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    Burlingame Wealth Management

    5.0 (10 reviews)
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    Services - Burlingame Wealth Management

    Estate planning

    Inheritance planning

    Investment management

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    Review Highlights - Burlingame Wealth Management

    I got the impression that David is very careful about who he takes on as a client, and I found this comforting.

    Mentioned in 8 reviews

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    Etchebehere Law Group

    Etchebehere Law Group

    5.0
    (26 reviews)

    Eight years ago, we worked with Patrick to create a trust to ensure that our assets and home can…read morepass to our children with the least amount of friction and loss due to probate. We knew very little about trusts - just some advice provided by friends. Coming into this process pretty raw, Patrick was able to step us through the basics concepts and considerations, making suggestions that we hadn't thought of but made sense. For example, he suggested cliffs in terms of when assets would be made available to our kids depending on their age and average maturity. He also suggested additional contingencies such as backup to guardianship in case of the unavailability of the primary guardian.However, he also highlighted many other aspects relating to the trust but beyond the scope of the trust that can help ensure we maintain control if something adverse happened to us such as the power of attorney and contingencies in the case of either me or my spouse becomes incapacitated. We felt very well protected based on the trust that we drew up with Patrick's assistance. Fast forward 8 years and, again, we looked towards Patrick to help guide us through changes in our trust to fit our current family snapshot, with more properties, more assets, older kids, and aging grandparents who may not be the best fit for guardianship. Based on his guidance and based on the size of the assets we've accumulated, we updated the cliffs for when our children will take control of our assets. We updated our health directives. Most importantly, we revisited a list of to-do items that we failed to carry through with, such as a list of all the financial institutions to provide to our executor and having conversations with executor and guardians about their role and our wishes for how fund may be distributed if they assumed control. Equally important in this entire process is Patrick's very clear, very personable, very disarming approach in conversations concerning the difficult topic of planning for the worst. My wife and I appreciated this aspect of Patrick's service immensely. I highly recommend using Patrick for your trust, will, and estate planning needs.

    My wife and I were fortunate to be referred to Etchebehere Law group to help us create our living…read moretrust and will. Patrick was very informative and easy going, which helped my wife and I who felt like two fish out of water with how this whole Trust and Will thing worked. Etchebehere Law Group made it easy to move forward. I can't lie it took my wife and I a long time to finally get our docs completed and notarized, but that was our own block. When we finally got back to making our final push to get our trust/will complete Allie helped us immensely. She also made us feel calm and gave us chunkable steps to complete our mission. I highly recommend this firm! Such great service, thank you Patrick and Allie!

    Exactly Legal

    Exactly Legal

    4.8
    (28 reviews)

    Our experience with Mari started out great, but then communication became more and more sparse. We…read morewere SO close to completing paperwork when she simply stopped returning our messages. The last step was for her to send in the completed papers and that was 5 months ago. Very disappointed.

    Update: I received…read moreMarizen's private message and her request to edit or remove my review--this request was notably left off her public comment as noted in the screenshot attached. Since the 2 stars (which equates to the "[service] could've been better") were due to the unprofessionalism and inattentiveness shown (not due to her being an LDA), I have no reason to change my rating or delete my review. TL;DR: Marizen is NOT a lawyer. She is a Legal Document Assistant that cannot provide you with legal advice. She is a significantly affordable option for a Living Trust but she is unprofessional and has poor attention to detail-- key characteristics that are paramount to detailing an important document. Details: I left a Living Trust inquiry via her site and Marizen emailed me back within 1 day to "text" her back for a scheduled over-the-phone consult. Upon speaking with Marizen it was clear she did not take the time to review the few questions I had sent her in my initial inquiry as she was confused as to what the consult would primarily be regarding. Her rates were significantly less than what other competing services were offering which raised an orange flag for me. Upon further research, I realized Marizen was NOT a lawyer, but rather a "Legal Document Assistant (LDA)." According to the CA Attorney General, LDAs cannot give legal advice. This was my first encounter with an LDA, which allowed me the opportunity to do the necessary research to make a more educated investment. Had Marizen gotten back to me with the necessary next steps and questionnaire as she had promised (it's been over 1.5 weeks), I may have considered her as a possible option to complete my Living Trust needs. But if you are looking for a more affordable option, perhaps Marizen is a good fit for you.

    Nightingale Legal

    Nightingale Legal

    5.0
    (7 reviews)

    I was searching for a competent attorney as I did not like the guy my wife had used. I found…read moreJonathan on Yelp and went to see him. I found him to be very friendly, easy to communicate with, knowledgeable, and very collaborative. Although my Trust was somewhat complex, he answered all of my questions as we pieced the documents together, working as a team. Today I went to meet with Jonathan and a Notary for signing all of the documents. I am very pleased with how all of them turned out. Jonathan is not trying to be some "big shot" expensive attorney in a tall building, but rather a neighborhood attorney there to serve people with a reasonable fee. I can highly recommend Jonathan at Nightingale Legal to anyone looking to create a Trust.

    Jonathan Nightingale has been a shining light during some of the most difficult times I have faced…read moreas a mother. Due to my daughter's highly difficult and manipulative father, I was faced with the overwhelming task of having to involve the courts in the custody arrangements. What made things even more challenging, was that my new husband and I were given military orders to relocate to Southern California. This in turn prompted my ex to attempt to stop this from happening and demanding full custody of our daughter. After meeting Jonathan, I immediately felt at ease. Extremely knowledgeable, highly professional and emitting a calm yet confident energy, Jonathan was just what I needed dealing with a highly emotional case such as mine. Jonathan kept me posted and well informed throughout the initial filing, compiling all relevant paperwork and breaking down the process in an easy to understand manner. He took care of submitting all necessary paperwork and handling all unsuspected curve balls thrown by the respondent my ex, and his attorney during this process. After my ex was served with papers and a court date scheduled, he attempted to counter with an emergency order to try and gain full custody & stop me leaving the county. Thanks to Jonathan, his requests were denied and weighted heavily in my favor. Jonathan was very supportive during my times of emotional weakness and always able to provide me with solutions to my worries. I always felt a great deal better after communicating with him about what was happening and what possibilities lie ahead. Unable to come to a resolution with my ex through court ordered mediation, (attorneys not present during the meeting) Jonathan accompanied me to court to hash out the details in front of a judge. Jonathan's calm, confident presentation to the judge and highly intelligent responses to the opposing attorney granted us the opportunity to step out side and negotiate most of the terms recommended by the mediator with one of the most difficult people I have ever come across (my ex). This in its own was a win, if it was up to just my ex and I or even my ex and his attorney, I am confident this wouldn't have been the outcome. Even when there were a couple of protests last minute that the respondent failed to bring up during the negotiation moments before, Jonathan was able to handle the objections in a manner that delivered the fair results I was hoping for and the most beneficial outcome for our daughter. I was granted full Physical Custody, shared Legal Custody with a visitation schedule for her father that suited best the needs of my daughter and in the well being of my family. Hiring Jonathan Nightingale was a huge game changer for me in the legal process. For that reason and more, I will continue to do business with him and to have him represent me in all future matters, not just for Family Law but also with any business and estate planning matters that will likely arise in future. Thank you Jonathan! Monica R.

    Burlingame Wealth Management - investing - Updated June 2026

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