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Burlingame Wealth Management

5.0 (10 reviews)
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Services - Burlingame Wealth Management

Estate planning

Inheritance planning

Investment management

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Review Highlights - Burlingame Wealth Management

I got the impression that David is very careful about who he takes on as a client, and I found this comforting.

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Etchebehere Law Group

Etchebehere Law Group

(26 reviews)

Eight years ago, we worked with Patrick to create a trust to ensure that our assets and home can…read morepass to our children with the least amount of friction and loss due to probate. We knew very little about trusts - just some advice provided by friends. Coming into this process pretty raw, Patrick was able to step us through the basics concepts and considerations, making suggestions that we hadn't thought of but made sense. For example, he suggested cliffs in terms of when assets would be made available to our kids depending on their age and average maturity. He also suggested additional contingencies such as backup to guardianship in case of the unavailability of the primary guardian.However, he also highlighted many other aspects relating to the trust but beyond the scope of the trust that can help ensure we maintain control if something adverse happened to us such as the power of attorney and contingencies in the case of either me or my spouse becomes incapacitated. We felt very well protected based on the trust that we drew up with Patrick's assistance. Fast forward 8 years and, again, we looked towards Patrick to help guide us through changes in our trust to fit our current family snapshot, with more properties, more assets, older kids, and aging grandparents who may not be the best fit for guardianship. Based on his guidance and based on the size of the assets we've accumulated, we updated the cliffs for when our children will take control of our assets. We updated our health directives. Most importantly, we revisited a list of to-do items that we failed to carry through with, such as a list of all the financial institutions to provide to our executor and having conversations with executor and guardians about their role and our wishes for how fund may be distributed if they assumed control. Equally important in this entire process is Patrick's very clear, very personable, very disarming approach in conversations concerning the difficult topic of planning for the worst. My wife and I appreciated this aspect of Patrick's service immensely. I highly recommend using Patrick for your trust, will, and estate planning needs.

My wife and I were fortunate to be referred to Etchebehere Law group to help us create our living…read moretrust and will. Patrick was very informative and easy going, which helped my wife and I who felt like two fish out of water with how this whole Trust and Will thing worked. Etchebehere Law Group made it easy to move forward. I can't lie it took my wife and I a long time to finally get our docs completed and notarized, but that was our own block. When we finally got back to making our final push to get our trust/will complete Allie helped us immensely. She also made us feel calm and gave us chunkable steps to complete our mission. I highly recommend this firm! Such great service, thank you Patrick and Allie!

Exactly Legal - Me

Exactly Legal

(28 reviews)

Our experience with Mari started out great, but then communication became more and more sparse. We…read morewere SO close to completing paperwork when she simply stopped returning our messages. The last step was for her to send in the completed papers and that was 5 months ago. Very disappointed.

Update: I received…read moreMarizen's private message and her request to edit or remove my review--this request was notably left off her public comment as noted in the screenshot attached. Since the 2 stars (which equates to the "[service] could've been better") were due to the unprofessionalism and inattentiveness shown (not due to her being an LDA), I have no reason to change my rating or delete my review. TL;DR: Marizen is NOT a lawyer. She is a Legal Document Assistant that cannot provide you with legal advice. She is a significantly affordable option for a Living Trust but she is unprofessional and has poor attention to detail-- key characteristics that are paramount to detailing an important document. Details: I left a Living Trust inquiry via her site and Marizen emailed me back within 1 day to "text" her back for a scheduled over-the-phone consult. Upon speaking with Marizen it was clear she did not take the time to review the few questions I had sent her in my initial inquiry as she was confused as to what the consult would primarily be regarding. Her rates were significantly less than what other competing services were offering which raised an orange flag for me. Upon further research, I realized Marizen was NOT a lawyer, but rather a "Legal Document Assistant (LDA)." According to the CA Attorney General, LDAs cannot give legal advice. This was my first encounter with an LDA, which allowed me the opportunity to do the necessary research to make a more educated investment. Had Marizen gotten back to me with the necessary next steps and questionnaire as she had promised (it's been over 1.5 weeks), I may have considered her as a possible option to complete my Living Trust needs. But if you are looking for a more affordable option, perhaps Marizen is a good fit for you.

Nightingale Legal

Nightingale Legal

(7 reviews)

Jonathan stepped in, literally, at the last minute, to assist in a divorce settlement conference…read more He gathered facts of the case with us, via phone, in the early eve so he could write a summary to present to the judge for the hearing the next afternoon. Throughout this whole experience, Jonathan was cool, calm, confident and compassionate. His knowledge of the law was impressive and not once did we feel he would not be able to adequately handle the case despite the circumstances. Throughout this divorce process, we had the chance to speak to many attorneys and I can say, without reservation, that Jonathan is able to hold his own among higher priced attorneys and/or those with more years of practice. Jonathan will be a force to reckon with, of that I am certain! Many, many thanks to you!

I was searching for a competent attorney as I did not like the guy my wife had used. I found…read moreJonathan on Yelp and went to see him. I found him to be very friendly, easy to communicate with, knowledgeable, and very collaborative. Although my Trust was somewhat complex, he answered all of my questions as we pieced the documents together, working as a team. Today I went to meet with Jonathan and a Notary for signing all of the documents. I am very pleased with how all of them turned out. Jonathan is not trying to be some "big shot" expensive attorney in a tall building, but rather a neighborhood attorney there to serve people with a reasonable fee. I can highly recommend Jonathan at Nightingale Legal to anyone looking to create a Trust.

Burlingame Wealth Management - investing - Updated May 2026

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