Gemma did my husband's living trust and will as well as mine. She is fantastic, patient and…read morethorough. She also did my elderly mother's and my older brother's living trust and will. I highly recommend Mary Gemma O'Keeffe for any and all estate planning. She is well worth what ever she charges because of her kindness and amazing amount of knowledge. Whenever someone asks me who I would recommend for this kind of assistance, I always give them Gemma O'Keeffe's name, phone number, and address. In my book, five star plus.

Personalized care. Confidence in her and the offices abilities. Was recommended by my CPA in a…read morestate planning.

Kerry Sykes has handled estate planning needs for me and my husband for over 20 years, and she just…read moreupdated our wills, trust and Durable Powers of Attorney for Health Care. We are both attorneys, but estate planning is not our field of expertise, and we only have confidence in someone who is a certified legal specialist in Estate Planning, Trusts and Probate, because we know that this certification is not easy to get--you have to really know your stuff and be up to date on every change in the law. In addition to that certification, here's why we recommend her so highly: 1) She listens with both ears. She is not just waiting to talk and impress you with how much more she knows than you do. If you are a woman with her own business, she listens to YOU about that, and doesn't direct all the business questions to your husband just because he's the guy in the room. 2) She has a great depth of knowledge about tax law and how to avoid the pitfalls of being taxed more than necessary after death. 3) She doesn't recommend anything more complicated than it needs to be. If simple will work, she goes for simple; if not, she explains why it might be better to go up a step (or two) in complexity. 4) She is really, really smart, but she explains things in ways that are easy to understand, and she's not patronizing. If you tell her you didn't understand the first time, she doesn't just repeat the initial explanation, but rephrases it in a way that's easier to comprehend (with visuals, if you need them). 5) She tells you that you have options, and what the advantages and disadvantages are for each one. She ties these options in to what you've told her about your particular family situation. 6) She has a sense of humor, which makes thinking about why you need a will less stressful. We didn't hesitate to recommend her to our own children, because we know she is honest and reliable. 7) Her offices are on West Portal, not downtown, and parking is easy. They are not in a fancy glass high rise where you know the fees will be high because she has to pay an exorbitant rent. 8) Her fees are very reasonable. You will not get this sort of expertise from any attorney in San Francisco for less than she charges. Pay more at a big downtown firm if you like, but you won't do better than this for estate planning no matter where you go.

We are so impressed with Kerry Sykes. She has been been incredibly helpful with our complex and…read morestressful estate matters. We highly recommend this practice for professional, patient and kind support.

Jelena Kelleher is an incredibly skilled attorney who brings her skills as a former law professor…read moreto her interactions wiith her clients. She patiently explains each aspect of the estate plan process and eagerly awaits any questions or concerns. She helped my wife and I update a prior estate plan. In the process she brought new clarity to our understanding of the estate plan and offered us new opportunities to express our preferences on a range of related subjects. I cannot recommend her too highly.

We knew we had to set up a living trust but did not have much knowledge of any of the specifics…read moreinvolved. An initial phone call with Jelena, where she very clearly and patiently explained the idea and purpose of this document, got us thinking about the relevant questions. She was very responsive to multiple changes made to the initial intake form. Jelena guided us through this process with clarity and confidence, which made this a very positive experience for us. This was especially so when we met in person for the signing and she made sure we took time to pause and reflect on the implications of certain choices and guided us through possible scenarios until we were both satisfied and confident. After the trust was set up, she sent us a very helpful list of next steps to do and don't, as well as advice on what documents to provide in specific future circumstances during the trust's lifetime. It was a pleasure working with her on this and we would highly recommend to her anyone looking to handle this seemingly complicated and tricky legal issue with someone who genuinely cares for their clients' best interests and puts in the time and work to explain legal issues to the layperson.

I highly recommend Sarah for anyone looking to get legal counsel for a prenup! You will be in good…read morehands with Sarah, as she's not only extremely thorough in reviewing contracts, but also a joy to work with. She's was always there to answer any questions I had and she helped move the review process along in a timely manner.

