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!

My husband and I retained this law office two months ago, and directly worked with attorney Pete…read moreHatz, who helped us prepare our estate plan. Here are the reasons I chose to work with them and would gladly recommend them to others: 1. They have lots of California-domiciled, cross-border, clients, who have assets and family relationships spread across continents. They have the experience and know-how to prepare distribution plans that cater to the unique situations of their foreign-origin clients. 2. Their founding attorney, Jay Roadarmel, is a Bar-certified specialist in California's estate planning laws. This, in simple words, means that the big daddy State agency that regulates their business, acknowledges them as experts with more specialized knowledge and more experience compared to their contemporaries in the same area of practice. If your estate plan is complex or potentially litigious, I recommend you consult them for their specialized command in California's probate and estate planning laws. 3. They have a close-knitted office structure with a great support staff. Phone calls are timely returned. They also have all the necessary infrastructure support: the compiling, notarizing, deed recording, filing, and follow-ups - everything was taken care of by them in my case. 4. Our attorney, Pete Hatz, who is dual-licensed in California and Michigan, spent a great deal of his time educating my husband and me on the basics of estate planning in California, which helped us put in clear perspective how we wanted our assets to be distributed. There were back-and-forth emails, and Pete was always patient to address our questions and doubts. 5. I found their billing practice to be fair, reasonable, and transparent. There were no surprise or hidden costs. 6. They truly advocate for their clients. While looking for estate planning attorneys in my area, and before deciding to retain them, I came across their stellar client reviews on Yelp and Google. There was one review that particularly caught my attention. I read in that review that they declined to proceed on a matter, where it became apparent to them that the son of their elder and ailing client was excessively interfering in his parent's distribution plan. I found their approach to not proceed in this matter, and in the process, to let go of their professional fee, to be astute, tactful, and very ethical. In all likelihood, they protected their elder and vulnerable client from being financially abused by an interfering (beneficiary) child. Being in the practice of law myself, I have greater respect for attorneys, who, in their private practice, not just work in the best interests of their clients, but also strive to protect public interest. If you are based in California or Michigan, I highly recommend this law office.

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.

From intake to execution seamless (intake form, calendaring, follow up, follow through, edits,…read moreperspectives, scenarios). Sarah, Kate, Christian, Naomi, are all rockstars in their own right. Excellent experience with a legal plan, great outcomes, and on point value. Thank you for making the process seamless!

I want to sincerely thank the incredible team at Summerall Law for all their help and support…read more They've provided us with outstanding customer service and are truly wonderful people to work with. They're A++++. Their dedication genuinely reflects the company's core values--a special shout-out to Ms. Sarah, Naomi, and Christian for their fantastic assistance and support. I wouldn't hesitate to recommend this company to all my family and friends

Having a trust done can be daunting and confusing…read more I'm thrilled that we met Brian and he walked us through everything like a piece of cake. From the point of contact, he provided a webinar explaining the basics of what a trust is. Whenever I emailed him, he always has an auto reply message to inform clients when to expect communication responses and I love that. With every question and concern, Brian is there every step of the way. He is very responsive, clear in communication and supportive! Also, he is very approachable so that I don't become afraid of asking too many questions. From the time we did the questionnaire to the time the trust was completed for signing was about 1 month. He could prob do it quicker just depends on when you schedule your signing date. I'm glad we got this "to do" completed. It's been on the back of my mind since our first child was born. This is definitely someone that I recommend for anyone who needs a trust. It's very true that he builds relationships with his client for long term and not just one transaction.

I found him through a Met LIfe referral and am very glad I contacted him. He handled setting up my…read moreTrust, updated my POA and My Health Directive. He was very personable and responsive and explained every aspect simply and effectively. I absolutely recommend him for your legal needs.

John Park and his team helped with creating a Trust for our families. From our initial meeting to…read morethe end of receiving our Trust folder, the team was very pleasant to work with. John Park met all our questions and concerns. The team is on point with their commnication. They are easy to talk to, they frequently update you with the status. You are never left wondering. I find it extremely important, and I appreciate that they highly value their client's time. I highly recommend John Park and his team! Another plus for us was that Attourney John Park spoke Korean. This was very helpful with creating a trust for my parents. He was very patient with all of my parents questions and concerns. His team is very pleaseant and accomodating. It made creating a trust for my husband and I, as well as another for my parents a breeze.

