Beatrice is kind, knowledgeable, and works hard for you! She is very thorough and professional as well. She is transparent throughout what can be a scary and intimidating process. We love her! read more

Beatrice and Helen were great! Very detailed and organized. I would highly recommend them to anybody that wants a team that will take you through estate planning step-by-step and explain all the advantages and disadvantages of your decisions. read more

After having spent years looking for a Family Trust attorney, my wife and I had the pleasure of working with Beatrice and Helen. The other attorneys that we've interviewed either wanted to charge an exorbitant price for their service or gave the impression that they wanted to get through yours as quickly as possible to work on volume. With Beatrice and Helen, you always felt that they were looking out for your best interest and taking the time to make sure everything question was answered and that you understood what was being asked/delivered. Helen patiently guided us through the entire process from start to finish - setting up the appointments, sending the reminder emails, and letting us know what needed to be done by when. She answered every email in a timely manner, and went out of her way to explain anything that we had misunderstood. The final work product reflects the care and attention that both Beatrice and Helen put into compiling your Trust. I cannot recommend Beatrice enough to anyone that is looking to put a trust in place - from the simple to the complex. read more

I just completed my will and trust as well as other related documents with Beatrice and her team. As a child of immigrants who has had to figure things out alongside my sisters and friends who are also children of immigrants, I felt the need to find an attorney who not only was an expert in this field but was also someone who was willing to help me learn about the process. My sister and her husband initiated contact with Beatrice and her team and now our entire family has had our wills and trusts done by her! Before I even committed to working with Beatrice, she must have spent about 3 hours just educating me about the estate planning process. I actually talked to two other attorneys, including the attorney who had originally helped my parents with their will and trust about 14 years ago. Neither of those attorneys were as thorough in their explanations as Beatrice was and frankly, none seemed to display the level of care that Beatrice does in making sure you get your affairs in order. She and her staff, Helen, are incredibly detail-oriented and thorough. They are great with reminders, working with your schedule, and very patient with explanations, especially for someone like me who is often confused about legalese and processes in general. Beatrice was also able to communicate with my parents in Vietnamese which made me feel so relieved that they could learn firsthand from the attorney versus having me or my sisters translate to them from English. All of our sessions were done via Zoom or phone calls until I needed to sign my documents but I was happy to drive down to Irvine the two times to get all of this taken care of. I highly recommend Beatrice and her team! I know that this is going to be a lifelong relationship and I feel like my affairs will be well cared for given how she conducts her business. read more

Beatrice and Helen are the family planning Dream Team! They provided absolutely amazing planning services. They went above and beyond to answer any questions we had during the family planning process. Beatrice was able to properly secure our family's financial planning by aiding the generations to come. Thank you! read more

Beatrice was referred to me by a trusted friend so my wife and I set up a consult. With a complicated portfolio of assets, I put off working on my trust, but after meeting Beatrice, I knew I was with the right attorney to protect my family. She's very thorough and detailed. I have already recommended her to friends and will continue to do so. Thank you Beatrice and Helen for a wonderful experience! read more

Beatrice Phan and her legal assistant, Helen Pak, prepared my estate documents (trust, will, POA, etc). The whole process was "painless". I will use them in the future as needed and I recommend them to anyone needing estate legal planning services. read more

We have done our family trust with Beatrice and we feel so relieved! Beatrice is very knowledgeable and thoughtful. First you will attend a very well organized webinar to learn the background of her and estate planning, which makes it easy to start the one on one consultation. Beatrice spends a lot of time going through every aspect you would need to make plan for about you and your loved ones. Beatrice was the first and the only family lawyer we feel we need to have. She treats you like a friend and the service she provides would benefit you lifetime! Lastly I have only good words to say about her team member - Helen. She is so sweet and so detailed. She makes sure you don't miss any piece during the process. She is also very quick in response to your needs. Very trustworthy firm. Highly recommended and essential for all families! read more

After years of being frustrated by the limited options offered by LegalZoom, my wife & I searched about for a reputable law firm to ensure that our family Trust is properly set up. We found many that did a great job advertising but whose reviews were suspect. And we found several that were very expensive. We could not be more pleased with Beatrice Phan and her wonderfully diligent counterpart, Helen Pak! They carefully (and encouragingly) walked us through the process of creating the necessary documents that will protect family should some accident befall us. Side note: Beatrice periodically hosts fun informational events, sometimes mixed with drinks, appetizers and treats. Those are a great way to get to know her team and assess for yourself if they are a good fit. For us, they were just what we needed: straight-forward and very organized. We look forward to keeping in touch with them as the years go on and our family needs change. read more

