1. Pacific Coast Legacy Partners

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Manhattan Beach, CA

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Pacific Coast Legacy Partners

5.0 (5 reviews)
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6 months ago

Eric is honest and smart ! highly recommend. I met him while working as a trustee for an estate and ended uo using his services myself

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7 years ago

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Sanders & Montalto - Touch screen directory

Sanders & Montalto

(127 reviews)

I first worked with Nick when my father's trust needed revamping. He was going into hospice so I…read moreneeded things done ASAP and Nick and his team were able to get things done in time. 4 years later, after learning a lot of intricacies that surfaced while updating my father's trust (like how my disabled sister would be better off having a Special Needs Trust created for her to receive her inheritance), I decided to update my own personal trust that I created with another attorney a decade ago. What I appreciated most about Nick Montalto, is that he's detailed in his explanation but not in a way that the average layman wouldn't understand it. I also appreciate that even though he's a practicing attorney, he was also a CPA at one time which means he has a broader understanding of the tax implication that most estate attorneys do not necessarily have. His making your Advanced Healthcare Directives available in a portable USB drive or "credit card" drive to carry with you at all times is a proactive and potentially life-saving measure that most attorneys don't even think of. Sandy, his paralegal is also great in assisting with the less than complex questions for those times Nick isn't available. I will continue to recommend Nick and his team to anyone who wants superlative customer service and the confidence that their estate planning is in competent and capable hands. Thank you again Nick & Sandy for all your assistance all these years.

A little late on my review but this business deserves its flowers. I was looking for a living trust…read morefor my parents and for help with another legal matter and happened to come accross Sanders & Montalto which had very good reviews already. I called and scheduled a consultation with Nicholas a few weeks after. From the initial consultation, we knew we had found the right company. My parents are spanish speaking and speak very little english. Nicholas had the patience and knowledge to make sure my parents felt comfortable and understood everything before agreeing and proceeding. Nicholas was able to answer all their questions and concerns and set my parents up with their living trust. We are beyond happy to have found this company and will definitely be using them again in the future!

Asset Protection & Elder Law Center - Attorney Shaffer and Attorney Phancao

Asset Protection & Elder Law Center

(115 reviews)

I met with Attorney Patrick regarding my mom's Medicare and Medicaid situation, and I can't say…read moreenough good things about the experience. My mom is very ill, so any interruption or loss of health benefits has truly life-and-death consequences. I came in already navigating an incredibly difficult situation, with a lot of questions and a lot of anxiety. Patrick was compassionate, patient, and incredibly knowledgeable. He took the time to explain the inner workings of Medicaid in a way that actually made sense, and he offered proactive advice that helped us think ahead rather than just react. I never felt rushed, and it was clear he genuinely cared about helping us do what was best for my mom. I walked out with peace of mind and a much clearer understanding of how I can support her during this time. Compassion, empathy, and real expertise were all present, which meant more than I can put into words. In the middle of such a hard chapter, it was truly meaningful to cross paths with an exceptional human.

When you look at the name of the company, you would assume that they do exactly what the name…read moreimplies. Nothing could be further from the truth in calling them. I found out that they do not take on elder law, and they do not do asset protection the quality of the contact was disappointing, and I found no value in the conversation. Why advertise yourself as doing this kind of work if you really are not I don't get it.

Pacific Coast Legacy Partners - willstrustsprobates - Updated October 2026

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