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    Law Offices of Matthew W. Harris - Estate planning protects you and your family.

    Law Offices of Matthew W. Harris

    (4 reviews)

    We knew we needed an estate plan, but kept putting it off...who wants to think about the "what ifs"…read moreassociated with bad things happening. Then a close friend of ours was involved in a serious accident, and we realized that a horrible accident without a plan could potentially turn into a nightmare for us. Luckily we found Matthew Harris. Mr. Harris seamlessly guided us through the decisions and paperwork, making us wonder why we didn't do this sooner. I have a daughter from a previous marriage, and Matthew was able to talk us through different scenarios and create a a plan that would help keep everything fair should I pass first - something I'd never even thought about! We were also nervous about the cost; was this process going to turn into a never-ending expense? The answer?: No. We felt Matthew provided a level of expertise, guidance and counsel that was in line with his flat fee - which we felt was extremely fair. Thanks Matthew!

    I am pleased to write a review for Matt. I first met him as a new neighbor across the street from…read moreme. He is a kind, helpful, and friendly man with a lovely family. When my last sibling died in 2018, I asked Matt to help me review and update all my estate planning documents. He did a wonderful job, taking my outdated information, determining the changes I wanted to make, and explaining to me new changes that he recommends that I adopt. All of that information came back to me in one completed notebook, which was easy to access, have notarized and officially filed. All the details were taken care of, and Matt has been great to work with. He has also been available to answer several follow up questions. I am very happy with his personal and professional work, and can , without reservation, recommend his work. M. Alderman

    Law Offices of Mary L. Symons

    Law Offices of Mary L. Symons

    (1 review)

    There's certain things in life that are always a little bit more difficult to navigate the normal…read morefor everything else. Like selecting a doctor a dentist and an attorney. But these are all Milestones that we will all cross at one time or another. I belong to a Foodies group that I absolutely love and I love the people that are in it and one of the ladies in the group is an attorney and she handles trust law and wills. It has been our pleasure to know her socially but professionally she's seated are expectations. Mary has always been one of our first friends in the group and a lively person to chat with during social engagements. And building that trust on a personal level we were able to decide to ask her to represent us to make our wells. We had come to know her as a dedicated professional knowledgeable attorney. Though we never talked much about law when we would spend time visiting with each other it was apparent that she was very skilled at what she did. Because of covid-19 are few meetings prior to actually physically getting together and signing documents and we did this via video networking. Everything worked out perfectly there were things sent to us to look at incorrect but we covered everything every little single piece. The nice thing about the way that she presents something is she will pose questions that leave a thought in your head so you may come to a conclusion with your own decision of how to face it at the end. Things I wouldn't have thought about on my own. We finalized everything today and had it notarized. I couldn't be happier. I felt my every need and request was fulfilled and thought through by her before I even touch the paper. My wife was also a customer and very satisfied by how the whole thing was handled and Mary was a superstar. We have to say that Mary is trustworthy educated thoughtful sensitive and listens to you. Your needs will be fulfilled. Highly recommended. If you liked our review please vote below and follow us.

    From the owner: For over 30 years, Mary L. Symons has provided personalized, high-quality services in estate…read moreplanning, probate, and trust administration matters throughout the Bay Area. Mary L. Symons provide her clients with personal attention to assure their needs are always met, setting the highest standards for estate planning needs. As a Certified Estate Planning Specialist by the State Bar of California, Board of Legal Specialization with a Masters Degree in Law Taxation, Mary L. Symons has the experience and skill to protect you and your family's assets for life. Ms. Symons is also AV rated by Martindale Hubbell. Call today to speak with an estate planning specialist!

    Fiduciary Resources

    Fiduciary Resources

    (11 reviews)

    BEWARE DO YOUR RESEARCH and read through what powers of…read moreattorney you are giving to this organization, Easy to sign your family life away. Review and document what billing rates you agree to! They are good with adding on hidden or unexplained rates. It is easy to rack up billing time as they charge a high fee per hour even if it is just to review questions to clarify their own services. My family was charged for services with my mother that she did not agree to, they were able to bill without notifying us beforehand of the payments due. This is due to the powers my mother signed over to them to be used only in emergency but they were able to charge our accounts that they helped manage.

    Review for FIDUCIARY RESOURCES By Benoit…read moreAssociates with Coldwell Banker Realty We have been working with Caron, Audra, Mike, and their Team for over 6 years and have found them to be very professional, effective, and extremely reliable. If they say something will be done by Thursday, you can absolutely count on it. Their communication and management skills are "stellar" and it's always "service with a smile" too! If they are handling something for you (conservatorship, transaction, etc.), put your mind at ease - you're in very good hands. If you or someone you know would like to talk directly with us about our experiences with Fiduciary Resources, please don't hesitate to contact us. They're truly the best and care deeply about their clients. Sincerely, Tom Benoit, Broker Associate (CalRE#00754169): 415-258-4145, tom.benoit@cbnorcal.net Ben Klugman, Realtor Associate (CalRE#01293608): 415-258-4145, benklugman@gmail.com

    Merritt Law - willstrustsprobates - Updated May 2026

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