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.
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.
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.
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.
When You Want the Very 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 three 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 your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
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.