Having a trust done can be daunting and confusing. I'm thrilled that we met Brian and he walked us through everything like a piece of cake. From the point of contact, he provided a webinar explaining the basics of what a trust is. Whenever I emailed him, he always has an auto reply message to inform clients when to expect communication responses and I love that. With every question and concern, Brian is there every step of the way. He is very responsive, clear in communication and supportive! Also, he is very approachable so that I don't become afraid of asking too many questions. From the time we did the questionnaire to the time the trust was completed for signing was about 1 month. He could prob do it quicker just depends on when you schedule your signing date. I'm glad we got this "to do" completed. It's been on the back of my mind since our first child was born. This is definitely someone that I recommend for anyone who needs a trust. It's very true that he builds relationships with his client for long term and not just one transaction. read more

Qualls Law Firm - Our completed trust binder. - Wills, Trusts, & Probates Near Me - Pleasanton, California

I found him through a Met LIfe referral and am very glad I contacted him. He handled setting up my Trust, updated my POA and My Health Directive. He was very personable and responsive and explained every aspect simply and effectively. I absolutely recommend him for your legal needs. read more

Brian did a great job creating our living trust and making new wills for my me and my wife. His process was easy and straightforward. Brian quickly provided draft documents, and responded to our few questions rapidly, with easily understandable answers and solid advice. I am so happy we found Brian and recommend him with NO reservations. 5 Star for sure. read more

My wife and I recently completed our Estate Planning with Brian Qualls, and it was a seamless experience. We had previously tried to complete this process with another firm but felt overwhelmed by the amount of information requested during the initial meeting, so we put it off for a long time. I found Brian through the MetLife Legal Plan search and chose his firm based on the very positive reviews. Brian has a streamlined online intake process focused on the essentials to get started. He guided us through key decisions during a Zoom call, answered all our questions, and made everything convenient with his user-friendly portal for documents, invoices, and communications. What a relief to finally complete this long-postponed important task. Highly recommend Brian Qualls for Estate Planning! read more

Working with Brian was a breeze. He is very responsive and you communicate with him directly which was a huge bonus. He helped me with my estate planning and living trust. I found him through my employer's legal plan (Met Life) and he was outstanding and very thorough. He was also very clear and precise about my financial responsibility for his services not covered by my legal plan. I didn't realize that along with estate planning you would also do a power of attorney and advanced health care directive, which I've been planning to do for the longest time but haven't gotten around to it. Now that this process is complete (which was a total of about 3-4 weeks turnaround time- super fast!), I feel at peace knowing that my family will be taken care of and that my wishes are clearly outlined in these documents. Overall I am so thankful Brian took me on as a client and I would highly recommend him to anyone seeking these type of services. Thank you, Brian, for everything! read more

I usually NEVER write reviews but he is worth the time spent to write this Yelp review. Brian at Qualls Law is the BEST person for estate planning. I am a mother of two and recently had a baby. Now that my husband and I have completed our family, one of my first priorities is to ensure legal guardianship for both my daughters in an unfortunate event we both pass away. I did hours of research and met with other lawyers for estate planning. In fact, my older brother had recently completed his estate planning and had recommended a law firm in San Jose. However I decided to go with Brian immediately following the first consultation. In comparison to other lawyers that I had met with, he was by far, the MOST DETAILED, prepared, friendliest and most affordable. My knowledge of estate planning is limited, however Brian made it extremely easy to understand the process of estate planning, took the time to go over each step with us and was very patient during each encounter. Mind you, during our virtual meetings, I had my 4 month old and 4 year old present however during th entire time Brian was extremely patient. He is professional, knowledgeable and astute with your estate planning. I cannot say enough good things about him. Additionally, his notary, Judy was super pleasant and very flexible with our schedule as I had to reschedule our appointment on multiple occasions. If you are like me (I am very type A and like to perform thorough and diligent research on everything prior to making a final decision) and you are trying to find someone for estate planning, I would not look further and absolutely recommend Brian. In fact, I plan to share his name with all my family and friends that are in need of his expert services! read more

