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    LifePlan Lawyer, PC

    4.9 (75 reviews)
    Open 9:00 am - 5:00 pm
    Updated 1 month ago

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    Services - LifePlan Lawyer, PC

    Trust planning

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    3 years ago

    Thorough to a granular detail. Compared to the relief one derives, it's very economical; there's much value here. Six stars.

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    Page 1 of 2

    Ask the Community - LifePlan Lawyer, PC

    Review Highlights - LifePlan Lawyer, PC

    Their founding attorney, Jay Roadarmel, is a Bar-certified specialist in California's estate planning laws.

    Mentioned in 61 reviews

    Read more highlights

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    Law Offices of Connie Yi - Outside

    Law Offices of Connie Yi

    (73 reviews)

    Our trust & estate lawyer retired and we had been looking for another T&E attorney. Luckily, one of…read moreour friends directed us to Connie. We reached out to Connie (I think we called her or submitted a request via her website ) and she responded promptly (she is busy so the initial Zoom meeting may take a couple of weeks). In any event, in all our interactions, Connie was responsive, practical, knowledgeable, efficient and just a lovely person (funny too). I should mention that my spouse and I had a short time frame to revise our revocable family trust (along with wills, advanced directives, and power of attorney) and Connie understood and met our time constraints. One night she sent a draft of the revised trust at 1:30 in the morning. If we reached out to her at 9 in the morning, she'd respond promptly as well (within a couple of hours if that). Connie also understood our questions/concerns and provided clear and concise responses (whether via Zoom or by email). We really appreciated Connie's thoughtfulness, diligence, and assistance. I have recommended Connie to our friends. Btw, Connie's fee structure is very reasonable for the services provided. She is also forthright and, if you ask her, she will just tell you, this is what my services will cost. I do feel the need to rebut the one bad review (JW's review). What a strange review. Why would you want an attorney to provide services in an area in which they lack expertise? To me, JW's review is evidence of Connie's honesty and, quite frankly, JW should be thanking Connie for being ethical (vs some charlatan that responds with pay me and I'll give you advice in an area I know nothing about). As an attorney, the law is complex. You do not want someone to give you advice in area in which they lack expertise (sort of like, you would not want an ophthalmologist to conduct your heart surgery--just saying). Anyhow, an example of Connie's expertise: I go, hey Connie, why did you include this language, seems to limit protection against a wayward trustee who, in theory, could steal the assets of the trust (she gave a precise and clear answer). I do actively dislike critical reviews that are baseless. My personal experience with Connie was excellent. My spouse thought so too.

    Connie is well versed in estate planning and helped us to update our old trust. She is straight to…read morethe point educating us on the complex language used in estate planning documents. Her fee structure is reasonable and she quickly gets the job done. She replies quickly to our emails and offers a free consultation to boot. Everything can be done remotely via zoom meetings and the only time we needed to go into the office was to sign the final documents. Connie is trusted and recommended!

    Hall Law Group - Our team of attorneys!

    Hall Law Group

    (5 reviews)

    Left them a very polite message last week, and left my phone number 2x in the voice message and…read morethey haven't bothered to call back. Unbelievably disappointed in the local legal community for the lack of follow up and lack of professionalism. Even if an organization is short staffed (which may or may not be the case here), the owners should always take care to ensure a caller feels valued and respected and at least call them back. Stay late if you have to just call folks back! I was polite and clear about what I wanted. My time is valuable and legal matters can be very stressful - please find a way to get the call backs completed. Should really be a top priority! Don't recommend. :/

