Beatrice Phan Law
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right? ), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
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We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Planning For Your Children
- Estate Planning
- Special Needs Planning
- Asset Protection Planning
- Estate Tax Protection
- Probate Process
- Trust Administration
Sentiment Analysis
She is very patient with me and took her time to help me navigate through the portal.
She took the time to explain his trust, what the issues were and options to resolve them in a way that was easily understandable.
It was also very convenient; everything was done through on-line video and a notary came to our home for the signing of the trust documents.
This will not only triggers an automatic percentages charged to the total amount on your asset, but the time it takes to go through the process.
She goes beyond just legal services and provides practical instruction as well, which includes helpful tips to direct what supplementary actions will ensure all loose ends are tied up, but that is not a common practice among most estate attorneys.
She is knowledgeable, thorough and during the process, she spent as much time as needed to answer all of my questions and to address my planning needs.
Beatrice and her team made this experience seamless, with thorough explanation of what to expect and what steps to take to keep our children safe.
Her Professionalism of guiding you every step of the way and Responsiveness to questions, concerns and emails have exceeded our expectations.
After we finalized and executed the trust, she provided us with a “Funding toolkit”, which includes: (1) an excel copy of all our assets that need to be transferred into the trust, including account numbers, with clear description of “action needed”; and (2) a word copy of “General Instructions for use of self-funding Toolkit”.
She made sure we fund the trust properly and feel comfortable that we have a fully functional Living Trust document.
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