Elizabeth is amazing! She went above and beyond to help us expedite my father's trust. She was…read moreextremely helpful and always available for questions! We highly recommend Elizabeth.

I highly recommend working with Elizabeth on needs related to setting up a trust. She explained the…read moreprocess really well and was supportive every step of the way. I didn't know anything about the process before I started and was able to navigate the process easily with her guidance.

We recently worked with James Stein, upon the recommendation of friends, to create our estate plan,…read moretrusts, etc. He was a delight to work with. Very thorough, excellent at explaining the "whys" of what we were doing together, and fun to work with - even working through thorny topics! We received a huge estate plan binder from him once the plan was finalized and some further instructions for making any necessary changes to deeds and accounts to add the trust and avoid any problems in the future. I would not hesitate to recommend him to others.

We recently worked with James Stein, upon seeing his overall 5-star rating on Yelp, to create our…read moreestate plan, trust and Advance Health Care Directives. James was an ultimate professional, he even found an error in the legal description of our latest deed recorded in 2003 by comparing it with our initial purchase deed from 1998 and our neighbor's deeds. He divided the whole process into different stages and made a complicated process relatively easy. At first, he asked a lot of questions to collect personal data and gauge what exactly we need for our plan. Then he gave us some specific homework and encouraged us to ask more questions. At the final stage, he gave us a big beautiful binder of estate plans with a cover letter about some further instructions to avoid any problems in the future. Over all, he was a delight to work with and we would not hesitate to recommend him to others.

My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA

Nerisha provided outstanding service throughout the probate process after my brother passed away…read more She was fantastic at explaining exactly what to expect at each stage, and her legal filings were exceptionally thorough and well-written, ensuring everything went incredibly smoothly. Above all, her compassion helped immensely during a very difficult time. Highly recommended!

Do Not do your Trust legal advice this Dan. He is Rude!!! Not helpful!!! toxic !! And very…read moredisrespectful. I worked with him over 9 yrs ago on a trust. Called for advice and help. He was so Rude to me I couldn't believe what I was hearing. Do your research on who you are dealing with he's is just the WORST unfortunately I have to give him 1 star for my review he deserves 0

I was referred to Dan Quane by a friend who, like me, appreciates quality of work, efficiency, and…read moreprofessionalism. Both Dan and Darcy met all of my expectations with their organized approach and attention to detail! I worked with Dan to update my trust, will, power of attorney and health directive. I had a general outline in mind which, through great listening skills, he turned into legal documents that will stand the test of time. I had also pondered tax implications surrounding my decisions, and to my pleasant surprise, Dan was also versed in this (a masters in Taxation). He is a wealth of information and this process was seamless and not as costly as I'd anticipated (less than my original trust created 25 years ago--and Dan re-wrote everything from scratch not just updated what I already had). I would highly recommend Dan Quane for your trust needs.

Our trust & estate lawyer retired and we had been looking for another T&E attorney. Luckily, one of…read moreour friends directed us to Connie. We reached out to Connie (I think we called her or submitted a request via her website ) and she responded promptly (she is busy so the initial Zoom meeting may take a couple of weeks). In any event, in all our interactions, Connie was responsive, practical, knowledgeable, efficient and just a lovely person (funny too). I should mention that my spouse and I had a short time frame to revise our revocable family trust (along with wills, advanced directives, and power of attorney) and Connie understood and met our time constraints. One night she sent a draft of the revised trust at 1:30 in the morning. If we reached out to her at 9 in the morning, she'd respond promptly as well (within a couple of hours if that). Connie also understood our questions/concerns and provided clear and concise responses (whether via Zoom or by email). We really appreciated Connie's thoughtfulness, diligence, and assistance. I have recommended Connie to our friends. Btw, Connie's fee structure is very reasonable for the services provided. She is also forthright and, if you ask her, she will just tell you, this is what my services will cost. I do feel the need to rebut the one bad review (JW's review). What a strange review. Why would you want an attorney to provide services in an area in which they lack expertise? To me, JW's review is evidence of Connie's honesty and, quite frankly, JW should be thanking Connie for being ethical (vs some charlatan that responds with pay me and I'll give you advice in an area I know nothing about). As an attorney, the law is complex. You do not want someone to give you advice in area in which they lack expertise (sort of like, you would not want an ophthalmologist to conduct your heart surgery--just saying). Anyhow, an example of Connie's expertise: I go, hey Connie, why did you include this language, seems to limit protection against a wayward trustee who, in theory, could steal the assets of the trust (she gave a precise and clear answer). I do actively dislike critical reviews that are baseless. My personal experience with Connie was excellent. My spouse thought so too.