We worked with Brian to make a living trust and will for our family, and his process was very clear and well-designed. Brian guided us along the way and provided all the explanation we needed. It was very comfortable and assuring, and we were able to get it done quickly and efficiently. We are very happy with the outcome, and we're glad we found Brian and his team! read more

The best legal service I have ever had! Brian is super organized and made things very simple for me. He is very responsive and explained the process in detail while making it easy to follow and understand. He was right on time on the timeline, and his professionalism exceeded my expectation. I'd highly recommend Brian to anyone who needs help with their estate planning. Thank you, Brian, for making the process easy and painless!! read more

We are so glad we found Brian. It was just a simple Goole search, but from the first glance, we felt we found the right person for our needs. At the moment we found him, Brian didn't accept the new clients, but we decided to wait until he will be reopened for boarding new clients. And it was just the right decision. Brian has a very professional work ethic and he replied to our request to be added to the waiting list right away. As soon as he reopened he contacted us immediately and provided us with very clear instructions on how to proceed. My husband and I needed to create a Living Trust, and from A to Z Brian did it just perfectly, professionally and at the same time very friendly manner. And now we feel calm and confident that the future of our family is secured. read more

I've worked with several lawyers in my lifetime and I can wholeheartedly say, Brian is truly top notch. My wife and I needed an estate plan in place within 30 days, and Brian immediately jumped on the case and set a high bar by promising to deliver within our time frame (as comparison, most other attorneys don't even have their initial consultation with you for 2-3 weeks out). But then he really went above and beyond by getting everything into place (drafted, reviewed, executed and notarized) all within 10 days, despite his packed schedule!! And no, he did not take any shortcuts in getting that done so quickly - we had an initial call the day I reached out, a lengthy consultation with both my wife and I half a week later, drafts turned around within 48 hrs, sent us explanations to all the questions we had upon review, made revisions quickly, and even drove all the way over to us personally to take it to the finish line when his notary became ill. (He even had three other clients that day to get to!). Talk about truly going above and beyond for his clients, despite his jam-packed schedule already. Beyond all that, what my wife and I really appreciated about Brian was his ability to distill some very convoluted concepts into digestible morsels for both of us, who have no legal background whatsoever. He was succinct yet still left no stones unturned. His attention to detail was evident from the way he explained and answered everything. The icing on top of it all was the well organized binder he set up for all our documents with clearly labeled section tabs, medium-weight paper stock, and consistent ink color for all signatures (the little details don't go unnoticed!). Furthermore, Brian took a very technologically-forward approach to everything (vs. old school lawyer ways). We had our meetings via zoom, he would draw up things on a virtual whiteboard to help visualize some difficult concepts, and even took the time to make a video explanation for us when we had questions upon reviewing his drafts. There's also a robust portal online where we could upload files and messages to each other, and accessible by all related parties. It was just easier, faster, and more efficient for everyone. Recommending Brian Qualls on all things estate planning here in CA would be the easiest and most surefire recommendation I could ever make. I thoroughly enjoyed working with him and consider myself lucky to have found such a terrific attorney. read more

Qualls Law Firm - Wills, Trusts, & Probates Near Me - Pleasanton, California

We wanted to complete a trust however the process can be complex. Brian was highly recommended as an attorney to advise us. It was easy to contact him and schedule a consult and it was the best decision we could have made. Brian had us complete a questionnaire which gave him the basic info he needed to advise us. We met once again to ask questions. No question is too small and all questions are answered in very understandable terms. The trust was completed in a timely manner and we met with Brian once more to review and sign it. The final documents come with specific instructions with what to do next. Brian remains available for questions that arise. We highly recommend him to advise and assist on completing a trust. He makes this process we all want to avoid, easy to do! read more

