Elizabeth is amazing! She went above and beyond to help us expedite my father's trust. She was…read moreextremely helpful and always available for questions! We highly recommend Elizabeth.

I highly recommend working with Elizabeth on needs related to setting up a trust. She explained the…read moreprocess really well and was supportive every step of the way. I didn't know anything about the process before I started and was able to navigate the process easily with her guidance.

Professional attorneys and staff. They answered questions very well and clearly. I highly…read morerecommend!!!

We were on the market for an Estate Attorney due to my mom thinking about getting her trust done. I…read moreresearched different places and after calling a couple of attorneys we ended up going with Summerall Law. Let me tell you that this is the first time we went through the process of establishing a trust and it went very smoothly. Danielle was very thorough and answered all the questions that we had. At first we were on the fence about getting a trust established but after working with Danielle, we realized how important it is. No gimmicks, no hidden fees, and 100% transparent. Looking forward to working with Danielle and Summerall Law for years to come.

Glenn is a super good estate lawyer for creating a living trust. We had another elder care…read moreattorney create our first living trust and it was full of mistakes and we got poor service from him. Glenn on the other hand is polished and helpful. We are very happy with his services and his advise has been superb!

We used Glenn Angers law office in Alamo for some estate planning work in early 2012. The whole…read moreexperience was surprisingly pleasant. Glenn was extremely thorough with us novices, patiently explaining anything that wasn't clear or clarifying the consequences of the decisions we needed to make. He never seemed in a hurry to get us out of the office, and the resulting set of estate documents were fully complete, without any errors, and handsomely presented for our records. Whereas I thought I was going to dread this exercise, the whole thing was painless and even enjoyable. As I just did to a colleague this morning, I'd wholeheartedy recommend Glenn and his office staff for anyone's estate planning needs.

My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA

We recently worked with Nerisha for our estate planing needs, and I honestly couldn't be more…read moregrateful. What we felt overwhelming at first become clear and manageable process through her guidance, patience and knowledge. She took time to understand our family needs, explained everything in simple terms and made sure we were comfortable with every decision. I would highly recommend Nerisha to anyone looking for trustworthy and genuinely caring person especially non-immigrants for QDOT trust needs.

Very prompt and also always reaches out called him about a gaze and he did his best to answer my…read morequestions and I was happy very helpful. He was spoke with Mr. Jaffe and I got what I needed to know about my case so I recommend his services.

I spoke with Jonathan regarding my concerns with my parent's Living Trust and he was very helpful…read more He reviewed my documents and was very honest in what needed to be done and answered my questions. I will definitely call him in the future once needed. Thank you Jonathan for taking the time from your busy schedule.

David Arietta and Megan Huffman were both incredibly patient and compassionate throughout the…read moreentire case, helped guide us through every step, and made sure everything was taken care of. Professional, diligent, and reliable; highly recommended to anyone who needs legal representation!

Terrible experience!!! I reached out to David and his team for their service. I was charged $3500…read morefor the entire service and when I asked to delay the filing of the case, he was going to charge me another $3500. All I needed was to wait to file my case for another 2 months. From there, I opted to cancel his service and I only got partial of my payment. He and his team (Megan) lacks communication. It takes weeks for either one of them to get back to you. Megan had all my paperwork all wrong. More than half of my claims were missing for the filing and she says "I didn't look through all of them." What am I paying you for?!? Would NOT recommend their service.

Client at their Orinda location, but they just moved to Alamo. Keith Schiller is very knowledge…read moreabout all aspects of estate planning and tax related matters. Quick, efficient, and kind. Nothing more you can ask from an attorney!

On the recommendation of a friend, I engaged Schiller Law Group to represent me with respect to a…read morevery complex if not unchartered IRS estate issue. Mr. Schiller worked diligently and with great care to ensure that all aspects of my case were thoroughly examined, clearly understood, and presented with as a strong an argument as possible so as to ensure a successful ruling by the IRS; and succeed we did! Mr. Schiller, an ethical man with a passion for his work and a true believer in the value of positive results for his clients, displayed a deep knowledge of the law and especially of the complex issues surrounding my case, and this always exercised with great integrity and honesty. I can't thank Keith Schiller and his team enough for all they did! If you have a tax issue, especially a complex one, do not hesitate to call Schiller Law Group!

