Found Connie through my MetLife plan. My wife and I decided to make a trust and used Connie's…read moreservices. Connie was very professional and helpful throughout. Communication was all done in a timely manner and she was able to answer all of my questions. We finished all of our documentation and everything was placed inside a nice folder. I wish she had more Yelp reviews because she is really great at what she does. If anyone is looking for legal services I highly recommend reaching out to her.

From the owner: The Law Offices of Connie Yi, located in Pleasanton, CA has an exclusive focus on providing legal…read moreservices related to estate planning, asset protection, and probate and estate administration. We pride ourselves on offering practical and complete legal advice to individuals and businesses with a range of estate planning needs. Our clients find our office environment to be friendly, and we receive compliments for our clear explanations of legal and financial concepts.

We recently worked with Cross Estate Planning to create our family trust and we had an excellent…read moreexperience working with Dave. His attention to detail, patience, and knowledge were greatly appreciated throughout the entire process. Estate planning was completely new to us and honestly felt a bit overwhelming at first, but Dave took the time to explain everything clearly and answer all of our questions without ever making us feel rushed. He guided us through every step of estate planning, and made what initially felt intimidating into a smooth and reassuring experience. We are so grateful to now have everything in place for our family and highly recommend Dave and the team at Cross Estate Planning to anyone looking for a knowledgeable and trustworthy estate planning attorney.

Great experience! Very helpful! Replied to me in one day and helped with my problem…read more Natalia

I paid $1,500 on the spot before Vivian helped me on my case and she tried to charge me another…read more$300 for her bad grammar and writing mistakes on the final declaration that was three pages and double spaced. I didn't believe that I should pay her another $300 for contacting her to correct the mistakes that she had made, so I asked her to wave the fee or charge me less. As for putting her on small claims court, I did not loose the case. Vivian couldn't make it to the first court hearing and postpone the hearing. Small claims court asked if I wanted to dismiss the hearing after months of waiting for her to be available. I agreed to dismiss the case because I wanted to put everything behind me and start a brand new life not needing have to deal with this drama. I don't know where Vivian got the information that "I got what I wanted" after my court hearing because I did not. Child support was calculated based on both partners salary. The declaration she created was not useful in court because the judge only took a glance at the first page and did not base the child support due to what she had wrote. The judge even said this declaration is for a child custody case not necessary for a child support case.

I hired Vivian on my Grandma's behalf. After she was denied on the first naturalization…read moreapplication, Vivian came in and re-apply for her. My grandma was able to use her 'native' language to take the citizenship test. She passed the test and became USA citizen, thanks to Vivian!!

Robert worked patiently with me over several months while I updated my living trust, power of…read moreattorney, health care directive, and other related documents. Because I do not live locally, we communicated by phone/email, and the entire process went smoothly. When it was time to arrange local notarization, Robert carefully walked me through each document, explaining where I needed to initial and sign. He made sure I understood every section and answered all my questions thoroughly. I am extremely satisfied with the quality of Robert's work, his patience and professionalism, and the very reasonable cost of his services. Whatever your legal document needs may be, I highly recommend Robert.

Introductory call went very well. Robert answered all my questions and added so much more. Zoom…read moremeeting is next after I gather the information suggested from our first call with the aid of a very comprehensive PDF document to fill out. The paperwork looks daunting but Robert assures me that digging deep into my financial profile isn't the aim, it's really a simple gathering of assets to figure out what my plans are if I become incapacitated in any way. I love that Robert was attentive, and especially when I told him that my 3 cats' lives were important to me should I be unable to care for them. I look forward to working with Robert to secure my assets and the care of my 3 cats should I be unable to do so.

We were stressed out because I was to travel abroad and my husband was worried that if he gets…read moresick, I will not be with him to help him explain his problem to the doctor. We called our trust attorney Adam Evan. We were offered a phone consultation right away! Mr. Evan explained what to do. He emailed us good instructions and a letter to the doctor (if needed). Mr. Evan solved our issues, was welcoming and patient. We were relieved and we feel lucky having him as our trust attorney.

Over fifteen years ago, a local attorney prepared a revocable trust, pour-over wills, advance…read moredirectives, etc., for my spouse and me. The attorney has no office staff, and it can be difficult to reach them at times. Since we want our attorney to be there for us and our adult children when guidance is needed for estate responsibilities, we consulted Adam Evan to discuss our situation. Adam responded immediately, and was cordial and informative over several communications. It's clear that Adam makes every effort to be readily available when a client needs him, but we learned that moving our estate documents to him will require a new trust. Since I try to read and understand every document, to be sure it's what is intended, we're hesitating until I have the time to carefully read through the many pages of a new trust, but we are very impressed with Adam's background, experience, responsiveness, and integrity.

