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    Law Offices of Amir S Sarreshtehdary - Amir Sarreshtehdary

    Law Offices of Amir S Sarreshtehdary

    (162 reviews)

    He is quick on turn-around, as others noted. If someone wants a quick, adequate trust and ancillary…read moredocuments, he will be able to provide them. He uses a service that provides four types of trusts, and he explains the difference between each one in simple terms. We had a trust and all of the related documents completed by the top firm in the area. Upon an independent review, one issue was pointed out to us. The firm that had been working with us was swamped so, based on all of Amir's reviews, we decided to have him make the revisions. We told him why we were there and that we would have his documents reviewed before we signed. He was given the existing documents and told the points that were especially important to us and the part that we wanted changed. We got a draft very quickly. Great turnaround. But, he missed some key points. It was also frustrating that he sent them in a format that couldn't be converted to Word or PDF and set the link to expire in 5 days. When asked about it, he said it was the platform and necessary due to the size. First, I edit books and size isn't the issue. Second, we checked on the platform and the user controls the parameters. We finally got the documents printed and hand wrote notes on them. We were irritated and frustrated by how little attention he paid to our requests to port over sections from the existing trust. He was hurt by our comments. For someone with his CV, I would expect him to know that business is not personal. But, he wanted us to apologize in order to move forward. Because he appears wedded to his forms, he didn't draft the sections that we specifically requested up front. When we pointed it out several times, he asked us to write it. What we wanted was not unusual or difficult, but it didn't fit his forms. He couldn't copy it from the existing trust. That was mind blowing given how many hours he billed us for reading our trust. When the documents were finally at a stage where we were satisfied, we told him that we were sending them for independent review, as we had previously stated. This seemed to upset him. Two last issues: first, my husband thought he was sexist and dismissive of me. I am used to men looking at other men when answering my questions, so I didn't notice it. Second, I wanted to pay via electronic payment. Amir said he took Zelle. I accessed the app and asked him to put in his information. I asked him to double check it. My bank sets a limit on daily transactions. He said that was because of my credit score--others had higher limits. I took affront to this. My credit score is great. I sent the money to the info he provided. It bounced. I had to work with the bank to unwind the transaction. I asked Amir to send me his Zelle QR code. Instead, he sent not one but two demands for the full amount to my Zelle account. Since a Zelle demand for payment in excess of the bank's limit cannot be made, I had to reject both. I tried to send him a payment for the allowed amount, but the flagged his request and my attempts to pay him as fraud and froze my account. Because Amir refused to follow simple instructions, I had to spend hours with bank fraud investigators to have my account restored and verified. I have had my account at the same bank since I was in kindergarten and we were encouraged to save. My husband was counsel for banks and has banked there even longer than I have. Because we have joint accounts, his were frozen. This meant that our quarterly tax payment, health insurance, and other vital payments were being held. All in, Amir turned out documents quickly. Was pricey compared to the firm we regularly used, and appeared to struggle with either taking directions from a woman, or drafting documents and following instructions.

    Amir helped us create a special needs trust, it was quick and painless and we'll be back for all of…read moreour estate planning needs!

    Lerman Law Partners, LLP - Michelle C. Lerman

    Lerman Law Partners, LLP

    (23 reviews)

    My business had to close because of the Pandemic and we were, to say the least, devastated by it…read more The commercial space we occupied came after us with a vengeance but little did they know we had retained SuperMan, PHILLIP DIAMOND, from the Lerman Law Group. Phillip is a master at his craft (LAW) he responded with detail and strength he kept us apprised of our case and calmed all our fears. We believe that if it had not been for Phillip we would have had to pay a huge sum of money. We not only have gained a trusted reliable lawyer but a true friend I recommend Phillip Diamond of The Lerman Law Group for all your legal matters Superman will get the job done.

    We were so fortunate to have happened upon Phil Diamond by chance after we'd moved out of state…read moreonly to have a contract dispute arise from our home sale. It is an emotional, frightening process but Phil will floor you with his meticulous preparation and attention to detail throughout your path to resolution, and it's remarkable for your representative to actually have such an elevated bedside manner, too-- we needed it, and upon resolution of the matter we consider him a friend. He's been around the block-- you'll receive incredible insight into likely options and phases of the process, and it meant the world to us to be able to have some expectations set as we sailed into foreign waters. We marveled at the quality of his communications with us and the other party, and he brings exemplary advocacy for your interests, with a wealth of stunningly clever and wise protections that will preserve your rights and seek only fair, advantageous compromises (if amicable closure is what you seek, that is... I wager if we'd wanted to draw out a protracted battle that Phil would've been the bulldog you'd always hoped to have in your corner). We can't recommend him highly enough, and welcome inquiries on his behalf if that would help your decision.