We had a fantastic experience working with Beatrice Phan Law for updating our family living trust. We had created, revised, and updated our trust over the past several years with three other estate attorneys previously, and I can say with certainty that Beatrice Phan Law provided the BEST and most thorough service and planning of them all. We especially enjoyed working with her client services director, Helen Pak, who is AMAZING-- exceptional listener, very attentive and thorough, warm and friendly, professional and kind...all at the same time. Beatrice has a clear process that she follows for her clients, which I appreciate. It's something that doesn't happen overnight, nor should it: creating or updating your trust is an important step in taking care of your family and loved ones, so it does require a lot of thought and time, especially if you need to have those deeper conversations with your spouse about things. Beatrice and Helen were great in working with our busy schedules as well as keeping us accountable and reminded of the upcoming follow-up appointments we had together. We greatly appreciate all that Beatrice and Helen have done in bringing us peace of mind and taking care of us. read more

I have worked with Beatrice Phan for over three years. She revised my trust three years ago after my first husband passed away. She was professional, knowledgeable, and detail oriented. She guided me through the process with patience. We recently did a three year review of my trust and needed to update with a name change and changes needed since our initial revision. Again, I am impressed with her attention to detail and her knowledge. Her assistance, Helen, has guided me through the process with patience and understanding. When I don't understand, she patiently walks me through the process again. I highly recommend Beatrice and her team for your estate planning needs. read more

In light of 2020 focusing everyone's attention on how quickly our lives can change due to compromised health, I decided it was time to refresh legal affairs that I had last bothered with 23 years ago. After cross-referencing multiple reviews of different estate law services in Orange County and LA County, hands-down the ones that impressed me the most were about Beatrice Phan. In particular, her reputation for attention to detail was what stood out as an important service, and she not only met expectations, she exceeded them. Our meetings were remote due to COVID-19, but I always felt that I was receiving the most professional treatment and genuine respect even on a Zoom call. Beatrice takes a genuine interest in her clients, and is wonderful about explaining what services she offers, and what the best fit may be for any individual's circumstance. She is in this line of work because she genuinely wants to ensure she's helping to protect her clients. Communication was always clear and professional, and any questions I had were answered immediately by either Beatrice or Tiffany. When it came time for me to sign the paperwork in front of witnesses, one woman who had worked at multiple law offices told me that she had never seen another lawyer provide the detailed instruction that Beatrice does to her clients. She goes beyond just legal services and provides practical instruction as well, which includes helpful tips to direct what supplementary actions will ensure all loose ends are tied up, but that is not a common practice among most estate attorneys. If you want to ensure that that all aspects of your estate's legal documentation are attended to and that you're not left on your own to figure out how to fill in the gaps, I *highly* recommend her services. I received outstanding treatment, and I know that I'll maintain a professional relationship with her for many years to come. I've already recommended her to three of my colleagues, and I plan to direct other people toward her office as well. You can't be too careful with your legal affairs, and I feel a sense of both security and peace of mind having found Beatrice. I feel very lucky! read more

Sometimes I make great decisions when intoxicated. My friend asked me if I was interested in 'drinking while planning for the end-of-life'. I was like... I'm down, sounds like fun. I thought we were going to play some board games like dungeon and dragons while at a brewery. But it turned out to be at wine tasting event discussing "wills". WTH?! Buzz kill right?! G out! Honestly, I wanted to cancel after hearing the details of the event. Bah. In any case, I really dislike canceling out on friends, so I decided to go and besides... free wine. Yes, please. I stayed, drank, and thought to myself - "I'll listen, at any rate, I already have a living trust." But slowly as the talk by Beatrice went on, I realized that my living trust (created from some website) was basically notes with no legal binding agreement, and the house that I own would go to probate if I died; And other stuff like... health, etc. Man, I was so uninformed before the talk. While a bit intoxicated, I made the decision to get more information from Beatrice and her practice. In short, Beatrice has helped me tremendously. I am in a much better place. She has helped me understand the value, she guided me through the process, she has answered all my questions, and help me through my own procrastination of getting the important stuff done. Thank you, Beatrice and team. I look forward to working with you guys for the years to come. Buzzed or sober. Seriously, thank you. read more

