We recently worked with Amir to complete our family trust, and I truly cannot say enough good…read morethings about the experience. We had put this off for over 13 years because it felt overwhelming and complicated. Amir made the entire process incredibly straightforward, efficient, and surprisingly painless. He explained everything clearly, kept us on track, and handled the details seamlessly. If I had known how easy he would make this, we would have done it years ago. I'm so grateful to finally have this taken care of and highly recommend working with him if you've been putting it off like we were.

He is quick on turn-around, as others noted. If someone wants a quick, adequate trust and ancillary…read moredocuments, he will be able to provide them. He uses a service that provides four types of trusts, and he explains the difference between each one in simple terms. We had a trust and all of the related documents completed by the top firm in the area. Upon an independent review, one issue was pointed out to us. The firm that had been working with us was swamped so, based on all of Amir's reviews, we decided to have him make the revisions. We told him why we were there and that we would have his documents reviewed before we signed. He was given the existing documents and told the points that were especially important to us and the part that we wanted changed. We got a draft very quickly. Great turnaround. But, he missed some key points. It was also frustrating that he sent them in a format that couldn't be converted to Word or PDF and set the link to expire in 5 days. When asked about it, he said it was the platform and necessary due to the size. First, I edit books and size isn't the issue. Second, we checked on the platform and the user controls the parameters. We finally got the documents printed and hand wrote notes on them. We were irritated and frustrated by how little attention he paid to our requests to port over sections from the existing trust. He was hurt by our comments. For someone with his CV, I would expect him to know that business is not personal. But, he wanted us to apologize in order to move forward. Because he appears wedded to his forms, he didn't draft the sections that we specifically requested up front. When we pointed it out several times, he asked us to write it. What we wanted was not unusual or difficult, but it didn't fit his forms. He couldn't copy it from the existing trust. That was mind blowing given how many hours he billed us for reading our trust. When the documents were finally at a stage where we were satisfied, we told him that we were sending them for independent review, as we had previously stated. This seemed to upset him. Two last issues: first, my husband thought he was sexist and dismissive of me. I am used to men looking at other men when answering my questions, so I didn't notice it. Second, I wanted to pay via electronic payment. Amir said he took Zelle. I accessed the app and asked him to put in his information. I asked him to double check it. My bank sets a limit on daily transactions. He said that was because of my credit score--others had higher limits. I took affront to this. My credit score is great. I sent the money to the info he provided. It bounced. I had to work with the bank to unwind the transaction. I asked Amir to send me his Zelle QR code. Instead, he sent not one but two demands for the full amount to my Zelle account. Since a Zelle demand for payment in excess of the bank's limit cannot be made, I had to reject both. I tried to send him a payment for the allowed amount, but the flagged his request and my attempts to pay him as fraud and froze my account. Because Amir refused to follow simple instructions, I had to spend hours with bank fraud investigators to have my account restored and verified. I have had my account at the same bank since I was in kindergarten and we were encouraged to save. My husband was counsel for banks and has banked there even longer than I have. Because we have joint accounts, his were frozen. This meant that our quarterly tax payment, health insurance, and other vital payments were being held. All in, Amir turned out documents quickly. Was pricey compared to the firm we regularly used, and appeared to struggle with either taking directions from a woman, or drafting documents and following instructions.

My business had to close because of the Pandemic and we were, to say the least, devastated by it…read more The commercial space we occupied came after us with a vengeance but little did they know we had retained SuperMan, PHILLIP DIAMOND, from the Lerman Law Group. Phillip is a master at his craft (LAW) he responded with detail and strength he kept us apprised of our case and calmed all our fears. We believe that if it had not been for Phillip we would have had to pay a huge sum of money. We not only have gained a trusted reliable lawyer but a true friend I recommend Phillip Diamond of The Lerman Law Group for all your legal matters Superman will get the job done.

