We just updated our Living Trust with Stephen Wood. Through all the changes and questions we threw…read moreat him, Stephen very patiently explained and accommodated our needs perfectly. He is a very capable and knowledgeable attorney, great to work with. Six years ago he had helped us create our original Estate Plan, Advanced Healthcare Directives and updated our Special Needs Trust. He explained all the ins and outs and offered sound advice in multiple areas. We learned how beneficiaries of your IRAs, usually your children, can be protected further with a simple built-in trust. We also were encouraged to think through the tax implications for our heirs, and we learned when a retirement trust can be useful. We were very impressed with Stephen's organization and efficiency; he walked us through the next steps, and we felt that all angles were explored and addressed. We liked his personalized services in customizing our estate plan, and we recommend him highly.

Mr Wood is very knowledgeable setting up our trust. He explained all the subjects that were needed…read moreto be accomplished and answered all our questions. Also his followup upon completion was very good and timely

Professional and friendly service. When the Assessor's office called them they helped me get an…read moreissue resolve quickly. Highly recommend.

My darling wife of 43 years started a Living Trust with David prior to the COVID outbreak but never…read morecompleted it. Unfortunately she recently passed away leaving me and my three adult children. I contacted David the day she passed via email to ask what to do. He called me right away from his vacation in Europe. He met with me on Zoom soon after and spent two hours walking me through what was needed and answered all my questions. He created a volume of custom documents which I signed in his office guided by his excellent staff. The hand holding at that time when I was so emotional was really appreciated. I don't know what I would have done without all of them!

We had a great experience working with Andrew to set up our family's living trust. From start to…read morefinish, he was friendly, knowledgeable, and took the time to clearly explain every step of the process in a way that was easy to understand. What could have felt overwhelming ended up being smooth and straightforward thanks to his guidance and professionalism. We truly appreciate how thorough and organized everything was, and it gives us real peace of mind knowing our family is now taken care of. We're extremely happy with the results and would highly recommend Andrew to anyone looking for estate planning services.

Andrew was extremely helpful and efficient in creating and updating our family trust! I had wanted…read moreto do it for several years and slowly worked on all the details but so glad I finally did. Once I got the information to him, we set up an appointment and the rest was history. If you are hesitating don't, he will guide you right through the process and once it is completed you will have peace of mind! He has helped us tremendously! Thank you so much Andrew!

We have been working with Grant Pederson for our estate planning and business needs for years. He…read moreis very knowledgeable, accessible and friendly. I highly recommend him for your estate and business issues.

I was looking for assistance on a family trust and looked here on yelp. Peterson Law Offices came…read moreup with outstanding reviews. I saw several great reviews with Russell so I contacted him for a consultation. A few days later we met with Russell and he thoroughly reviewed the documents and put together a list of items to be completed. Russell is fantastic and helped dial my anxiety way down! Highly recommend Russell and Pederson Law Offices.

Can't recommend Jeff enough. Professional, courteous and offers raw legal advice…read more I'm a joint Tennant on a property with a family member and wanted to know my legal options of getting out of the loan. Jeff gave it to me straight telling me that litigation is a filled with hurdles and my best option is a refinance/buyout. When this event inevitably occurs I won't be trusting anyone other than Jeff to handle the transaction.

Thanks to all the Yelpers who helped me find Jeff here. I emailed him about a note I hold with a…read morecompany and he got back to me within about ten minutes, offering to set up a consultation call the next day. I was impressed with his flexibility in setting up the call and his overall professionalism. He was patient with my questions, answering all of them in layman's terms, and helped me understand exactly my situation and recommended a solid strategy for me to be able to go forward. I can't recommend him highly enough.

I've been in the legal industry for over 25 years…read more I needed a trust attorney in the Ventura County area. I researched Brad Sniderman and reviewed his CV. Very qualified attorney. My husband is experiencing cognitive decline and was struggling with his decision to sign his springing power of attorney. Brad made a 10 minute phone call two days before Thanksgiving to explain the document to my husband. This man is an absolute gem. He'll now be doing our family trust. Thank you Brad Sniderman!

I finally have a Will and POA, thanks to Brad! I was overwhelmed and procrastinated for years…read more Brad was knowledgable, patient, and empathetic when answering my questions as well as addressing my fears. I dragged my feet at times but Brad always followed up and ensured that I completed everything. I highly recommend him for any services that he provides.

I contacted several companies to see about having some legal work done. this team legal documents…read morecontacted me and told me to call Lynn I mediately called and left a message however no one called back so if you are in a crunch or need legal help, while I know nothing is rushed, with legal, don't expect a phone call.

I found a great service at TEAM for amending or trust and our business operations agreement. Rick…read moreis consistently available and friendly. His service was efficient and very well organized. He is attentive and readily acted on our direction - refreshing! Money saved from going through a lawyer for these straight forward documents. I highly recommend.

They assisted me because the Granada Hills office must up my paperwork big time …read more So grateful for their integrity.

Dennis C This is the…read moresecond time I have utilized the Document People. Last time for a S corp and this time for a restatement of our family trust. Both times I found Paolo and Andrea extremely knowledgeable & capable of easily guiding us through the process. Cost is affordable, time is well spent. These people know what they are doing. Highly recommended.

I worked for several years on a complicated probate matter with Claudia and Kristin at Gray &…read moreBarba. Their guidance and efforts were invaluable in keeping things on track and moving forward when we ran into various unexpected obstacles. Also important to me, they were a pleasure to work with throughout the process, each bringing upbeat energy and professionalism which I greatly appreciate. I highly recommend their services.

Chris was a wonderful help after mom passed away. Keeping things clear and concise while mom's…read morewishes from her will were taken care of. When Chris became in charge of our affairs. She became family. Many thanks and great affection to her and her firm for handling things so smoothly.

I had an outstanding experience with Marisha. She helped me to revise my currently existing trust,…read moreand her expertise really assisted me in understanding the various aspects of the trust (much better than the first group I used). What particularly impressed me is how Marisha thought of every detail and included those contingencies in the revised trust. That was a tremendous help, because my living situation may change in coming years -- and she addressed this and much more. The staff she works with are also lovely. And if all of this weren't enough, I just received a thank you card from Marisha inviting me to be in touch if I had any questions. Really a high class experience all the way around. Thank you, Marisha, and if I decide to do any more changes to my trust, I will definitely use your services again!

Marisha and all the staff at Family Security Law Group made creating a Will and Trust for me and my…read morehusband a joy. We were expecting difficult work, but it was easy!