Our trust & estate lawyer retired and we had been looking for another T&E attorney. Luckily, one of…read moreour friends directed us to Connie. We reached out to Connie (I think we called her or submitted a request via her website ) and she responded promptly (she is busy so the initial Zoom meeting may take a couple of weeks). In any event, in all our interactions, Connie was responsive, practical, knowledgeable, efficient and just a lovely person (funny too). I should mention that my spouse and I had a short time frame to revise our revocable family trust (along with wills, advanced directives, and power of attorney) and Connie understood and met our time constraints. One night she sent a draft of the revised trust at 1:30 in the morning. If we reached out to her at 9 in the morning, she'd respond promptly as well (within a couple of hours if that). Connie also understood our questions/concerns and provided clear and concise responses (whether via Zoom or by email). We really appreciated Connie's thoughtfulness, diligence, and assistance. I have recommended Connie to our friends. Btw, Connie's fee structure is very reasonable for the services provided. She is also forthright and, if you ask her, she will just tell you, this is what my services will cost. I do feel the need to rebut the one bad review (JW's review). What a strange review. Why would you want an attorney to provide services in an area in which they lack expertise? To me, JW's review is evidence of Connie's honesty and, quite frankly, JW should be thanking Connie for being ethical (vs some charlatan that responds with pay me and I'll give you advice in an area I know nothing about). As an attorney, the law is complex. You do not want someone to give you advice in area in which they lack expertise (sort of like, you would not want an ophthalmologist to conduct your heart surgery--just saying). Anyhow, an example of Connie's expertise: I go, hey Connie, why did you include this language, seems to limit protection against a wayward trustee who, in theory, could steal the assets of the trust (she gave a precise and clear answer). I do actively dislike critical reviews that are baseless. My personal experience with Connie was excellent. My spouse thought so too.

Connie is well versed in estate planning and helped us to update our old trust. She is straight to…read morethe point educating us on the complex language used in estate planning documents. Her fee structure is reasonable and she quickly gets the job done. She replies quickly to our emails and offers a free consultation to boot. Everything can be done remotely via zoom meetings and the only time we needed to go into the office was to sign the final documents. Connie is trusted and recommended!

If you need any type of estate planning or probate assistance, you won't find a finer attorney. In…read moremy opinion, Jennifer is one of the top lawyers in her field in the Livermore area. She made the entire process of setting up our family trust incredibly easy and stress-free. We started with a consultation to discuss our wishes, which took about thirty minutes. They were booked out, so it took roughly two months for the trust to be prepared and ready for signatures. Our final signing appointment lasted about an hour and a half. We made a few last-minute changes, additions, and everything was handled smoothly. Having an on-site notary made the signature process quick and convenient. Jennifer also took the time to walk us through each section of the trust and explain what everything meant. She makes sure your entire estate is thoroughly covered from A to Z so your assets go where they should. There may be cheaper or faster options out there, but the level of care, detail, and professionalism Jennifer provides is well worth the wait. I highly recommend her.

Personal service was great. We've been a client over 15 years. We recommend her law office.read more

If you want an incompetent representative that is unorganized and blows you off he is your guy. He…read morestrung my brother and I along for a year promising to help but did absolutely nothing. I definitely would not recommend him.

WOW! This dude is HARDCORE. He will bully and attempt to intimidate the opposition treating them as…read morethough they are the #1 suspect in a murder investigation and he needs the win No Matter What!!! If you are looking for a BULLY, this is definitely your guy!! Oh, by the way, he didn't intimidate me! I never gave in to their demands because I did nothing illegal and guess what? I never heard from them again!!!

Julie was great to work with to prepare a Power of Attorney for me to handle my aging mother's…read morefinancial affairs. After a brief questionnaire she prepared the Power of Attorney document. Julie was responsive throughout the process and made it easy to schedule a time and place to notarize the Power of Attorney. I would highly recommend working with Julie for your Power of Attorney needs. Thank you Julie!

This review is long overdue. I had the privilege of working with Julie starting the end of 2022…read morethrough summer 2023. She is a top notch professional, who will assist clients with their documents at their direction. My experience with Julie was streamlined, efficient, and stress-free. I highly recommend working with Julie particularly for your dissolution and QDRO needs. Thank you Julie for helping me wrap up this chapter effortlessly.

Rosmary Bartsch isn't just great at what she does... She cares!read more

We pinched pennies with our first Trust, and it was not great…read more We brought it to LifePlan and worked with Pete. He reviewed the whole thing, told us some points of concern, and wrote a new Trust. Over two video calls, he discussed out needs and ironed out details. He explained every bit of it, answered questions, did the legwork to put our home in the Trust, and detailed our follow up actions. Stellar experience, I would recommend without hesitation.

LifePlan Lawyer office was highly recommended for our living trust and the recommendation was spot…read moreon. The wife and I have been putting this off for a few years but finally came around to get it done. I have endless praise for Jay, Peter, Debbie and Laurie on their knowledge and professionalism as well as making the process stress free. Great communication with all and the Zoom calls with Peter answered all our questions. I would highly recommend them for all your estate planning and life needs.

My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA

We recently worked with Nerisha for our estate planing needs, and I honestly couldn't be more…read moregrateful. What we felt overwhelming at first become clear and manageable process through her guidance, patience and knowledge. She took time to understand our family needs, explained everything in simple terms and made sure we were comfortable with every decision. I would highly recommend Nerisha to anyone looking for trustworthy and genuinely caring person especially non-immigrants for QDOT trust needs.

From intake to execution seamless (intake form, calendaring, follow up, follow through, edits,…read moreperspectives, scenarios). Sarah, Kate, Christian, Naomi, are all rockstars in their own right. Excellent experience with a legal plan, great outcomes, and on point value. Thank you for making the process seamless!

I want to sincerely thank the incredible team at Summerall Law for all their help and support…read more They've provided us with outstanding customer service and are truly wonderful people to work with. They're A++++. Their dedication genuinely reflects the company's core values--a special shout-out to Ms. Sarah, Naomi, and Christian for their fantastic assistance and support. I wouldn't hesitate to recommend this company to all my family and friends

I found Michele Matsumura online and needed to do a review of an existing trust in addition to pour…read moreover wills and durable power of attorney docs for my elderly parents. She's very personable excellent at what she does and easy to talk to. It was nice to have an online meeting option which was more convenient than an office visit. The to do checklist on what to take care of is very helpful. I would definitely recommend her to those in need of an estate planning attorney.

Michele helped us update our trust and was wonderful to work with. She was very patient with our…read moremany questions and clear in providing advice in updates to our trust. I would highly recommend Michele and will be using her again in the future when needed.

My parents went to see this lady a year ago in 2020. My father has recently passed away, and so my…read moremom attempted to contact her to ask what the next steps are. The website is no longer in existence, and all the phone numbers are disconnected. No one's answering or replying to the emails. Turns out she couldn't sell her company and decided to retire and move out of state shortly after she completed my parents trust. So she lives in another state and just decided not to email any clients or send any letters to any clients letting them know what was going on. That's absolutely a terrible thing to do considering people might be grieving when they need to contact you.

I called Beth with a simple 'Yes or No' question concerning closing a Trust. Beth called back and…read morespent five minutes on the phone with me asking me every question about my paperwork and then gave me the simple answer I needed to know, at no charge. I called a prominent attorneys office with the same question and was advised to bring in all my records for a full Trust review. We will use her services in the future.