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    1 year ago

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    Kelly V.

    Thank you Noel! It was a pleasure working with you.

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    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.

    Wirowek Law Group - Stephanie Louie, Esq.

    Wirowek Law Group

    (6 reviews)

    My husband and I worked with Emily recently to complete the estate planning process. We had started…read morethe process a few years back but in a more informal manner, choosing to find legal templates online on our own and jotting down what we thought was important but working with a real knowledgeable person that can guide you through the process was a real game changer. Emily was able to advise us on what we should be thinking about when listing down certain designations and how to include certain asset information. It was super helpful to be able to talk out the nuances of certain situations with her to help us come to a decision on what we wanted to include in our estate documents and how. Emily will first provide a free 30 min consultation so you can get to know her and understand her process. Then, she'll send over a worksheet to help you prepare for a deeper dive call you have (1-1.5 hours) to do the estate planning itself. At this point, you still are not obligated to move forward with any services or issue any payment until you have the final signing appointment with both Emily and her designated notary. During this final appointment, Emily will review the finalized documents with you and if there are any last minute changes or corrections to be made, you have the opportunity to do so during this call. After the signatures are complete and payment is made, you get a giant binder mailed to you the following week with your official documents with the law office also retaining a copy for their records. They also provide a checklist of things to take care of on your end to ensure that all assets are properly listed under your created trust as well as ensuring other logistics are taken care of to minimize the administrative overhead for loved ones in the event of your demise. I have never gone through this process with anyone else so I don't have much to benchmark against but overall, I was happy with my experience working with Emily.

    I would give Emily 12 stars if I could…read more... I am a mobile notary and I help many many estate attorneys with their clients' estate plan signings. From my odd perspective, Emily is hands-down the best, most comprehensive attorney in all the land. The plans she creates for you have you completely covered, from the trust, the power of attorney and the advance health care directive and onto the HIPAA Authorization form, the pour-over will, the Trust Cert, a grant deed to move your property into the trust0, the county form that tells them this is not a taxable event and more. Because i see these packs from other professionals, I can tell you that not all attorneys include these critical documents. And you will never know what you don't have because most signers haven't ever seen this paperwork before. Unlike other attorneys, her forms are unique to you and your wishes; she does not do a simplistic download from some internet site. In addition, Emily has a lovely, compassionate way about her, and she grasps/asks/investigates/advises/pulls out of you what you want to happen if something unexpected happens no matter how complicated your family and financial dynamics. Did i mention she is mobile???? No taking off time from work to sit in an attorney's office. Emily meets her clients at their home, be it in the evening or on a weekend. So when it was MY turn to get my own trust done, Emily was the only one I trusted my future to. It is such a profound relief to have my own trust in place and that the paperwork she created will support my wishes as I age.

    Jelena Kelleher Law - Jelena Kelleher

    Jelena Kelleher Law

    (21 reviews)

    West Portal

    TL;DR? Jelena's a fantastic attorney who provides patient and informative guidance as you work…read morethrough an estate plan together. I was on the lookout for a new attorney to help me update a prior estate plan after getting married last year, having found my previous attorney well-informed, but not as communicative and articulate/descriptive as I would have liked for the answers I was seeking. I came across Jelena and several other attorneys through my legal insurance network, and after having had an initial chat with them all, found it pretty easy to move forward with her, having appreciated how well she communicated her ideas and suggestions, as well as the particular guidance path she recommended. A few forms and meetings later, my plan was done and updated, and seemingly (to my untrained legal eye) much more comprehensive than my prior one. After everything is complete, she'll send you docs that are easy to update as needed, as well as detailed instructions for any next steps needed to finish documenting/setting up your estate. Overall, she's a great attorney to work with, who's well-informed and willing to explain whatever you have questions about, but also very honest about when she doesn't know the answer to something, which she'll also quickly research and follow up with you on: something far more preferable than a professional that'd just pretend to know everything. Highly recommend!

    My husband and I recently contacted Jelena about our estate planning needs. After the initial…read morephone meeting, we provided her with documents through a secure online portal and within a few weeks we had the documents ready for review. During our appointment she took the time to explain the documents thoroughly, reviewed each document and addressed any additional questions and concerns and the execution process was quick and easy. She took care of preparing and coordinating recording our real estate documents and advised us of our next steps to funding our trust. We appreciated the time she spent with us, she is very easy to work with and is responsive to emails and knowledgeable. She is professional and an absolute joy to work with. I would highly recommend her if you are looking for an estate planning attorney. You are in good hands with Jelena!

    Advance Planning, A Law Corporation - Attorney Grant A. Toeppen

    Advance Planning, A Law Corporation

    (14 reviews)

    It's taken me some time to write this, but our experience with Grant at Advance Planning is truly…read moreworth sharing. From the moment we called, we felt genuinely welcomed. During the call, everything was explained clearly--if we agreed to move forward, we simply needed to fill out a form and schedule an in-person appointment, which made the process smooth and straightforward. At our in-person appointment, Grant was professional, knowledgeable, and easy to talk to. He was upfront, clear, and provided all the details we needed to make an informed decision--so we moved forward without hesitation. He patiently answered all of my mom's questions and gave thoughtful advice that truly had her best interest at heart. From the moment we arrived, his down-to-earth personality made us feel comfortable. It's clear that he genuinely cares about helping families through these important matters. We're truly grateful for his guidance and highly recommend his services to anyone looking for someone kind, trustworthy, and experienced. (Para quienes hablan español, comparto nuestra experiencia a continuación en español.) Me tomó un tiempo sentarme a escribir esto, pero nuestra experiencia con Grant en Advance Planning realmente merece ser compartida. Desde el momento en que llamamos, nos hicieron sentir muy bienvenidos. Durante la llamada, todo fue explicado con claridad--si decidíamos seguir adelante, solo teníamos que llenar un formulario y agendar una cita en persona, lo cual hizo que el proceso fuera sencillo y organizado. En nuestra cita en persona, Grant fue profesional, conocedor del tema y muy accesible. Fue directo, claro, y nos brindó toda la información necesaria para tomar una decisión bien informada--por eso seguimos adelante sin dudarlo. Respondió con paciencia todas las preguntas de mi mamá y ofreció consejos muy acertados, siempre pensando en lo que era mejor para ella. Desde que llegamos, su personalidad sencilla nos hizo sentir cómodos. Se nota que realmente le importa ayudar a las familias con estos temas importantes. Estamos muy agradecidos por su orientación y recomendamos mucho sus servicios a quienes buscan a alguien amable, confiable y con experiencia.

    My aunt recommended Grant to my mom and I. We were quite impressed by his ability to ease our…read moreminds. His relaxed demeanor, and knowledge of the laws, left little doubt that we were in good hands. He has an empathetic understanding of a person's predicament, while using his professionalism to act upon his client's behalf. -Yolanda Maciorski

    Civility Law - realestatelawyers - Updated October 2026

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