Sarah was knowledgeable, communicative, and responsive. She did an excellent job for me, and I…read morewould highly highly recommend her. Her very first email to me clearly laid out the various options for me, what I was paying for, how much it costs, the expected timeframes, and considerations I should keep in mind. Every communication thereafter was clear, and she always let me know what to expect and what the next step was. The process was smooth, efficient, and I completely trusted Sarah. Highly recommend her!

I contacted Susan Jewel to assist with estate planning based on Jewel & Stoneman's positive Yelp…read morereviews and am happy to add my recommendation for Susan. The whole process was well communicated up front and executed efficiently. Susan's approach is very practical and she provided many great examples that made the complexities and potential scenarios easy to understand. She is also very quick to respond to emails. When completing the final paperwork, there's lots of information to absorb and again she made everything totally clear. All and all, very smooth and more engaging than I expected for something I put off for years and years. Highly recommended!

I had a great experience working with Susan Jewel who assisted me with the completion of my Trust…read more I was completely overwhelmed by the task 10 years ago. Susan guided me through every step of the process with patience and clarity. I appreciated the attention to details and Susan's prompt responses. She gave me time to consider suggestions and never rushed me. The entire Trust was completely efficiently. Ten years later I decided to update my trust and again Susan's professionalism, knowledge, expertise and commitment to her clients is still evident. She gifted me with peace of mind.

I'm extremely grateful for the outstanding help and support I received from my lawyer Vivian…read morethroughout my green card process. From the beginning, they were professional, knowledgeable, responsive, and patient in answering all of my questions. The immigration process can be stressful and complicated, but having a trustworthy lawyer by my side made a huge difference. They guided me through every step, made sure everything was prepared correctly, and kept me informed throughout the process. I just wanted to share a timeline of my process February 6th 2026 all forms sent and received March 25th 2026 interview scheduled April 30th 2026 case approved June 30th 2026 Green card approved I'm very happy to say that I received my green card on July 11th and I truly appreciate all the hard work and dedication that went into helping me achieve this important milestone. I highly recommend their services to anyone looking for an experienced and caring immigration lawyer. Thank you so much for everything!

I interview many estate tax attorneys in the SF Bay Area. The tax attorneys were referrals from…read morefriends and YELP reviews. The fees for preparing a living trust are between $1,000 and $8,000 for a basic living trust. Please note the larger law firms with partners are the most expensive. The attorneys that charges legal fees under $1,500.00 work out of their home have no staff support. Vivian has a SF business office site and with staff support. Vivian fees are fair and reasonable for preparing trust and wills, deed transfers, probates, and etc. I visited Vivian's website and found a wealth of information about services and pricing. https://www.vzhanglaw.com. I immediately contact Vivian by email, she responds to my emails and follow-up inquires in one to two days. Vivian Zhang and the Para-legal team are tax professionals. I am impressed with Vivian's Zhang Law Office team members for their attention to details. I am very satisfied customer. You will not be disappointed. My highest recommendation.

My former business partner and I contacted Nicole to help us resolve a dispute surrounding the…read moredissolution of our partnership. During the mediation, Nicole took extra care to ensure that both our sides of the story could be heard, and that we each had an opportunity to fully voice how we were feeling. Her professionalism and care were genuine and without her involvement I am sure we would not have reached the agreement that we did. I am eternally grateful to Nicole for her hard work and for working to help us build an agreement that saved us thousands in legal fees.

Nicole was a mediator in one of my recent cases. She's professional and very knowledgeable. She has…read morea great demeanor and is wonderful to work with. I highly recommend her.

I don't write reviews, and when I do, as a matter of principle, I don't give 1 or 5 star reviews…read more This is an exception: Alexis (and their business/partner Kevin) were wonderful to work with. Professional w/o being stuffy. Our needs were simple (will, POA, etc) but Alexis was great esp dealing with my tendency to procrastinate. I love the fact that Alexis is local, community-focused and great at any follow-up, including referrals for legal issues in which they do not specialize.

I highly recommend Alexis b. Levy for trust and estate planning. They are knowledgeable,…read moreprofessional, and clearly explain complex issues, making the process straightforward and reassuring. I recommend them to anyone seeking reliable trust and estate legal services.