Our trust & estate lawyer retired and we had been looking for another T&E attorney. Luckily, one of…read moreour friends directed us to Connie. We reached out to Connie (I think we called her or submitted a request via her website ) and she responded promptly (she is busy so the initial Zoom meeting may take a couple of weeks). In any event, in all our interactions, Connie was responsive, practical, knowledgeable, efficient and just a lovely person (funny too). I should mention that my spouse and I had a short time frame to revise our revocable family trust (along with wills, advanced directives, and power of attorney) and Connie understood and met our time constraints. One night she sent a draft of the revised trust at 1:30 in the morning. If we reached out to her at 9 in the morning, she'd respond promptly as well (within a couple of hours if that). Connie also understood our questions/concerns and provided clear and concise responses (whether via Zoom or by email). We really appreciated Connie's thoughtfulness, diligence, and assistance. I have recommended Connie to our friends. Btw, Connie's fee structure is very reasonable for the services provided. She is also forthright and, if you ask her, she will just tell you, this is what my services will cost. I do feel the need to rebut the one bad review (JW's review). What a strange review. Why would you want an attorney to provide services in an area in which they lack expertise? To me, JW's review is evidence of Connie's honesty and, quite frankly, JW should be thanking Connie for being ethical (vs some charlatan that responds with pay me and I'll give you advice in an area I know nothing about). As an attorney, the law is complex. You do not want someone to give you advice in area in which they lack expertise (sort of like, you would not want an ophthalmologist to conduct your heart surgery--just saying). Anyhow, an example of Connie's expertise: I go, hey Connie, why did you include this language, seems to limit protection against a wayward trustee who, in theory, could steal the assets of the trust (she gave a precise and clear answer). I do actively dislike critical reviews that are baseless. My personal experience with Connie was excellent. My spouse thought so too.

Connie is well versed in estate planning and helped us to update our old trust. She is straight to…read morethe point educating us on the complex language used in estate planning documents. Her fee structure is reasonable and she quickly gets the job done. She replies quickly to our emails and offers a free consultation to boot. Everything can be done remotely via zoom meetings and the only time we needed to go into the office was to sign the final documents. Connie is trusted and recommended!

Having a trust done can be daunting and confusing…read more I'm thrilled that we met Brian and he walked us through everything like a piece of cake. From the point of contact, he provided a webinar explaining the basics of what a trust is. Whenever I emailed him, he always has an auto reply message to inform clients when to expect communication responses and I love that. With every question and concern, Brian is there every step of the way. He is very responsive, clear in communication and supportive! Also, he is very approachable so that I don't become afraid of asking too many questions. From the time we did the questionnaire to the time the trust was completed for signing was about 1 month. He could prob do it quicker just depends on when you schedule your signing date. I'm glad we got this "to do" completed. It's been on the back of my mind since our first child was born. This is definitely someone that I recommend for anyone who needs a trust. It's very true that he builds relationships with his client for long term and not just one transaction.

I found him through a Met LIfe referral and am very glad I contacted him. He handled setting up my…read moreTrust, updated my POA and My Health Directive. He was very personable and responsive and explained every aspect simply and effectively. I absolutely recommend him for your legal needs.

From intake to execution seamless (intake form, calendaring, follow up, follow through, edits,…read moreperspectives, scenarios). Sarah, Kate, Christian, Naomi, are all rockstars in their own right. Excellent experience with a legal plan, great outcomes, and on point value. Thank you for making the process seamless!

I want to sincerely thank the incredible team at Summerall Law for all their help and support…read more They've provided us with outstanding customer service and are truly wonderful people to work with. They're A++++. Their dedication genuinely reflects the company's core values--a special shout-out to Ms. Sarah, Naomi, and Christian for their fantastic assistance and support. I wouldn't hesitate to recommend this company to all my family and friends

Pats great, very prompt and honest. Gets the job done quickly and just makes the process alot…read moreeasier. This is the second time I've used Patrick and his service is always top notch and doesn't gouge you like the others!

I genuinely appreciate Patrick taking the time out of his day to assist me in gaining some clarity…read moreon a few questions I had. I am confident that if you require a competent lawyer, he is there to provide assistance and address all your concerns promptly.

We pinched pennies with our first Trust, and it was not great…read more We brought it to LifePlan and worked with Pete. He reviewed the whole thing, told us some points of concern, and wrote a new Trust. Over two video calls, he discussed out needs and ironed out details. He explained every bit of it, answered questions, did the legwork to put our home in the Trust, and detailed our follow up actions. Stellar experience, I would recommend without hesitation.

I highly recommend LifePlan Lawyer for estate planning. Pete was great to work with over Zoom. He…read moreis extremely knowledgeable and thorough in the details of creating a trust and estate plan. The entire office made the process, which can be uncomfortable and difficult, as easy as possible. The best part is their business will continue so my family will be able to have their guidance after I am gone. I highly recommend LifePlan Lawyer.

Daniela makes the dreadful process of creating a living trust into a good experience. She is very…read morepersonable, and knowledgeable. She was very professional and responsive, we had so many questions and she helped us with all of them. I recommend Daniela to anyone who is looking into creating a will or living trust in California.

