Adam helped us get our estate plan in order for a reasonable cost. Efficient and informative.read more

We worked with Adam to set up our Revocable Trust and our wills after being referred by a friend,…read moreand I can't say enough good things about the experience. Though we went through much of this remotely due to the pandemic, from the very first meeting, it was clear that he's not only incredibly knowledgeable and thorough, but also a genuinely kind and empathetic person. A true family man who understands the emotional weight of estate planning. We had put off this process for years--it always felt too tough. But Adam walked us through everything with clarity and patience. He explained the legal concepts in a way that made sense, and gave us a detailed checklist to help transfer all our assets into the trust. That alone was a game-changer. What really stood out was how he handled the heavier topics with a matter-of-fact approach that was still deeply compassionate. He made it feel okay to talk about the hard stuff, and that made all the difference. Thanks to him, we now have peace of mind knowing our family is protected and our wishes are clearly laid out. I honestly can't imagine how we'd feel today if we hadn't taken this step with his help.

In her words was too busy and didn't have the bandwidth to work with me dealing with my family's…read moretrust as she didn't create it (ours retired ) . I was hoping to use her for mine and my other family's as she was referred by someone I really trust in such matters and wrap up my current situation. And do my family and my uncles At the end of the day I wouldn't want to work with someone who doesn't want or need new business. As someone mourning I would have thought that someone whom deals with clients that are mourning wouldn't have been so short and frankly rude .

Carol is patient and explains options clearly. She created my living trust when my children were…read moreyoung and helped me with understanding guardianship for personal vs financial. Moreover, she gave guidance on setting up disbursements tied to age, education, through young adulthood. With life changes, she has updated accordingly. In addition, her firm handled the paperwork with the county to transfer real estate to my living trust. She also had my trust set-up with my sister as executor, however, upon my eldest child reaching age 30, (my two are two years apart) my two children become co-executors and my sister is removed from the obligation.

I highly recommend this office for your Trust needs. In a world of no one getting back to you and…read moremonth long scheduled consultations, this is the law office to reach out to. Having to deal with my loss was hard enough. I finally found someone that was for me. Check them out.

I was unsure of the process in which a Family Trust worked and did not know where to turn for some…read moreanswers. I reached out to Shahram Miri's office and it was inherently obvious that I need not look any further to seek help. Mr. Miri took my call immediately (even following a holiday weekend) and he took time out of his busy schedule to explain in detail about inner workings of a family trust. The professionalism, kindness and patience he showed me was incredibly generous while completely putting my mind at ease. Sha is extremely knowledgeable and honest, plus he doesn't waste time in getting right to the heart of the matter. Sha even sent a follow-up email to provide me with additional information after reviewing the trust documents. I highly recommend Shahram Miri for ANY of your estate planning, will and trust issues or probate matters. He's the best!

I did not hire them, but by phone she went out of her way to give me additional advice. I really…read moreappreciated the advice and time she took to try and guide me in the right direction.

Catalina has a wide network of trusted professionals as a seasoned real estate agent turned lawyer…read more She assisted me in answering questions about an agent and seller against broker dispute and provided valuable recommendations to me. Additionally, she provided brokerage recommendations of highly qualified teams and 1031 experts. I believe her hourly rates are worth the price for her compassionate and thorough service. I would definitely work with her again for any real estate issues.

I was unable to close on the sale of a home due to a Title problem. My estate attorney recommended…read moreRobert Bergman as an expert in the Heggstad petition. Mr. Bergman was able to file the petition to avoid the time and expense of probate, and the petition was granted by the court within two weeks of filing. His expertise allowed us to close on the sale of the home in a reasonable period of time, which saved us significant time and money. I would recommend the Law Offices of Robert P. Bergman without hesitation.

I had a great experience with Robert Bergman aka "Law Bob" this issue I had was with several…read moreparcels of land that my mother owned. It was her intention to pass these parcels on to my sister and I, however at the time of her passing they were still in her name not the trust. So a heggstad procedure was required to get a court order from a judge confirming my sister and I were the intended recipients. Robert Bergman was reliable , prompt in communication and over delivered in getting this complicated job approved by a judge faster than we thought possible.

We had a very positive experience with Widlast. Our situation was especially complicated situation…read more The Widlast team helped us navigate the bumps and made everything super easy for us. Their customer service and attention to detail were highly appreciated.

I think you can find a more responsive attorney specializing in elder law…read more Most of the people in the office are very friendly. However, there are times I feel I am being pawned off to the next person and my issue is not really getting handled.

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.

I was in need of a probate attorney and I came across AINER & FRAKER, LLP - The Bay Area's Top…read moreEstate Planning Law Firm. My experience was just that! He let me know the process every step of the way. Although my situation was somewhat complex, Leon and Andew were able to hear my situation and let me know what I could do legally. If you're going through a family matter and need a law firm to show they care and gets results, this is the law firm for you!

I was referred to Leon Ainer by a colleague. He was pleasant enough in my initial call…read more Plans for a follow-up call fell through as a result of multiple attempts to reach him AFTER he would provide a specific time and date to call back for follow-up. Unfortunately, there was no explanation for why he was not returning calls. In the words of Maya Angelou, when people show you who they are, believe them. I had the resources to hire this attorney, but would NOT for the reasons that are obvious to anyone who reads this review. BTW: I see from earlier reviews that this attorney was responsive. I, therefore, am clueless what precipated a change or inconsistency in behavior. Good luck if you decide to move forward with this attorney and hope that we just caught him at a "BUSY" period in his career.

Highly recommend Jessica when doing your Living Will and Trust! She was very professional and…read moreknowledgable on the process and made us feel comfortable when having to make some very difficult decisions in ours. We were able to "meet" with her via Zoom the first few appts to discuss assets and our wishes but came into her office to sign the paperwork and have it notarized. She made that process very smooth and easy and under an hour. We later had to come back to her office to pick up our Living Trust binder that looks so organized and beautiful and keeps everything in one place. Highly recommend Jessica Posner if you are in need of a Living Trust and Will done or need an attorney for another matter. She is wonderful!

Jessica was great to work with creating our trust. She was pleasant, knew exactly what to do and…read morevery efficient. What a relief to find great service!

Losing our mom was incredibly difficult, and we initially thought things would be straightforward…read moresince she had both a will and a trust in place. Unfortunately, complications came up right away--from accessing her bank account to managing a reverse mortgage. We contacted David Park for help, and although his initial To Do list felt overwhelming, he put us at ease during our consultation. He walked us through each step in a clear, organized way--explaining what needed to be done, who should handle it, and what he would take care of on our behalf. David was a huge help to us during this time. He's very knowledgeable and thorough, and he always took the time to explain things. Additionally, he's really patient and always got back to us right away when we had questions. If you're looking for someone to guide you through the complex process of estate planning or need support after losing a loved one, I would definitely suggest reaching out to David. He's really helpful and can make a big difference during a difficult time.

Genuine probate attorney with great insight on laws. Explains things easy to understand and…read moreoverall a great person. He should be on top of the list for your probate needs.