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!

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.

From intake to execution seamless (intake form, calendaring, follow up, follow through, edits,…read moreperspectives, scenarios). Sarah, Kate, Christian, Naomi, are all rockstars in their own right. Excellent experience with a legal plan, great outcomes, and on point value. Thank you for making the process seamless!

I want to sincerely thank the incredible team at Summerall Law for all their help and support…read more They've provided us with outstanding customer service and are truly wonderful people to work with. They're A++++. Their dedication genuinely reflects the company's core values--a special shout-out to Ms. Sarah, Naomi, and Christian for their fantastic assistance and support. I wouldn't hesitate to recommend this company to all my family and friends

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

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.

I found Michele Matsumura online and needed to do a review of an existing trust in addition to pour…read moreover wills and durable power of attorney docs for my elderly parents. She's very personable excellent at what she does and easy to talk to. It was nice to have an online meeting option which was more convenient than an office visit. The to do checklist on what to take care of is very helpful. I would definitely recommend her to those in need of an estate planning attorney.

Michele helped us update our trust and was wonderful to work with. She was very patient with our…read moremany questions and clear in providing advice in updates to our trust. I would highly recommend Michele and will be using her again in the future when needed.

Having a trust done can be daunting and confusing…read more I'm thrilled that we met Brian and he walked us through everything like a piece of cake. From the point of contact, he provided a webinar explaining the basics of what a trust is. Whenever I emailed him, he always has an auto reply message to inform clients when to expect communication responses and I love that. With every question and concern, Brian is there every step of the way. He is very responsive, clear in communication and supportive! Also, he is very approachable so that I don't become afraid of asking too many questions. From the time we did the questionnaire to the time the trust was completed for signing was about 1 month. He could prob do it quicker just depends on when you schedule your signing date. I'm glad we got this "to do" completed. It's been on the back of my mind since our first child was born. This is definitely someone that I recommend for anyone who needs a trust. It's very true that he builds relationships with his client for long term and not just one transaction.

I found him through a Met LIfe referral and am very glad I contacted him. He handled setting up my…read moreTrust, updated my POA and My Health Directive. He was very personable and responsive and explained every aspect simply and effectively. I absolutely recommend him for your legal needs.

A friend highly recommended Ms. Srivastava so I reached out immediately and left a voicemail. No…read moreone called back, so after 3 days I emailed through the website. They responded immediately. But when I wrote back, called twice, and then emailed again- it took 5 days (including a weekend) for a response. I finally spoke with the lawyer on 4/1/25, but she told me she was going out of town for a bit and to reach out afterwards. When I reached out a few weeks later (4/18/25) inquiring about hiring SrivasLaw, no one responded as of 5/4/25. I understand being busy, but at least a quick note saying they don't have the capacity to take on new cases would be helpful. I feel like I wasted my time calling multiple times, emailing multiple times, and talking to Ms. Srivastava for her firm to ghost me in the end.

I used Archana Family Law for my Divorce. It was a slow start but once Archana got the ball rolling…read moremy divorce went fairly quick. She was very attentive to my needs and her knowledge to this matter made my experience not dreadful but at ease through this period of my life. I would highly recommend her and couldn't of received a more satisfying experience. Her price was very affordable and her professionalism was effective without a long haul costing me more money than expected. Im grateful to have had her and paralegals working with me. (Kia Xiong)

My husband and I retained this law office two months ago, and directly worked with attorney Pete…read moreHatz, who helped us prepare our estate plan. Here are the reasons I chose to work with them and would gladly recommend them to others: 1. They have lots of California-domiciled, cross-border, clients, who have assets and family relationships spread across continents. They have the experience and know-how to prepare distribution plans that cater to the unique situations of their foreign-origin clients. 2. Their founding attorney, Jay Roadarmel, is a Bar-certified specialist in California's estate planning laws. This, in simple words, means that the big daddy State agency that regulates their business, acknowledges them as experts with more specialized knowledge and more experience compared to their contemporaries in the same area of practice. If your estate plan is complex or potentially litigious, I recommend you consult them for their specialized command in California's probate and estate planning laws. 3. They have a close-knitted office structure with a great support staff. Phone calls are timely returned. They also have all the necessary infrastructure support: the compiling, notarizing, deed recording, filing, and follow-ups - everything was taken care of by them in my case. 4. Our attorney, Pete Hatz, who is dual-licensed in California and Michigan, spent a great deal of his time educating my husband and me on the basics of estate planning in California, which helped us put in clear perspective how we wanted our assets to be distributed. There were back-and-forth emails, and Pete was always patient to address our questions and doubts. 5. I found their billing practice to be fair, reasonable, and transparent. There were no surprise or hidden costs. 6. They truly advocate for their clients. While looking for estate planning attorneys in my area, and before deciding to retain them, I came across their stellar client reviews on Yelp and Google. There was one review that particularly caught my attention. I read in that review that they declined to proceed on a matter, where it became apparent to them that the son of their elder and ailing client was excessively interfering in his parent's distribution plan. I found their approach to not proceed in this matter, and in the process, to let go of their professional fee, to be astute, tactful, and very ethical. In all likelihood, they protected their elder and vulnerable client from being financially abused by an interfering (beneficiary) child. Being in the practice of law myself, I have greater respect for attorneys, who, in their private practice, not just work in the best interests of their clients, but also strive to protect public interest. If you are based in California or Michigan, I highly recommend this law office.

LifePlan Lawyer office was highly recommended for our living trust and the recommendation was spot…read moreon. The wife and I have been putting this off for a few years but finally came around to get it done. I have endless praise for Jay, Peter, Debbie and Laurie on their knowledge and professionalism as well as making the process stress free. Great communication with all and the Zoom calls with Peter answered all our questions. I would highly recommend them for all your estate planning and life needs.

We had a great experience working with Insight Legal to create our trust. They made the process…read moreclear, organized, and much less overwhelming than we expected. They took the time to explain everything in plain language, answered all our questions, and tailored the trust to fit our specific needs. Communication was smooth throughout, and we always felt supported. We'd definitely recommend Insight Legal to anyone looking for reliable and stress-free estate planning.

Thank you so much! It was quick and efficient process for our estate planning. Family friendly…read morebusiness as we had to take our new born to sign the documents.