    Thanks Yelp for helping me find this awesome team. I had spent a week calling law firms all over…read morethe east bay, needing assistance with a trust. I hit one roadblock after another. Either the firms didn't return calls, wouldn't even give me a consult for 6 weeks, or reviewed the paperwork and just didn't want to be bothered. And then some were just flat out not nice. I was trying to sell property and I was working under some time constraints. I had zero expectations when I called Hall Law Group. They were probably my 20th phone call. Imagine my surprise when they put me right through to Angie their paralegal. I explained what I was trying to do. Right out of the gate, she said absolutely they could help. I sent over some paperwork that she requested. Before the day was over, she had advised me of the path forward, what they would be doing on their end, and scheduled a phone consultation with Attorney Mike Hall. I couldn't believe how quickly she had the process moving forward. Mike, as well as everyone on his team, have been just a breeze to work with. They are all genuinely nice people who are all great at what they do. They had our trust issue handled and it was so painless and hassle free. After reviewing some of our other trust documents, Mike had the foresight to advise that we handle some items now, that we would have had to return to complete later down the line. I highly recommend them for Trust and Probate help. Thank you to everyone at Hall Law Group for all of your help.

    John Park Law - attorney John Park

    John Park Law

    (4 reviews)

    John Park and his team helped with creating a Trust for our families. From our initial meeting to…read morethe end of receiving our Trust folder, the team was very pleasant to work with. John Park met all our questions and concerns. The team is on point with their commnication. They are easy to talk to, they frequently update you with the status. You are never left wondering. I find it extremely important, and I appreciate that they highly value their client's time. I highly recommend John Park and his team! Another plus for us was that Attourney John Park spoke Korean. This was very helpful with creating a trust for my parents. He was very patient with all of my parents questions and concerns. His team is very pleaseant and accomodating. It made creating a trust for my husband and I, as well as another for my parents a breeze.

    I have worked with John Park Law on multiple occasions and I am thoroughly impressed by the level…read moreof reliability and courtesy I receive from the entire staff. Ran (in their client services department) is very easy to communicate with by being both well-organized and, more importantly, extremely responsive to emails and calls in a timely manner. I truly appreciate this because it shows they are not only dedicated to their relationship with me, but they also respect my time. The high standard of professionalism I receive consistently exceeds my expectations and I would absolutely recommend John and his team to my family and friends for legal services, especially related to estate planning needs.

    James J Phillips

    James J Phillips

    (12 reviews)

    When my father passed in December of 2019, I had no clue of all the work that goes into probate…read more When my cousin suggested I get an attorney, I honestly thought to myself, "why? I have a paralegal degree." I had no idea where to start. My friend suggested the Law Offices of James J. Phillips, as one of her friends was able to get her Living Trust done in a hurry. Upon meeting Jim at his office in Castro Valley, I felt very comfortable and felt as though him and his team were very trustworthy. As we began to open probate, everything got pushed back because of the Court closures due to Covid-19. Jim and his daughter Katelyn did a terrific job in staying in contact via email, phone and Zoom meetings. They made the process so easy in a situation that was one of the most difficult in my life. They listened to my endless stories and made an effort to know me on an interpersonal level at a time when human contact was minimal. As a result of going through the hardship of probate (and at Jim's suggestion), I choose to complete a Living Trust, Last Will and Testament, and Advance Health Care Directive. Going through that process was easier than I thought it was going to be. I answered a questionnaire that Katelyn and I went over via zoom to be able to draft the documents. I then reviewed the documents, had another zoom meeting with her for corrections and additions and before I knew it, we were having them notarized. I can't thank Jim, Katelyn and their team enough. They got me through a very difficult process and I can't even put into words how much I would recommend their services.

    First class all the way!!! Unlike several local Legal Document Assistants and several other law…read morefirms, this offices secretary actually called me back the very next morning and then I also spoke with the attorney the very next day! Very positive communication, honesty and transparency. What a welcome relief to be treated with decency and respect! It is shocking how many businesses do not have the professionalism to at least give a timely call back and even a small follow up. Mr. Phillips business doesn't fall into that category, thank goodness! They know their stuff and get it done!!!! Highly recommend!!! :)

    LifePlan Lawyer, PC - willstrustsprobates - Updated May 2026

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