In her words was too busy and didn't have the bandwidth to work with me dealing with my family's…read moretrust as she didn't create it (ours retired ) . I was hoping to use her for mine and my other family's as she was referred by someone I really trust in such matters and wrap up my current situation. And do my family and my uncles At the end of the day I wouldn't want to work with someone who doesn't want or need new business. As someone mourning I would have thought that someone whom deals with clients that are mourning wouldn't have been so short and frankly rude .

Carol is patient and explains options clearly. She created my living trust when my children were…read moreyoung and helped me with understanding guardianship for personal vs financial. Moreover, she gave guidance on setting up disbursements tied to age, education, through young adulthood. With life changes, she has updated accordingly. In addition, her firm handled the paperwork with the county to transfer real estate to my living trust. She also had my trust set-up with my sister as executor, however, upon my eldest child reaching age 30, (my two are two years apart) my two children become co-executors and my sister is removed from the obligation.

My husband and I hired Judy Douglass to update our trust and she did a professional job…read more I liked that she was willing to meet both of us in person before we hired her, and gave us an easy to understand beautiful package when done.

Judy recently provided legal services to my family and we are extremely satisfied with the entire…read moreexperience. Her work product is of the highest quality. When selecting an estate planning attorney, experience was a top priority for us, and Judy has been in practice for decades. We value and trust Judy's expert legal guidance -- and her kind, friendly personality is a bonus. It was a joy to work with Judy.

They're just a trust mill churning out the same identical forms to every other family, no matter…read morethe circumstances. If you use them, it is good that you will be dead and won't be around to see the mess they helped you leave behind.

This service was recommended to me by family friends who had used it. I had high hopes for it in…read morethe beginning. The beginning of the process is simple enough as others have mentioned you can do it online. I would like to think that I am fairly capable of following instructions. The trust comes back to you placed in order with instructions for each page that requires a signature. They are very good about emphaziing that your date of signature on the forms and the date the forms are notarized do not have to match and they even give you the Civil Code information in case the notary insists that you sign in their presence. Some of the pages have a sample that you can follow when signing and notarizing. If you own property the instructions are less clear. They refer you to videos that do not actually explain specifics. The instructions are not clear. As others have mentioned in their reviews when you ask for clarification they let you know that the fees you paid do not cover detailed questions and they refer you back to the unhelpful videos. To be fair Patti did answer some of my questions with actual answers or (3 questions where I stated my understanding of the instructions and she wrote "correct") but when the videos did not cover the answers and I offered her my understanding and wanted to make sure I was understanding the instructions correctly she let me know that this type of clarification/information was not covered by the service I had purchased. Bottom line if you are super savy and maybe have someone who is a lawyer/paralegal who can help you with minor clarification questions after you receive the trust then this is a good service for you. At this point I feel like I should have paid a little more elsewhere to get service that did not leave me feeling as though I was hanging by a thread.

I was in need of a probate attorney and I came across AINER & FRAKER, LLP - The Bay Area's Top…read moreEstate Planning Law Firm. My experience was just that! He let me know the process every step of the way. Although my situation was somewhat complex, Leon and Andew were able to hear my situation and let me know what I could do legally. If you're going through a family matter and need a law firm to show they care and gets results, this is the law firm for you!

I was referred to Leon Ainer by a colleague. He was pleasant enough in my initial call…read more Plans for a follow-up call fell through as a result of multiple attempts to reach him AFTER he would provide a specific time and date to call back for follow-up. Unfortunately, there was no explanation for why he was not returning calls. In the words of Maya Angelou, when people show you who they are, believe them. I had the resources to hire this attorney, but would NOT for the reasons that are obvious to anyone who reads this review. BTW: I see from earlier reviews that this attorney was responsive. I, therefore, am clueless what precipated a change or inconsistency in behavior. Good luck if you decide to move forward with this attorney and hope that we just caught him at a "BUSY" period in his career.

Watch out. Ask questions about their rates/fees. After the attorney said he was lowering his rate…read moreto a mere 1% because my mother had been his client since 1986, I learned that he was effectively charging me the equivalent of probate fees. When I reached out to him to request a reconsideration his response was wildly unprofessional. I've gone to another firm to complete the process - one far more ethical. Their rates are almost 1/10th of what Hales & George were charging. I learned a painful lesson.

Bill George of Hales and George in Saratoga, CA! is the best! He carefilly listens to his clients…read moreand follows through with expertise and expectations! My parents were clients and I later became one. BI'll George is a true professional with a fantastic working staff! I recommend him with no reservations!

Nine years ago we had our trust created by Linda and we liked working with her. This year we needed…read moreto make some amendments to this trust and we learned that it takes more than 12 weeks for the update. They are knowledgeable and provide valuable advice, but they are very busy especially during the tax season and it means that it is going to take a long time. Because of the delay I am giving three stars.

After a consultation in person, we were impressed with Linda. She had some excellent ideas about…read morehow to over come serveral of our concerns. Communication with her front desk person, Sharon, was not smooth. She mailed responses to the wrong email addresses, getting requested information only aftering have to call and ask for it to be sent. Now we have send all of the requested documents to the office and have not heard back in in several weeks. It feels like too many delays to continue to have Linda begin our Trust. Reading some of the more recent reviews on Yelp, I see that others have had the same problem. Something is amiss with this business.

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.

Highly recommend Jessica when doing your Living Will and Trust! She was very professional and…read moreknowledgable on the process and made us feel comfortable when having to make some very difficult decisions in ours. We were able to "meet" with her via Zoom the first few appts to discuss assets and our wishes but came into her office to sign the paperwork and have it notarized. She made that process very smooth and easy and under an hour. We later had to come back to her office to pick up our Living Trust binder that looks so organized and beautiful and keeps everything in one place. Highly recommend Jessica Posner if you are in need of a Living Trust and Will done or need an attorney for another matter. She is wonderful!

Jessica was great to work with creating our trust. She was pleasant, knew exactly what to do and…read morevery efficient. What a relief to find great service!