Lisa is a knowledgeable, friendly and trustworthy attorney. I am very lucky to find her to do my…read moreliving trust which provides great protection to my family. Her price is very reasonable for the excellent service she provided. I highly recommend Lisa if you like to provide legal protection to you family. Susan D

As a Registered Nurse, I understand how important it is to have an Advanced Healthcare Directive…read moreprepared in advance by an attorney. I conducted research online to determine who I should go to and who was the best fit for me. Happily, I found attorney Lisa Chan. She went above and beyond my expectations. From my first phone call to meeting her and completing the Advanced Healthcare Directive, my entire experience with her was wonderfully positive. Her rate is very reasonable in the Bay Area. She was very patient in listening to and answering all of my concerns and questions​ and offered professional guidance on areas I was unfamiliar with. It is evident that she is very knowledgeable about her practice. I can feel that she truly cares about her clients and treats them with respect and dignity. I will definitely be returning to Lisa for future services and highly recommend her.

We started our research into setting up a Revocable Living Trust to protect our family's privacy…read moreand assets a few years ago. At the time we came across YouTube videos of Edmund explaining the benefits of a trust in simple terms that we were able to understand. For our family the most important aspect of building a trust is finding a law firm that aligns with our values. A law firm filled with individuals who we feel we can build a life-long relationship with. We finally committed to creating our Revocable Living Trust after battling some serious health issues. Quickly we realized that we were not looking for a law firm but rather a family. When I am gone I want my spouse and children to feel confident and comfortable knowing that the Tree of Life Law Firm will be there for them in their time of need. This gives me peace of mind. Building a Trust is not only about protecting your family's assets and privacy. Edmund taught us to view it as building a Legacy for your family that will last long after you are out of the picture. The Tree of Life Law Firm has our highest recommendation and we could not have found a better family to be a part of.

I recently completed my estate planning with Tree of Life, and the experience exceeded my…read moreexpectations. Their attention to detail gave me confidence that my family and assets are well protected. I highly recommend Tree of Life to anyone looking for a knowledgeable, trustworthy, and professional estate planning attorney. -Daniel Scott Johnson, Windfall Advisors

Since 2020 we have been using Mr. Ohel's services to set up a will and trust, and that service has…read morebeen 5-star-excellent. He and his team are always quite responsive, knowledgeable, and patient with us as we take our sweet time through this process. The content of the will and trust is thorough and complete for our use-case, and we are more than confident our kids will be taken care of properly(and not the hungry state lawyers) when we leave this world behind.

Anita T. said it best... Doron is fine if you need a basic estate plan. I am an attorney but not a…read moretrusts and estates attorney, and I expect to look to my lawyer to guide me through the process and counsel me on who to choose for my guardians, etc. His admin merely took the Google Form that they make you fill out and plugged it into their estate plan templates with little to no guidance. I never ended up signing the estate plan documents because I simply didn't trust that the estate plan this lawyer made was the best plan for my family. And lucky I didn't because I found another law firm, Summerall Law, who truly guided me through the process and made recommendations that completely changed my estate plan for the better to avoid complicated foreign citizen issues that Doron never even mentioned (besides the fact that I would need to seek foreign counsel).

I worked with Joel and Rosalind 10+ years ago for a living trust. I went back to him few years…read morelater to amend it, after my second child was born. It was a smooth experience. On top of that, he provided non-legal advise/life-lesson too (he is old, has tons of real-life experience that he shared with us). When we had notary expense related query, he was very accommodating and helped there too.

I have used Joel and his super energetic paralegal Roz services for 5+ years for my my living…read moretrust, a conservatorship, re-titleing property, for a small claims preparation (I won), and as general ongoing legal advisor. I seem to have some situation every few months. They always go way beyond usual expectations of a law firm such as answering email night and day, Roz has waited in long lines in the court room in place of me, come meet me at work or nearby and always take a genuine and kind interest in me and my affairs. They bill only for solid work done, not for every little call and email (or even quite substantial things) like some lawyers I've been unfortunate to use have done. I have personally referred them to friends and I endorse them here with a full 5 stars. Can't be happier with a law firm!

I highly recommend this office for your Trust needs. In a world of no one getting back to you and…read moremonth long scheduled consultations, this is the law office to reach out to. Having to deal with my loss was hard enough. I finally found someone that was for me. Check them out.

I was unsure of the process in which a Family Trust worked and did not know where to turn for some…read moreanswers. I reached out to Shahram Miri's office and it was inherently obvious that I need not look any further to seek help. Mr. Miri took my call immediately (even following a holiday weekend) and he took time out of his busy schedule to explain in detail about inner workings of a family trust. The professionalism, kindness and patience he showed me was incredibly generous while completely putting my mind at ease. Sha is extremely knowledgeable and honest, plus he doesn't waste time in getting right to the heart of the matter. Sha even sent a follow-up email to provide me with additional information after reviewing the trust documents. I highly recommend Shahram Miri for ANY of your estate planning, will and trust issues or probate matters. He's the best!