Reviews
Overall rating
Vaibhav
26 Aug, 2016
My wife and I engaged Vijay Gosalia's firm to get our living will done. Their approach was very professional and thorough. They told us in advance what information to bring along to the first meeting and took the time to understand our specific requirements. They did a thorough job in preparing the documents. They are definitely someone I would recommend.
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Bishara
25 Aug, 2016
Estate planning involves a lot of uncomfortable discussions, Vijay was very easy to work with, he took the time to explain terms/details multiple times, was responsive on phone/email and eased my wife and I throughout the whole process.
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Roger
21 Aug, 2016
Vijay conducted an initial review with us to determine our interests and needs with regard to estate planning, and in subsequent visits walked us through options ranging from a simple will to a living trust, with all of the additional features that are typically considered, such as powers of attorney. He answered our innumerable questions in a clear, understandable manner and maintained a full awareness of our specific family needs and desires throughout multiple visits. He prepared all the necessary documentation in a very reasonable time frame, reviewed everything with us in detail, and provided final signed documents in fully indexed and compete portfolio. Throughout this process, Vijay demonstrated thorough knowledge, experience, advice in considering available options, and an excellent ability to understand and relate to our specific needs and interests. We are very gratified that we chose such a skillful legal professional.
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Anonymous
19 Aug, 2016
I was refered to Vijay when he was a student at UW to help me with a tax issue from a company that went bankrupt and the owner and his partner disappeared. Since they went to the next person in line I was charged with all the taxes they owed.
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Aaron
19 Aug, 2016
My family has used Vijay's firm and his services for years and his process is excellent. His approach is kind and respectful and quite efficient.
I definitely recommend him and the product he provides his clients is extremely professionally done and gives us great comfort knowing our preferences have been captured.
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Annie
18 Aug, 2016
Working with Vijay was great. He was able to help us understand the basics about estate planning/our will and what limitations we had with the current model. He and his team were professional, quick to respond and flexible with scheduling. We look forward to using them again in the future for any trusts, etc.
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Jim
23 Mar, 2016
Vijay has for many years handled our estate planning. From its inception through changes in life situations and laws and regulations Vijay has always done a first rate job of keeping us informed about our options along with insightful recommendations about courses of action. I have spent more than forty years in high levels of sophisticated finance both practice and theory and I have found Gosalia and Ortiz to always be spot on in their analysis and advice.
I highly recommend Gosalia and Ortiz for estate and tax planning.
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