We were so fortunate to have happened upon Phil Diamond by chance after we'd moved out of state…read moreonly to have a contract dispute arise from our home sale. It is an emotional, frightening process but Phil will floor you with his meticulous preparation and attention to detail throughout your path to resolution, and it's remarkable for your representative to actually have such an elevated bedside manner, too-- we needed it, and upon resolution of the matter we consider him a friend. He's been around the block-- you'll receive incredible insight into likely options and phases of the process, and it meant the world to us to be able to have some expectations set as we sailed into foreign waters. We marveled at the quality of his communications with us and the other party, and he brings exemplary advocacy for your interests, with a wealth of stunningly clever and wise protections that will preserve your rights and seek only fair, advantageous compromises (if amicable closure is what you seek, that is... I wager if we'd wanted to draw out a protracted battle that Phil would've been the bulldog you'd always hoped to have in your corner). We can't recommend him highly enough, and welcome inquiries on his behalf if that would help your decision.

I cannot recommend Michael Blackburg at Blacksburg Law enough. Estate planning can be a daunting…read moreprocess, but Michael made it incredibly approachable. From our first meeting, he was warm, friendly, and genuinely willing to spend as much time as we needed to understand the details. What impressed us most was his ability to think through scenarios we hadn't even considered. He didn't just fill out forms; he really looked at our specific situation and helped us plan for 'what-ifs' that were completely off our radar. If you are looking for an attorney who is thorough, patient, and a pleasure to work with, look no further than Michael.

Michael Blackburg and teams attention to detail was amazing! Anytime we had questions regarding…read moreour Estate Planning one of his colleagues either Liz, Allyson or Stephanie were quick to respond. I highly recommend Michael Blackburn and team.

We have employed Richard Brouillet's services on several occasions( Estate Planning as well as a…read morecouple of personal matters), and not only have we found him to be extremely competent and knowledgeable but a true pleasure to work with. We were very impressed each time we met with him with the amount of work he had done in advance of our meeting. He was always very prepared and ready to offer suggested courses of action. All this with the utmost integrity. For the amount of time and work that Richard devoted to our issues we felt his bill was very reasonable. We will certainly use him again if needed. Judy and Jonathan Fabio

In my opinion, does not work well with people seems like he resents his job, in my opinion slow to…read morerespond to emails, phone mail box always full.

My adult daughter and I met with Joe Barton to set up our revocable trusts/wills. Joe and his…read moreteam were fantastic! (Prior experience with another legal team had been unsuccessful and extremely frustrating.) Joe was knowledgeable, thorough, patient and very accommodating. Working with him was an extremely positive experience. I feel very fortunate to have found Joe, and highly recommend him .

Joe helped us with setting up our revocable trust and he was great. He made a complicated process…read moreseem easy and seamless. He also was clear concise and consolidated. I thought the process was going to be really expensive but Joe's fees were very reasonable. I would recommend Joe to anyone going through this process.

We used Summerall Law to create a trust for my family after the birth of our first kid. We worked…read morewith Kameela & Norell in particular. They were very helpful throughout: happy to answer questions for us, and walk through the different considerations for a trust. The paperwork ended up being minimal and the whole process went very quickly. They were also happy to work with our legal insurance to figure out payment, which made the whole thing free for us. Would definitely recommend using them!

We have used them for years and referred many. Top notch, comfortable to work with and are 'real'…read morepeople who communicate in straightforward ways avoiding any jargon or pretentiousness.

We were clients for over 15 years but suddenly Colin Kelly stopped following through and failed to…read moresend completed documents on a thumb drive despite my husband asking multiple times. When I emailed requesting a few simple changes to my trust and will Colin responded that he'd make them without asking what they were. When I asked for a phone conference, he sent some times, I selected a couple that would work, and I never heard back. I wrote him weeks later saying that I felt my Trust and related documents weren't receiving the attention I thought they deserved (I'd waited 4+ mos) and he said he'd send my files. But, that hadn't happened, either. He was tops! My husband, who was a trust attorney, thought Colin was incredible. But if you can't get service, his amazing knowledge and skills aren't helpful. We liked him very much. I hope he's moved on to bigger, wealthier clients. I just wish he'd been more graceful in handing off his long time steady clients.