I have worked with John Park Law on multiple occasions and I am thoroughly impressed by the level…read moreof reliability and courtesy I receive from the entire staff. Ran (in their client services department) is very easy to communicate with by being both well-organized and, more importantly, extremely responsive to emails and calls in a timely manner. I truly appreciate this because it shows they are not only dedicated to their relationship with me, but they also respect my time. The high standard of professionalism I receive consistently exceeds my expectations and I would absolutely recommend John and his team to my family and friends for legal services, especially related to estate planning needs.

If you need any type of estate planning or probate assistance, you won't find a finer attorney. In…read moremy opinion, Jennifer is one of the top lawyers in her field in the Livermore area. She made the entire process of setting up our family trust incredibly easy and stress-free. We started with a consultation to discuss our wishes, which took about thirty minutes. They were booked out, so it took roughly two months for the trust to be prepared and ready for signatures. Our final signing appointment lasted about an hour and a half. We made a few last-minute changes, additions, and everything was handled smoothly. Having an on-site notary made the signature process quick and convenient. Jennifer also took the time to walk us through each section of the trust and explain what everything meant. She makes sure your entire estate is thoroughly covered from A to Z so your assets go where they should. There may be cheaper or faster options out there, but the level of care, detail, and professionalism Jennifer provides is well worth the wait. I highly recommend her.

Personal service was great. We've been a client over 15 years. We recommend her law office.read more

Valerie was amazing, she guided me every step of the way and explained it to me clearly for my…read moredocuments. I appreciate her help and I would highly recommend giving them a call and find out how they can help you.

Enjoyed working with Val in updating my deed. Entire process was hassle free. Definitely recommend…read moretheir services to others!

I have to say that Duncan Law Firm was very courteous and professional in assisting me with my…read moreevery need for the preparation of my personal Living Trust. David was very kind, knowledgeable and thoughtful and made it easy for me to understand about what my specific options were. He was sure to make certain that a notary public would be on hand to have my documents acknowledged at the time of signing. The binder he furnished for me was so very well done and was specifically labeled for each of the different sections pertaining to the trust and the additional copies he furnished also for each of my beneficiaries were easily accessible for them. He assured me that I would be able to reach out to him for any and all questions or concerns I may have in the future at anytime. Since the completion of my trust, I have recommended and passed on David's firm information to friends and family. Needless to say, that based upon the time and effort David put into his work, what I received after all was completed and finalized, the overall value was very well worth it. A very satisfied customer!! RT

While waiting in traffic at the San Mateo Bridge I was rear ended at a high rate of speed. My car…read morewas totaled, the accident exacerbated an existing back condition that I already had. I missed a good amount of work and needed a lot of medical attention, that eventually resulted in needing a nerve ablation (termination). I knew I was going to need an attorney, and I had a lot of choices. The big firms that advertise on TV, the ones I see advertised on billboards on the freeway? I decided I wanted to be represented by a local firm that would give me personalized attention and would know who i was every time I contacted them. So I chose Duncan Law firm. I was instantly comfortable with David and always felt like I was in good hands. He took care of everything, he dealt with the other drivers insurance company so I never had to, he dealt with the very unresponsive staff at my companies HR department to get info about the wages and benefits I missed while out. I always felt that my case was of the utmost importance to him. I ended up being awarded the full term of the other drivers insurance policy, with no fight. All the money with no fight . It was definitely a win-win for me. I may need to have additional nerve ablations in the future, because the nerve endings eventually grow back, but now I have the money to offset the medical costs and to pay for my pain and suffering. I would strongly suggest that if you are in the need for a personal injury attorney that you choose David Duncan and Duncan Law Firm.

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.

I found Michele Matsumura online and needed to do a review of an existing trust in addition to pour…read moreover wills and durable power of attorney docs for my elderly parents. She's very personable excellent at what she does and easy to talk to. It was nice to have an online meeting option which was more convenient than an office visit. The to do checklist on what to take care of is very helpful. I would definitely recommend her to those in need of an estate planning attorney.

Michele helped us update our trust and was wonderful to work with. She was very patient with our…read moremany questions and clear in providing advice in updates to our trust. I would highly recommend Michele and will be using her again in the future when needed.