We spoke with Jonathan Johnson at Gubler Winn, and I can't tell you how refreshing it was to work…read morewith someone as knowledgeable, genuine, and approachable as Jonathan. He provided invaluable guidance on trust administration, helping us navigate in-kind distributions to beneficiaries, and also assisted us in preparing our own estate planning documents, including our Advance Health Care Directive (AHCD), Durable Power of Attorney (DPOA), HIPAA Authorization, pour-over wills, and joint revocable living trust. The quality of guidance we received was exceptional. Jonathan took the time to answer every question thoroughly and made what could have been an overwhelming process straightforward and easy to understand. We highly recommend Jonathan @ Gubler Winn.

My wife and I had our family trust updated by Sarah in 2024. If you are looking for an excellent…read moreattorney to create a trust, or update an existing older trust, look no further than Sarah. She is exceptionally knowledgeable, friendly, professional, responsive, and her rates are very fair. We are extremely happy with her services. You are getting what you pay for when investing in trust and estate services - don't skimp on something as important as this.

Gabe at Katzner Law Group is the best! Gabe just finished creating our trusts and wills. Trusts…read moreare new to us. Gabe was very responsive to our frequent questions, answering promptly by email and arranging zoom calls to discuss the more complicated issues. With Gabe's incredible legal knowledge, accurate and fast work style and engaging personality, we could not be happier with our decision to work with Gabe. Highly recommended.

Gabe is a pleasure to work with. The entire process was timely, concise and efficient. I could not…read morehave asked for a better experience and I look forward to working with him and his team in the future.

Very personal and the price was reasonable. Very patient at explaining the complex legal matters…read more Glad we chose her.

I wanted to write an update to my previous review. Asha returned my call and scheduled not one…read moreappointment but two. However, this time my mother was ill and couldn't attend. But I want to say that she was very accommodating and tried to work with our schedule. I was able to have a conversation with her and found out that we had some things in common. I believe that she will get the job done for you if given the opportunity. Asha, thank you for responding and being attentive. Ana Willis

Ione is an amazing attorney. 3 years ago she helped my mother create a living trust, and sadly a…read moreyear ago my mother passed away. Ione provided highly skilled, thorough support to both my mother in creating her trust and for me as trustee to administer the trust. I also have since created my own trust after now understanding the importance of organizing my affairs before I pass away. Ione has a lot of decades of experience and knows exactly what she's talking about. I highly recommend Ione as a trust attorney for any family. She is honest and her prices are very reasonable, about half of what friends have been quoted elsewhere. I recommend her to all of my friends.

I hired Ione Rummery to assist with my father's estate. She was a wise choice: she was…read moreknowledgeable in all areas where I needed assistance and helped me navigate the nuanced of California and Federal law. She was able to respond to my calls and emails within a day, and usually the same day, and the final bill was reasonable. I would not hesitate to recommend her.

We didn't even do business because he didn't specialize in my particular problem, but he went above…read moreand beyond the call of duty providing me with referrals and following up to make sure they contacted me. If I need an attorney to do the things he specializes at I will use Asaph without hesitation, very thoughtful, empathetic, and considerate. You find an attorney like that keep him!

I recommend Asaph Abraham great service he answers all my questions very professional and always…read moreanswer all my emails and calls

If I could give 0 stars I would! This company has not paid on 3 invoices for me personally, not to…read moremention the family that they are withholding funds on their special needs trust. There have been no call backs and no responses to emails to ask for more information or to notify me of the delays. Super disappointing! Very poor communication and terrible handling of the case. Feels very Sus!!

My husband lost his leg and use of his arm in a motorcycle accident, our attorney chose CPT. Our…read morelives were upside down after his accident and once the settlement was finally over, our lives once again have turned upside down and this time because of this company. My husband never gets his monthly funds on time, we call we text we fax we email with NO CALL BACK! Our bills are behind we can't even get extensions, we never know when the funds will be available. Not to mention that they never put the full amount in the account. HOW DARE they do this to disabled people, shame on them! They are using all of our funds EVERYONE'S for investing and does anyone see a profit from their investments? NO they pocket it! There mission statement is such a lie! Has anyone ever gotten their funds in 24-48hrs after turning in receipts? NEVER! BEWARE OF THIS COMPANY!!

Very helpful. Answered all the questions about setting up our special needs trust…read more After they completed the trust we were shown the exact follow up needed for us to fund the trust. They are also availble to answer any questions we may have in the future.

Great experience with estate planning. Process was easy and fast. Fast answers to all questions…read moreasked. Friendly and helpful service.

Joseph and his team helped myself and my ex husband thought a divorce that while not complicated -…read morewas emotionally charged. Their team was patient, respectful, and beyond helpful. They treated us with respect, they were timely, and helped us transition. I am very thankful they were recommended by a friend. - Forever Grateful.

My mother recently passed away and I had questions concerning her will and assets. My husband spoke…read moreto Joe over the phone and he took the time to help us out. We truly appreciated his kindness and patience. My husband and I will be contacting him soon to get our own things in order. Thanks Joe!

I attended an Estate Planning workshop hosted by Shoup Legal and it was the perfect place for my…read morefamily and I to get started with getting our estate plan together. We had a lot of questions about whether a will or a trust was right for us and how to go about getting it done. The presenter was very knowledgeable and addressed all our concerns. We are confident moving forward with Shoup Legal and would recommend them to anyone who needs to get their estate planning in place!

From the owner: We help families and individuals plan today for peace of mind tomorrow…read more By discussing your unique needs, we develop a plan tailored to your situation. Whether setting up a revocable living trust, preparing a will, designating guardians for minor children, or creating advanced health care directives, we develop your Estate Plan to honor and protect your wishes. Shoup Legal was founded on the idea that visiting an attorney should be a pleasant experience and not an uncomfortable one. We believe you should be treated with patience, dignity and respect. We take the time to ensure every step of the process is clear and well explained by knowledgeable and experienced attorneys. Contact us today at (760) 463-0836 to take the first step towards gaining peace of mind knowing you and your family are protected.

She redid my grandfathers estate he just passed away and we are finding so many costly mistakes and…read moreerrors and things that just can't be done , she skipped generations and assured him and is it was okay when in fact it is not and because of this error - over site it is causing my family problems on top of grieving the loss of a loved one

This attorney was highly recommended to us to help with a probate issue. I took time to detail all…read morethe issues and gather all the facts and sent it on to her. She never bothered to write or call me, not even to say that she didn't want to take the case. I was very disappointed and can not in good faith recommend this attorney to anyone as she has not demonstrated the slightest ounce of caring or courtesy.