Robert helped me navigate the ins and outs of my mother's probate and trust process and was a…read morefantastic partner every step of the way. He obviously knows the process, even though it varies from county to county.

Introductory call went very well. Robert answered all my questions and added so much more. Zoom…read moremeeting is next after I gather the information suggested from our first call with the aid of a very comprehensive PDF document to fill out. The paperwork looks daunting but Robert assures me that digging deep into my financial profile isn't the aim, it's really a simple gathering of assets to figure out what my plans are if I become incapacitated in any way. I love that Robert was attentive, and especially when I told him that my 3 cats' lives were important to me should I be unable to care for them. I look forward to working with Robert to secure my assets and the care of my 3 cats should I be unable to do so.

We recently worked with Cross Estate Planning to create our family trust and we had an excellent…read moreexperience working with Dave. His attention to detail, patience, and knowledge were greatly appreciated throughout the entire process. Estate planning was completely new to us and honestly felt a bit overwhelming at first, but Dave took the time to explain everything clearly and answer all of our questions without ever making us feel rushed. He guided us through every step of estate planning, and made what initially felt intimidating into a smooth and reassuring experience. We are so grateful to now have everything in place for our family and highly recommend Dave and the team at Cross Estate Planning to anyone looking for a knowledgeable and trustworthy estate planning attorney.

Great experience! Very helpful! Replied to me in one day and helped with my problem…read more Natalia

Marina is a pleasure to work with. She explains everything and has lots of contacts for other…read moreprofessional services that make this annoying process just so much easier. Her fees are in line with the average for her field and the Bay Area. What I am saying is yes, it's expensive, but I feel I got my money's worth.

Our decision to use Marina's services to restate our Trust was fairly easy to make after a free…read moreconsultation interview with her as well as reviewing her many short and informative videos on her website on subjects related to Estate Planning. Marina's skill of explaining legalese in layman's terms was invaluable in crystallizing our thoughts and very helpful in tailoring our restated Trust, Wills, and related documents such as Advanced Health Care Directives, and Durable Power of Attorneys just as we had intended, bringing us the needed peace of mind. With Marina's responsiveness and efficiency we were ready to sign off on the completed documents just after two 40 minutes zoom call meetings with her. The entire process was educational, streamlined, and stress-free. We would not hesitate to reach out to her in the future should there be a need to amend any of our estate planning documents.

Lisa is a knowledgeable, friendly and trustworthy attorney. I am very lucky to find her to do my…read moreliving trust which provides great protection to my family. Her price is very reasonable for the excellent service she provided. I highly recommend Lisa if you like to provide legal protection to you family. Susan D

As a Registered Nurse, I understand how important it is to have an Advanced Healthcare Directive…read moreprepared in advance by an attorney. I conducted research online to determine who I should go to and who was the best fit for me. Happily, I found attorney Lisa Chan. She went above and beyond my expectations. From my first phone call to meeting her and completing the Advanced Healthcare Directive, my entire experience with her was wonderfully positive. Her rate is very reasonable in the Bay Area. She was very patient in listening to and answering all of my concerns and questions​ and offered professional guidance on areas I was unfamiliar with. It is evident that she is very knowledgeable about her practice. I can feel that she truly cares about her clients and treats them with respect and dignity. I will definitely be returning to Lisa for future services and highly recommend her.

Adam helped us get our estate plan in order for a reasonable cost. Efficient and informative.read more

We worked with Adam to set up our Revocable Trust and our wills after being referred by a friend,…read moreand I can't say enough good things about the experience. Though we went through much of this remotely due to the pandemic, from the very first meeting, it was clear that he's not only incredibly knowledgeable and thorough, but also a genuinely kind and empathetic person. A true family man who understands the emotional weight of estate planning. We had put off this process for years--it always felt too tough. But Adam walked us through everything with clarity and patience. He explained the legal concepts in a way that made sense, and gave us a detailed checklist to help transfer all our assets into the trust. That alone was a game-changer. What really stood out was how he handled the heavier topics with a matter-of-fact approach that was still deeply compassionate. He made it feel okay to talk about the hard stuff, and that made all the difference. Thanks to him, we now have peace of mind knowing our family is protected and our wishes are clearly laid out. I honestly can't imagine how we'd feel today if we hadn't taken this step with his help.

I met Cheri Michaelis a few years ago at an estate planning council meeting, and she left a lasting…read moreimpression. It's important to note English is not my first language. Cheri was incredibly understanding, she took extra time to explain things clearly and make sure I felt comfortable. This is what you want when you're being financially guided. I will continue to refer her to all my family. Her warm, friendly personality and eagerness to answer all my questions made the experience reassuring. Cheri truly cares about her clients and goes above and beyond to meet their needs. I highly recommend her to anyone looking for a compassionate and skilled estate planning attorney.

Estate planning overall seamless experience from start to finish, reasonable cost for services…read moreprovided (living trust), thoroughly explained everything, friendly, professional team and love that this firm is woman owned/staffed this was a huge plus for me they really understood my needs Kudos!!!

Esther Su handled the restatement of my Living Trust. Her trust package included Powers of…read moreAttorney, Healthcare Directives, Wills, Certification of Trust, and notarization of all documents. She was very thorough and extremely fast. Within 1 week of the initial meeting, we were back in her office to notarize the final documents. Her attorney's fee were the lowest out of the 3 attorneys I compared. She is very compassionate and patient, yet efficient and knowledgeable. Her offices are conveniently located and she is very responsive by email, even on evenings and weekends. She even provided additional advice to me as I settled my deceased parents' estate. I highly recommend Attorney Su for all your estate planning needs.

Esther is super professional ,efficient and passionate. We were under the circumstances that we…read moreneeded to do the trust asap.She worked on our trust so fast for us.All the documents were ready to sign in 4 days. It was a big stress relief. She gave us good suggestions and guidance . I strongly recommend Esther.

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.