If you're looking for someone who's great in dealing with family trusts you've come to the right…read morelawayer! Lorilee was able to answer all of my questions effectively and on point. No wasted conversation, just concise answers to a difficult family trust situation. Also, her assistant Monica is great in sorting out exactly what you need before meeting with Lorilee. I will use her again. I give her 5 stars! Kevin Rowland, Santa Rosa, Ca.

The Trifecta!! THE BEST LAWYER AND WORK ETHIC AND COMMUNICATION SKILLS we've met! In minutes she…read more"got it" in regards to a VERY complex trust case that other attorneys we had worked with (sadly) could not even comprehend!! Lorilee really knows her business and has a great network. When presented with our dozens of questions, she knew all the answers, and she gave us crucial advice we had never heard before!! In legal matters, you MUST know your attorney has your back - and she will have yours, too. WE COULDN'T BE HAPPIER!! PS - I almost never leave reviews - but this is an exception that must be made.

I had a consultation back in February with Erica Copenhagen…read more She was very professional and informative. I was under the impression that there was no charge for the consultation. It wasn't until over two months later I was billed $566.67 for the consultation because I did not go with their firm. The only thing they made clear was that if I did not show up or cancel within a certain amount of time that they do charge. But they certainly did not make it clear that if you don't use the firm that they charge you for your consultation. To be clear, I would never agree to a consultation to pay $566.67 to a business that I did not know whether I would choose to do business with them or not. Erica returned my phone call today May 18, 2026. I explained the situation to her and through the course of our short conversation she consistently cut me off and talked over me. I had to ask her to please let me finish my sentence. At that point, I was informed that she was busy and had a client she had to get to but all the same she continued to over talk me on the matter. BE AWARE THEY CHARGE YOU FOR A CONSULTATION WHEN YOU DON'T USE THEIR FIRM!!!!!! And now I see backpedaling and miss information from Erica's response to me. You are not telling the truth. There's no way in hell you ever told me that there was a $566.67 charge three times. I would not have a greed to a consultation especially at that price. I don't know how many ways to phrase it to you, Erica, but it was not made clear to me that if I did not use your services, I would be charged. It's that simple. I don't expect people to work for free! By the same token, I just came in for a consultation to see if what you had to offer, was compatible to what I was looking for in a law firm.

RUN! I wish there was something lower than one star to give. I live on the East Coast, and in…read moreSeptember 2024 I needed an estate attorney to assist my Uncle in his creation (and not long after) the implementation of his Trust. Erika did not provide the necessary and proper guidance. This resulted in going through a lengthy court process which I was trying to avoid by hiring her. When I asked her specifically why I was not informed I needed to take a particular step, she said "I did inform you." Which is a blatant lie!!!! Had Erika informed me I would have taken that step - why wouldn't I? I did everything she asked. She said do this - and I did it. She said pay this - and I paid it. I was hanging onto every word, advice, and counsel - I would have jumped off a cliff had she asked me (facetiously of course). The point is - I trusted her. I was following every instruction. At the final signing I asked if there was anything left to do? She said "no." I have never been through a Trust process before and communicated my naivety numerous times. I relied on Erika's guidance but am woefully disappointed. I have never written an online negative critique before. However, I feel compelled to share my experience in hopes of keeping someone else from poor advice. My Uncle's estate was small and uncomplicated. This should never have happened. The sad truth is, had Erika just owned up to the mistake, while disappointed, I would have understood (mistakes happen), and I would have stayed with her. But to lie about it and put the blame on me is beyond wrong. Not the adult or professional thing to do. Word of advice - Erika Copenhaver presents well, however she's a wolf in sheep's clothing. She doesn't truly care as she espouses. RUN!

Kevin is patient, kind and knowledgeable. He answered all my questions in a way I could…read moreunderstand. Call him with your questions, and I am sure that you will be glad that you did!!

We could not have asked for a more knowledgeable, precise, kind, respectful, and patient attorney…read moreto create our trust and wills. He explained everything in detail and answered all our questions every step of the way. We, unfortunately, needed everything done in a relatively short period of time and he was able to pull it off! We are so impressed and grateful to have met Kevin and had the opportunity to work with him. Highly, highly recommend!

Ms. Penzotti is the BEST in what she does! Trust her with my life. Not very many people like her.read more

Ms. Penzotti is very professional, accommodating and easy to work with. She is responsive and gets…read moreback to you the same day. It was very helpful working with her on my prenup agreement. I would recommend her highly to anyone. There are few like her.

James has done a lot of work for me from helping write my new Trust, Durable Power of Attorney, and…read moreWill. He also got all the paperwork done with changing the Title on my house in spite of some problems that came up do to my past mistakes. James is an excellent communicator, and has a great understanding of complex issues that shows up in the work he does. He's patient, efficient and very reasonable! A very nice guy who is a perfectionist!

Great communication! Always got back to me quickly and were so awesome…read more I highly recommend James and Dina.

One's own death is the most personal thing of all, yet there are legal requirements, financial…read moreconsequences, and medical decisions one had best consider in advance. I've worked with two other estate planners, compared to whom Roy Johnston has clearly superior skills, experience, and temperament. Now, following a few meetings, and at very reasonable cost, I've got a reliable plan for dealing with both the uncertainties and inevitabilities in my future.

Roy Johnston was excellent in helping us put together a family trust…read more He took us through the somewhat tedious process step by step in such a way that it did not feel tedious. He broke up the process into measurable tasks, and guided us through each step with consummate professionalism, aplomb, and humor. We felt like our financial issues were in the hands of someone who was not only an eminently capable attorney but also someone who genuinely cared about his clients and the quality of his work. His support staff was similarly capable, helpful and relational. My wife and I give Roy and the Law offices of Johnston Thomas the highest recommendation for this kind of legal work.

My experience with James Zakasky was to be quite honest, disappointing. Seems like a nice guy, but…read morejust not a very good attorney. Paid thousands of dollars with no results. Interest in the case or ability to handle the case seemed to be lacking. In all honesty, I could not recommend him to a friend.

James accepted my first call even though it happened to be on a holiday, patiently gave me…read moreguidance, then reviewed trust documents and supplied the Certification for Trust the *very next day*. His fee was extremely fair, in that he charged only the low end of the reasonable price that he'd originally quoted. He was quick, efficient, compassionate regarding the situation and is a pleasure to work with. Highly recommend.

My elderly aunt hired this attorney for estate planning assistance ahead of surgery and the…read moreattorney took her money and never delivered documents. She has not returned phone calls or voicemails. I have reported her to the California State Bar for attorney misconduct and encourage others with similar experiences to also submit a complaint. https://www.calbar.ca.gov/Public/Complaints-Claims

Highly recommend to run away! We spent $3000 filling out a trust and I have not heard back from…read morethem since. Left five voicemails over the course of three weeks and they have yet to return my call. Had to stop by their office and the doors are locked. I still do not have my trust and I can only conclude they ripped me off. So frustrating, considering I have a special-needs child and not sure what to do in the event something happens.