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Johnson Law Firm

5.0 (78 reviews)
Closed 8:00 am - 5:00 pm
Updated 2 months ago

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I am glad that it helped. I am here if you need me.

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Elizabeth was so detail-oriented and thorough in helping us update our trust and accompanying documents. I highly recommend her!

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Ask the Community - Johnson Law Firm

Review Highlights - Johnson Law Firm

Elizabeth was kind, knowledgeable, and very patient in explaining the process and the legalities entailed.

Mentioned in 73 reviews

Read more highlights

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Law Office of James D. Stein, PC - Received a degree of Juris Doctor from UCLA Law in 2004.

Law Office of James D. Stein, PC

(103 reviews)

We recently worked with James Stein, upon the recommendation of friends, to create our estate plan,…read moretrusts, etc. He was a delight to work with. Very thorough, excellent at explaining the "whys" of what we were doing together, and fun to work with - even working through thorny topics! We received a huge estate plan binder from him once the plan was finalized and some further instructions for making any necessary changes to deeds and accounts to add the trust and avoid any problems in the future. I would not hesitate to recommend him to others.

We recently worked with James Stein, upon seeing his overall 5-star rating on Yelp, to create our…read moreestate plan, trust and Advance Health Care Directives. James was an ultimate professional, he even found an error in the legal description of our latest deed recorded in 2003 by comparing it with our initial purchase deed from 1998 and our neighbor's deeds. He divided the whole process into different stages and made a complicated process relatively easy. At first, he asked a lot of questions to collect personal data and gauge what exactly we need for our plan. Then he gave us some specific homework and encouraged us to ask more questions. At the final stage, he gave us a big beautiful binder of estate plans with a cover letter about some further instructions to avoid any problems in the future. Over all, he was a delight to work with and we would not hesitate to recommend him to others.

Soodeehul Law

Soodeehul Law

(54 reviews)

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.

Law Office of David Bromley

Law Office of David Bromley

(5 reviews)

Review is for estate planning, ah the joys of adulting and parenting. You know the drill - a…read morelifetime spent working for money (or better, money working for you) and buying things. You can't take any of this with you when the time comes, so the question is really to whom you want to transfer these assets to and how. The answer is normally your children if you have them but beneficiaries can be anyone: a charity, friend, other family member, your favorite Yelper, etc. I had a free initial ZOOM consultation with David Bromley, as he was one of the local estate attorneys on the referral list from my company. I was lucky to get discounted will and living trust services. David gave clear explanations of the differences between wills and trusts and how one actually manages a trust while living and how it functions when we pass. Note. will costs hundreds of dollars while a trust cost several thousand to prepare. We decided to go for the complete package including a living family trust and pour over will. Also, a medical power of attorney in case we lose our marbles. David was able to set all this up remotely using ZOOM and the process was smooth. We did had to come in person to sign and notarize. The process takes a few months due to COVID19 and the fact that David's office is super busy. David was able to move our home into the trust, but it'll be up to me to manually transfer bank and brokerage accounts going forward. The nice thing about the Living Trust is that it is active and managed while we are living, so assets can continue to be added and terms can still be changed anytime. You don't get this flexibility with a Will and having to avoid the probate cost and time seems like a good benefit for your beneficiaries.

For years, I kept putting off taking care of a living trust for my mother. I had no idea where she…read moreput the deed of the house, and I thought it was something I needed to have on hand in order to get this done. A dear friend of mine recommended this law office, so I thought I would give it a try. Upon calling, I was given a phone appointment 45 days later! I thought this attorney is not going to have time for me if I got to wait a 1 1/2 months just to get a free consultation. When I finally spoke to David Bromley, I was pleasantly surprised how simple he made the process. He even took care of the lost deed situation. Within a couple of weeks the deed was done! I highly recommend this law office if you are planning a will or living trust.