Before finding Brian, we interviewed another lawyer to plan our family trust. After the initial meeting, we were left with a ton of reading and paperwork to tackle. Feeling overwhelmed, we dropped the whole thing. A couple years later, with our 2nd child on the way, and knowing the importance, we picked things up again. This time, we found Brian on Yelp. Brian's approach was completely different and we liked him immediately on the first meeting. He was patient and professional, and also extremely thorough. He educated us, and walked us through all the complicated questions he needed answered without making us feel pressured or uncomfortable. He also took care of most of the paper work, and for the rest, he spoon fed it to us so that we wouldn't be overwhelmed. He made this process extremely painless and took care of all the details. We feel very fortunate to have found Brian and we feel absolutely confident in the quality of the work that Brian has provided. And we have since recommended him to friends and family and everyone raves. We recommend Brian without any hesitation! read more

If you are looking for an estate planning lawyer, look no further than Brian Qualls. My experience with Brian was top notch and his services are of the highest quality. He makes legal jargon digestible, and despite the volume of information he has to share with you, he does not rush through any interactions. That being said, you really don't need too many interactions with him because his system is EXTREMELY efficient and well-thought out. You can tell he is very detail oriented by the very informative questionnaire he built out himself that helps you get started with your consultation and at your first meeting he comes prepared having reviewed all of your answers. Brian has mastered the virtual consultation model. It feels like he's being doing this forever since his meetings run very smoothly. He'll even whiteboard with you virtually to explain complex trust structures. I don't feel like I'm missing out by not having an in-person interaction since he still carries that human empathy and understanding with him through the virtual model. He is also a man of his word. He promised to deliver our drafts by a certain date, and he surely kept that promise. Any questions I had or changes I wanted made (based on my own indecisiveness, not his), were addressed quickly. I also really appreciate the little newsletters he sends out every so often with helpful information on how to proceed with varying life matters. Little touches like this prove how much he cares about his clients by continuously sharing little nuggets of knowledge even after you've completed all your estate planning. I highly recommend Brian for all your estate planning needs. You won't be disappointed. read more

My husband and I consider ourselves very fortunate to have chosen Brian to assist us with our Estate planning documents. He was able to advise and guide us thru a comprehensive estate plan which consisted of a revocable living trust, Durable Power of Attorney,Living Will, and Health Care Directive. Brian is very professional in his consultation answering all our questions and explaining the whole Estate planning process in detail from start to finish. I'm a visual person he even did some drawing so I can better understand. The whole process was very pleasant to say the least and truly a joy to work with Brian. We are extremely happy now that we have our estate plan completed. We also know that we have a dependable and trusted estate attorney that we can rely on when it comes time to update our estate planning portfolio. Thank so much Brian! read more

I highly recommend Brian at Qualls Law firm. He did our trust and we are very pleased with how everything turned out. He is very knowledgeable and patient. The process went very smooth and quick. His pricing was super reasonable and his service was excellent! read more

Brian is great! He listens, provides his insights and suggestions, is very thorough in his explanations, just simply puts customers first. Very great experience working with Brian! read more

After putting off doing our trust for so many years, it was time for us to finally get it done. We researched the many lawyers that were available through the legal coverage we have. After reviewing Qualls Law Firm homepage and all the positive reviews we knew they sounded like the perfect fit for us. Brian was very professional yet very kind and understanding. He helped walk us through some tough decisions, he explained everything in a simple manner that could be understood and offered suggestions on how we could approach certain issues. The whole process was easy to navigate and that was all because of the knowledge that Brian carries. Not really sure why we waited so long to complete our Living Trust but so glad we found Qualls Law Firm. Brian was wonderful. read more

