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.

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.

My wife and I just met with Timothy for a consultation about the administration of her…read moregrandmother's trust. We couldn't make heads or tails of the oiles of paperwork she gave been receiving. He was able to give us some very valuable information to help us make some decisions. I would highly recommend anyone in need of an attorney with his set of skills to definitely contact Timothy.

Tim Henry is an excellent lawyer, provides sage counsel and is very easy to work with. I retained…read moreTim to help administer my mother's estate. This multi-year process was complicated, given I was co-executor and there were eight beneficiaries (two of whom died during this process). Two years after the estate was settled, a related issue arose, and Tim has been able to quickly re-engage and provide the needed legal support. I highly recommend Tim for any and all Trust/Estate legal support you may require.

I recently setup a Living Trust through Sowards Law Firm. The process was made extremely straight…read moreforward with the help of their electronic documents / questionnaires. Few other firms expected to exchange relevant documents via regular email :( After answering their online questionnaire, a call with a paralegal helped clarify my answers and confusions. Then a meeting with Mr. Sowards going through minutiae and finer points to consider. Followed by an in person meeting (very important and very helpful!) to review draft copy,. I had my living trust documents done. The draft discussion showed their extensive experience in setting up such trust, covering almost all (as far as I can tell) angles and contingencies. Satisfied with their support.

Very professional, knowledgable and responsive staff! We used them for estate planning, and had a…read moregreat experience. Highly recommend!

Referred by a friend to help with estate planning and very pleased with how it turned out. Jeffrey…read moreexplained everything thoroughly and in simple terms. The entire process was very quick and simple thanks to his guidance.

Jeffrey went out of his way to accommodate my wife and I we had a complicated trust he went above…read moreand beyond to understand our concerns and needs. Highly recommend! Thank you Jeffrey!

Disappointing is an understatement. My parents had Mr. Hess prepare their trust and estate…read moredocuments 10 years ago. We needed to make some account changes to the trust about five years ago and his wife/assistant manage the communication between Mr. Hess and my folks, she was very impatient and is not the easiest person to work with. Not the most pleasant encounters I've ever witnessed. You would think when somebody is preparing trust documents which are very sensitive and personal series of documents that there would be a little compassion and caring. This was not the case. Now that parents have passed we have been reviewing the trust documents. In attempting to reach Mr. Hess at his office leaving multiple messages and inquiries via email we FINALLY got a call a month later, unapologetic and absolutely no additional follow up. Based on the non-communication of our inquiries we hired another attorney who indicated that some of the verbiage and details in the trust we're not prepared correctly. This review is based on our personal experience. If he was recommended to you by word of mouth. I would suggest interviewing him and getting a feel of his and his office staff demeanor before handing over a payment or retainer.

We first met Richard well over a decade ago to set up our family Revocable Trust. Over the years we…read morehad the opportunity to refer others to him and they're delighted with his wit. He is absolutely brilliant and a delight to work with. He's also very patient and generous with his time. We love having him handle our business!

This firm was highly recommended to me by a friend. I engaged them for some family estate planning…read moreand found them to be very difficult to work with. When I initially called to make an appt with the attorney my friend used, I was told someone would call me back to set up the appt. Five business days later, after never hearing from them, I called THEM back to schedule a meeting. After our initial meeting, we were handed off to Linda Kramer, who was quite rude and condescending, but at that point we had already paid the retainer and needed to get our documents done. It then took FOUR WEEKS to get the next appt scheduled with Linda. So much for timely customer service. Either they have more clients than they can be adequately responsive to or this is the level of attention they think is OK.

This firm has helped me with estate planning and trust documents for my family as well as for both…read moreof my parents at the end of their lives and after death. We have always been treated with both professionalism and kindness. The work they do is efficient and thorough. I can't recommend Kramer Radin highly enough!

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