Great experience! Very helpful! Replied to me in one day and helped with my problem…read more Natalia

We recently worked with Cross Estate Planning to create our family trust and we had an excellent…read moreexperience working with Dave. His attention to detail, patience, and knowledge were greatly appreciated throughout the entire process. Estate planning was completely new to us and honestly felt a bit overwhelming at first, but Dave took the time to explain everything clearly and answer all of our questions without ever making us feel rushed. He guided us through every step of estate planning, and made what initially felt intimidating into a smooth and reassuring experience. We are so grateful to now have everything in place for our family and highly recommend Dave and the team at Cross Estate Planning to anyone looking for a knowledgeable and trustworthy estate planning attorney.

We were stressed out because I was to travel abroad and my husband was worried that if he gets…read moresick, I will not be with him to help him explain his problem to the doctor. We called our trust attorney Adam Evan. We were offered a phone consultation right away! Mr. Evan explained what to do. He emailed us good instructions and a letter to the doctor (if needed). Mr. Evan solved our issues, was welcoming and patient. We were relieved and we feel lucky having him as our trust attorney.

We chose the Law Office of Adam T. Evan to do a revision of our revocable trust. We are so pleased…read morethat we did so. Mr. Evan demonstrated a deep knowledge of estate planning issues. At our final trust revision meeting he walked in with a big binder. The binder held all pertinent trust documents, all carefully categorized. An Estate Assets section was included for our convenience in adding account statements and more. He also left us with a thumb drive holding all trust documents. Mr. Evan is welcoming, approachable, and patient. He listens carefully. And something else: He has a sense of humor.

I recently completed my estate planning with Tree of Life, and the experience exceeded my…read moreexpectations. Their attention to detail gave me confidence that my family and assets are well protected. I highly recommend Tree of Life to anyone looking for a knowledgeable, trustworthy, and professional estate planning attorney. -Daniel Scott Johnson, Windfall Advisors

Great experience. Edward and team are knowledgeable, kind, honest, ethical, and amazing with follow…read moreup. Provided our family with greater peace of mind and I would highly recommend their services.

My mother went to one of their supposed free seminars. It was a heavy and hard sell. We left there…read moreconfused and overwhelmed. A week later she got a bill for $3,500. Not sure what it's for but she quietly paid it and enclosed a letter for them never to contact her again and to see some and desist any supposed work that they were doing. Maybe they've changed their leadership since then. Definitely would not recommend.

Outstanding legal counsel. Very personable and professional. Especially dealing with punishing…read moreconsequences of prop 19. Reach out to them now before it's too late for your family Highly recommended Alex Dzigurski

Our financial advisor referred us to John. It was time to seriously start thinking about a living…read moretrust and medical directive. Because we don't have children, we initially thought we wouldn't need such an instrument. We were wrong. There are multiple issues to consider, including taxes paid when the surviving spouse sells property. A living trust will also help us manage our assets if one or both become incapacitated or have a long-term illness. And many more considerations. While avoiding probate (which can be long and costly in California) for our heirs wasn't our primary consideration, it's certainly another good reason to create a living trust. We would like to choose where any remaining estate goes. During our initial consultation with John, it was clear that he is expert in this area. He answered our questions clearly, even if it didn't all sink in at first. This is complicated stuff. We will rely upon him to keep us updated on new laws that might affect us. At the last meeting, John went through page by page (lots of pages!) summarizing the points and patiently answering our questions. Finally, the signing. We feel we are in good hands, and that's a relief!

We had been intending to see an attorney to help with estate planning since our daughter was born,…read morebut kept procrastinating. We finally went to see John and he made the process incredibly easy, and the peace of mind we now have as a result is priceless. John is very knowledgeable and takes the time to understand each client's needs and wishes to draft a tailored plan. He guides you through a very efficient process to finalize everything in a matter of weeks. We highly recommend John and only regret we did not go see him sooner!

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!

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.

Introductory call went very well. Robert answered all my questions and added so much more. Zoom…read moremeeting is next after I gather the information suggested from our first call with the aid of a very comprehensive PDF document to fill out. The paperwork looks daunting but Robert assures me that digging deep into my financial profile isn't the aim, it's really a simple gathering of assets to figure out what my plans are if I become incapacitated in any way. I love that Robert was attentive, and especially when I told him that my 3 cats' lives were important to me should I be unable to care for them. I look forward to working with Robert to secure my assets and the care of my 3 cats should I be unable to do so.

Robert took a really long time, far beyond the 15 minutes initial free consultation most attorneys…read moreoffer to dig into my situation and help me figure out what went wrong with my late father's trust. I truly felt like I was talking not just an attorney - a very competent one - but a caring friend.