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!

Great support and communication in helping us set up a trust and wills. If you want someone who is…read morecaring and pays attention to details, very organized go here!

Annette Dawson-Davis is an incredible Attorney. We used her first in 2019 to create a Trust, and…read moreagain this February (2026) when we needed to update our Trust. We went back to Annette Dawson-Davis because she in invaluable with information and she does impeccable work. She is very warm and welcoming which is appreciated greatly as the law can be quite intimidating. I can't say enough at how she guided us through the whole process, leaving us feeling good and well cared for in the creation of our Trust.

Quick and thorough. Created trust and associated docs. Fair price. Didn't mind meeting in her home…read moreoffice at all. Professional.

Best experience ever. We lost a loved one and Sharon was referred to us by a close friend. I have…read morebeen through this before and it was absolutely awful (not with Sharon). I was nervous about going through this experience again, and Sharon made it perfect. She was efficient, she was caring as this was for a death, she was absolutely on top of our case and most importantly she took every single call when I had questions. Phenomenal Thank you Sharon!!

My 85 yr.old mother was having problems with a family member who moved in 'temporarily'. She…read moreverbally agreed to take them in for 3 months but they took advantage of her for yrs. & refused to move out. With Yudicelas help at Reliable Doc. Services she was able to have them move out by court order. Yudicela spoke with my mom to get all the details, filled out & filed all necessary paperwork. She wrote a compelling statement to the Court. Yudicela was very professional & thorough. I highly recommend her & am very thankful for her expertise. She was able to Ccmmunicate well with my mom since she is Bilingual. Her services well worth her fees & much less than hiring a lawyer. Highly recommend her Services!

Very professional. Everything was easy and inexpensive. I'll definitely use your services again…read more Thank you for your help!

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.

They are so kind and organized! ADK Heritage helped my parents put together their estate plan. She…read moremade the complex process super easy for them to understand.

My husband and I went to Amy for a living trust, and had a lot of questions and family…read morecomplications. She and her staff were absolutely professional and gracious, and answered any questions we had. Amy explained every step in the process, and clearly went through every choice that we had. She also walked us through some potentially sensitive family issues in a way that made the entire process so much easier. I would highly recommend her to anyone!

Cami helped us through a difficult time getting emergency conservatorship of my granddaughter. She…read moreprepared the documents for us and came to court to help us through a process that we had no familiarity with. She explained in detail everything that needed to happen and was easy and pleasant to work with.

Immensely disappointed in Cami. I have already spoken to two other parents who also shared similar…read moreexperiences. Apparently after the hearings, Cami goes MIA. I don't think she understands how to complete the paperwork in LA County courts. Our hearing was on November 1st, 2022. The last we heard from Cami was Dec 2, 2022. She failed to notify us that forms were due to the courts on December 22, 2022 and that our son's conservatorship case would go inactive 60 days after the hearing. I texted, emailed, and called her constantly, only for her to finally communicate in February 2023. I begged her to complete the last remaining paperwork. I finally had to have my son's court appointed lawyer complete the last paperwork (which was not a part of her duties but she felt sorry that we had our paralegal abandon us). My son's court appointed attorney even sent Cami examples of how to complete the paperwork, I begged her call the attorney so we could get the paperwork completed, she NEVER did. The other two parents had similar issues where she fails to complete the last of the paperwork or have a clear understand of how to complete it. My son's court appointed attorney said she is seeing this frequently where paralegals abandon their clients because they are unable/cannot comprehend how to complete the final paperwork. BEWARE! I read Cami's reply and it's complete BS. My lawyer and I emailed her examples of how to fix her mistakes. After the hearing you have to send in paperwork which she neglected to tell me because she went completely MIA. You've been warned. Also we paid for her entire services upfront. Which is sketchy.

Simply appallingly. My friend and her sister secured Mr…read moreHultgren services to complete and submit a letter of performance to an investment brokerage to release funds as directed by decedent's will and trust. Mr. Hultgren proceeded to to convinced the sisters that they needed surpervilous documents which only depleted their $5,000.00 retainer fee. I find it horrific that a professional attorney could take advantage of grieving individuals in their time of need. The isn't man isn't deserving of single STAR.

Greg helped set up our Living Trusts. Well satisfied with his expertise in pourover aspect of those…read moreand timely updates through the years.