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    OC Wills and Trust Attorneys

    OC Wills and Trust Attorneys

    4.9
    (170 reviews)

    Believe all the five star reviews!…read more We just completed our restated living trust document package with Brian Chew in a timely manner. From start to finish, everything went smoothly. Communication was great and documents are thorough. They have developed a very organized and efficient process that manages to be both professional and personable enough at the same time. We were fortunate to meet with Brian in three separate meetings. Each meeting had a specific purpose in getting our documents completed in a logical and efficient manner. Brian is very knowledgeable and answered all of our questions expertly and transparently. The notebook we left with is thorough and guides us step by step on "next steps" to complete our estate planning. I love that we paid a flat fee that includes the ability to call them should we have additional questions as we complete the process. Getting a living trust document prepared is something that one tends to procrastinate on doing. If you want a firm that makes the process as painless and smooth as possible, choose OC Wills and Trust. They check all the boxes and then some.

    Had a free 1 hour consultation with Brian. I really appreciate the advice that Brian gave us. I…read morelike how the staff members do not look over-worked. The staff members are very friendly, from the client intake specialist to the office front desk. I had a really pleasant interaction with Client specialist Michan. She is very competent and efficient.

    Law Office of James Burns

    Law Office of James Burns

    4.9
    (51 reviews)

    We hired James Burns to help us create our living trust. He was nothing short of exceptional. As…read morethis was our first time going through this process, James was very patient and explained every detail to us. I found James on Yelp and he certainly lived up to his 5 star reviews. Setting up an initial appointment with him was easy peasy. We actually did a zoom call for the first meeting, as it occurred during the Covid pandemic. He sent us some initial paperwork to fill out, and that's what we discussed during our zoom call. The second meeting was at his office, as we had to sign the paperwork with a notary present. The meeting went smoothly and fast. Their office is located in Aliso Viejo in a professional office environment. The next day, our binder with all the paperwork was available for pick up. We were so impressed with how organized and efficient they are! We enjoyed James's mild demeanor, kind personality and strong attention to detail. We are so glad that we chose James to help us through this process, and would highly recommend him to anyone!

    Working with James was a pleasure. We were fish out of water trying to execute a will and have…read morenever done this before. He was very helpful very quick in getting us the paperwork we needed to satisfy the bank. It was a little bit of a rough start with him and we all thought that one another was being rude when we all took time to explain what was going on for us as individuals everybody was able to take a deep breath calm down and he gave us fantastic customer service.

    Asset Protection & Elder Law Center

    Asset Protection & Elder Law Center

    4.9
    (115 reviews)

    I met with Attorney Patrick regarding my mom's Medicare and Medicaid situation, and I can't say…read moreenough good things about the experience. My mom is very ill, so any interruption or loss of health benefits has truly life-and-death consequences. I came in already navigating an incredibly difficult situation, with a lot of questions and a lot of anxiety. Patrick was compassionate, patient, and incredibly knowledgeable. He took the time to explain the inner workings of Medicaid in a way that actually made sense, and he offered proactive advice that helped us think ahead rather than just react. I never felt rushed, and it was clear he genuinely cared about helping us do what was best for my mom. I walked out with peace of mind and a much clearer understanding of how I can support her during this time. Compassion, empathy, and real expertise were all present, which meant more than I can put into words. In the middle of such a hard chapter, it was truly meaningful to cross paths with an exceptional human.

    When you look at the name of the company, you would assume that they do exactly what the name…read moreimplies. Nothing could be further from the truth in calling them. I found out that they do not take on elder law, and they do not do asset protection the quality of the contact was disappointing, and I found no value in the conversation. Why advertise yourself as doing this kind of work if you really are not I don't get it.

    Morris Law Firm - divorce - Updated June 2026

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