I found Michele Matsumura online and needed to do a review of an existing trust in addition to pour…read moreover wills and durable power of attorney docs for my elderly parents. She's very personable excellent at what she does and easy to talk to. It was nice to have an online meeting option which was more convenient than an office visit. The to do checklist on what to take care of is very helpful. I would definitely recommend her to those in need of an estate planning attorney.

Michele helped us update our trust and was wonderful to work with. She was very patient with our…read moremany questions and clear in providing advice in updates to our trust. I would highly recommend Michele and will be using her again in the future when needed.

WOW! This dude is HARDCORE. He will bully and attempt to intimidate the opposition treating them as…read morethough they are the #1 suspect in a murder investigation and he needs the win No Matter What!!! If you are looking for a BULLY, this is definitely your guy!! Oh, by the way, he didn't intimidate me! I never gave in to their demands because I did nothing illegal and guess what? I never heard from them again!!!

If you want an incompetent representative that is unorganized and blows you off he is your guy. He…read morestrung my brother and I along for a year promising to help but did absolutely nothing. I definitely would not recommend him.

Daniela makes the dreadful process of creating a living trust into a good experience. She is very…read morepersonable, and knowledgeable. She was very professional and responsive, we had so many questions and she helped us with all of them. I recommend Daniela to anyone who is looking into creating a will or living trust in California.

Daniela and team were very helpful, knowledgeable, and prompt. They kept me abreast of all the…read moresteps regularly and helped me stay on task even while I was busy and complacent with finishing what was needed for our trust. Highly recommend she and her office will keep you on track with your estate planning.

I went to the workshop and it really opened up my mind! I had gone to another place the day before…read moreand had another one scheduled the next day after Vanguard. I liked Vanguard so much that I put 50% of the "Today Only" price and said, "I'm done". The next day, I went to see my cousin who is an attorney but I thought he was one of those you see on TV...I won't get into that. He gave me a huge discount and decided to go with him. The next day, I called and I informed Wen that I got a lower price with my cousin and would like a refund. No problem, he said. And 7 days later, I got my refund! I don't know why people are giving Vanguard a bad name over refunds...but I would whole heartedly recommend this firm for Trust handling. They even have a Notary Public that gives Vanguard customers a discount! If I didn't have my cousin, I would have definitely gone with this firm. The people are nice, supportive and customer oriented. Trust this firm. They're all that!

My wife and I attended an informational seminar in Pleasanton California provided by Vanguard on…read moreestate planning. We had many sleepless nights prior to the seminar worrying about how and where to begin our estate planning. fortunate for us after attending this estate planning seminar and signing up for the program we are now sleeping very soundly. It was fun and informative. We would recommend this seminar highly to anyone on the fence about their estate planning as we were. Again 100% per cent thanks to Vanguard for getting off the fence and taking the steps we had been in the dark about.

I had cherie Davis representing me in my divorce and child custody and mediation. Cherie was…read morewonderful. She took care of every aspect and I was granted primary custody of my daughter. She also resolved all aspects of my divorce too. I was quite happy with her and she's a wonderful attorney! I want to thank her as it was years ago and my daughter is grown and great. It all worked out and even my ex I has no problems with because I still allowed him to be w his daughter as he is her father thru 2 years of age til 18 when she became a adult. It was a scary time for me as I was young but having cherie on my side w my daughter being my main thing over anything! Cherie provided me w honesty integrity and a sense of YOUR NOT ALONE. Thank you Kimberly De Lima. P.S. SHE WAS NOT EXPENSIVE I WAS STRUGGLING BUT SHE MADE IT AFFORDABLE! GOD BLESS HER!

I hired Cherie T Davis I had her for 5 months $$$55.000 later I had nothing to show for... a lot…read moreof letters back and forth nonsense she took a lot of Vacations we would go to ZOOM COURT and nothing was ever done I think we went 3 times pushed out 2 mo or more each time then she would tell me everytime she didn't want to piss off the JUDGE....I really regret hiring her I was very frustrated with her....I then got a Fabulous Attorney that did more for me in a month then Cherie did in 5 mo look around.....If you want horrible stick with herBIG BIG BIG RIP OFF

I did not have a good experience with this law firm. My partner and I originally went in to make…read moresome changes with my trust regarding my my property. I wanted to double check with my children to make sure that I was making the right decision. In the meantime, my partner died. I left my trust with the law firm because we were going to go back at a later time. When I went to pick up the trust today, they could not find it and presumed that I did not leave it there. We waited 20 minutes while they looked for it and finally found it.Needless to say I was not happy. The original attorney that we dealt with would not even speak to me. Offer me condolences that my partner had died just completely ignored me thank God I didn't finish doing business with this company.

