borgia. I was very pleased how quickly she was able orientate herself to the complexities of the Conservatorship that was in place for my developmently disabled adult daughter. I found her knowledge of probate law and issues to be complete and her legal advise on my case to be viable. She helped me to feel comfortable with the outcome of my last court hearing which supported my daughter's current board and care placement and the current Conservatorship.
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14 Dec, 2020 by Erwin
She helped us with a new family trust. Very professional and thorough. She was and is excellent to work with
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26 Oct, 2021 by April
Called for a consultation and I was given lots of information. Their information was very helpful and they are very knowledgeable.
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22 Jan, 2021 by Patricia
This is really *THE* Probate Guy you need to have on speed dial! We were unprepared for an unexpected death of my father in law. After the difficulty coordinating plans and working with a mortuary totally overwhelmed from covid we were left with a new daunting task... his messy and confusing estate.
I'm kicking myself for not reaching out sooner. Robert really cares about people and you can tell loves what he does -- most of all he's GREAT at what he does! He's upfront and 100% transparent with what's practical and is willing to point you in a different direction if you need to be.
I really hope this review helps anyone who was in my shoes. It was awful while grieving to have all that stress not knowing what we should do or who we should talk to over my father in law's estate. He instantly put us at ease, saved us a ton and lifted almost a month worth of stress right off our shoulders.
Forever grateful! Thank you!
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23 May, 2019 by Jeannie
So, you're looking for a Probate Guy. I'm here to tell you Robert Cohen is your man! He was the answer to my prayers...literally! Dealing with probate at such an emotional time is not easy. If you're like me, you don't know much about the process. I found him on line & read his reviews. I called & he took a lot of time answering & explaining. The time he spent, & at no charge, was impressive. He has the knowledge & experience. His confidence is comforting. He keeps you informed & gets the job done. He admits he "pushy" but I see him as aggressive. That's the kind of attorney you want. He doesn't waste time or money. You can trust him. He will even listen when you find yourself emotional. That's really something when you realize he deals with this all the time. He cares, but his goal is to complete your case. He knows that will bring you some peace. Highly recommend.
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01 Sep, 2023 by Joann
Barbara was very thorough in covering the details of our estate. She is a great professional and very pleasant to work with!
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21 Dec, 2022 by Tony
We worked out a estate planning portfolio, so when the time comes everything would taken care of, and my children would have some comfort knowing that it will be ok.
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07 Nov, 2022 by Anonymous
Barbara Sonin helped us update our trust. She is knowledgeable in her field and thorough in the process. She and her office staff are kind and personable with much experience. They guided us through in a very organized manner.
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06 Aug, 2021 by Sepideh
I found David Rubalcava through searching online. When I called him, I right away trusted him and realized that he would be able to take care of my job. He is smart, honest, professional, and nice, all at the same time which made working with him easy. I cannot stress enough how professional, knowledgeable, and detailed oriented he is. I want my lawyer to have laser focused attention on details and his is just beyond amazing. Now I have peace of mind in my life as a result of the work he did for me. I am so grateful that I found him online. If needed again, I would only work with him and would only refer him to all friends and family.
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06 Mar, 2020 by Scott
We were leaving the country and had a tight time line. David was professional and the process went smoothly. He kept us updated until the work was completed. We would definitely recommend him to anyone needing an attorney.
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22 May, 2019 by Victor
Attorney David Rubalcava, responded to my inquiry about preparing a family living trust within one day. By next day I submitted information necessary to him to prepare trust documents. Our living trust was completed a day later. Mr Rubalcava came by our house to sign the and notarize the documents. Very pleased with his efficiency in meeting a very tight deadline we had to complete all trust documents; and has given us peace of mind that our family living trust in now in place
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13 Feb, 2024 by Anonymous
This was the smartest thing I have done. Carol was professional, organized, and knowledgeable. Carol made a complicated topic easier to understand and explained everything in terms my wife and I could understand. This was money well spent and after researching attorneys to complete the update of our trust, I am extremely pleased with the final product. I am happy I chose Carol to complete this task.
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13 Sep, 2023 by Diane
Extremely happy with living trust Carol created for me. Carol is both skilled and easy to work with, very good value for money expended. Have recommended her to my adult sons for creation of living trusts.
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05 Oct, 2022 by James
Carol is articulate, and takes the time to explain the plans we were pursuing. I was there to have a Estate Plan put into action, she walked me through each point. I left there, feeling I had achieved my goal. She also left the door for follow up consolations.
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5.0
20 Reviews
29 Jan, 2024 by Anonymous
Tom was my lawyer for a recent probate matter. I was impressed with his deep knowledge of the law and his ability to translate complex legal concepts into terms I could understand. He was always available to answer my questions and kept me informed every step of the way. Although the process took longer than I initially anticipated, I am happy with the final outcome. Tom secured a satisfactory resolution that met my needs. I would definitely recommend him to anyone in need of a skilled and reliable lawyer.
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26 Jan, 2024 by Carolyn
I cannot thank Mr. Dominick (and team) enough for seeing me through a long and tedious legal dispute. Mr. Dominick was extremely professional, knowledgeable, responsive and understanding throughout the entire process. I’d recommend him to anyone needing legal representation as he will protect your interests and will facilitate your best outcome/resolution. Thank you Mr. Dominick and team.
