Despite the efforts of an absolutely wonderful and skilled estate attorney (that will be a separate Yelp review) who helped my mother set up a Trust that expressed her desires, I found myself in need of an estate litigation attorney when my mother passed away and her companion decided to contest her Trust. This was a totally unexpected shock. It was also extremely unpleasant and very emotional for me. My mother was an amazing and wonderful woman. I loved her very much. We had always been a "you and me against the world" team. This contest should never have happened, but it did. Mr. Ramirez took on the case, even though I was out of state and we were under Covid. He and his team were very thorough with the information gathering, and making sure they knew all the nuances of the situation. We were all convinced this case would make it all the way to trial and it was going to be ugly. Unexpectedly, after several attorney to attorney conversations, the opposing side asked for a settlement. After much discussion, and seeing what a toll this situation was taking on me emotionally, Mr. Ramirez advocated for the settlement. I took some convincing. However, he was really looking out for my best interests, even though it cost him many many thousands of dollars of unrealized revenue. If he had continued the litigation, rather than settling, he would have made a lot more money. However, he put the needs of his client (me) first. I am convinced that without the careful and thorough discovery performed by Josh and his team, we would still be battling it out in court as the estate crumbled into dust and only the attorneys benefited. Josh is not only thorough and competent, but he is very compassionate and pleasant. He tells you the truth, even if it is at times unpleasant. It would be my hope that no one would ever need an estate litigation attorney. However, if you do, you can rest assured that you will get the best representation possible if you engage Josh Ramirez. read more

You never want to go through what we went through. In summary, a very bad person tried to contest my mother-in-laws estate. The lies and the deceit presented by this person were unbelievable. It is amazing that such bogus claims can be made in the California legal system without substantiation, but that is the way it is. To our great fortune we hired Josh Ramirez and his firm. Not only did he walk us through the process and explain in laymen's terms what would happen every step of the way, he listened with great compassion and caring to everything we had to say. He also evaluated all of our hard data which we used to refute everything the bad person claimed. We were able to settle out of court due to Josh's expertise and to our great satisfaction. As I wrote, you don't really ever want to have to go through what we did. It was heartbreaking and emotionally painful. But if you do, you want Josh Ramirez on your side. His knowledge, skill, honesty and integrity are beyond compare. We are grateful for his service to our family. You can add to this that he is just an all around nice guy. He is engaging and funny. You could easily sit down and have a beer with him and he'd even laugh at your bad lawyer jokes! This is what an attorney should be. read more

I am writing this review to recommend Joshua Ramirez for the services he provided to our family regarding our trust contest. To start out with, he always communicated in a very clear and easy to understand way. He has a positive attitude, and a very rational, easy to understand and straightforward way of explaining things. Secondly, we want to state that Mr. Ramirez provided the most accurate information to us of all the attorneys we were considering. We had talked to a number of attorneys previously, and we did a lot of research on the case beforehand, and the information that Mr. Ramirez gave always checked out or proved to be superior, correct or greatly clarified and expanded as opposed to what we had been told previously. Finally, we feel that Mr. Ramirez really took the trouble to educate us about our legal case. He explained all the steps in the process, as well as pointing out to us all of the advantages we had going for us. However, most importantly, he showed me what the weaknesses in my case were and how to overcome them. We really do appreciate the support and optimism that Mr. Ramirez provided to us during this trying time. read more

Josh and his team were a dream to work with to establish our Family Trust. After an initial telephone consultation and some basic paperwork, our assigned attorney Kelsey Cooper sprang into action. Draft sections of pertinent documents were emailed back and forth until we were satisfied with the language and terms for our trust. Within 2 weeks, a complete binder was sent to us for signatures before a notary. We then scanned all the signature pages and emailed them back. CEPS proceeded to file the deed transfer of our property with the County Recorder and Voila! --our trust is done. And, the firm offers electronic storage of all our documents in their vault for easy future access if the binder with all the original documents is lost or destroyed. I highly recommend using this firm to give your family piece of mind, make clear your wishes and avoid probate. Using this specialty law firm for your estate planning is a no brainer! A special shout out to legal secretary Kristy White for handling all the document management throughout the process. read more

