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.

It's taken me some time to write this, but our experience with Grant at Advance Planning is truly…read moreworth sharing. From the moment we called, we felt genuinely welcomed. During the call, everything was explained clearly--if we agreed to move forward, we simply needed to fill out a form and schedule an in-person appointment, which made the process smooth and straightforward. At our in-person appointment, Grant was professional, knowledgeable, and easy to talk to. He was upfront, clear, and provided all the details we needed to make an informed decision--so we moved forward without hesitation. He patiently answered all of my mom's questions and gave thoughtful advice that truly had her best interest at heart. From the moment we arrived, his down-to-earth personality made us feel comfortable. It's clear that he genuinely cares about helping families through these important matters. We're truly grateful for his guidance and highly recommend his services to anyone looking for someone kind, trustworthy, and experienced. (Para quienes hablan español, comparto nuestra experiencia a continuación en español.) Me tomó un tiempo sentarme a escribir esto, pero nuestra experiencia con Grant en Advance Planning realmente merece ser compartida. Desde el momento en que llamamos, nos hicieron sentir muy bienvenidos. Durante la llamada, todo fue explicado con claridad--si decidíamos seguir adelante, solo teníamos que llenar un formulario y agendar una cita en persona, lo cual hizo que el proceso fuera sencillo y organizado. En nuestra cita en persona, Grant fue profesional, conocedor del tema y muy accesible. Fue directo, claro, y nos brindó toda la información necesaria para tomar una decisión bien informada--por eso seguimos adelante sin dudarlo. Respondió con paciencia todas las preguntas de mi mamá y ofreció consejos muy acertados, siempre pensando en lo que era mejor para ella. Desde que llegamos, su personalidad sencilla nos hizo sentir cómodos. Se nota que realmente le importa ayudar a las familias con estos temas importantes. Estamos muy agradecidos por su orientación y recomendamos mucho sus servicios a quienes buscan a alguien amable, confiable y con experiencia.

My aunt recommended Grant to my mom and I. We were quite impressed by his ability to ease our…read moreminds. His relaxed demeanor, and knowledge of the laws, left little doubt that we were in good hands. He has an empathetic understanding of a person's predicament, while using his professionalism to act upon his client's behalf. -Yolanda Maciorski

I had my revocable living trust done with Elizabeth back in mid 2018 and I was very happy for the…read morequality of service she provided. I am one of those people who try to search through internet and buy software to do it ourselves. Although, I learned a lot in the process but wasting a lot of times and efforts. To make long story short, I had requested several quotes from estate attorney through yelp and also from the estate attorney provided by company where I work for, I ended up choosing Elizabeth as my estate attorney. So, don't waste your valuable time. If you are reading this review, you must have already done your research. Call or message her now. I would recommend her service to friends and family and anyone I know.

Elizabeth Mackey-Sall is a detail oriented attorney with a personal touch. She has an in-depth…read moreknowledge of the law and tailors your estate planning around your specific situation. Elizabeth is excellent with follow up and will give your case all the attention necessary. We could not be happier with her as our attorney. Highly recommend!

As the year comes to a close you consider all the adulting tasks you need to take care of. Any…read morechanges throughout the year will mean updated legal documents. We scheduled an appointment - conveniently over video, to discuss our legal document needs. Tracy listened to our needs , gave us advice, and immediately got to work. She came to our home to present the documents, notarize signatures, and we were finished, easy peasy. Professional, knowledgeable, fast, and convenient. Yes, I absolutely recommend! Bookmark this one, you may need it someday.

I'm incredibly grateful I chose Tracy to help me finish my divorce paperwork. Her pricing was fair,…read moreshe stayed on top of everything, and she helped get my divorce finalized in just a couple of weeks. Life gets busy, and I had started the process but needed someone reliable to see it through. Tracy stepped in and took that responsibility seriously. Even after my dissolution was initially rejected, she reassured me she would stick by my side until everything was properly submitted, and she truly kept her word. If you're considering working with her, don't hesitate. She's professional, dependable, and genuinely committed to getting the job done right. Highly recommend!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Due to an unfortunate series of events, our family trust was left without a trustee to access and…read moredisburse funds. Beginning and proceeding with only phone calls, email and notary, as I live across the country, Janelle walked me through the steps, created the required documents and petitioned the court to resolve everything.