I had just purchased all the Suze O must have docs to start my trust docs and I was just about yo have them all notarized. I think I did a pretty good job, but someone I work with asked me why I didn't use the legal plan we have at work, so I thought I would give it a try and see how much it was going to cost me, even thought it was supposed to be covered. Well, I called three lawyers, one of which was Brian. The first two layers said those plans don't cover much and when I asked for one of the lawyers to verify what exactly they got covered she came back and said it would cost me about $2500 if I didn't need anything than the basic documents. Then I got a call back from Brian. I could tell by talking to him within minutes that he was a rare breed of lawyers. I asked him the same question about the coverage of my insurance and he said he would look into it. He called me back saying that it's Fully covered! I couldn't believe what I just heard and had to verify it again. He said all but the title which was a few hundred compare to $2500! All I thought about was how the other lawyer tried to just get one over on me. After my first talk with Brian I could tell he was honorable, as well as professional, courteous. I had nothing but great correspondence with Brian. He answered when he was available and if he wasn't he got back to me ASAP which was usually no more than a day. He made it very easy to go through all these documents and was extremely helpful at a time when I needed him the most and he was being so patient with me. He explained everything very clearly and didn't make you feel less. He made this Will & Trust very easy to get finalized. I'm glad I decided to have him complete this for me. It made me feel safe and sound finally getting all this done. I highly recommend Brian Qualls Law firm! read more

I was looking to establish the Estate Planning for my family and a friend/colleague of my wife referred us to Qualls Law Firm. I contacted Brian from Qualls Law Firm with minimum knowledge in this domain, seeking help and more info to move forward on the goal of mine to establish Estate Planning this year. I find him very organized right from the day one I contacted. He has immense knowledge in establishing Living Trust, Will and testament, Child Guardianship, Health Care Directive and more. In addition to that, he has a lot of patience answering my questions, takes time to clarify our concerns and never rush into getting things done. I felt very comfortable right from day one and he built a very good working relation with us and won our trust. He is very responsive over emails and can follows his calendar religiously which helps us to understand when to expect his reply. We got our Estate Planning done this month and we feel very happy, safe and filled with peace in our mind having accomplished this very important step in our life. I highly recommend Brian from Qualls Law Firm for anyone who is seeking to get the Estate Planning done for their family. Thank you Brian for your help with our trust. I must say you are part of our family's peace and prosperity. Regards, Siva Elango read more

Brian provided us professional services when drafting our family Trust. He was responsive to emails and answered all our questions timely. The quality of his work shows and I highly recommend his services. read more

Brian Qualls created a trust and will (and related documents) for me. He listened to my concerns, answered all of my questions, and prepared my documents in a timely manner. I used to work as a paralegal for many years (including working for an estate planning law firm); and I found him to be one of the most professional and knowledgeable attorneys that I have encountered. I highly recommend him! read more

In searching for a trust attorney on Yelp, for a friend of mine, Brian was the first one who answered his own phone. He was very open with his methods and answered all my questions. After my friend met Brian, I also decided to do our trust. It actually was easier than I thought. During the process Brian always answered his phone or if I left a message he promptly returned my call. He is very flexible with appointments and easy to contact. I learned many things during this process as Brian really knows the ins and outs of trust law. His prices are also very reasonable. I am totally recommending him to all my friends and family! Don't let probate court take a huge cut of your loved ones inheritance. read more

My family was ready to update our will and create a trust -- something we have been dragging our feet on for far too long. The documented trust was not the most complex thing around but it wasn't a trivial task either. Brian worked with us every step of the way, answered phone calls and emails promptly. and provided the documents in a timely fashion. With the COVID19 shutdowns still in place he worked with us to get us through the signing and notary fiesta to make the trust official. He also worked diligently to get shutdown county offices to respond to the title search and change requests. The whole process was pretty straightforward. Very happy with his services. read more

Qualls Law Firm helped my husband and I with the restatement of our living trust. It had been a while since we updated our trust, and the laws have changed, so it was time.  Brian was very responsive, extremely easy to work with, and the whole process was quick and pain free.  He was very patient and answered all our questions via phone, email and in person. We are very relieved to have our trust completely up to date, and we can move on with empty nesting knowing that our estate and our family will be taken care of. We highly recommend Brian Qualls Law Firm! read more

This was a most pleasant experience. Brian made what could have been very unpleasant situation into a good and pleasant experience.

