Keith and Stewart are true professionals. They knew how important this case was to me, so I knew they were going to do great, as I'm sure they do with every case. They sincerely cared and gave the case the attention that it needed. Although it was met with a lot of resistance from the defending party, they never gave up. Keith and Stewart ended up getting an agreement in my favor. They were exceptional in their timely and informative communication. They would have regular and timely updates via email and phone meetings on the status of the case. I would recommend Albertson & Davidson, to anyone that needs to hire an attorney and wants to work with someone who has integrity and will not let anything fall through the cracks. read more

I want to thank Albertson & Davidson, LLP and their team from the bottom of my heart. I needed their legal help at one of the worst times in my life. Mary, Susan, Keith, and Stewart were awesome. They fought for me to gain an inheritance from my husband's trust and estate. It was a difficult case but, Stewart and Keith came up with a plan that ultimately resulted in me receiving a share of my husband's trust and estate. I could not have done this alone. Thank you so much Albertson & Davidson, LLP and team!! Tere Bunker read more

When I contacted Albertson and Davidson to inquire about representation in a legal matter I was impressed with their knowledge and eagerness to help me. Best part was I didn't have to pay upfront cost only a percentage, albeit an large percentage, of the estate total. I hired them to be my trial attorneys as courtroom litigation was their speciality. Three months in and instead of going to court they were getting chummy With the opposing party and their counsel. I felt like They had their interest at heart rather than mine... the client. When I terminated their services they were kind Enough (sarcasm) to "settle" for 15,000$ instead of 40% of the estate. Which since I got screwed and Ill Advised by them is now zero. So my family and I will now be homeless unless a miracle happens before 9/16. But at least they got paid their 15,000$ right. read more

My sister and I hired Keith and his partners for a trustee/ beneficiary issue. We chose them after extensive research and found them to be the best. They were so detailed, aggressive and thorough. They were also more than fair with us when it came to returning any unused monies. We would recommend Albertson & Davidson to anyone going through beneficiary abuse. Thank you all for everything. Robin & Andrea read more

If you are considering this firm LOOK AROUND FOR SOMEONE ELSE!!!! There are plenty of attorneys that have your best interest at heart, but this group doesn't seem to put the time or effort in to do what they were hired for. I am writing this after this group failed in helping to get a family estate divided equally, will not answer questions, and the employees they put in charge of the communication could care less. Instead of feeling like this group has a families back, they are causing family members to be stressed out and making it possible for the trustee to acquire all the assets. Nothing is running smoothly and they seem to be very cosy with the attorney on the other side, a conflict of interest! read more

Excellent and ethical lawyers. They work hard for their clients. Deep experience in estate, trust and probate litigation.

Save your time!! This is a hot-shot, big law firm who won't even return calls or emails for potential case leads. In my case, I was only trying to get some information (from out of state) about some California property in our family - I was told that I'd be contacted (twice!) by one of the attorneys and each time there was an apology for the delay and then nothing! Boom. No follow-up at all. Nice guys. My guess is unless they see huge dollar signs in the sky, they will do the same thing with your case and maybe even then anyway. Stay away! There are lots of other, professional attorneys in Southern Cal who might actually care about their clients and potential clients and not treat you like a number. This is McDonald's style of law - a billion served, cheaply! read more

After watching several youtube videos from this firm, I decided to contact them for a free consult. Spoke with Melinda who asked many intake questions for about 30 mins and asked me to email my documents to mary@aldavlaw.com and that I would receive a phone call back after they reviewed them. I spent the next hour scanning my documents to email and I noticed receipt of an email from Mary@aldavlaw in which I thought that maybe it was a welcome email or something, but in opening it to read the message it surprised me as it stated they are too busy to take my case and give it attention then gave me a link to find other attorneys. I question how this firm determines how to make any decision without seeing the documents to review and I wonder if it is all based on asset value because if so, I guess $1million+ is not enough for this firm. I did email a reply asking how they determined their decision and have not received any courtesy response back. I then tried calling to speak to Melinda to find out and once they find out your name, they screen the calls and Melinda is not available. Such a disappointment and loss of opportunity for this firm due to the fact that we also have a different and quite substantial case that they just threw the opportunity away by how they totally dis-regarded me and my attempt to talk with them and to possibly hire them. So much for their free evaluation consult which is false advertising period, unless Melinda who answers the phone and does intake questions is the free consult, not sure if she is an attorney at all, but this is my experience and what happened when I called this firm. read more

My case is ongoing. I feel that as a beneficiary, I have been lied to and completely abused by the trustee, who is my younger brother. He lives in San Diego, I live in Denver, CO. At first I had confidence in this law firm, now I have my doubts. My trustee is many years late in paying me an installment, let alone paying me the principle my late father wanted me to have. My attorney from this firm rarely contacts me with any updates. It has been seventeen months since they started my case. I'm 63, was forced into early retirement and I'm not getting any younger!! read more

