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    Divorce law

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    Trust planning

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    Recommended Reviews - Exactly Legal

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
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    2 years ago

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    Marizen R.

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    1 year ago

    I needed a trust and had a great experience with Trusted Leagal Documents. Professional, fast, and a fair price! - Nicole

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    Marizen R.

    Thank you so much, Nicole!

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    5 years ago

    Fast, efficient and trustworthy

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    4 years ago

    Marizen was great to work with. She was pleasant, fast and responsive. We definitely recommend and trust her to do your legal documents.

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    Ask the Community - Exactly Legal

    Are you able to help me file for divorce?

    Possibly. Please feel free to call or text me at 650-273-6785 to discuss more.

    Are you reviewing prenup agreement?

    Unfortunately, I do not review prenups.

    View All 3 Questions

    Review Highlights - Exactly Legal

    You just have to know what you want and be able to articulate it to Marizen and she will do it all for you.

    Mentioned in 15 reviews

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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!

    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.

    Janet Fogarty & Associates - Janet Fogarty

    Janet Fogarty & Associates

    (4 reviews)

    For the first time in my life I found myself in need of expert advice from a Real Estate Tax…read moreAttorney. I needed someone to usher me through an incredibly complex, emotionally-fraught Trust real estate tax situation that had been in limbo for 21 years. The possible financial consequences to me were significant. Janet Fogarty was referred to me by a local financial adviser, and I have to say, she was an answered prayer. In late October of 2019 I met her for the first time, for an in-office consultation. Her manner was caring, focused, serious and utterly professional. She listened attentively, asked a lot of questions and took copious notes while I explained my situation. She then offered several scenarios whereby this problem could be solved. None of them a guarantee - but in that first visit she allowed me to see this was, in fact, a solvable problem. Unsurprisingly, this did not happen quickly as the wheels of bureaucracy, mired as they are in red tape, never move fast. So it took several months for this to finally be solved. She was very good about maintaining contact and keeping me apprised of the progress, which ended up coming to a near-halt in early March because of the pandemic. Yet, she persevered. In mid-April she called with the wonderful news that the issue had been solved, and to my very great advantage. Her decades-long relationship with the San Mateo County Tax Assessor's Office was a HUGE "plus" in reaching the resolution I needed. She knows the personnel, she knows how to interact with them, and she knows the exact right questions to ask. I could not be happier. If I am ever in need of real estate tax advice again - she will be my first call. I've already recommended her to two friends. My gratitude is beyond words. (I have zero personal relationship with her. I am receiving no "compensation" for this review. This is from the bottom of my heart. Nothing but thanks.)

    I was not represented fairly. I regret choosing her as my lawyer. She did not really do what she…read morecould and should have done in my defense. Not assertive enough reactive not proactivand Total waste of money

    Exactly Legal - willstrustsprobates - Updated May 2026

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