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25 Jun, 2023 by Anonymous
I can't imagine going through our trust litigation without Mr. Dominick. I am so grateful for his invaluable help and council. As trustee, I was chosen to resolve the result of decades of family dysfunction that made me a target of unhappy family members. There were several law firms involved, some who also specialized in probate litigation. Time and time again, Mr. Dominick was the most knowledgeable attorney and successfully countered and protected us from law firms who use the law for cynical and dishonest purposes via the flawed and expensive trust litigation process. Mr. Dominick's knowledge of the process combined with his frank honesty provided invaluable and necessary council. We will be forever grateful for his tenacity, aggressive protection when called for, and expansive knowledge that yielded the best result possible.
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22 Feb, 2023 by Anonymous
I had a highly adversarial case, where a trustee had to be removed and money recovered. It was truly a mess at every level and the firm supported me every step of the way, putting my best interests as a client first. Patient, meticulous and a ferocious advocate, I would recommend this law firm to anyone in a similar situation.
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08 Mar, 2022 by Tracey
Brad assisted me in helping settle part of my late father's estate. I was having problems dealing with one of my father's banks, who were extremely unhelpful and basically just giving me bad information (causing me a great deal of stress in the process). He got back to me the same day I called. I explained the issues with the bank, and he took me through all my options, explained what the pros/cons were of each, and helped reduce my confusion and let me know that I could get this settled relatively easily. I really felt supported and appreciate everything. Also, his legal secretary, Hazel, was absolutely amazing, keeping me informed about everything.
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16 Feb, 2022 by Anonymous
Brad helped me settle a very stressful, complicated, and potentially financially devastating estate issue with understanding and expert care. He demonstrated what only years of experience can teach...patience and wisdom. We avoided having to go to court AND, in the end, I was the recipient of all I could have asked for and more! I consider myself very fortunate to have been referred to him and very much appreciate the way in which he handled it!
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19 Jul, 2023 by Faye
Kellie was recommended to me by a family member who raved about her legal expertise. I did some research and decided to hire her to review and update my family trust. At my request, all meetings were conducted over video chat and Kellie accommodated this with ease. She quickly identified and corrected numerous mistakes in my existing trust made by another attorney. She took the time to truly gain a complete understanding of my desires for the trust. The entire process was smooth and efficient. Kellie is very personable and completely professional!
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05 Nov, 2021 by Susan
Hired Kellie for our first time need for Estate Planning and wills for the two of us. End of life documents were set up to benefit all our grown children and eight grandchildren, Kellie came to our home which really helped us. Polite and extremely intelligent. Really knows her stuff!!!
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15 Jul, 2020 by Jim
Kellie went above and beyond our expectations! She is the epitome of professionalism. I have already recommended her twice.
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FAQs
Questions? We have answers
What a Trusts Lawyer Can Do for You
A trusts lawyer specializes in creating and managing trusts, which are legal entities that allow individuals to transfer assets to beneficiaries while maintaining control over how and when those assets are distributed. Trusts are used for estate planning, asset protection, tax planning, and ensuring the financial security of loved ones. Trusts lawyers help clients choose the right type of trust for their needs, draft trust documents, and advise on the administration and management of trusts.
Whether you're planning to pass on your assets to your heirs, protect your wealth from creditors, or provide for a disabled family member, a trusts lawyer can help you establish a trust that meets your financial and personal goals.
When Should I Hire a Trusts Lawyer?
You should consider hiring a trusts lawyer in various situations, particularly when you're planning for the future distribution of your assets or protecting your wealth. Common reasons to hire a trusts lawyer include:
- Estate planning: If you want to ensure that your assets are distributed according to your wishes, a lawyer can help you create a revocable or irrevocable trust to avoid probate and provide for your heirs.
- Asset protection: If you want to protect your assets from creditors, lawsuits, or potential future liabilities, a lawyer can help you establish a trust to shield your wealth.
- Special needs planning: If you have a disabled family member, a lawyer can create a special needs trust to provide for their care without affecting their eligibility for government benefits.
- Tax planning: If you're looking to minimize estate taxes or manage tax liabilities, a lawyer can help you create tax-advantageous trusts, such as a credit shelter trust or charitable remainder trust.
- Charitable giving: If you want to leave a legacy through charitable donations, a lawyer can help you set up a charitable trust to ensure your donations are managed according to your wishes.
- Business succession planning: If you own a business and want to ensure a smooth transition of ownership, a lawyer can help you establish a trust to pass the business on to your heirs or chosen successors.
Hiring a trusts lawyer early in the estate planning process ensures that your assets are protected and your wishes are clearly documented, reducing the chances of disputes after your death.
What Does a Trusts Lawyer Do?
A trusts lawyer provides a variety of legal services to help individuals create, manage, and administer trusts. Their responsibilities often include:
- Drafting trust documents: Preparing the legal documents needed to create the trust, ensuring it is tailored to your specific goals and complies with state and federal laws.
