Top review highlights

AI generated excerpts from the customers reviews
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Pros
1
Excellent communication and client-focused approach
“He patiently explained all my options, answered all my questions, and helped me make informed decisions.”
2
Thorough and professional service
“He was very punctual and detailed in explaining all the matters related to will and very professional while handling the details.”
3
Expertise in estate planning and tax matters
“I have found Gosalia and Ortiz to always be spot on in their analysis and advice.”
4
Flexible and responsive to client needs
“He and his team were professional, quick to respond and flexible with scheduling.”
5
Strong attention to detail and client understanding
“Vijay explained different scenarios with specific examples to ensure I understand the issue in real concrete terms.”
Cons
1
Potential bias towards recommending more complex legal structures
“He still continued to insist that a Trust was the much better option for reasons we had clearly indicated earlier were not important to us.”
2
Lack of timely follow-up and communication
“A month later we have yet to hear anything from his office.”

All reviews

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07 Oct, 2024 by Randy
Our experience with Vijay and his office was disappointing and frustrating. In my opinion, it seems like Vijay's practice is designed for clients who fit within a streamlined, cookie-cutter process, where volume is prioritized over individualized service—at least this was the impression we received from his front office staff. Despite being told by our legal plan that the wait time would be up to 3 weeks, we were informed after contacting the office that we would need to wait 9 weeks for an appointment. When we tried to gather basic information about the services provided, the paralegal, Grace, was curt and unwilling to engage in a conversation about whether Vijay could handle our specific needs. This lack of transparency made it difficult for us to make an informed decision about whether working with Vijay would be the right fit. Ultimately, after a long wait, we were told that Vijay would not be able to assist with our estate planning. The entire process felt inefficient and left us feeling as though our concerns were not taken seriously. In my opinion, Vijay would benefit from improving the training of his front office staff to handle situations like ours more professionally. While I understand that Vijay may have had positive experiences with other clients, this was certainly not the case for us. Having worked with many attorneys over the years, I can confidently say that this was not a typical experience.
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02 Mar, 2018 by Jason
My wife and I needed a will drafted and picked Vijay since he was available through my workplace's legal plan and well reviewed. Our goal was to set up something fairly simple that would take care of our assets should we both pass at once. Our assets are not massively complex and we just needed something that was relatively straight-forward, yet legally binding in how our assets should be disbursed. Vijay opened with explaining how a Trust was the correct route for us. My wife and I were concerned about some of the complexities involved in setting up a Trust and emphasized we just wanted something fairly simple that would hold up should anything get challenged in court. He confirmed that a Will would in fact accomplish what we wanted yet he still continued to insist that a Trust was the much better option for reasons we had clearly indicated earlier were not important to us. We explicitly acknowledged his advice, over-ruled it, and let him know we'd still prefer a Will. He mentioned we should get a follow-up from his office in a few days. A month later we have yet to hear anything from his office. The entire experience left us wondering if he felt he wasn't adequately compensated by our legal plan for setting up a Will and was more interested in the potential revenue he'd generate by setting up a Trust for us. Which is distinctly not the impression I'd like to have of my attorney. At this point, we're starting this process over with a new attorney and we would not recommend his practice to others.
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19 Feb, 2018 by Anonymous
My wife and I set up a family trust with Vijay. He was complete, knowledgable and very professional. We had 2 meetings, one to assess the design of the trust and one to sign all the papers. More important than the process (which Vijay has honed to be very efficient) is that the structure of the trust will provide for our kids in every conceivable eventuality. The materials Vijay gave us helped us think through them all and Vijay was available to consult on any subtle points. Very satisfied with not just the service rendered but that legal vehicle that we established will take care of our kids.
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22 Nov, 2017 by Brenda
Professional, personable and an expert in his field. The decision to contact him was based on reviews that I read, so now it is my turn to 'pay it forward'. Vijay was able to thoroughly explain the inner workings of a Trust and all of the components involved. The entire process was smooth and straight forward. The office support staff is equally superb. I would highly recommend Vijay and his team.
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12 Sep, 2017 by Anonymous
Vijay clearly layed out the different Estate options available and then quickly worked with me to produce the will.
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