Testimonials From Our Estate Planning and Probate Clients

Our law firm is proud to build and maintain a lifetime relationship with each and every client. Read through our recent reviews to discover the problems our clients were facing, the solutions we proposed, and how our custom estate plans gave our clients peace of mind.

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Jane Lee provided important specific information for my 3-year Free Trust Review! I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you!

Date: 06/15/2021 Category: Trust & Estate Administration
I have complete confidence in attorney Peter Keon and the firm's ability to handle my estate planning needs.

Date: 06/15/2021 Category: Estate Planning
They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning.

Date: 06/15/2021 Category: Trust & Estate Administration
Jane Lee is an exceptionally valuable employee. She is knowledgeable, personable and efficient.

Date: 11/02/2020 Category: General
We have complete confidence in Peter and feel we are lucky to have him. He is exceptionally organized, has a great memory and is knowledgeable and personable.

Date: 11/02/2020 Category: General
Jane Lee is very knowledgeable and helpful. Answered my questions satisfactorily and allowed me as much time as I needed to go through the pages and understand each one before moving on.

Date: 11/02/2020 Category: General
We had a telephone appointment with Jane Lee and it was outstanding. Every question and clarification were welcomed and answered. We got great value for our Family Trust dollar. We started our Family Trust relationship with Roger Minor in 1980 before this partnership and his retirement and this was either the best experience or within the top two throughout all these years. Thanks to Jane for the high standard of professionalism and top quality product.

Date: 11/02/2020 Category: General
Peter Keon has been our attorney for years now, and we couldn't be happier. He set up our family trust and has kept it up to date ever since. He has been very attentive to our needs and wants, and has been very professional throughout. Having him to take care of all of our trust matters has taken a big load off of our shoulders. We can absolutely recommend him.

Date: 11/02/2020 Category: General
In the middle of the COVID 19 pandemic, my siblings have decided to move my 97 year old mother from her home with full time care to a nursing home. I needed a copy of my mother’s medical power of attorney ASAP. They were really responsive and got me the papers I needed.

Date: 11/02/2020 Category: General
“We just wanted to let you know about your Estate Planning Specialist Mr. Peter A. Keon. He did a very thorough review on our Living Trust and advised us of what was needed to bring it up to date.”

Date: 09/11/2020 Category: Estate Planning
“I was very pleased with his services to my mother. I want you to know this meant a lot to me and I feel very good that Mom is in his capable hands in regards to her living trust.”

Date: 09/11/2020 Category: Estate Planning
“My father passed away in February of 2008, and I can only tell you that I was and am so thankful for the trust document he had your firm do. I couldn’t have gotten through all of this without the expert guidance of your firm.”

Date: 09/11/2020 Category: Trust & Estate Administration

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When You Want the Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and and all of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.