1. O'Leary Wallace

1. O'Leary Wallace

0

Atascadero, CA

O'Leary Wallace

4.2 (11 reviews)
Closed 8:30 am - 5:30 pm

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Services - O'Leary Wallace

Auxiliary legal services

Trust planning

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1 year ago

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1 year ago

Honest and reasonable pricing if I could give more than 5 stars I would. Above and beyond the call of duty

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Review Highlights - O'Leary Wallace

If you are looking for someone to take on this process for you or a loved one, I would highly recommend Janet Wallace.

Mentioned in 3 reviews

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Daner Law Firm

Daner Law Firm

5.0
(10 reviews)

Mr Daner made the grueling task of putting together a Trust so seamless and expedient. His firm…read morehandled everything for our personal and business affairs. Do not hesitate to have the Daner Firm handle your trust needs. It is so comforting knowing all of our affairs are in order for peace of mind.

Adam was awesome. I…read morehad been casually looking for someone to help with my trust for some time. In that sort of casual way that you know you need a trust and you know it is actually dumb not to have one and that you'll be putting your family through a bunch of grief if you don't have one and you happen to die sort of way but you still are dragging your feet about actually finding someone and getting it done sort of way? Yeah well that was me but whenever trusts or estate planning was brought up in conversation, as it does in conversations amongst 40 somethings, the name Daner kept popping up. Adam's stellar reputation was well deserved. When I finally met the guy he was super knowledgeable and was able to explain the complicated world of family trusts without being condescending. With the amount of times I asked "wait is that the trustee or the beneficiary?" He would have been well within his rights to at least roll his eyes at me but he never did. His patience and professionalism were constantly on display. To say that I would recommend him to my ow mother is an understatement since I did in fact recommend him to both my mom and my dad.

O'Leary Wallace - legalservices - Updated July 2026

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