They're just a trust mill churning out the same identical forms to every other family, no matter…read morethe circumstances. If you use them, it is good that you will be dead and won't be around to see the mess they helped you leave behind.

This service was recommended to me by family friends who had used it. I had high hopes for it in…read morethe beginning. The beginning of the process is simple enough as others have mentioned you can do it online. I would like to think that I am fairly capable of following instructions. The trust comes back to you placed in order with instructions for each page that requires a signature. They are very good about emphaziing that your date of signature on the forms and the date the forms are notarized do not have to match and they even give you the Civil Code information in case the notary insists that you sign in their presence. Some of the pages have a sample that you can follow when signing and notarizing. If you own property the instructions are less clear. They refer you to videos that do not actually explain specifics. The instructions are not clear. As others have mentioned in their reviews when you ask for clarification they let you know that the fees you paid do not cover detailed questions and they refer you back to the unhelpful videos. To be fair Patti did answer some of my questions with actual answers or (3 questions where I stated my understanding of the instructions and she wrote "correct") but when the videos did not cover the answers and I offered her my understanding and wanted to make sure I was understanding the instructions correctly she let me know that this type of clarification/information was not covered by the service I had purchased. Bottom line if you are super savy and maybe have someone who is a lawyer/paralegal who can help you with minor clarification questions after you receive the trust then this is a good service for you. At this point I feel like I should have paid a little more elsewhere to get service that did not leave me feeling as though I was hanging by a thread.

Watch out. Ask questions about their rates/fees. After the attorney said he was lowering his rate…read moreto a mere 1% because my mother had been his client since 1986, I learned that he was effectively charging me the equivalent of probate fees. When I reached out to him to request a reconsideration his response was wildly unprofessional. I've gone to another firm to complete the process - one far more ethical. Their rates are almost 1/10th of what Hales & George were charging. I learned a painful lesson.

Bill George of Hales and George in Saratoga, CA! is the best! He carefilly listens to his clients…read moreand follows through with expertise and expectations! My parents were clients and I later became one. BI'll George is a true professional with a fantastic working staff! I recommend him with no reservations!

I recently setup a Living Trust through Sowards Law Firm. The process was made extremely straight…read moreforward with the help of their electronic documents / questionnaires. Few other firms expected to exchange relevant documents via regular email :( After answering their online questionnaire, a call with a paralegal helped clarify my answers and confusions. Then a meeting with Mr. Sowards going through minutiae and finer points to consider. Followed by an in person meeting (very important and very helpful!) to review draft copy,. I had my living trust documents done. The draft discussion showed their extensive experience in setting up such trust, covering almost all (as far as I can tell) angles and contingencies. Satisfied with their support.

Friendly and Proactive in finding answers to our puzzlements. I appreciate their patience in…read moreanswering our email questions throughly and in timely responses. They helped us setup and update our Trust to avoid future headaches and handheld us through in understanding and how to word our account titles and beneficiaries to avoid potential penalties. I recommend them highly.

I highly recommend this office for your Trust needs. In a world of no one getting back to you and…read moremonth long scheduled consultations, this is the law office to reach out to. Having to deal with my loss was hard enough. I finally found someone that was for me. Check them out.

I was unsure of the process in which a Family Trust worked and did not know where to turn for some…read moreanswers. I reached out to Shahram Miri's office and it was inherently obvious that I need not look any further to seek help. Mr. Miri took my call immediately (even following a holiday weekend) and he took time out of his busy schedule to explain in detail about inner workings of a family trust. The professionalism, kindness and patience he showed me was incredibly generous while completely putting my mind at ease. Sha is extremely knowledgeable and honest, plus he doesn't waste time in getting right to the heart of the matter. Sha even sent a follow-up email to provide me with additional information after reviewing the trust documents. I highly recommend Shahram Miri for ANY of your estate planning, will and trust issues or probate matters. He's the best!