Putting off our estate planning for too long, my husband and I decided it was time to act on this pressing issue. Knowing that the process might be hindered in some way due to the Covid pandemic, we decided to look for an attorney who could work with us virtually. We came across The Quall law firm based in Pleasanton, CA. Initial review of the website outlined the estate planning process in a detailed yet easily understood manner and we decided to proceed. The online questionaire was presented in a seamless manner with examples provided throughtout which made it very easy to follow along. From start to finish we found attorney, Brian Quall to be professional, knowledgeable and courteous. His responses to each and every inquiry were prompt and insightful and he was encouraging throughout the entire process. We highly recommend contacting Brian if you are in need of estate planning services. read more

Brian was everything we wanted in an Estate & Trust Attorney. He was very knowledgeable and took his time explaining all that is involved in setting up a trust. He took his time with us and we felt no pressure. We had a previous lawyer but I always felt uncomfortable with him. He never tried to explain the ramifications of anything that was put in the trust. He actually had done us more harm than good. Money was his biggest motivator. Brian is Not that type of an attorney. We highly recommend Brian to anyone interested in setting up a Living Trust. Yes, we did set up a Living Trust with Brian. read more

I would highly recommend Brian for your estate planning needs!! He is very professional, responsive, has a warm, pleasant personality, a positive outlook, great communication skills and reasonable fees. After our first meeting, my spouse and I discussed that we both felt very good about hiring him. Throughout the process, he answered all of our questions clearly, explained the legalese so it was easy to understand, and gave excellent feedback. We never felt rushed or pressured and at the same time he was able to move us forward when we felt stuck. Each step was broken down and made the process manageable. I definitely have the feeling that Brian genuinely cares about the work he is doing for his clients. Prior to hiring Brian, I had anxiety due to the fact that we had not taken the time to do our trust and I was dreading the decisions I would have to make, partially in regard to equality to our beneficiaries. Had I known how relieved I would feel once it was done, and how easy the process would be (thanks to hiring Brian and all of the qualities he brings to the table) I would have saved myself years of stress and completed our trust a long time ago! My spouse has already recommended Brian to his co-worker who is wanting to complete his trust! read more

Brian's professional estate planning services is highly recommended!!! He delivered an organized detailed binder based on our needs. Our family sincerely appreciates his personable caring legal guidance and will definitely refer Brian Qualls Law Firm within our network, family and friends. Thank you Brian! Lourdes D. read more

Brian established for me and my husband a Living Trust and prepared other associated documents including Power of Attorney and health directives. I selected Qualls Law Firm as our Estate Attorney Brian from the list that I made of 11 attorneys in the Hayward area. It turned out my choice was the right one. Brian is very responsive, organized, energetic, patient and easy to talk to, kind, understanding and professional at the same time. Two main reasons for picking up Brian were: very attractive and flexible fee and prompt response to my inquiry. Flexible fee means here that for the same package of documents your cost will depend on how much consultation is conducted on-line vs. in-person. As it turned out, the option of doing business on-line that we selected before the pandemic, was a good choice in the coronavirus situation. The whole process that Brian employs for the preparation of the Trust documents is straightforward and easy to follow starting from the initial questionnaire, through the first draft and final signing. Particularly helpful are detailed, written instructions that Brian provides for each document: where and when to sign, which signatures have to be witnessed or notarized. Brian also provided very helpful sample of a letter with instructions for financial institutions for changing accounts title. We met Brian via video conference. After I reviewed the draft I had had a long phone conversation with Brian during which he patiently answered all our questions. He then made changes that we requested to the documents. Brian was very encouraging every step of the way. Then the hard copy of all documents arrived. They are nicely arranged in the 3-hole binder. Each set of documents is indexed, pages are numbered. It is easy to navigate thru the whole package. The final product is very professional and elegant at the same time. Now that we have the Living Trust we feel relieved that we took care of the legal matter important to our family. read more