BEWARE DO YOUR RESEARCH and read through what powers of…read moreattorney you are giving to this organization, Easy to sign your family life away. Review and document what billing rates you agree to! They are good with adding on hidden or unexplained rates. It is easy to rack up billing time as they charge a high fee per hour even if it is just to review questions to clarify their own services. My family was charged for services with my mother that she did not agree to, they were able to bill without notifying us beforehand of the payments due. This is due to the powers my mother signed over to them to be used only in emergency but they were able to charge our accounts that they helped manage.

Review for FIDUCIARY RESOURCES By Benoit…read moreAssociates with Coldwell Banker Realty We have been working with Caron, Audra, Mike, and their Team for over 6 years and have found them to be very professional, effective, and extremely reliable. If they say something will be done by Thursday, you can absolutely count on it. Their communication and management skills are "stellar" and it's always "service with a smile" too! If they are handling something for you (conservatorship, transaction, etc.), put your mind at ease - you're in very good hands. If you or someone you know would like to talk directly with us about our experiences with Fiduciary Resources, please don't hesitate to contact us. They're truly the best and care deeply about their clients. Sincerely, Tom Benoit, Broker Associate (CalRE#00754169): 415-258-4145, tom.benoit@cbnorcal.net Ben Klugman, Realtor Associate (CalRE#01293608): 415-258-4145, benklugman@gmail.com

Jeff Moss is an amazing attorney. He has helped me with numerous things, including helping me with…read morethe purchase of my salon and the incorporation of it. He is always quick to respond to my many questions and has always steered me in the best direction. He is great at calming the anxiety that often comes with needing an attorney as well. I have 100% faith in him. Jeff is is also fair with his rates/costs. I used to work in law and I find it rare to find an attorney that is as nice AND as ethical as Jeff while having the knowledge/expertise he possesses.

Jeff Moss is not only an excellent attorney but is also very ethical and a cool guy to boot. He…read morehelped me with a nightmare of a situation I had with my business. Opposing attorneys were dirty and unprofessional but Jeff stayed cool, calm and collected always advising me of my options and staying on top of things. He's a real professional with extensive knowledge and he goes the extra mile. I'd give him a hundred stars if I could. Jeff even helped me get a full refund from a timeshare debacle. Even he was amazed at how smoothly that situation went! I cannot stress how great Jeff Moss is. If you want a great attorney who is also a great guy he is your man hands down, and if he cannot take on the challenge then his referrals are also spot on. Jeff Moss is the very best don't mess around with anyone else.

Kerry Spence at People's Legal Docs in San Rafael was an exceptional teacher and guide to help my…read morehusband and I to develop, execute and fund our Living Trust. There was not a single question unanswered and every explanation was with authority and real-life experience to address any concerns we had. Kerry and her team were very thorough and relentless to give us the best experience and working documents to properly execute our final wishes and best financial position for the Trust. Unfortunately, my Father-in-Law passed during our time working together and Kerry provided consultation on a few serious issues with my husband. Again, clear information and common-sense explanations that really put my husband as ease. I would highly recommend using Kerry and her team at People's Legal Docs.

So after my last excellent experience with Kerry Spence, and her company People's Legal Docs,…read moredealing with my very difficult and emotionally draining divorce, and how great and supportive she was, I decided to go back to her again and use the People's Legal Docs to setup my living trust. As usual it couldn't have gone smoother. First off, she charges a flat fee, so you know what you're paying up front, no added cost, which I really appreciate this day and age. Her and her company made it beyond easy to understand and figure out what was best for me and my assets and to help my family easily deal with my items incase something happens to me. I went through something similar and difficult to sort out when my mother passed and didn't want my family to go through the same type of headache to deal with my assets. Kerry and her team went through their process to get everything together and listed out all my choices and ways I could deal with it. It was so easy, and didn't take long or take too much of my valuable time to get done. It was one office visit, two phone call meetings and one final signing meeting in the office. She filed everything with the county and courts, took care of everything for me. Everything was handled with care, professionalism, and ease, what else could you ask for. Then at the end, I received a beautiful leather bound binder with everything organized beautifully for my family to be able to find anything they needed easily. I was extremely please, yet again, with Kerry Spence and her company, fantastic experience and would highly recommend her to anyone needing to do a Will or Living Trust. All I can say is if you don't use Kerry, you're making a big mistake :) Thanks again Kerry, you're the best!