    Summerall Law - Albert Wu, Attorney

    Summerall Law

    (1 review)

    We used Summerall Law to create a trust for my family after the birth of our first kid. We worked…read morewith Kameela & Norell in particular. They were very helpful throughout: happy to answer questions for us, and walk through the different considerations for a trust. The paperwork ended up being minimal and the whole process went very quickly. They were also happy to work with our legal insurance to figure out payment, which made the whole thing free for us. Would definitely recommend using them!

    From the owner: My clients are polite strategic planners who want to protect their families and assets. We would…read morework together on estate plans, probate and trust administration/litigation and premarital or postmarital agreements to accomplish these goals. My clients hire me because they want to: 1) Avoid paying unnecessary legal expenses (attorney fees, taxes, court fees, etc.), and 2) Take an active role in planning for their families future by not leaving important decisions to chance or default legal rules. We avoid these outcomes by preparing (wills and trusts), guardianship agreements, premarital agreements, completing adoptions and working together through complicated probate or trust administration and litigation issues. I am often referred by family members or friends who are concerned that someone is taking advantage of a client's age, disability, or offering them an unfair settlement in a dispute regarding a will or trust. I offer flexible office hours and meeting locations to support my client's goals. Kids are always welcome. My satellite offices are in San Francisco, Pleasanton, Walnut Creek, Palo Alto, San Ramon, Sausalito, and Pleasanton. When necessary, I am open to meeting clients in their homes.

    Kerry Spence Estate Plans - Kerry Spence, Founder & CEO

    Kerry Spence Estate Plans

    (12 reviews)

    Kerry Spence at People's Legal Docs in San Rafael was an exceptional teacher and guide to help my…read morehusband and I to develop, execute and fund our Living Trust. There was not a single question unanswered and every explanation was with authority and real-life experience to address any concerns we had. Kerry and her team were very thorough and relentless to give us the best experience and working documents to properly execute our final wishes and best financial position for the Trust. Unfortunately, my Father-in-Law passed during our time working together and Kerry provided consultation on a few serious issues with my husband. Again, clear information and common-sense explanations that really put my husband as ease. I would highly recommend using Kerry and her team at People's Legal Docs.

    So after my last excellent experience with Kerry Spence, and her company People's Legal Docs,…read moredealing with my very difficult and emotionally draining divorce, and how great and supportive she was, I decided to go back to her again and use the People's Legal Docs to setup my living trust. As usual it couldn't have gone smoother. First off, she charges a flat fee, so you know what you're paying up front, no added cost, which I really appreciate this day and age. Her and her company made it beyond easy to understand and figure out what was best for me and my assets and to help my family easily deal with my items incase something happens to me. I went through something similar and difficult to sort out when my mother passed and didn't want my family to go through the same type of headache to deal with my assets. Kerry and her team went through their process to get everything together and listed out all my choices and ways I could deal with it. It was so easy, and didn't take long or take too much of my valuable time to get done. It was one office visit, two phone call meetings and one final signing meeting in the office. She filed everything with the county and courts, took care of everything for me. Everything was handled with care, professionalism, and ease, what else could you ask for. Then at the end, I received a beautiful leather bound binder with everything organized beautifully for my family to be able to find anything they needed easily. I was extremely please, yet again, with Kerry Spence and her company, fantastic experience and would highly recommend her to anyone needing to do a Will or Living Trust. All I can say is if you don't use Kerry, you're making a big mistake :) Thanks again Kerry, you're the best!

    Thompson Welch Soroko & Gilbert - Thea Beatie Eliot

    Thompson Welch Soroko & Gilbert

    (3 reviews)

    I have worked with Tim Galusha on several real estate issues and he has always proved to be highly…read moreintelligent, punctual, equipped with vast knowledge and experience of real estate law and lastly, easy going. After working on a deal with him and another lawyer he showed integrity and a forthright nature that is rare in todays business dealings. I can't recommend him enough..

    Wow. Estate planning. I don't know when it happened exactly, but I really feel like an adult now…read more I don't even own a home, but I did need a will & living trust & Thea educated me all about it. Her free workshop/seminar was sooo well worth it. Did I mention FREE? Even if you don't decide to use her or get your act together sooner than later with someone else, you will walk away learning something. This attorney rents out the Little Gym in Sausalito/Marin City & hires a sitter if you've got kids, so you can be engaged in her presentation without worrying about the tykes. (There were even yummy sandwiches, fruit & drinks catered. The way to this girl's heart is definitely through her belly!) If you choose to set up an appointment with Thea for a private consultation, you can get a coupon at the workshop. Check out: http://thealaw.com/ to see her next upcoming FREE events. Thea is a "real" person as is all of her staff I've met or talked to over the phone. She listens & isn't charging you by the hour, so you don't feel like you've got to rush. After all, you're discussing one of the most grown-up things you'll ever do. You shouldn't have to feel hurried making such big decisions. At least go to the seminar if nothing else, but I'll be surprised if you don't trust your estate planning (& more!) to this Law Office.

    Fiduciary Resources - willstrustsprobates - Updated May 2026

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