I had taken my mother to several attorneys in the past hoping to fulfill her living trust,for some reason was not confident of them,Brian was referred to me by a good friend, the best was that he come to house,which made my mom more comfortable.since day one we knew he was the one to do all my mom's wishes,He is a great person & Attorney , explains everything well before signing papers.I recommend Brian Qualls Attorney % Now my mother is satisfied that all her wishes are well taken care of,gives her peace of mind He Is Great read more

I had been postponing creating a will and trust for a long time. I was not looking forward to navigating the paperwork. I reached out to Qualls Law Firm and Brian picked up the phone. Brian is exactly who you want to guide you through this process. He is friendly, caring, and helpful. I got quick replies to any question that came up, and actually enjoyed talking to him. He seems to like teaching and explaining, and will walk you through each step patiently. He has a clear and easy process to make getting your will and trust done as simple as possible. Now that I completed the will and trust, I have piece of mind knowing that if something were to happen to me, my kids would be taken care of. Highly recommended! read more

Brian was absolutely friendly and went the extra mile in creating our Family Trust. He took my basic ideas and wove them into an amazing living document. It was an honor to have a professional of his caliber take this time and interest to help complete this goal for my family. read more

Brian assisted me with setting up a living trust, power of attorney and health care directive. Going into this process I knew very little of what was required to ensure my families assets and finances were set up correctly. Brian guided me through this process step by step and answered all of our questions either via email, phone or virtual meetings. The process was very smooth and organized and I now have full confidence in the end results. Thank you Brian! read more

Brian helped us with our trust and will. Brian was very adaptable to the different situations we faced in the process. He was able to set up a zoom meeting between him, my husband, and I since we had difficulty setting up a meeting at his office. He also has great availability and was able to reschedule us a couple of times. What I really liked about Brian services was an online interview questionnaire we did prior to the initial consultation. It was nice to have time to see what information/decision was needed for our will and trust. Throughout the process Brian would frequently check in with us to see if we had any questions or concerns. And when we did have questions he would respond quickly with a detailed clarification. During the COVID shelter in place he sent out a COVID newsletter with tips, encouragement, and what can and cannot be done in regards to developing/signing documents. Brian loves what he does. He was very kind, flexible, and very knowledgeable. read more

My husband and I went to Brian Qualls for help with estate planning, something we had put off for far too many years. Brian explained the entire process and answered our long list of questions patiently, and without making us feel like we were dumb for asking them, even if he had already answered them once before. He set up our living trust, wills, and Advanced Health Care Directives. He was a pleasure to work with, and we recommend him to anyone who needs help with estate planning. read more

Like most people, I dreaded having to deal with initiating a trust. My thoughts were pretty clear about what I wanted, but I was intimidated by the details. I contacted Brian, and filled out the initial questionnaire. From that point, Brian guided me through the process. We discussed my wishes through email, and on the phone. His guidance actually made the entire process stress free. Multiple options for signing the final documents were provided. If you are looking for a professional and pain free experience in executing a trust, I suggest you contact Brian Qualls. read more

Brian was recommended to us by our financial advisor to help us with our estate and trust planning. He is based in Pleasanton but it was easy to schedule to meet with him in his San Mateo office. He was very approachable, professional, and helped educate us on trusts and what our options were. He also went beyond estate planning by also helping with adoption paperwork. He was a pleasure to work with and we highly recommend him. read more

Atty. Quall is very professional, honest, and one of the BEST lawyer I've ever met. I highly recommend him!

We needed to update our Living Trust, which was first compiled 18 years ago. We wanted to make several changes. Brian made the process easy, understandable, orderly, and surprisingly enjoyable. He welcomed our questions and answered them clearly. He was professional, knowledgeable and easy to talk to. It's a wonderful relief to know that our "affairs are in order" in this unpredictable world and that we can call or meet with Brian with any additional questions or updates in the future, should our circumstances change. read more