We had our original family trust prepared in 2001, including a few updates since then. However, after my husband passed, I needed more major updates. Even though I was generally satisfied with my previous attorney, I was open to considering a new attorney near by. I'm very glad that I did. Ms. Beatrice Phan is experienced and competent in her field of estate planning law. If you are a very detailed person, you will love working with Beatrice and her staff. Beatrice is uber meticulous and detail-oriented in making sure that your trust fits your needs, as well as needs you might not have considered. Anyone with OCD tendencies will love her (seriously/jk). She makes sure all the t's are crossed, and i's are dotted - literally - from the initial consultation, to the final documents, to the funding of your trust. Beatrice goes beyond the core business, legal aspects of her work. She cares about her clients as people, and families, and wants to be there for you long term. She is much more than just a transactional attorney. Everyone in her office resembles this, and they run things tight. During this difficult time in our lives, she and her staff were very compassionate and made the experience pleasant. I highly recommend Ms. Phan as an estate planning attorney. You'll appreciate the Peace of mind you have afterwards. :) read more

Beatrice and Helen have been great. Beatrice is very knowledgeable with the Family trust process. She is very patient with us throughout the whole process. We have learned so much more than there is to family trust. I feel a lot comfortable now with ournupdated trust. It is money well spent. I love the nice and pretty binder that they put the executed trust documents in. The family Legacy interview questions video was a very rewarding process. We would never though of having that done. Helen is so good and helpful in all the reschedulings that have to help us made. Together, they made this process as painless as it can be. Thank you both very much! Susanna and Ark read more

Amazing reliable service and consultative resource in appropriately setting up our revocable living trust.

I personally have known Bea for over 15 years now. What I didn't know about is what to do when someone passes away, especially when it's someone close to you. It's hard enough that you have to deal with grief, but the red tape that follows is just absolute madness. I had a glimpse of this when my own father passed away; I was not prepared or ready to deal with the bureaucracy. I reached out for help from my friend. After attending her free work shop on the whole process, I realized that a living trust was so much more. With a complex martial situation, I felt that the living trust was such a valuable asset for my family. Why so valuable? As an example, anything you leave a minor child without a guardian will automatically go to probate. This will not only triggers an automatic percentages charged to the total amount on your asset, but the time it takes to go through the process. In addition, the attorney fees will be greater than the amount you pay for the living trust. Hopefully, this helps someone else out before it will cost them an arm and a leg. Bea is not a sales person. (She's terrible at it) She won't be trying to sell you anything other than to help. She will walk you through the process and still "Bea" there after you're done with the process. At the minimum, everyone and anyone with family should really educated themselves about the living trust process. Good luck! Feel free to ask me questions about my process with the living trust. No, I'm not getting paid. Just trying to pay it forward. read more

Beatrice helped us navigate issues with my grandfather's trust after his passing. She took the time to explain his trust, what the issues were and options to resolve them in a way that was easily understandable. She has been incredibly helpful and we feel truly lucky to have had her guidance. Beatrice and her staff respond quickly to phone calls and emails. Beatrice has since made revisions to my family trust to shore up the blind spots that our last preparer missed. My wife and I feel much more comfortable knowing that someone who is so knowledgeable and caring is looking out for us. read more

I only have positive things to say about Beatrice and her staff. She is extremely professional and thoughtful and I have learned so much from working through the process with her. She makes estate planning approachable and takes the time to make sure your personal values and priorities are at the forefront. It is really refreshing to talk to someone so knowledgeable, passionate, and patient about such a taboo topic. Her webinars are a great resource, as they are a very approachable way to educate family and friends and introduce a difficult topic. She and her staff made the process very straightforward. They include detailed notes and instructions to help you along and are responsive when you have questions. I came out of the estate planning process confident that I, and more importantly my family, are in good hands. read more

Excellent family and trust law firm. My wife and I wanted to set up a trust for our kids. Beatrice and her team were great. They responded quickly and were always on top of things. Tgey made the entire process simple and easy. I would highly recommend anyone looking to set up a trust or will to consult with Beatrice and her team. read more

It was an absolute pleasure working with Beatrice. She is knowledgeable, thorough and during the process, she spent as much time as needed to answer all of my questions and to address my planning needs. Beatrice and her team were extremely efficient from the initial consultation to finish despite all the of logistical challenges the pandemic created. I feel much better now that I have tackled this task and that I can reach out to her office for help in the future. read more

