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    Curl Cathleen M

    3.0 (2 reviews)

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    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.

    Janet Fogarty & Associates

    Janet Fogarty & Associates

    3.0
    (4 reviews)

    For the first time in my life I found myself in need of expert advice from a Real Estate Tax…read moreAttorney. I needed someone to usher me through an incredibly complex, emotionally-fraught Trust real estate tax situation that had been in limbo for 21 years. The possible financial consequences to me were significant. Janet Fogarty was referred to me by a local financial adviser, and I have to say, she was an answered prayer. In late October of 2019 I met her for the first time, for an in-office consultation. Her manner was caring, focused, serious and utterly professional. She listened attentively, asked a lot of questions and took copious notes while I explained my situation. She then offered several scenarios whereby this problem could be solved. None of them a guarantee - but in that first visit she allowed me to see this was, in fact, a solvable problem. Unsurprisingly, this did not happen quickly as the wheels of bureaucracy, mired as they are in red tape, never move fast. So it took several months for this to finally be solved. She was very good about maintaining contact and keeping me apprised of the progress, which ended up coming to a near-halt in early March because of the pandemic. Yet, she persevered. In mid-April she called with the wonderful news that the issue had been solved, and to my very great advantage. Her decades-long relationship with the San Mateo County Tax Assessor's Office was a HUGE "plus" in reaching the resolution I needed. She knows the personnel, she knows how to interact with them, and she knows the exact right questions to ask. I could not be happier. If I am ever in need of real estate tax advice again - she will be my first call. I've already recommended her to two friends. My gratitude is beyond words. (I have zero personal relationship with her. I am receiving no "compensation" for this review. This is from the bottom of my heart. Nothing but thanks.)

    I was not represented fairly. I regret choosing her as my lawyer. She did not really do what she…read morecould and should have done in my defense. Not assertive enough reactive not proactivand Total waste of money

    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!

    Curl Cathleen M - lawyers - Updated August 2026

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