May Korling did an exceptional job creating our trust. We came with several questions and concerns…read morethat she easily addressed. Now we have peace of mind knowing that when something happens we have the proper documents in place.

Maya Korling is patient and thorough. She discovered that my mother's will was improperly…read morewitnessed, something that other estate lawyers had missed. I would definitely use her again.

Elizabeth did a wonderful and professional work helping me and my husband establish estate planning…read morefor our family! It was one of the best services we have ever received! She was very detail oriented, attentive, patient as we worked through each term. I would definitely recommend Elizabeth!!!! She is just wonderful!!!

From the owner: Free 15-minute Attorney Meet and Greet by phone. Wills, trusts, powers of attorney, advance health…read morecare directives, estate plans, and trust administration. Free house calls are offered to clients in Santa Barbara, Carpinteria, Summerland, Montecito, Ventura, and other surrounding communities. Virtual meetings are also available throughout California.

I'm sorry I'm so late in writing this. Stephanie took care of the trust for my late wife Mary Lou…read moreand I a few years back. Not only did she catch a few HUGE mistakes from the first attorney we used before we found Stepanie, but she advised us on several very important things to consider that we were never told about previously. She is VERY reasonably priced, and you get more than you pay for. Besides being a very talented, brilliant and capable trust attorney, Stephanie is also a wonder, intelligent and caring person. I've sent quite few people to her over the years and every single one of them has come back to me to thank me for the referral. My response is always the same - there is absolutely NO ONE else that I would trust with my trust, so why would I send you to anyone else. Honestly, I can't say enough good things about Stephanie and the Montecito Law Group. They are the best and the only one to consider for handling your trust needs. Nuf' said

Stephanie is extremely professional without being stuffy. She works quickly and gives excellent…read moreadvice which makes the sometimes unpleasant task of estate planning interesting and thought provoking--in a good way. The staff is knowledgeable, friendly and helpful. My husband and I have already recommended Stephanie to my sister for her planning necessities. I trust Montecito Law Group to do the very best for my family and am thrilled to be in Stephanie's capable hands. I highly recommend her services. Monica Morrisey Fishman

These folk were terrific. Well organized, clear and excellent counsel. I created a trust (no…read moreidea) and they took me through it step by step.

I have a small 'estate' . what assets I have are all in a US bank account and I have designated a…read morebeneficiary. I should have had a better conversation with the bank before I went to the estate planning service. I wanted to avoid the time and expense of probate and assumed I needed a Trust to do that. Setting up the Trust cost me $3500. As it turns out, what I had already set up with the bank was perfectly sufficient. All my assets would have been available to my beneficiary on my death with no probate. I have to say, I should have asked more questions but I also feel the Planning service could have advised me better, and saved me $3500. The people there are friendly, but I feel taken advantage of. Just be sure to know what your circumstances are before spending a lot of money on a Trust you may not need.

My 85 yr.old mother was having problems with a family member who moved in 'temporarily'. She…read moreverbally agreed to take them in for 3 months but they took advantage of her for yrs. & refused to move out. With Yudicelas help at Reliable Doc. Services she was able to have them move out by court order. Yudicela spoke with my mom to get all the details, filled out & filed all necessary paperwork. She wrote a compelling statement to the Court. Yudicela was very professional & thorough. I highly recommend her & am very thankful for her expertise. She was able to Ccmmunicate well with my mom since she is Bilingual. Her services well worth her fees & much less than hiring a lawyer. Highly recommend her Services!

Very professional. Everything was easy and inexpensive. I'll definitely use your services again…read more Thank you for your help!

They are so kind and organized! ADK Heritage helped my parents put together their estate plan. She…read moremade the complex process super easy for them to understand.

My husband and I went to Amy for a living trust, and had a lot of questions and family…read morecomplications. She and her staff were absolutely professional and gracious, and answered any questions we had. Amy explained every step in the process, and clearly went through every choice that we had. She also walked us through some potentially sensitive family issues in a way that made the entire process so much easier. I would highly recommend her to anyone!

John Duffy knows his field. He blends knowledge with his compassion & insight. Having someone who…read moreunderstands the bigger picture of a client is critical in a successful relationship. If you are looking to diversify or starting to invest for the first time, John Duffy and Zen Wealth Consultant Services are the place to be. A financial consultant who has deep ties to the community is also reassuring. John serves on various community boards and is a real addition to SBA.

From the owner: Zen Wealth Consultant Services LLC was created to demystify personal finance by focusing on…read moreeducation, comprehensive planning, precision risk management and portfolio optimization. Zen is a full-service financial firm specializing in the following: Financial Planning, Financial Literacy & Education, Precision Personal Risk Evaluation & Investment Matching, Investment Management, Portfolio Stress Testing, Tax-Aware Investment Strategies, Stock Option Strategies, Financial Advisor Evaluation, Finance App Walk-Through, 401(k) Assistance, Long-Term Care Insurance and Life Insurance