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    Trust Document Service

    3.7 (3 reviews)
    Open 9:00 am - 5:00 pm

    Services - Trust Document Service

    Trust planning

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    Shafae Law

    Shafae Law

    5.0
    (60 reviews)

    Matt is simply awesome!! We researched a few firms, talked to a few lawyers, before we decided to…read morego with Matt (referred by my credit union personal banker). We did have a trust many years ago with another firm but that lawyer retired and his firm wanted to charge a lot more for lifetime trusts, had a poor response time with interaction only with front-office staff and so that law firm lost a repeat client business! Matt is very methodical, the entire process is very well organized, he goes through patiently all the nuances in the intro call and to his credit he is also very clear on what he can commit to or not (e.g. a 24 hour response time window or completely remote zoom based exchange than in person mtgs/office). This ensures client satisfaction since clients are clear on what to expect upfront. Matt also helped us navigate creating the concept of lifetime trusts and its benefit, several other lawyers just wanted to create a simple trust or charge more for lifetime trust. Matt has a very reasonable flat-fee (his fees are not the highest and not the lowest) which I really liked and its not based on whether we decided to go with lifetime trusts or any other complex factors. We got our trust done within a reasonable time and if you are well organized Matt's process is fairly efficient. I am really happy we went with Matt and I highly recommend him!

    We just finished setting up our Trust. I can honestly say I…read morewas not disappointed in the slightest. Living far from his office, we were initially concerned about distance, but it never became an inconvenience. Every step of our trust setup was handled smoothly and efficiently through virtual meetings and clear communication. What truly impressed us was that when we emailed, the attorney himself--not a paralegal or assistant--responded promptly and thoughtfully. Thanks to his flat-fee, full-service approach and exceptional responsiveness, we were able to establish our trust with complete confidence and peace of mind. No matter where you live in California, the quality of service you receive from this attorney will be outstanding. I give my highest recommendation.

    Exactly Legal

    Exactly Legal

    4.8
    (28 reviews)

    Our experience with Mari started out great, but then communication became more and more sparse. We…read morewere SO close to completing paperwork when she simply stopped returning our messages. The last step was for her to send in the completed papers and that was 5 months ago. Very disappointed.

    Update: I received…read moreMarizen's private message and her request to edit or remove my review--this request was notably left off her public comment as noted in the screenshot attached. Since the 2 stars (which equates to the "[service] could've been better") were due to the unprofessionalism and inattentiveness shown (not due to her being an LDA), I have no reason to change my rating or delete my review. TL;DR: Marizen is NOT a lawyer. She is a Legal Document Assistant that cannot provide you with legal advice. She is a significantly affordable option for a Living Trust but she is unprofessional and has poor attention to detail-- key characteristics that are paramount to detailing an important document. Details: I left a Living Trust inquiry via her site and Marizen emailed me back within 1 day to "text" her back for a scheduled over-the-phone consult. Upon speaking with Marizen it was clear she did not take the time to review the few questions I had sent her in my initial inquiry as she was confused as to what the consult would primarily be regarding. Her rates were significantly less than what other competing services were offering which raised an orange flag for me. Upon further research, I realized Marizen was NOT a lawyer, but rather a "Legal Document Assistant (LDA)." According to the CA Attorney General, LDAs cannot give legal advice. This was my first encounter with an LDA, which allowed me the opportunity to do the necessary research to make a more educated investment. Had Marizen gotten back to me with the necessary next steps and questionnaire as she had promised (it's been over 1.5 weeks), I may have considered her as a possible option to complete my Living Trust needs. But if you are looking for a more affordable option, perhaps Marizen is a good fit for you.

    Jonson Law Group

    Jonson Law Group

    4.6
    (9 reviews)

    Where do I even start? Tracy Jonson is quite literally heaven sent! Her response time is…read moreincredible, she is not your typical "money-hungry attorney" and she actually, GENUINELY, cares about you and your situation. Her 30 minute consultations are exceptional and she does give you the reality of your situation and provides you with some guidance on what she thinks is best and if the attorney-client relationship is a good fit. Tracy is incredibly knowledgeable and her staff members are so sweet and easy to reach for scheduling and assistance. Absolute shout out to her assistant Rob for quick responses and follow ups! I 100000% recommend consulting and hiring Tracy as she will definitely have your best interest in mind.

    I hired them based on the yelp review, but it didn't work for me. I filed DVRO against my ex and…read morethe attorney asked me so many times if it is true. I didn't feel supported at all. In addition, the attorney constantly said there is nothing they can really do about child custody, it is a formula of the incomes and timeshare. I mean what is the point of having a lawyer then! Lastly they issued an invoice without my review then told me to pick up the refund (I fired them) from the office. Very unprofessional they didn't communicate what is charged so far before issuing a refund + I haven't seen them a single time for the case but they make customers to come to the office when they have to refund. Anyways for my peace of mind I fired them already. I would not hire them to represent me again. + I had paid 2200 dollars and nothing progressed. I got a help from a non profit org for free, it took three hours for them to prepare all documents. This people charged me 2k and could not even fill in my name correctly into the form. I am not leaving this comment to complain or get anything, this is one of the businesses that cares about the yelp reviews than the actual work. The representative reached out to me finally once I left this review here but never responded to my email. I have been so surprised by the quality of work done by people at $450/hr rate. I hired them after a very impressive introductory phone call, so don't be fooled. The owner below says they advise based on the facts, but when I had a phone call, they didn't even review my documents but ask many questions with lots of "interesting" comments.

    Trust Document Service - willstrustsprobates - Updated July 2026

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