Joshua Ramirez helped my elderly parents with a plan and a trust many years ago. My father eventually passed away and Joshua has been invaluable in helping me (her son) assist my 87 year old mother. Joshua has always been a great communicator and is one of the rare few nowadays who always gets back with me promptly with good, solid, easy to understand advice. He is such a pleasure to deal with. I live in Montana and can't just run right over to help mom, but it is very comforting to my entire family to know that Joshua has our back in these complicated matters. We had another family member die without a will or trust and I am still chasing lose ends 9 years later. I wish he could have met Joshua and had things in order. Making a plan is the greatest gift you can leave your heirs. Do it now if you haven't already. read more

I had an excellent experience working with California Estate Planning Services. Setting up a living trust can feel incredibly overwhelming, but Joshua and his team made the entire process seamless and stress-free. Joshua is exceptionally knowledgeable, patient, and took the time to answer all of my questions thoroughly and I asked quite a few questions. He genuinely cares about his clients and ensuring their families are protected. The communication was top-notch from start to finish. Highly recommend! read more

Joshua and Tessa at California Estate Planning Services have been amazing. They've helped us with everything -- restating a trust, executing a trust, understanding what to do when receiving a trust, and even supporting friends and family with their estate planning needs. They are knowledgeable, responsive, and truly care about their clients. I just wish I'd found them sooner -- it would've saved us a lot of stress in past situations! read more

Since meeting Joshua, it has been so easy to recommend clients to him. He and his associates consistently deliver excellent service to clients who are seeking assistance with trust creation or updates to existing trusts. Joshua also knows how to navigate the complexities that probate cases can bring. He demonstrates his professionalism and effective communication while working with such challenges. read more

Joshua Ramirez and the entire staff at California Estate Planning Services provide excellent services. Anything that involves trusts, wills, probate they can handle it. if possible litigation arises, not a problem for them. If you haven't had your estate plan reviewed lately, you need to contact them. What I really like is they will provide a free consultation. read more

We're working with Kristy. We hope our experience can be helpful to others who are looking for quality legal support. We're glad that Atty. Kelsey Cooper took the time to explain everything clearly and provided us with a complete set of documents in a binder. Very organized and professional service. Thank you for your work. read more

Josh from California Estate Planning Services was a game-changer for me. His knowledge and friendly demeanor made a typically complex process feel straightforward and manageable. I left our sessions feeling confident and well-informed about my estate plan. It's clear he cares deeply about his clients. Five stars! read more

I give everyone at this office 5-stars!! Working with Tessa on my trust litigation case was an absolute blessing. She's not only knowledgeable but also incredibly supportive and understanding. California Estate Planning Services is lucky to have her, and I couldn't be happier with the outcome. Thank you, Tessa! read more

Josh is very professional, easy to communicate with and very knowledgeable. After my parents used several other attorneys, Josh updated their estate plan better and cheaper. I recommend Josh to all the people I talk to about trusts, will, estate planning and trust administration. Give Josh a call! read more

I can't recommend Josh enough. We used Josh about 2 years ago and his thorough understanding of estate planning, combined with his friendly nature, made the whole process a breeze. He answered all my questions and provided a solid plan for my future. Excellent service through and through. read more

Josh Ramirez is a standout California Estate Planning Attorney. His deep knowledge, meticulous approach, and genuine empathy set them apart in the legal profession. Without a doubt, I would recommend Josh for anyone seeking expert estate planning services in California. read more

Josh and his team were great! I cannot recommend them highly enough. If you are looking for legal representation that combines expertise with a personal touch, at a great price, look no further. They are the golden standard. read more

California Estate Planning Services is a full service business creating estate plans and handling probate matter with the most efficiency and broad base knowledge! if you want the best you need look no further! read more

I can't say enough great things about California Estate planning. Professional and very efficient. You will walk away saying this was money well spent. By the way, they are extremely fair in their costing! read more

You could do no better than having Joshua D. Ramirez, Esq., LLM (Tax) from CA Estate Planning Services handling your estate plan or probate matter. James Bachor, Esq. Carroll Gilbert & Bachor LLP read more