From the owner: Janelle Hansen has dedicated her law practice exclusively to the area of trust and estates law…read more After working for a small probate and trust litigation firm and a large estate planning firm specializing in tax planning for high asset and net worth individuals, Janelle started this firm to create a personalized experience for her clients, tailored to their needs and family values. She works closely with her clients to prepare their trust, will, financial power of attorney, health care directive and other transfer documents, to facilitate the administration of their estates, when necessary.

I don't usually write Yelp reviews, but I had to for this because of how stressful the K-1 visa…read moreprocess was My husband and I worked with Anh from start to finish! K-1 visa, dealing with the US Embassy in Greece, getting married here, and then filing for Adjustment of Status. It's A LOT paperwork and back and forth. Anh was our main point of contact the whole time and she was amazing. She handled basically everything document-related and was the one communicating with USCIS and the embassy for us. I feel like without her, we would have been completely lost or second guessing everything we submitted. She would tell us exactly what we needed, when we needed it, and made sure nothing slipped through the cracks. Anytime we had questions or were confused, she got back to us and explained things in a way that was easy to understand. We always felt like we were in good hands. If you're going through the K-1 visa process or anything immigration-related, I definitely recommend working with them! Thanks Anh, Eric, and Dan. We're celebrating our first wedding anniversary because of you guys!

We cannot say enough wonderful things about Anh and the incredible support she provided throughout…read moreour adoption journey. From the very beginning, Anh was knowledgeable, professional, patient, and compassionate. She guided us through every step of the process, answered our questions promptly, and helped ensure that all of the paperwork was completed accurately and on time. Adoption can be an emotional and sometimes overwhelming process, but Anh made everything much easier by providing clear guidance and constant support. Her attention to detail and dedication gave us confidence and peace of mind throughout the entire experience. Thanks to Anh's hard work and commitment, our adoption was successfully finalized, and we are forever grateful for the role she played in helping our family reach this special milestone. We highly recommend Anh to anyone seeking a paralegal who genuinely cares about her clients and goes above and beyond to help them achieve their goals. Thank you, Anh, for helping make our family's dream come true.

Sofia is articulate, smart, and pays attention to detail with everything she does. I was divorced…read more11 years ago and my ex-husband has refused to comply with a court order on a pension qdro. She has been extremely helpful throughout the process and I couldn't appreciate all of her hard work and effort. She truly cares about her clients and takes the time to listen and walk you through what is already a difficult situation. Save the thousands of dollars an attorney will charge you and have her prepare your paperwork and represent yourself. She is AMAZING! You will not be disappointed! Thank you Sofia!

From the owner: At Lozoya Legal, it is our number one priority to make our clients feel like they can do anything…read more Often times when we end up in situations where legal intervention is necessary, it can be overwhelming and the legal system can be difficult to navigate. Here at Lozoya Legal, we pride ourselves on patience and compassion to serve the community always. You can trust us with all of your document preparing needs.

I'm writing as the parent of a client who need it help with a family matter the , communication…read moreprofessionalism knowledge compassion work ethics , honesty and empathy during this difficult and challenging time was incredible , I saw how supported and informed my daughter was by Attorney Richard Rose this process I it's been challenging to say the least but I would confidently say that Attorney Richard Rose has been there in every step of the way , I definitely recommend Him to families that are going through similar situations.. He is the best

Mr Rose is an exceptionally easy lawyer to work with and he makes every interaction feel safe and…read morecomfortable. He is a great straightforward advocate for his clients. We have dear family friends who used his services to guide the mom through an extremely acrimonious divorce process. The spouse was not only a bully but also abusive. Mr Rose carefully guided our friend through this painful journey in just 4 months after she had spent almost 2-3 years trying to get her divorce. Mr Rose is also one of the few experienced attorneys in Contra Costa County who is bilingual. I highly recommend his services.