GETTING A TRUST: Trust McKenna Koepke of Blackstock & Barsell as she is as sharp as a tack! What…read morea pleasant positive experience it was using McKenna to make my Trust. Hearing all the buzz on making sure you have a Trust in place; but also hearing of the nightmares with the court system when you DON'T have a Trust in place, I KNEW I needed one. So I searched and called McKenna Koepke of Blackstock & Barsell in Walnut Creek. This office has plenty of parking which was a plus for me. It is located very close to Whole Foods in Walnut Creek. I was greeted at the office door with a welcoming smile and immediately proceeded to meet McKenna in her office. She went through the Trust procedure precisely and in a way that I understood it; not confusing me with all the legal words/terms. She answered all my questions and gave me plenty of time to ask them all; and there were a lot. Indeed it was a very easy meeting full of education and knowledge. I knew right away that I wanted McKenna of Blackstock & Barsell to do my Trust. McKenna also promptly answered all my after-meeting telephone questions that had popped into my head later when I got home and the week after. I said yes to her doing my Trust and the ease it took to come to the final paperwork was astonishing. McKenna is friendly, extremely knowledgeable, tentative, expeditious and organized. AFTER TRUST FINALIZED AND FUTURE: McKenna is a hands-on person! Every time I call her with questions, she gets back to me promptly which is a rarity these days. For instance, I had a question about something I heard on the street about Power of Attorney and she quickly called me back and updated me. When I bought some property it was a quick call to her and it was taken care of. Hands-on McKenna has sent me educational emails of law changes which may affect my generation in case we need to change anything in our Trust. I can't begin to write how happy and secure I feel with McKenna Koepke of Blackstock & Barsell working on my behalf.

We worked with McKenna to help us with our estate planning, she was knowledgeable and pleasant to…read morework with. She also made the process super simple and straightforward. The turnaround time from our first meeting to when she was able to complete the documents was not long at all. We would definitely recommend her to others for the same services!

Do Not do your Trust legal advice this Dan. He is Rude!!! Not helpful!!! toxic !! And very…read moredisrespectful. I worked with him over 9 yrs ago on a trust. Called for advice and help. He was so Rude to me I couldn't believe what I was hearing. Do your research on who you are dealing with he's is just the WORST unfortunately I have to give him 1 star for my review he deserves 0

I was referred to Dan Quane by a friend who, like me, appreciates quality of work, efficiency, and…read moreprofessionalism. Both Dan and Darcy met all of my expectations with their organized approach and attention to detail! I worked with Dan to update my trust, will, power of attorney and health directive. I had a general outline in mind which, through great listening skills, he turned into legal documents that will stand the test of time. I had also pondered tax implications surrounding my decisions, and to my pleasant surprise, Dan was also versed in this (a masters in Taxation). He is a wealth of information and this process was seamless and not as costly as I'd anticipated (less than my original trust created 25 years ago--and Dan re-wrote everything from scratch not just updated what I already had). I would highly recommend Dan Quane for your trust needs.

Joan was helpful and welcoming. I related to her instantly! Got lots of advice on how to proceed…read morewith a Trust and am working now to finish the preparatory paperwork. Her encouragement has made all the difference!

I requested an appt with Ms Grimes Law office because I had lost my Living Trust documents, perhaps…read morein a previous move. She wrote a column in the Rosemoor News and offer a 1/2 free consultation. When I made the appt the office emailed me a 15 page questionnaire that I had to fill prior to my appt., which I did. The day of the appt I received a call from her office asking me to bring my previous Trust. I told the office person that I had lost it and that it was the reason why I had to do a new one. At that point Ms Grimes interrupted the conversation ( she was obviously ear dropping on the phone) telling me that she could do nothing for me unless I had that Trust. The attorney that I had used is not in the area any more and I cannot locate her. She may be retired or have died. Ms Grimes then told me that there was nothing she could do for me, in not a very friendly manner, and ended up shouting "Good Luck!" Before hanging up on me. I am not sure what to think of her. Obviously she was having a very bad day but it is still a very unprofessional way to speak to anybody... I can hardly believe it!!