- Choosing the right type of trust: Assisting clients in selecting the most appropriate type of trust for their needs, whether it's a revocable trust, irrevocable trust, living trust, or special needs trust.
- Trust administration: Guiding trustees through their legal responsibilities, including managing assets, making distributions to beneficiaries, and filing tax returns.
- Modifying or terminating trusts: Helping modify or terminate trusts if circumstances change, such as changes in tax laws, family situations, or personal preferences.
- Protecting beneficiaries' interests: Structuring trusts to protect the interests of beneficiaries, especially if there are concerns about financial management, disability, or dependency issues.
- Minimizing estate taxes: Assisting clients in structuring their trusts to minimize or avoid estate taxes, ensuring more of the estate passes to beneficiaries.
- Handling disputes: Mediating or representing clients in court if disputes arise among beneficiaries or between trustees and beneficiaries.
How Are Trusts Lawyers Paid?
Trusts lawyers typically charge for their services based on the complexity of the trust and the type of legal work involved. Common payment methods include:
- Flat fee: For drafting basic trusts, such as revocable living trusts or special needs trusts, many lawyers charge a flat fee. This can range from $1,000 to $5,000 or more, depending on the complexity of the trust.
- Hourly rate: For more complex trust planning, ongoing trust administration, or resolving disputes, some lawyers charge by the hour. Hourly rates typically range from $150 to $500 or more, depending on the lawyer’s experience and location.
- Retainer: For long-term trust administration or complex estate planning cases, some lawyers may require a retainer, an upfront payment that covers ongoing services.
- Contingency fee (rare): In rare cases, particularly in disputes involving the administration of a trust, lawyers may work on a contingency fee basis, getting paid only if they successfully recover funds or resolve a legal dispute in your favor.
Always discuss the fee structure with your lawyer during the initial consultation to understand the total cost of services.
How Much Does a Trusts Lawyer Cost?
The cost of hiring a trusts lawyer depends on the complexity of the trust, the lawyer’s experience, and the fee structure. General cost estimates include:
- Basic trust creation: For simple trusts, such as revocable living trusts, fees may range from $1,000 to $3,000.
- Complex trust creation: For sophisticated estate plans involving multiple trusts, tax planning strategies, or special needs considerations, legal fees may range from $5,000 to $10,000 or more.
- Trust administration: If you are serving as a trustee and need ongoing legal advice, hourly rates for trust administration can range from $150 to $500 or more.
- Dispute resolution: Costs for litigation or mediation in trust disputes may range from $5,000 to $50,000 or more, depending on the complexity of the case.
Be sure to get a detailed cost estimate from your lawyer during the consultation to ensure the services fit within your budget.
Top Questions to Ask a Trusts Lawyer
Before hiring a trusts lawyer, consider asking the following questions:
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What experience do you have with creating trusts?
Ensure the lawyer has experience drafting trusts and managing trust administration for clients with similar goals or asset structures. -
What types of trusts do you recommend for my situation?
Ask the lawyer to explain the different types of trusts available and which ones best suit your needs. -
How do you charge for your services?
Clarify the fee structure and request an estimate of the total cost. -
What are the tax implications of the trust?
Ensure the lawyer can explain how the trust will affect your taxes and strategies to minimize tax liability. -
How long will it take to set up the trust?
Ask for a timeline for creating and finalizing the trust documents. -
Will you handle the trust administration?
If ongoing management is required, inquire whether the lawyer will assist with trust administration or if you'll need a separate trustee. -
Can you help resolve disputes if they arise?
Ask about the lawyer's experience in resolving trust disputes.
How to Check the Credibility of a Trusts Lawyer
To ensure you are hiring a reputable trusts lawyer, take the following steps:
- Verify their bar status: Check with your state bar association to confirm the lawyer is licensed and has no disciplinary actions.
- Look for trust law experience: Review their website or professional profile to ensure they specialize in estate planning and trusts.
- Read client reviews and testimonials: Look for feedback on platforms like Avvo, Martindale-Hubbell, or Google.
- Ask for references: Request references from past clients who can speak to their experience with the lawyer.
- Check for certifications: Look for certifications such as Certified Estate Planning Law Specialist (EPLS) or memberships in organizations like the American Academy of Estate Planning Attorneys (AAEPA).
What Should I Prepare for My First Consultation?
To make the most of your first consultation with a trusts lawyer, bring the following:
- List of assets: Prepare a list of all your assets, including real estate, bank accounts, investments, retirement accounts, and personal property.
- List of beneficiaries: Provide names and contact information of individuals or organizations you want to name as beneficiaries.
- Existing estate planning documents: Bring copies of any existing wills, trusts, or other estate planning documents.
- Financial information: Bring financial statements, tax returns, and other relevant financial documentation.
- Questions for the lawyer: Prepare a list of questions about the trust creation process, fees, and how the trust will protect your assets and beneficiaries.
- Goals for the trust: Clearly outline your objectives, such as asset protection, tax minimization, or provisions for beneficiaries, so the lawyer can tailor the trust to your needs.
By preparing thoroughly for your consultation, you can help the lawyer assess your situation effectively and receive the best possible legal advice for creating and managing your trust.
