1. Paladin Fiduciary Services

1. Paladin Fiduciary Services

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Santa Rosa, CA

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Paladin Fiduciary Services

3.5 (2 reviews)
Closed • 9:00 am - 5:00 pm

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Services - Paladin Fiduciary Services

Trust planning

Estate planning

Inheritance planning

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Galanti & Copenhaver, Inc.

Galanti & Copenhaver, Inc.

4.2
(19 reviews)

I had a consultation back in February with Erica Copenhagen…read more She was very professional and informative. I was under the impression that there was no charge for the consultation. It wasn't until over two months later I was billed $566.67 for the consultation because I did not go with their firm. The only thing they made clear was that if I did not show up or cancel within a certain amount of time that they do charge. But they certainly did not make it clear that if you don't use the firm that they charge you for your consultation. To be clear, I would never agree to a consultation to pay $566.67 to a business that I did not know whether I would choose to do business with them or not. Erica returned my phone call today May 18, 2026. I explained the situation to her and through the course of our short conversation she consistently cut me off and talked over me. I had to ask her to please let me finish my sentence. At that point, I was informed that she was busy and had a client she had to get to but all the same she continued to over talk me on the matter. BE AWARE THEY CHARGE YOU FOR A CONSULTATION WHEN YOU DON'T USE THEIR FIRM!!!!!! And now I see backpedaling and miss information from Erica's response to me. You are not telling the truth. There's no way in hell you ever told me that there was a $566.67 charge three times. I would not have a greed to a consultation especially at that price. I don't know how many ways to phrase it to you, Erica, but it was not made clear to me that if I did not use your services, I would be charged. It's that simple. I don't expect people to work for free! By the same token, I just came in for a consultation to see if what you had to offer, was compatible to what I was looking for in a law firm.

RUN! I wish there was something lower than one star to give. I live on the East Coast, and in…read moreSeptember 2024 I needed an estate attorney to assist my Uncle in his creation (and not long after) the implementation of his Trust. Erika did not provide the necessary and proper guidance. This resulted in going through a lengthy court process which I was trying to avoid by hiring her. When I asked her specifically why I was not informed I needed to take a particular step, she said "I did inform you." Which is a blatant lie!!!! Had Erika informed me I would have taken that step - why wouldn't I? I did everything she asked. She said do this - and I did it. She said pay this - and I paid it. I was hanging onto every word, advice, and counsel - I would have jumped off a cliff had she asked me (facetiously of course). The point is - I trusted her. I was following every instruction. At the final signing I asked if there was anything left to do? She said "no." I have never been through a Trust process before and communicated my naivety numerous times. I relied on Erika's guidance but am woefully disappointed. I have never written an online negative critique before. However, I feel compelled to share my experience in hopes of keeping someone else from poor advice. My Uncle's estate was small and uncomplicated. This should never have happened. The sad truth is, had Erika just owned up to the mistake, while disappointed, I would have understood (mistakes happen), and I would have stayed with her. But to lie about it and put the blame on me is beyond wrong. Not the adult or professional thing to do. Word of advice - Erika Copenhaver presents well, however she's a wolf in sheep's clothing. She doesn't truly care as she espouses. RUN!

Yee Law Group

Yee Law Group

4.9
(173 reviews)

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

Paladin Fiduciary Services - willstrustsprobates - Updated July 2026

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