I met with Stewart Albertson of Albertson & Davidson last week for a consultation and I have nothing but good things to say about this firm. I strongly disagree with the other reviews that say all they care about is getting your money and not about their clients!! My impression of this firm was the complete opposite. Stewart was extremely helpful, kind, knowledgeable, and gave me legal advice as if I were a family member/or friend.. and not just a client. I found this firm online when researching what action my brother and I should be taking as "abused beneficiaries" against a less than proactive executor who has left us almost completely in the dark about my deceased fathers estate. I reached out to them and immediately received a response back and set up a time to come in person. I went in there expecting to have a very quick meeting in which I would probably be rushed out the door or talked into retaining their services on the spot. However, Mr.Albertson gave me an hour of his time without charge for our consultation and he was extremely thorough in answering ALL of my questions and concerns. He even recommended I wait to hire an attorney and gave me suggestions of how I can proceed with my case (without legal counsel) to save myself a large amount of money. Not once did I feel rushed or that he didn't care about my situation, and when I do hire counsel a few months down the road- I absolutely will be coming back to Albertson & Davidson to represent me in my case. Thanks again, Stewart! read more

My father died under tragic circumstances. To make matters worse, shortly after he died, several of his employees filed a lawsuit in probate court claiming that they were entitled to my father's trust estate, including my father's company which was worth a lot of money. I hired Stewart to protect me from these employees. Stewart, on my behalf, filed an answer to the employees lawsuit and immediately started discovery against the employees. Not long after that, the employees asked if we could mediate the case. On Stewart's advice we went to the mediation. It took an entire day, but ultimately the employees caved for a nuisance settlement amount. I really liked working with Stewart and highly recommend him for trust and estate litigation matters. read more

I would not recommend this firm. I had a horrible experience with Omid Afati. Non responsive, didn't fight for me at all!!! I emailed him several times with different requests, statements with no response. He told me after hearing the drafting attorney's statement how wonderful she was, took great notes and went on and on, repeating himself in the t-shirt he was in over zoom. He basically quit and stopped doing anything for me after that. Even though the medical records all showed my mom had memory issues and was in poor health. Also, my mother's best friend for over 30 years was willing to testify on my behalf and he told me that she didn't want to testify. When I spoke with her, she said she NEVER said that. It seems he just wanted to have the case handed to him with a bow on it. If your are looking for a firm and an attorney to fight and care about you, this isn't your firm. I'm sure I will get a response from one of the partners defending all he did but it doesn't matter. This review was true to my experience. read more

Can anyone spell liars? I am being ripped off by my Trust in Palm Desert, Ca.,The Resource Group, headed by Michele Moore. $15,000-$25,000 per month coming in and in 5 years since she became independent trustee, with only two houses and one in San Diego that has 4 rentals and profits $5,000 per month and should easily cover the expenses, taxes, and the mortgage payments for both homes, leaving easily $2,500-$5,000 per month for each of the 5 income beneficiaries, she claims that there is no money to pay the beneficiaries and as a result, she has never paid a penny to the beneficiaries. The income is from oil and gas. After being drained by two attorneys for more than $35,000, I went pro-per against her, Cosgrove and Cosgrove, and Humphrey. After losing most of my petition and being painted to be the culprit, I was amazed at this well oiled and totally corrupt legal system headed by a lofty Judge. All of my benefits have been taken away but the trustee continues to pile on debt for my half of the electric bill and ignoring giving me credit for what she illegally has stolen from me with the grace of the court. Paying the attorneys $55,000 for 2 1/2 months of service on top of 10's of thousands of dollars already, they perjured themselves countless times and all my evidence was not accepted and called heresay even when I produced evidence on company letterhead. Needless to say, I was crushed. I have 5 pets and recently a week ago, had to put one of my dogs to sleep because, in my opinion, the trustee was negligent in paying the vet bill as ordered by the trust, and Buddy was neglected as a result. I'm on disability and earn less than $800 per month. He was only 9. My best friend of 30 years that I took care of in his last years, probably still rolls in his grave if he can see what his brother has done to his trust. There were four trustees beginning with but his brother convinced everyone to sign away their trusteeship. I did not want to do this being a trustee. I was told by my lawyer and them and their attorneys Cosgrove and Cosgrove and Humphrey that if I didn't sign the paper that I would be taken to court and labeled a hostile trustee and forced by the court to sign the paper. Stupidly I did so. Desperate, I got on the internet trying to look for a lawyer or anyone that could help. I found organizations that I wrote and never got an answer from. Then I found Albertson and Davidson. They claimed to care and help out the abused beneficiary. They have a video on the internet at their website claiming to also help the abused beneficiary. Well, after licking my wounds for a couple of months I contacted the firm and was given an appointment time to call back and told as well that they still help the abused beneficiary. When I called back, I was forwarded to Stuart Albertson or Davidson, can't remember which last name is correct but I don't think it matters, obviously not to this law firm anyway. I was asked how much money was in the trust, and basically told that there are a lot of people like I was and that there just wasn't enough money for them to do anything with my case and politely given a phone number to an attorney that Mr. Albertson or Davidson said probably would not take my case anyhow and then the number for the lawyer referral service for Riverside County. What happened to helping the abused beneficiary? I clearly had enough money to reimburse these men with if they were really what they claim to be and could win the case for me. These people have stolen over a million dollars in five years and this is truly not hearsay. My biggest worry is about my pets. I don't care about the money that much but when it starts affecting my pets and their precious lives I'll do anything I can to expose these crooks. As for Albertson and Davidson, just a bunch of liars trying to attract people being severely wronged when they're true motive is wrangling in perspective clientele they think they can do more of the same to. Steal their money. Beware of the Southern California legal system. Especially, if you are trying to leave loved ones your hard earned money and are using an independent trustee. They'll never see a dime of it. I couldn't imagine something like this happening to my late Mother or another helpless victim who was provided for by a loved one who carefully spent their entire lives saving their hard earned money to provide for them only to have it stolen by the legal system that is there to protect us to begin with. Does anyone care? That may just be the problem anymore. Does anyone care? read more

