We were referred to Lisa when a relative had an issue with her existing trust from another lawyer…read morewhose follow up skills were atrocious. Lisa reviewed her trust and was able to fix all the issues. After that was taken care of, we asked her to do our trust. She listened to our very specific bequeaths, gave some feedback, and ran with it without trying to talk us out of it. We referred Lisa to several friends, and two got their trusts done with her before we finalized ours. They were also happy with her service. We appreciate her calm and professional demeanor along with the service she provided.

A Huge Thank You! Lisa and Pam!! I know how valuable your time is and I just really want to express…read moreour Appreciation for taking that time to really be thoughtful, understanding and thorough while listening to our particular situation and giving an honest selfless opinion as well as options / referrals with no personal benefits to self, a true rarity. A blessing to have spoken with TandocLaw, Lisa and Pam! I can't say enough, will definitely send all needing the services you provide your way. Luke

I worked with Larry in setting up my estate and LLC. Larry is a true professional. The first thing…read moreI noticed was how fast Larry would respond back to my emails. I don't know how he does it -- even I can't keep up sometimes. He was very thorough and took care of me as if I was his only client. He did an amazing job in explaining everything to me. I highly recommend him!

Larry Dugoni worked with my mom to draft her Trust and related documents. When she passed away,…read moreLarry and his team had the perfect blend of professionalism with a caring and personal approach. He guided me through the process and was exceptionally patient. I highly recommend Larry and his top-quality team.

I have nothing but great things to say about John Minton representing me. I know my case was not…read moreeasy, and it took a long time (almost 2 years), but his persistence, kindness, and guidance made a huge difference. I'm really grateful for everything John has done for me. His knowledge and strategy throughout this case gave me a lot of confidence. I'm thankful to have had him representing me and having him in my corner made it much easier to handle. I greatly appreciate his professionalism, aggressiveness, patience and commitment from start to finish.

If I good give zero stars I would. There financial calculations always had errors that I had to pay…read moreto have corrected. They apparently cant retain paralegal and I was charged each time a new person how to come up to speed on the legal matter. I should probably sue them - they are that bad and unethical.

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!

Working with Alex was super. He made the trust/estate process as simple as possible while tending…read moreto all the important details. He was available through my employer's legal insurance which helped with the price, but his rates are very fair regardless. I highly recommend Alex for your will, trust, and/or estate needs. The in-person meeting in his office in Downtown Berkeley was quick (less than an hour) and the steps before then were really manageable. He really know how to not overwhelm his clients who are prone to overwhelm :)

Hammonds Law Firm was excellent to work with. They were efficient, fast, and extremely well…read moreorganized throughout the entire process. Communication was clear, and everything was handled professionally from start to finish. I'd highly recommend them.

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.

When I left the corporate world and started doing contract work on my own I wanted someone to help…read moreme grow my retirement plan. A friend recommended Dave Magnuson and I haven't looked back. Dave is incredibly smart, knowledgeable and very easy to work with. He took the time to get to know me, my longterm goals and what I was comfortable with. He is great with communication and lays out options in a way that you understand but also feel empowered as you gain more knowledge of your financial health. After seeing my retirement portfolio grow we have now added financial planning for our children. We feel so secure with Dave handling all of our family's needs. Last summer my mom retired and back we went to Dave to make sure she was making the best decisions for her life during retirement and that she would have a comfortable financial future. My mom feels very stable in the decisions they made together and so appreciates the comfort level she felt with Dave during a huge life change.

David is exactly what I was looking for - an extremely bright guy (Stanford grad, Georgetown law)…read morewho can advise on and manage all of my financial needs. Not only can he manage IRA and other retirement accounts, he can advise on employer's 401k investment options (even though he can't manage them directly) and he can take care of estate planning and other family-related legal needs. He's super friendly and easy to talk to - not pushy or salesy, and very patient with questions. He makes complicated investment concepts easy to understand, and backs up his strategy with decades of data.