Connie is well versed in estate planning and helped us to update our old trust. She is straight to…read morethe point educating us on the complex language used in estate planning documents. Her fee structure is reasonable and she quickly gets the job done. She replies quickly to our emails and offers a free consultation to boot. Everything can be done remotely via zoom meetings and the only time we needed to go into the office was to sign the final documents. Connie is trusted and recommended!

We had a great experience working with Peter Luong at DP Solutions on setting up our living trust…read more From start to finish, Peter was professional, knowledgeable, and incredibly responsive. He took the time to clearly explain every step of the process and made sure all of our questions were answered. What really stood out was how quickly he responded whenever we reached out--whether it was a quick clarification or a more detailed concern, he was always prompt and helpful. That level of communication made the entire process smooth and stress-free. We feel much more secure knowing our living trust has been properly set up, and we truly appreciate Peter's attention to detail and dedication. Highly recommend Peter Luong and DP Solutions to anyone looking for reliable and efficient estate planning services.

I love this place and the representatives, they work on my case so fast. Reliable communication and…read moredetailed discussions. I definitely recommend having Phuong as your representative.

I spoke with Jonathan regarding my concerns with my parent's Living Trust and he was very helpful…read more He reviewed my documents and was very honest in what needed to be done and answered my questions. I will definitely call him in the future once needed. Thank you Jonathan for taking the time from your busy schedule.

Mr. Silverman and his team took care of all of my probate needs. He explained the process to me in…read moredetail before we got started. His team was awesome and they made the process super smooth! No stress at all! I recommend them without hesitation!

We pinched pennies with our first Trust, and it was not great…read more We brought it to LifePlan and worked with Pete. He reviewed the whole thing, told us some points of concern, and wrote a new Trust. Over two video calls, he discussed out needs and ironed out details. He explained every bit of it, answered questions, did the legwork to put our home in the Trust, and detailed our follow up actions. Stellar experience, I would recommend without hesitation.

LifePlan Lawyer office was highly recommended for our living trust and the recommendation was spot…read moreon. The wife and I have been putting this off for a few years but finally came around to get it done. I have endless praise for Jay, Peter, Debbie and Laurie on their knowledge and professionalism as well as making the process stress free. Great communication with all and the Zoom calls with Peter answered all our questions. I would highly recommend them for all your estate planning and life needs.

I came to Peter Wallace with a particularly tricky probate issue. After discussing it for a while,…read morehe decided that he was not the correct attorney for the job and referred me to someone who specialized in that area. Then later, on his own, he offered yet a second referral in case the first referral did not work. Such stellar service makes me glad to refer him and to use him in the future should I have the need.

He's a great guy and really puts effort into making sure you get all your needs met. He is…read moreresponsive and helped work through all the details.

Things started out going well, but when it came to time to produce, the attorney I worked with…read moreended up charging $2200 to research basic business law and then send me 2 forms he downloaded from atyourbusiness{dot}com and filled in the names on. How do I know where they were from, he didn't even take the time to remove the "for more free forms, visit atyourbusiness{dot}com" footer from the files or put it on appropriate letterhead. In short, I paid $2200 for free forms and a person to do basic law research that I had already done. I expected much more from a "professional" business law attorney. I'd suggest staying away from this firm. You'd be much better served doing pretty much anything else in this instance.

From the owner: An Experienced Attorney To Guide You Through Complicated Cases…read more It can almost seem as if the law is meant to be complicated for those who are not experts in it. Our team of attorneys knows how to guide you through business law, criminal defense cases, education law, tax law, and estate planning, just to name a few. It is always our goal to offer you the best possible outcome in your case so that you are in the best position to move forward after your case. We use all the tools at our disposal, including fierce negotiation and litigation tactics to help you succeed. See for yourself what we can do for you.