My adult daughter and I met with Joe Barton to set up our revocable trusts/wills. Joe and his…read moreteam were fantastic! (Prior experience with another legal team had been unsuccessful and extremely frustrating.) Joe was knowledgeable, thorough, patient and very accommodating. Working with him was an extremely positive experience. I feel very fortunate to have found Joe, and highly recommend him .

Joe helped us with setting up our revocable trust and he was great. He made a complicated process…read moreseem easy and seamless. He also was clear concise and consolidated. I thought the process was going to be really expensive but Joe's fees were very reasonable. I would recommend Joe to anyone going through this process.

We knew we needed an estate plan, but kept putting it off...who wants to think about the "what ifs"…read moreassociated with bad things happening. Then a close friend of ours was involved in a serious accident, and we realized that a horrible accident without a plan could potentially turn into a nightmare for us. Luckily we found Matthew Harris. Mr. Harris seamlessly guided us through the decisions and paperwork, making us wonder why we didn't do this sooner. I have a daughter from a previous marriage, and Matthew was able to talk us through different scenarios and create a a plan that would help keep everything fair should I pass first - something I'd never even thought about! We were also nervous about the cost; was this process going to turn into a never-ending expense? The answer?: No. We felt Matthew provided a level of expertise, guidance and counsel that was in line with his flat fee - which we felt was extremely fair. Thanks Matthew!

I am pleased to write a review for Matt. I first met him as a new neighbor across the street from…read moreme. He is a kind, helpful, and friendly man with a lovely family. When my last sibling died in 2018, I asked Matt to help me review and update all my estate planning documents. He did a wonderful job, taking my outdated information, determining the changes I wanted to make, and explaining to me new changes that he recommends that I adopt. All of that information came back to me in one completed notebook, which was easy to access, have notarized and officially filed. All the details were taken care of, and Matt has been great to work with. He has also been available to answer several follow up questions. I am very happy with his personal and professional work, and can , without reservation, recommend his work. M. Alderman

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!

My mother's probate interests have been represented by Margaret ("Peggy") O'Dowd, a lawyer in…read moreWald's office, since 2005. Peggy has rendered excellent service despite the many complications in my mother's case. She and her office are detailed and provide excellent follow-up on all matters, large and small. I highly recommend her services to anyone requiring a probate attorney.

This firm does Trust, Estate & Fiduciary litigation only (not estate planning). As your parents…read moreage, the sibling that is the trustee can often exert undue influence over the aging parent and their finances. In this era of financial elder abuse, it is often too easy for a trustee to use the trust's bank accounts like their own personal checking account. This firm greatly assisted me in getting a final settlement. The firm can also be used in mental capacity cases. I would highly recommend Attorney Robyn Christo of Epstein Law Firm.

I am in my 70s and recently widowed. We have a trust but some of the accounts needed to go through…read moreprobate. They are very patient with me and I deeply appreciate it.

We are in our early 30s and were looking to setup a living trust and legacy protection for our…read morechild but did not really know where to start. We got a few recommendations from a friend, but none of them panned out because of cost, lack of responsiveness, or us having a "bad feeling" about some attorneys. We found Michael on Yelp and could not be more happy! Michael and Louis have an amazing philosophy, are extremely helpful and personable, and inspire so much confidence. We came to them knowing very little of what we needed or how to accomplish it, but knowing our end goal of securing our legacy and financial future. They walked us through every step, every word, and empowered us to make the right decisions for us. From the planning phase, to the homework, to the review and addition, they were only a quick call, text, or email away. They were also extremely thoughtful about aspects outside the legal trust that were invaluable, such as how to talk to our advisors, trustees, executors, and family members. Additionally, they were extremely communicative, upfront, and honest. I could not recommend them anymore.

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!

JR Hastings has been helping me with my parents' estate documents (trust, property deeds, etc.) for…read moreabout 14 months. All documents needed updating with the passing of my mother and brother. JR Hastings was wonderful. Explained the process and what to expect in terms of timeline, meeting frequency, and cost. He always responded promptly (via email or by phone) to my questions and explained things in a way I could understand. His help made a very difficult year a little easier.

The lady who works here is so rude! I was walking by their…read moreoffice this weekend to go to Kaiser with my son and this lady shrieked, "Eww!! Get away from me, you don't even have a mask on. Get out!" I was about to put on my mask, but wanted to set an alarm on my phone for when the meter was done. I have never been so mistreated and humiliated before. She made me feel like I was a scum. I don't know how they could provide a friendly and professional service to the community. I don't normally add comments like these on yelp, but I felt like I have to with this place.