I created my trust in 2021, and 5 years later I had many questions and uncertainties about whether…read moreeverything was set up correctly. I was able to schedule an appointment with Justin, and I'm so glad I did. Justin took the time to walk us through all of our concerns in detail. He was patient, knowledgeable, and very thorough in explaining what we had already done and what steps we needed to take moving forward. He didn't rush the process and made sure we fully understood everything, which gave us a lot of peace of mind. What really stood out was how prepared and thoughtful he was. He even provided a new Certificate of Trust in advance to address an issue with my middle name--something I hadn't asked for. That level of attention to detail really shows how much he goes above and beyond for his clients. He also gave us a clear checklist of exactly what we needed to do, so when we left the office, I didn't even need to take notes. I also really appreciate that whenever I have questions or concerns, I can reach out and someone from his office will get back to me promptly and make me feel at ease, without any additional charge. That level of support and accessibility means a lot. Justin is someone we truly trust, and it shows in the fact that many of our family members also have their trusts with Litherland, Kennedy & Associates and work with him as their main attorney. He is kind, professional, and genuinely cares about his clients and their families. We left the meeting feeling confident, reassured, and knowing that our family is in good hands. I highly recommend Justin and his team to anyone looking for a knowledgeable and trustworthy estate planning attorney.

Dedra Jize is incredible. She helped direct me when I was navigating a very complex situation…read more Dedra is a wealth of information and I was able to make some important decisions with confidence after seeking her advice.

Leslie did a great job helping us with my parents' estate. My mom left her affairs in a horrible…read moremess, but Leslie really helped sort things out, and she was very patient. We also could see that she takes confidentiality very seriously. Highly recommend!

Leslie is handling my boyfriends trust and she wrote a letter to him saying that my mom and I want…read morehis money and are taking advantage of him and she doesn't even know us. He's trying to get her off his trust she's horrible. She's treated him like garbage also. She is very unprofessional and rude. I would never recommend her as a lawyer.

Disappointing is an understatement. My parents had Mr. Hess prepare their trust and estate…read moredocuments 10 years ago. We needed to make some account changes to the trust about five years ago and his wife/assistant manage the communication between Mr. Hess and my folks, she was very impatient and is not the easiest person to work with. Not the most pleasant encounters I've ever witnessed. You would think when somebody is preparing trust documents which are very sensitive and personal series of documents that there would be a little compassion and caring. This was not the case. Now that parents have passed we have been reviewing the trust documents. In attempting to reach Mr. Hess at his office leaving multiple messages and inquiries via email we FINALLY got a call a month later, unapologetic and absolutely no additional follow up. Based on the non-communication of our inquiries we hired another attorney who indicated that some of the verbiage and details in the trust we're not prepared correctly. This review is based on our personal experience. If he was recommended to you by word of mouth. I would suggest interviewing him and getting a feel of his and his office staff demeanor before handing over a payment or retainer.

We first met Richard well over a decade ago to set up our family Revocable Trust. Over the years we…read morehad the opportunity to refer others to him and they're delighted with his wit. He is absolutely brilliant and a delight to work with. He's also very patient and generous with his time. We love having him handle our business!

Nine years ago we had our trust created by Linda and we liked working with her. This year we needed…read moreto make some amendments to this trust and we learned that it takes more than 12 weeks for the update. They are knowledgeable and provide valuable advice, but they are very busy especially during the tax season and it means that it is going to take a long time. Because of the delay I am giving three stars.

After a consultation in person, we were impressed with Linda. She had some excellent ideas about…read morehow to over come serveral of our concerns. Communication with her front desk person, Sharon, was not smooth. She mailed responses to the wrong email addresses, getting requested information only aftering have to call and ask for it to be sent. Now we have send all of the requested documents to the office and have not heard back in in several weeks. It feels like too many delays to continue to have Linda begin our Trust. Reading some of the more recent reviews on Yelp, I see that others have had the same problem. Something is amiss with this business.