Robert helped me navigate the ins and outs of my mother's probate and trust process and was a…read morefantastic partner every step of the way. He obviously knows the process, even though it varies from county to county.

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.

Shirley is a good attorney. She can think of through the practical side of life decisions as well…read moreas provide the appropriate legal advice. She is also good about telling you when the issue that is presented is beyond her comfort zone.

Ii filled out the "contact me" form on her web site a week ago, then called the office 2 times…read morewithin the week. Her secretary answered and said she is busy and transferred me to her voice mail to leave a message, didn't receive any call back. Called the 3rd time, same, secretary said to leave a message and she will return my call. I told her I already did. She said she will give her a message regarding my call. I still have not hear anything back. If the office couldn't even return a call, I don't think I will trust her for my legal stuff.

My initial consultation occurred this past week. I had actually gone to a new client orientation a…read morefew months ago. I'm very impressed with the level of service and the desire to create a personal strategy for my individual situation. I met with Mr. Copenbwrgee, the principal and one of his new attorneys. He asked all the right questions and listened to my answers. I am now waiting for the first draft which should arrive in a month. Update: I had my second meeting to review the draft of the trust. I met with the principal and the attorney and was very pleased with the way the matter was handled. We tevieeed the document discussed what I needed to do and what they needed to do to fully execute all the trust. What's nice is they offered to meet at no additional cost with my family to go over the trust so that everyone understands. The other thing, I like about the firm is that they continue to serve the clients beyond the drafting of the legal documents. They offer periodic client workshops to help them continue to maintain their plans to meet cha needs.

DO NOT USE COPENBARGER! They came to our church 20 years…read moreago, gave their pitch, and we thought we could trust them. We went down and met them in a small rented office space at the San Jose airport and they convinced us to sign up for a $2,000 living trust. We gave them $1,000 on the spot. Then...... nothing. We didn't hear any follow up. We contacted them and asked about next steps. We asked if there was any form or anything to fill out with various questions. But they just said "just tell us what you want and we'll draft it for you". Huh? So time just went by, and 5 years later I was out of work for an entire year. So we started searching every way to pull together money. I contacted Copenbarger again and told them of my unemployment situation. And, since nothing had been done, I asked them to refund my $1,000. THEY REFUSED! (Yet they did offer to complete the trust for an additional $1,000...) Seriously? I wrote to them 2 more times over the following 10 years. Nothing. These people are a scam. They don't really have an office in San Jose, just a rental space at the private jet port at San Jose airport (must be nice flying around on your private jet with our money!). Please do not use them. Even if they came to your church and seem like decent people. Go find a local company to do your trust. A trust should be about $1,500 to $2,000. No need to use a Southern California firm who will fly off with your money and leave you to wonder what to do next. And even if you are unemployed and out of money, don't think that they have a kind enough heart to give your money back. They do not.

hi Im ava. im not sure if you know me but I went to AAG with your daughter Stephanie and would…read morereally like to get in contact with her. I have been trying to get in contact with you so that I can talk to her but I have gotten no response. please email me back at avakcampbell7@gmail.com thank you!!!

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

Fast response to confirm they do not have the bandwidth with my case of Probate Laws.read more

Deborah is responsive, professional, and thorough. It's hard to know who to trust (pun intended)…read morewhen it comes to something like this, but I'm glad we went with her. She made it quick and painless.

I found Attorney Edmund Y. of Tree of Life Law Firm online. At first, I wasn't sure if he was the…read moreright attorney for me, but after speaking with his team over the phone and scheduling a Zoom meeting with Edmund, I felt very confident in my decision. He explained everything clearly and thoroughly, and the cost was a flat fee with no surprises. After my trust was completed and recorded, I had no problem contacting his office whenever I had questions. His team has been very helpful and responsive in addressing any issues or concerns I've had. So far, I am very happy with the service and the overall experience. Thank you so much!

Great experience. Edward and team are knowledgeable, kind, honest, ethical, and amazing with follow…read moreup. Provided our family with greater peace of mind and I would highly recommend their services.

Adam helped us get our estate plan in order for a reasonable cost. Efficient and informative.read more

We worked with Adam to set up our Revocable Trust and our wills after being referred by a friend,…read moreand I can't say enough good things about the experience. Though we went through much of this remotely due to the pandemic, from the very first meeting, it was clear that he's not only incredibly knowledgeable and thorough, but also a genuinely kind and empathetic person. A true family man who understands the emotional weight of estate planning. We had put off this process for years--it always felt too tough. But Adam walked us through everything with clarity and patience. He explained the legal concepts in a way that made sense, and gave us a detailed checklist to help transfer all our assets into the trust. That alone was a game-changer. What really stood out was how he handled the heavier topics with a matter-of-fact approach that was still deeply compassionate. He made it feel okay to talk about the hard stuff, and that made all the difference. Thanks to him, we now have peace of mind knowing our family is protected and our wishes are clearly laid out. I honestly can't imagine how we'd feel today if we hadn't taken this step with his help.

Ray Sheffield closed his office. Attorney left his practice without notifying his clients.read more

From the owner: Mr. Sheffield is a knowledgeable attorney in Estate Planning, specializing in Tax.read more

Losing our mom was incredibly difficult, and we initially thought things would be straightforward…read moresince she had both a will and a trust in place. Unfortunately, complications came up right away--from accessing her bank account to managing a reverse mortgage. We contacted David Park for help, and although his initial To Do list felt overwhelming, he put us at ease during our consultation. He walked us through each step in a clear, organized way--explaining what needed to be done, who should handle it, and what he would take care of on our behalf. David was a huge help to us during this time. He's very knowledgeable and thorough, and he always took the time to explain things. Additionally, he's really patient and always got back to us right away when we had questions. If you're looking for someone to guide you through the complex process of estate planning or need support after losing a loved one, I would definitely suggest reaching out to David. He's really helpful and can make a big difference during a difficult time.

Genuine probate attorney with great insight on laws. Explains things easy to understand and…read moreoverall a great person. He should be on top of the list for your probate needs.