Daniela and team were very helpful, knowledgeable, and prompt. They kept me abreast of all the…read moresteps regularly and helped me stay on task even while I was busy and complacent with finishing what was needed for our trust. Highly recommend she and her office will keep you on track with your estate planning.

I found Michele Matsumura online and needed to do a review of an existing trust in addition to pour…read moreover wills and durable power of attorney docs for my elderly parents. She's very personable excellent at what she does and easy to talk to. It was nice to have an online meeting option which was more convenient than an office visit. The to do checklist on what to take care of is very helpful. I would definitely recommend her to those in need of an estate planning attorney.

Michele helped us update our trust and was wonderful to work with. She was very patient with our…read moremany questions and clear in providing advice in updates to our trust. I would highly recommend Michele and will be using her again in the future when needed.

Left them a very polite message last week, and left my phone number 2x in the voice message and…read morethey haven't bothered to call back. Unbelievably disappointed in the local legal community for the lack of follow up and lack of professionalism. Even if an organization is short staffed (which may or may not be the case here), the owners should always take care to ensure a caller feels valued and respected and at least call them back. Stay late if you have to just call folks back! I was polite and clear about what I wanted. My time is valuable and legal matters can be very stressful - please find a way to get the call backs completed. Should really be a top priority! Don't recommend. :/

They helped me with my Trust. They were thorough and got the job done. I couldn't have asked for a…read morebetter person to take me through a process as complex. Dan Hall and his team are masterful.

When my father passed in December of 2019, I had no clue of all the work that goes into probate…read more When my cousin suggested I get an attorney, I honestly thought to myself, "why? I have a paralegal degree." I had no idea where to start. My friend suggested the Law Offices of James J. Phillips, as one of her friends was able to get her Living Trust done in a hurry. Upon meeting Jim at his office in Castro Valley, I felt very comfortable and felt as though him and his team were very trustworthy. As we began to open probate, everything got pushed back because of the Court closures due to Covid-19. Jim and his daughter Katelyn did a terrific job in staying in contact via email, phone and Zoom meetings. They made the process so easy in a situation that was one of the most difficult in my life. They listened to my endless stories and made an effort to know me on an interpersonal level at a time when human contact was minimal. As a result of going through the hardship of probate (and at Jim's suggestion), I choose to complete a Living Trust, Last Will and Testament, and Advance Health Care Directive. Going through that process was easier than I thought it was going to be. I answered a questionnaire that Katelyn and I went over via zoom to be able to draft the documents. I then reviewed the documents, had another zoom meeting with her for corrections and additions and before I knew it, we were having them notarized. I can't thank Jim, Katelyn and their team enough. They got me through a very difficult process and I can't even put into words how much I would recommend their services.

First class all the way!!! Unlike several local Legal Document Assistants and several other law…read morefirms, this offices secretary actually called me back the very next morning and then I also spoke with the attorney the very next day! Very positive communication, honesty and transparency. What a welcome relief to be treated with decency and respect! It is shocking how many businesses do not have the professionalism to at least give a timely call back and even a small follow up. Mr. Phillips business doesn't fall into that category, thank goodness! They know their stuff and get it done!!!! Highly recommend!!! :)

I have to say that Duncan Law Firm was very courteous and professional in assisting me with my…read moreevery need for the preparation of my personal Living Trust. David was very kind, knowledgeable and thoughtful and made it easy for me to understand about what my specific options were. He was sure to make certain that a notary public would be on hand to have my documents acknowledged at the time of signing. The binder he furnished for me was so very well done and was specifically labeled for each of the different sections pertaining to the trust and the additional copies he furnished also for each of my beneficiaries were easily accessible for them. He assured me that I would be able to reach out to him for any and all questions or concerns I may have in the future at anytime. Since the completion of my trust, I have recommended and passed on David's firm information to friends and family. Needless to say, that based upon the time and effort David put into his work, what I received after all was completed and finalized, the overall value was very well worth it. A very satisfied customer!! RT

While waiting in traffic at the San Mateo Bridge I was rear ended at a high rate of speed. My car…read morewas totaled, the accident exacerbated an existing back condition that I already had. I missed a good amount of work and needed a lot of medical attention, that eventually resulted in needing a nerve ablation (termination). I knew I was going to need an attorney, and I had a lot of choices. The big firms that advertise on TV, the ones I see advertised on billboards on the freeway? I decided I wanted to be represented by a local firm that would give me personalized attention and would know who i was every time I contacted them. So I chose Duncan Law firm. I was instantly comfortable with David and always felt like I was in good hands. He took care of everything, he dealt with the other drivers insurance company so I never had to, he dealt with the very unresponsive staff at my companies HR department to get info about the wages and benefits I missed while out. I always felt that my case was of the utmost importance to him. I ended up being awarded the full term of the other drivers insurance policy, with no fight. All the money with no fight . It was definitely a win-win for me. I may need to have additional nerve ablations in the future, because the nerve endings eventually grow back, but now I have the money to offset the medical costs and to pay for my pain and suffering. I would strongly suggest that if you are in the need for a personal injury attorney that you choose David Duncan and Duncan Law Firm.