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    Michael J Valencia

    5.0 (3 reviews)
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    Services - Michael J Valencia

    Business litigation

    Estate planning

    Real estate law

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    Kletter Law

    Kletter Law

    (183 reviews)

    A couple of weeks after my house was on the market, I was happy to receive an offer from a couple…read more As per standard practice, 3% of the agreed price was wired by the buyers to the title company handling the escrow. The buyers then proceeded to do their due diligence with various inspections, etc. Once the buyers were totally satisfied, they then removed all contingencies. I thought the rest of the process would be straightforward as we counted down towards the mutually agreed close-of-escrow date. But it turned out that the buyers' lending bank, which had earlier preapproved the buyers, decided at the last minute to back out, so the escrow fell through. I then had to go through the process of putting my house on the market again. Two months after that failed escrow, I received a letter from an attorney representing the unsuccessful buyers who argued that these buyers should get all their initial Ernest Money Deposit (EMD) back (this EMD was still being held by the title company). It was then that I contacted Cary Kletter's office to see if they would represent me in dealing with the buyers' attorney. Upon learning the key facts of this aborted escrow, Cary believed that I had a good case and agreed to represent me. So Cary wrote a very firm letter to the buyers' attorney. By first reminding the buyers the salient facts of this case, and why the escrow failed, Cary easily dismissed any basis the buyers might have for laying claim to the EMD. Nonetheless, Cary offered the buyers a small percentage of the EMD to settle the matter; the alternative being to go to mediation. Cary made it very clear to the buyers that should they lose in mediation, they would be responsible for all associated costs, including attorney fees. Thus with this one well-articulated and forceful letter, Cary was able to gain the upper hand in the negotiation that followed. This negotiation in fact went on for two more rounds. With each round, the buyers' attorney showed that they were willing to take a smaller and smaller percentage of the EMD. With the buyers evidently in retreat, Cary then issued a very strong 'take-it-or-go-mediation' final offer. The buyers' had little choice but to accede. Even though I did not get all the EMD and was quite sure that I would win in mediation, I was very happy with the final settlement. I was most relieved that we managed to avoid all the time and hassle of the mediation process. So I have to say Cary really knows his stuff when it comes to such negotiations! I was very impressed by Cary's negotiating style and tactics, and I am most grateful that he represented me.

    As mentioned by someone else when I asked for a consultation, the reply I got back was a curt it'll…read morecost you $800. iMessage back can you please give me some contact for what that entails and got no reply. I then tried to call but no one picked up. Obviously, there's a cost for using their service but maybe providing a little context for how they are going to help me besides just saying it'll cost $800 would be advisable. Needless to say, I decided to go with someone else.

    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.

    Michael J Valencia - estateplanning - Updated May 2026

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