Estate Planning Testimonials From Our Clients
Our clients are raving about the services we provide. Read our testimonials to see what your neighbors are saying about our law firm, including the problems they were facing before they came to us and how we were able to create an estate plan that met all of their needs.
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“My family and I could never thank you enough for the understanding and compassion you’ve extended to us. We are forever grateful to you.”
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“It is wonderful to deal with a company that is so devoted to its clients. Your company has been an outstanding choice for my needs. Thank you and don’t go away!”
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“We are senior citizens now and want you to know how reassuring it is to know that either of us or our children will be in good hands when a need arises.”
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"We were quite happy this year to be able to attend our review session nearer to home. Thank you so much for offering the location in Newport Beach. We do appreciate the service!"
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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.