Advance Planning, A Law Corporation - Attorney Grant A. Toeppen

Advance Planning, A Law Corporation

(14 reviews)

It's taken me some time to write this, but our experience with Grant at Advance Planning is truly…read moreworth sharing. From the moment we called, we felt genuinely welcomed. During the call, everything was explained clearly--if we agreed to move forward, we simply needed to fill out a form and schedule an in-person appointment, which made the process smooth and straightforward. At our in-person appointment, Grant was professional, knowledgeable, and easy to talk to. He was upfront, clear, and provided all the details we needed to make an informed decision--so we moved forward without hesitation. He patiently answered all of my mom's questions and gave thoughtful advice that truly had her best interest at heart. From the moment we arrived, his down-to-earth personality made us feel comfortable. It's clear that he genuinely cares about helping families through these important matters. We're truly grateful for his guidance and highly recommend his services to anyone looking for someone kind, trustworthy, and experienced. (Para quienes hablan español, comparto nuestra experiencia a continuación en español.) Me tomó un tiempo sentarme a escribir esto, pero nuestra experiencia con Grant en Advance Planning realmente merece ser compartida. Desde el momento en que llamamos, nos hicieron sentir muy bienvenidos. Durante la llamada, todo fue explicado con claridad--si decidíamos seguir adelante, solo teníamos que llenar un formulario y agendar una cita en persona, lo cual hizo que el proceso fuera sencillo y organizado. En nuestra cita en persona, Grant fue profesional, conocedor del tema y muy accesible. Fue directo, claro, y nos brindó toda la información necesaria para tomar una decisión bien informada--por eso seguimos adelante sin dudarlo. Respondió con paciencia todas las preguntas de mi mamá y ofreció consejos muy acertados, siempre pensando en lo que era mejor para ella. Desde que llegamos, su personalidad sencilla nos hizo sentir cómodos. Se nota que realmente le importa ayudar a las familias con estos temas importantes. Estamos muy agradecidos por su orientación y recomendamos mucho sus servicios a quienes buscan a alguien amable, confiable y con experiencia.

My aunt recommended Grant to my mom and I. We were quite impressed by his ability to ease our…read moreminds. His relaxed demeanor, and knowledge of the laws, left little doubt that we were in good hands. He has an empathetic understanding of a person's predicament, while using his professionalism to act upon his client's behalf. -Yolanda Maciorski

Exactly Legal - Me

Exactly Legal

(28 reviews)

Our experience with Mari started out great, but then communication became more and more sparse. We…read morewere SO close to completing paperwork when she simply stopped returning our messages. The last step was for her to send in the completed papers and that was 5 months ago. Very disappointed.

Update: I received…read moreMarizen's private message and her request to edit or remove my review--this request was notably left off her public comment as noted in the screenshot attached. Since the 2 stars (which equates to the "[service] could've been better") were due to the unprofessionalism and inattentiveness shown (not due to her being an LDA), I have no reason to change my rating or delete my review. TL;DR: Marizen is NOT a lawyer. She is a Legal Document Assistant that cannot provide you with legal advice. She is a significantly affordable option for a Living Trust but she is unprofessional and has poor attention to detail-- key characteristics that are paramount to detailing an important document. Details: I left a Living Trust inquiry via her site and Marizen emailed me back within 1 day to "text" her back for a scheduled over-the-phone consult. Upon speaking with Marizen it was clear she did not take the time to review the few questions I had sent her in my initial inquiry as she was confused as to what the consult would primarily be regarding. Her rates were significantly less than what other competing services were offering which raised an orange flag for me. Upon further research, I realized Marizen was NOT a lawyer, but rather a "Legal Document Assistant (LDA)." According to the CA Attorney General, LDAs cannot give legal advice. This was my first encounter with an LDA, which allowed me the opportunity to do the necessary research to make a more educated investment. Had Marizen gotten back to me with the necessary next steps and questionnaire as she had promised (it's been over 1.5 weeks), I may have considered her as a possible option to complete my Living Trust needs. But if you are looking for a more affordable option, perhaps Marizen is a good fit for you.

Johnson Law Firm - willstrustsprobates - Updated May 2026

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