I had a great experience working with attorney Beatrice .First I'm so thank you attorney Beatrice and Helen help me to finish wllls and Trust . Beatrice,she was patient to answer a lot of questions for me because this is the first time I doing that , she took her time to explain everything, she also clearly explained the benefits of living Trust, make sure I understand what I'm doing,I'm so glad I found them on yelp, I like the way they do , very careful, safe, comfortable, efficient and helpful.I understand a lot home work but they help me do steps by step, now everything was done professional, and process was easy for me . I'm very happy now , and I'm not worrie anymore if anything happens to me , they protect and help, . Hi highly recommend this company to quickly and conveniently get your trust in order, get it done and don't wait until it's too late. read more

I put together a 'living trust' back in 2010 when I took a road trip down to Baja California, only to be educated by Beatrice that it was practically useless. I was referred to her law office by an acquaintance who recommended her services. She made the process of establishing a properly executed living trust quite easy. She was accommodating with my schedule, followed up and responded to all my questions. Her method, process and guidance on what I needed to do on my part was simple and explained in terms I could comprehend. I highly recommend her services. read more

Beatrice redid our will/estate planning and trust that we had completed by another attorney years ago. The amount of detail, thoroughness and time she spent with us was unbelievable. I have referred several friends and family and have heard the same feedback. You want something as important as this done right the first time. We feel confident that our loved ones and assets will be in the very best care in any situation. Thank you Bea and all of your team for guiding us through this very complicated and important process! read more

We had our trust/will done early 2000. 2016 we need to update ours since there were a lot of changes in our lives. Beatrice was very thorough. We were shocked of many things were not included nor informed from our original law office. The process took a long time due to many paperwork needed to be filed. We are extremely happy and satisfied with Beatrice's service. If you love yourself and family, please get your trust/ will done. read more

Beatrice did a great job creating our family's living trust. I have consulted three estate planning attorneys in the past. Beatrice is the most responsive and detail oriented one I have worked with. Her services include more than a typical trust and she provides a lot of legal insight. Emails were replied to, special requests were handled, questions were always answered. Would highly recommend. read more

2005-'06 were difficult years for me when my then-wife asked for divorce. I gave her EVERYTHING (for a speedy process) n moved into a rental with only 2 suit cases driving 1 of my sister's cars. I remember i put down my suit cases in the entrance of my rental n cried in dismay at how my life came to that point. But i knew it was time to roll up my sleeves because there were 2 kids to raise. 12 yrs later, today, 1 kid is finishing engineering school n the 2nd kid is planning a path to med school. The crying guy 12 yrs ago with only 2 suit cases to his name went from having a tough time paying rent to owning that condo, a fair stock portfolio n 2 rental properties by way of cheap credits, thoughtful investments n crazy good luck not to mention business partners who were determined to include me in every great deals; cannot thank them enough. I gave back my sister's car n went from a used Toyota to a new Toyota. All was too good to be true until i fell off my bicycle ended up in a coma n when i woke up i realized i hav came to a point in life where i needed a LIVING TRUST for my kids. My family doctor told me that he had his living trust done n set me up for an appointment with his living trust lawyer, Ms Beatrice Phan. The first meeting was informative. Beatrice meticulously (i will use that word a lot) explained how probate court eats up time/money n how living trust protects my assets n how assets will be passed on to my kids. Within 5 minutes i knew living trust was the way for me to protect my assets n family. I highly recommend a pad of paper with a pen plus 3 cups of coffee because there was important information n Beatrice was...high energy. I walked outta Beatrice's office totally committed to proceed. Beatrice gave me a list of to-do's n it took me some time to collect everything. Organization was exactly what the job needed because my to-do list came up with a stack of dox 6 inches high. I did not get that done in 1-go. Beatrice was meticulous with every document follow up. Dox-gathering turned into an educational journey. I did not know how to get ALL NEEDED DOX n had to hav Beatrice guide me, twice, real-time on the phone. I went thru several doc searches, divorce papers, escrow dox, bank accounts, proper bank accnt creation, etc. Beatrice was always patient in her guidance n supportive/helpful at every turn. As it turned out, the biggest part of the job of creating the trust was all the info/dox gathering n then transfer assets into the trust. Admittedly, my case was a bit messy and Beatrice actually straightened out several weak points in my assets. Not only do i now hav a functional living trust but my business n business holdings are all solid n, in some cases, legal. I did set up a few things wrongly. Beatrice helped me with proper structure for ANY future business expansions. Gone are the days of "...i think it is...but i'm not too sure..." Most importantly, both my kids now know exactly what to do, where they stand n where everything is. It's been a tumultuous 12 years but, now-a-days, i breath easier because i am..."trusted". By the way, my sister n bro-in-law will soon be getting their own to-do list from Beatrice. read more