Left them a very polite message last week, and left my phone number 2x in the voice message and…read morethey haven't bothered to call back. Unbelievably disappointed in the local legal community for the lack of follow up and lack of professionalism. Even if an organization is short staffed (which may or may not be the case here), the owners should always take care to ensure a caller feels valued and respected and at least call them back. Stay late if you have to just call folks back! I was polite and clear about what I wanted. My time is valuable and legal matters can be very stressful - please find a way to get the call backs completed. Should really be a top priority! Don't recommend. :/

I hired Jennifer to represent my uncle. At first, she sounded promising. Stold us the job would…read moretake "about 12 hours," welcomed my help as his niece, and even asked my profession (I told her I'm in accounting). She said, "Good, now I know who I'm dealing with." I organized and prepared all his documents, condensed everything into simple summaries to save time and money, and expected a professional, efficient process. Unfortunately, that's not how things went. * Missed deadlines and ignored emails: For about two months, she said she would send the proposal to the opposing party but never did. I had to follow up weekly, and when she finally replied, we were billed for those communications. * Clerical errors billed to us: She made repeated clerical mistakes in filings and correspondence, which we then had to correct, yet we were charged for her time fixing those errors. * Avoiding responsibility instead of correcting issues: When we pointed out inconsistencies and errors, she began emailing about withdrawing as counsel rather than addressing our concerns. * Poor preparation for court: She never briefed my uncle before his hearing and instead texted me during the hearing with instructions on what to tell him, such as "STFU". English is his second language yet once the concerns were raised she insisted she would only meet with him alone and refused to allow me to interpret, making communication nearly impossible, which is ILLEGAL. * Communication breakdown after we raised issues: Once we brought up her mistakes, she stopped dealing with me directly, even though she had previously approved my involvement and told me she was glad someone detail-oriented was helping. Because of these issues, we now have to hire a new attorney to get caught up and fix the mess left behind. This caused unnecessary delays, stress, and extra expense. We plan to file a complaint with the State Bar regarding our experience. I'm sharing this review so others can make an informed decision, get every promise in writing, confirm timelines and billing in advance, and read other reviews carefully before hiring. (Once we decided to change attorneys, I reviewed and questioned several overbilled or inconsistent charges, and as a result, I received a partial refund.)

I first started with Patricia Crumpley about 6-7 years ago. I was referred to her from a co-worker…read moreat the time. Straight away she told me the facts. Being a man, I had a long uphill battle ahead of me. She advised me when to fight and when to take a loss. In the end, I got 50% custody of both my kids, barely paid spousal support and paid child support per CA guidelines. A few years went by and I needed further assistance with my case. This time, Jennifer Crumpley took my case. She was no different. She was a go getting and fought for me every which way she could. Because of "life," I had to give up my 50% timeshare of my kids. Well, Jennifer I got back my 50% back and supported me getting my head out of my a**. I have finally finished things again and I can confidently say, these two woman have saved me from losing my kids and also helped me keep my sanity. I do not care how much the have cost me financially. They are worth every cent of every minute. All lawyers are expensive, get over it. These two are 100% worth it and they will fight for you. They are strong, fierce, dedicated, and HONEST!!!! I can go on and on. I have referred them to several people. Everyone who hired Crumpley and Crumpley are very happy with my recommendation. Patricia and Jennifer, thank you so much for everything you have helped me with in my life. I am forever grateful and thankful!

My wife and I worked with Jay to establish a revocable living trust. During our in person meetings,…read moreJay took his time to understand our needs and concerns. He patiently explained the different trust options and their trade offs on capital gains tax treatments and step up basis on our assets. He was knowledgeable and helpful in guiding us during the process. Before the signing of the trust, Jay sent us a draft and thoroughly reviewed the document with us, explaining the terminology and the purpose behind some of the clauses. He then provided detailed instructions on how to transfer assets into the trust during signing. We are very happy to have worked with Jay.

We pinched pennies with our first Trust, and it was not great…read more We brought it to LifePlan and worked with Pete. He reviewed the whole thing, told us some points of concern, and wrote a new Trust. Over two video calls, he discussed out needs and ironed out details. He explained every bit of it, answered questions, did the legwork to put our home in the Trust, and detailed our follow up actions. Stellar experience, I would recommend without hesitation.