Cancel

    Open app

    Search

    Services - Bartsch Law

    Trust planning

    Bartsch Law Photos

    You might also consider

    Recommended Reviews - Bartsch Law

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    15 years ago

    Rosmary Bartsch isn't just great at what she does... She cares!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Bartsch Law

    You might also consider

    Verify this business for free

    People searched for Wills, Trusts, & Probates 2,877 times last month within 20 miles of this business.

    Verify this business

    Law Offices of Connie Yi

    Law Offices of Connie Yi

    4.8
    (73 reviews)

    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!

    Anne Griffith Tax & Financial Service

    Anne Griffith Tax & Financial Service

    4.2
    (18 reviews)

    From my point of view, Anne Griffith Tax & Financial Service should be recommended to anyone that…read morewants to LEGITIMATELY handle their taxes. No tricks, no scams. Anne's greatest strengths are an in-depth knowledge of the tax code, an amazing work ethic, and a genuine desire to help people. We could not be happier with Anne. We brought some extremely complicated and difficult tax issues to her, and from the very beginning we knew she was the right person for the job. The best thing about working with Anne is how well she demonstrates her knowledge of the tax laws and procedures, and how you can trust that she will follow the letter of the law exactly and still find legitimate ways to ensure you get the highest possible return. When we walked into Anne's office, we were sure we would be owing a huge sum of money to both the IRS and the state. Anne and her amazing assistant Kristen were able to sort out the enormous mess of paperwork we gave them, organize all of the documents, and ultimately get us to a break even situation between all of the taxes we had already paid and the taxes we owed. Fantastic work!

    Talk about a tax preparer who not only listens to you but really takes the time to do a very…read morethorough job. She takes the time to make sure you get the best customer service and as first time clients she treated us as long time friends. She amended last years returns and found out we overpaid the government by a whomping 3000. dollars. Our last years preparer was in a hurry and didn't listen that we were not business owners and we owed 4,000 to IRS. Yikes. Won't be back to that Walnut Creek office. Anne is great and got us both filings in a very timely matter and her fees are very reasonable. I highly recommend Anne.

    Bartsch Law - willstrustsprobates - Updated August 2026

    Loading...
    Loading...
    Loading...