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    Santa Barbara Estate Planner

    5.0 (13 reviews)
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    Trust planning

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    Timothy F.

    Thank you Seth. I appreciate your kind words.

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    Timothy F.

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    Timothy F.

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    Review Highlights - Santa Barbara Estate Planner

    My husband has a business so that added an element of complexity, but Tim handled it with aplomb.

    Mentioned in 6 reviews

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    Mullen & Henzell

    Mullen & Henzell

    2.3
    (7 reviews)

    Hubby and I just worked with Joe Pulverman to develop an estate plan (a family trust, our wills,…read moreand all accompanying powers of attorney and medical directives). We should have done this years ago, but had procrastinated it, as is so easy to do. Joe made it painless and a positive experience. The worksheet we completed before our first meeting with Mullen & Henzell was super helpful, as it enabled us to - for the first time - take a deep dive into our estate and have some in depth conversations about our wishes at our deaths. It's hard to think about that stuff, but with Joe's guidance, we were able to have all our what-ifs answered and come up with a plan that helps us rest easy at night. Liz, who provided administrative support along the way and notarized all final documents, was also super responsive and didn't bat an eye over my desire to password protect all PDF files we exchanged throughout the process. Brett was also a wealth of knowledge at our initial meeting that was incredibly informative, detailed, and utterly exhausting! Responding to specific comments made in other negative reviews here on Yelp. 1. Bill padding... an estimate was provided at the beginning that was commensurate with other estimates we received. That fee was honored and there was no request for any additional monies, as others have suggested. 2. Docs with errors... I am a keen proofreader (I've done it for a living) and of the NUMEROUS documents we had developed and delivered to us, there was not a single typo or grammatical error in any document. Every document was neat, complete, printed on professional bond, and overall, beautifully executed. Thank you so much for the can-do attitude throughout the process. We will plan to revisit the docs in 5 years to keep everything up to date. In the meantime, I really do rest easier at night and step more lightly when we fly out of town. It's comforting to know our estate won't wind up in probate! Cheers to it being done!

    Terrible experience. They make you come to meeting and then act like you are the problem. Always…read moretook like 30 minutes to even find our papers. Which they would charge for. Charge way too much and do nothing. Always dodged our emails and calls. The one time we decided to go against their advice we wound up making money. Everyone we met with either was an arrogant ass or stoned and didn't know who we were. Awful and unprofessional , the fact I have to give even one star sickens me.

    Santa Barbara Estate Planner - willstrustsprobates - Updated July 2026

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