Albertson & Davidson - Buddy. - Wills, Trusts, & Probates Near Me - Rancho Santa Fe, California

I can sum these attorneys up with three words; expertise, class and caring. My father naively trusted my stepsister to be trustee (the only beneficiary who lived in CA) of his large estate. After his death, against the mandates in the trust, she started dipping into the trust funds. This was a very complex and challenging case but Jeff and Stewart were able to get us a large settlement in spite of our stepsisters highly unethical and devious plan. While expertly navigating opposing counsel, discovery, deposition against our stepsister and the intricacies of the law, they were supportive and caring with myself and my sister as we went through an extremely stressful time. And I have to add that watching Jeff depose my stepsister was one of the most intimidating displays of questioning, while maintaining smooth, professional decorum, I have ever witnessed. It was glorious! Best of all, these attorneys not only have skill, they have heart. read more

We were involved in a family law suit and with the help of this firm we were able to reach an agreement thru mediation. They were professional yet I always felt they cared about us as individuals. Work was completed on time as promised. It was a long road but it was made easier with the help of this firm. read more

After my father died, I learned that an extended family member had taken advantage of him and caused him to create a trust three days before he died. The trust disinherited my sister and I, the only children of my father. I researched several law firms and came across Albertson & Davidson, LLP. I called them and explained the situation and they said they could help. They assigned our case to attorneys Stewart Albertson and Jeff Hall. Stewart and Jeff jumped on our case and immediately filed a trust contest to invalidate the fake trust that was created three days before my father died. Jeff took the drafting attorney's deposition and uncovered facts that would make a reasonable attorney in the same position suspect undue influence was taking place over my father. Then, Jeff took one of the extended family member's deposition who would gain by the trust. Jeff was able to uncover significant discrepancies in this extended family member's story of how the trust was created. The opposing attorney in this matter stated in open court that his clients would never agree to mediate this matter prior to trial. But after Jeff's deposition of the extended family member, the opposing attorney's clients apparently had a change of mind and agree to a mediation. Stewart and Jeff appeared with my sister and I at the mediation. After a long day, and much back and forth, we were able to come to an agreement that made us believe we held the opposing side responsible for the creation of the trust, and provided an inheritance to us that we believe was intended to be made to us by our father. My sister and I are very happy with the representation we received from Albertson & Davidson, LLP and highly recommend them for trust and probate litigated matters. read more

After being referred to this firm by an attorney who had a good yelp review I dropped the ball and did not check reviews for this firm. I need ONE letter written on my behalf. I thought an hour or two of work and maybe $500 in costs (even that seemed like a lot but....lawyers right?) So I met with an attorney and felt comfortable with him and his comment this should be quick and not expensive. The thing that blew me away was the request for a $5000 retainer!!!! Remember this was only for one letter with no other anticipated legal work. I figured they will draft the letter and after that I will get my money back and no big deal. So some work gets done and I get my first invoice for under $200 so I am thinking ok we are fine. Then after 30 days the letter is finally sent on my behalf and I get the next invoice.... HOLY S$@* ! They charged over $2500 and the guy I dealt with was not even the first one I spoke with. He also added another course of action which seemed much better and stronger than the letter recommended to me, Alas, he said they need $10K to $15k if we went that direction. These guys are not only rip off artists but weak legally since the course they took was really useless and a stronger route was going to cost tons! If I explained my situation you would be amazed at the actual plan. So I accomplished very little, was robbed and will be going to small claims court to recover most of what they TOOK. Advice: Don't ever pay a retainer for one time work. Never use a firm that does bait and switch on the attorney used and NEVER use these guys! read more

mistake!!!! big, big ,big mistake using this firm!!! horrible is all i can say!!! they are all about making lots of money at your expense!!! run fast from this firm!!! read more

I am a current client of Mr. Stewart Albertson. My experience with Stewart and his staff has been superior. I was skeptical and reviewed many attorneys as my case was a class action matter. From the time that I was initially introduced, I knew he was the right attorney for me and my situation. He has been there for me when I was at my worst. He is ethical, patient, thorough, understanding and explained things thoroughly in terms that I could understand. I highly recommend Stewart Albertson and his team to assist you with your legal matter. The first of two cases has settled and I am happy to say that if it were not for Stewart and his legal team I don't think it would have happened as quickly as it did. read more