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    Daniel L Jeffrey

    5.0 (2 reviews)
    Open 9:00 am - 5:00 pm

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    Shepherd & Wood

    Shepherd & Wood

    5.0
    (2 reviews)

    Outstanding Experience - Highly Recommend Malissa Goodreau!…read more If you're looking for someone who is professional, knowledgeable, and genuinely cares about her clients, look no further than Malissa Goodreau. I recently worked with her on estate planning, including setting up a will and trust, and I couldn't be more impressed. Malissa took what felt like an overwhelming and complicated process and made it simple, clear, and stress-free. She explained everything in terms I could understand and answered every question with patience and expertise. It was obvious from the beginning that she truly has her clients' best interests at heart. Not only is she incredibly skilled in her field, but she's also kind, responsive, and easy to talk to--something that made a huge difference during this important process. I felt confident and well-informed every step of the way. If you need help with estate planning, wills, or trusts, I cannot recommend Malissa Goodreau enough. She is absolutely amazing, and working with her gave me true peace of mind. Thank you, Malissa!

    5 Stars - Exceptional Estate Planning Services…read more I can't recommend Shepard & Wood highly enough. From the initial consultation to the final signing, the entire team was professional, thorough, and genuinely thoughtful in guiding us through our estate planning. They took the time to explain every step clearly and made sure our plan reflected both our wishes and our family dynamics. What really stood out was their attention to detail and their ability to make a complex and often overwhelming process feel manageable. They were always available to answer questions, and I never felt rushed or pressured. You can tell they care deeply about the work they do and the people they help. If you're looking for knowledgeable, trustworthy, and compassionate estate planning attorneys, Shepard & Wood is exactly who you want on your side.

    Reynolds Law

    Reynolds Law

    2.6
    (9 reviews)

    Simon Lebleu was highly recommended by someone that we know and trust who has clients that have…read morehired Simon for Estate Planning . Upon our first meeting with Simon we could tell that he is a very down to earth person that takes what he does very seriously and showed sincerity in his way of explaining the process of estate planning and making our trust reflect everything we wanted it to be done upon our deaths including medical wishes. He really listened and got to know us as well as went above and beyond in his expertise of law in trusts , taxation, laws and the quality of the documents he presented to us went beyond anything we imagined and could not explain the sense of relief we feel knowing Simon is who we hired and trusted to put some very important parts of our lives and those we love into legal documentation. It's always important to us that we hire people that are not only professional and excellent at what they do but to be real about such things as well as honest and kind . Simon left no stone untouched and for that we highly recommend him . This is something

    Needed to update my original Trust that I had Reynolds Law complete. Basically delete one name and…read moreadd another. Had review meeting 7/12/21 for one hour to plan update. Had not heard from the office and wanted to check on the status so called on 11/10/21 (4 months) to follow up. I was then able to get an appointment to finalize and sign updated Trust on 11/18/21. Got the bill and noticed I was billed for 1/2 hour for making the follow up call to check status. I did voice my displeasure with that and it was eventually removed. Paid my bill 5 days after receiving in the mail 12/15/21. Now just need to sit back and wait for my update copies. I was told I would get one copy for me, one for Executor, and a flash drive. I waited until 4/5/22 after still no communication from law office and went to office to follow up. Fortunately I think I was lucky enough to find the one person who actually cared and could help me. She printed out a completed copy on the spot and gave to me. Apparently the original was already complete and stored in their safe (so not sure why I wouldn't have gotten my copies). I asked to be given original also and was able to pick that up a couple days later as I have absolutely no confidence this law firm could complete anything in a timely manner. Almost 9 months start to finish. And pretty sure I'll never get the other copy or flash drive. I did not post the attorney name but if you read previous reviews you can figure it out. Update: 4/30/22 received copies of trust and flash drive in mail. Much appreciated.

    Knitter & Knitter

    Knitter & Knitter

    1.8
    (5 reviews)

    Yikes, stay away from Knitter. Very unprofessional and might charge just to tell you he can't take…read moreyour case. Over his poor-quality car speaker phone, on the paid consult ($1500), he said, "well find another attorney then, I've got plenty of work." Thanks for all the help! NOT

    I am writing this review to provide a warning to anyone looking for a good estate attorney. Since…read moremy mother's death, matters with siblings have become adversarial due to the great deal of money Involved, and personal dynamics. Because of this, I've needed to find a very adept attorney to represent my interests as a trustee/beneficiary with An executor who refuses to provide me nothing in the way of accounting, etc. I was referred to Mr. David Knitter by a great attorney who practiced further away, to possibly intervene if my interests. I called his office immediately explained the situation and afterwards the assistant answering the phone was so curt, telling me I couldn't even speak with Mr. Knitter unless I paid him $600 upfront without knowing if I even like him or vice versa. I would then be $600 an hour after that and she would have to speak with Knitter first and call me right back. She didn't and I had to leave, so I called back only to be rebuffed this time by saying that Mr. Knitter was in depositions (?) and would call tomorrow. i never again heard from that same person or anyone in the office, so right off the bat this law office lied for whatever reason, and then didn't have enough class to just call and let me know that they didn't want to take the case. i would think that any firm that wants to maintain a good reputation in this area of the law, would have more empathy and sensitivity with every client. Thank you. Mary M

    Yee Law Group

    Yee Law Group

    4.9
    (173 reviews)

    A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

    I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

    Daniel L Jeffrey - estateplanning - Updated August 2026

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