“We had gone through changes over the years from the original creation of the Trust documents and David did everything we expected and in a very timely manner.”
“I personally appreciate his openness of communication and knowledge about estate planning, probate, and how he makes the whole process easy to understand.”
General Business, Estate Planning, Trust Administration
“And when I walked back into Elliott's office, with the paperwork ready for my signature… Elliott was waiting, still without judgment, as he patiently and compassionately took me through the signing of the documents.”
“I have referred him clients for real estate matters as well since and they also have been quite satisfied, as David was previously a Real Estate Broker before starting his law practice.”
Medi-Cal Planning, Alzheimer’s Planning, Elder Law
“Nevertheless he spent the hour going thru my documents and discussing different options including a reference to someone who might be able to fill my needs.”
Personal Injury Defense, Insurance Defense, HOA Law
“Unlike some lawyers that requested that I paid for their documents review time before providing any basic direction, she suggested useful approach I can take first before investing in expensive legal fees.”
California Board of Legal Specialization, Living Trusts, Trust and Probate Law
“Estate planning is complex and emotional; Matthew Hart did a wonderful job explaining everything in simple terms and made us feel at ease making these very important life decisions.”
“Harris for several years now and he is an expert in probate and estate law, and can explain all aspects, pitfalls and problems that can occur in estates.”
“He has worked with my family and I to resolve all of our estate issues, and when things seemed overwhelming, he was always there to offer his support and guidance.”
“Her professional manner and warm demeanor made me feel very comfortable which was important for me to move through the details and complete my estate planning.”
“I truly appreciated that Elizabeth is very fact based, professional and asked my Mom several questions to make sure that she understood what my Mom's intentions were regarding her trust.”
“Somehow I neglected to fill out a page on Turbo Tax related to all of the expenses on this home we had built back in 1997, and the IRS sent us an invoice that took the wind out of our sails.”
“Stefanie explained clearly what we already had in place, how to simplify and accomplish what we wanted to do, and our various options in planning for the future.”
Inheritance Disputes, Trust AND Probate Administration, Estate Planning
“His strategy with our case was spot on and there is no doubt the very positive outcome we received would not have been possible without the formidable talents of Mr.”