My family and I are very grateful that Beatrice did a great job in educating us, and in designing for us a very detailed living trust. Beatrice and her staffs were very supportive and helpful every step of the process by promptly replying and answering any questions we had. She arranged for us to sign our living trust in a park to follow the safety guidelines from the public health officials to practice social distancing & to stay outdoor whenever possible. Even after receiving our living trust, we'll continue to have Beatrice's support annually and or whenever we have questions or any changes in our assets. We were so satisfied and impressed with Beatrice's expertise, friendliness, kindness, and her staffs' readiness & efficiency that we gladly shared our wonderful experience with our family. And my brother reached out to Beatrice to have his living trust done as well. We are all thankful to Beatrice to help us prepare for our family in managing our assets safely. read more

We had our original trust prepared in 2017. The attorney who prepared our trust presented us with some basic information about the process. After we signed the trust documents at the attorney's office, along with electronic copies of our trust, health directives and power of attorneys, we were provided a paper with some general trust funding instructions. We were however not clear on what needed to be done. As a result, after three years, other than our house, nothing else has been transferred to the trust. Even though we thought we had a trust in place, if something had happened to both of us, our children would have no idea what assets we had. We happened to attend a seminar on Wills & Trusts by Beatrice in October 2019. It was very informative as well as enjoyable. Beatrice had a way to make legal concepts and issues sound simple and easy to understand. She presented real life scenarios, with lessons to learn, and mistakes to avoid. After that seminar, we asked Beatrice to review and if need be, amend or prepare a new living trust for us. First, Beatrice is very thorough and dedicated. She would go the extra mile to help get the information that the client needs but does not have. For example, Beatrice needed to have access to the original deed of our property to determine whether it was properly transferred. We could not locate it. Beatrice was not able to look it up online. She reached out to a former colleague who happened to be in the real estate business for help. And that evening, before our meeting, to our surprise and delight, she was able to get a copy of our deed. Second, Beatrice is very honest. After reviewing our original trust, she told us that overall it was okay, but she thought it needed some amendments. She explained to us that some parts of that trust clearly were not what we intended. Third, Beatrice is very meticulous and organized. She had a long questionnaire that took some time to fill out, but once it was filled out, it would expedite the subsequent funding process tremendously. Fourth, Beatrice is very responsive and accessible. For example, we had some questions when we filled out the questionnaire, and after we uploaded the questionnaire, Beatrice promptly called us to address our questions. Finally, Beatrice's instructions are very detailed and extremely helpful. After we finalized and executed the trust, she provided us with a "Funding toolkit", which includes: (1) an excel copy of all our assets that need to be transferred into the trust, including account numbers, with clear description of "action needed"; and (2) a word copy of "General Instructions for use of self-funding Toolkit". With that "funding toolkit", we were able to transfer most of our assets into the Trust within two weeks. Beatrice also gave us a very practical recommendation that we keep copies of our documents accessible and known to our children. Now with the trust mostly funded, and copies of relevant trust and health directive documents accessible and known to our children, we feel at peace that regardless what may happen to us, our children will know what to do and what assets we have. Thank you, Beatrice, for your outstanding services! read more

Beatrice and her team made planning and creating a living trust extremely easy for us. I was helping my sister look for an attorney to create her trust during the pandemic and so glad we went with Beatrice. From the initial consultation through Zoom to signing documents at our residence with social distance protocols in place, they made the whole process so easy. We were familiar with the process of setting up a living trust but Beatrice asked a lot of great questions for us to think about and the selling point for us to go with her is her passion for helping her clients beyond setting up the trust. She follows up with her clients on an annual basis to ensure she captures any life changes that may arise as we don't tend to think about these things, creating a life long relationship with her clients. I'm so happy we went with Beatrice and her team for such an important event of protecting our assets to hand off to our kids when we're not around. read more

Beatrice is absolutely magnificent. She helped me set up my living trust. She took the time to explain every detail to me. She was patient, friendly, and most importantly, she was extremely thorough. I actually had a trust done once in the past and the experience is completely different in comparison. With the first trust, the lawyer only met with me once and then quickly drew up a trust which was very generic. Beatrice is different. She took the time to lay out the plan for me. She contact me several times to make sure all my questions were answered. She put together a package to draw out every detail before making a formal trust. When everything is finalized, it was placed into a very nice folder. She even gave me a short certification to use for convenience. Best experience I ever had. Highly recommended! read more