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    Law Offices of Amir S Sarreshtehdary - Amir Sarreshtehdary

    Law Offices of Amir S Sarreshtehdary

    (165 reviews)

    Amir was wonderful to work with during a particularly hard time after my mother passed…read more Amir was highly communicative, responsive, knowledgeable, efficient and overall a pleasure to work with. Highly recommended.

    He is quick on turn-around, as others noted. If someone wants a quick, adequate trust and ancillary…read moredocuments, he will be able to provide them. He uses a service that provides four types of trusts, and he explains the difference between each one in simple terms. We had a trust and all of the related documents completed by the top firm in the area. Upon an independent review, one issue was pointed out to us. The firm that had been working with us was swamped so, based on all of Amir's reviews, we decided to have him make the revisions. We told him why we were there and that we would have his documents reviewed before we signed. He was given the existing documents and told the points that were especially important to us and the part that we wanted changed. We got a draft very quickly. Great turnaround. But, he missed some key points. It was also frustrating that he sent them in a format that couldn't be converted to Word or PDF and set the link to expire in 5 days. When asked about it, he said it was the platform and necessary due to the size. First, I edit books and size isn't the issue. Second, we checked on the platform and the user controls the parameters. We finally got the documents printed and hand wrote notes on them. We were irritated and frustrated by how little attention he paid to our requests to port over sections from the existing trust. He was hurt by our comments. For someone with his CV, I would expect him to know that business is not personal. But, he wanted us to apologize in order to move forward. Because he appears wedded to his forms, he didn't draft the sections that we specifically requested up front. When we pointed it out several times, he asked us to write it. What we wanted was not unusual or difficult, but it didn't fit his forms. He couldn't copy it from the existing trust. That was mind blowing given how many hours he billed us for reading our trust. When the documents were finally at a stage where we were satisfied, we told him that we were sending them for independent review, as we had previously stated. This seemed to upset him. Two last issues: first, my husband thought he was sexist and dismissive of me. I am used to men looking at other men when answering my questions, so I didn't notice it. Second, I wanted to pay via electronic payment. Amir said he took Zelle. I accessed the app and asked him to put in his information. I asked him to double check it. My bank sets a limit on daily transactions. He said that was because of my credit score--others had higher limits. I took affront to this. My credit score is great. I sent the money to the info he provided. It bounced. I had to work with the bank to unwind the transaction. I asked Amir to send me his Zelle QR code. Instead, he sent not one but two demands for the full amount to my Zelle account. Since a Zelle demand for payment in excess of the bank's limit cannot be made, I had to reject both. I tried to send him a payment for the allowed amount, but the flagged his request and my attempts to pay him as fraud and froze my account. Because Amir refused to follow simple instructions, I had to spend hours with bank fraud investigators to have my account restored and verified. I have had my account at the same bank since I was in kindergarten and we were encouraged to save. My husband was counsel for banks and has banked there even longer than I have. Because we have joint accounts, his were frozen. This meant that our quarterly tax payment, health insurance, and other vital payments were being held. All in, Amir turned out documents quickly. Was pricey compared to the firm we regularly used, and appeared to struggle with either taking directions from a woman, or drafting documents and following instructions.

    Fiduciary Resources

    Fiduciary Resources

    (11 reviews)

    BEWARE DO YOUR RESEARCH and read through what powers of…read moreattorney you are giving to this organization, Easy to sign your family life away. Review and document what billing rates you agree to! They are good with adding on hidden or unexplained rates. It is easy to rack up billing time as they charge a high fee per hour even if it is just to review questions to clarify their own services. My family was charged for services with my mother that she did not agree to, they were able to bill without notifying us beforehand of the payments due. This is due to the powers my mother signed over to them to be used only in emergency but they were able to charge our accounts that they helped manage.

    Review for FIDUCIARY RESOURCES By Benoit…read moreAssociates with Coldwell Banker Realty We have been working with Caron, Audra, Mike, and their Team for over 6 years and have found them to be very professional, effective, and extremely reliable. If they say something will be done by Thursday, you can absolutely count on it. Their communication and management skills are "stellar" and it's always "service with a smile" too! If they are handling something for you (conservatorship, transaction, etc.), put your mind at ease - you're in very good hands. If you or someone you know would like to talk directly with us about our experiences with Fiduciary Resources, please don't hesitate to contact us. They're truly the best and care deeply about their clients. Sincerely, Tom Benoit, Broker Associate (CalRE#00754169): 415-258-4145, tom.benoit@cbnorcal.net Ben Klugman, Realtor Associate (CalRE#01293608): 415-258-4145, benklugman@gmail.com

    Law Offices of Mary L. Symons

    Law Offices of Mary L. Symons

    (1 review)

    There's certain things in life that are always a little bit more difficult to navigate the normal…read morefor everything else. Like selecting a doctor a dentist and an attorney. But these are all Milestones that we will all cross at one time or another. I belong to a Foodies group that I absolutely love and I love the people that are in it and one of the ladies in the group is an attorney and she handles trust law and wills. It has been our pleasure to know her socially but professionally she's seated are expectations. Mary has always been one of our first friends in the group and a lively person to chat with during social engagements. And building that trust on a personal level we were able to decide to ask her to represent us to make our wells. We had come to know her as a dedicated professional knowledgeable attorney. Though we never talked much about law when we would spend time visiting with each other it was apparent that she was very skilled at what she did. Because of covid-19 are few meetings prior to actually physically getting together and signing documents and we did this via video networking. Everything worked out perfectly there were things sent to us to look at incorrect but we covered everything every little single piece. The nice thing about the way that she presents something is she will pose questions that leave a thought in your head so you may come to a conclusion with your own decision of how to face it at the end. Things I wouldn't have thought about on my own. We finalized everything today and had it notarized. I couldn't be happier. I felt my every need and request was fulfilled and thought through by her before I even touch the paper. My wife was also a customer and very satisfied by how the whole thing was handled and Mary was a superstar. We have to say that Mary is trustworthy educated thoughtful sensitive and listens to you. Your needs will be fulfilled. Highly recommended. If you liked our review please vote below and follow us.

    From the owner: For over 30 years, Mary L. Symons has provided personalized, high-quality services in estate…read moreplanning, probate, and trust administration matters throughout the Bay Area. Mary L. Symons provide her clients with personal attention to assure their needs are always met, setting the highest standards for estate planning needs. As a Certified Estate Planning Specialist by the State Bar of California, Board of Legal Specialization with a Masters Degree in Law Taxation, Mary L. Symons has the experience and skill to protect you and your family's assets for life. Ms. Symons is also AV rated by Martindale Hubbell. Call today to speak with an estate planning specialist!

    Epstein Law Firm - willstrustsprobates - Updated September 2026

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