Based on 28 reviews
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Posted by a Estate Planning client, Flag
Jack updated our family trust and we're delighted with the changes he made, such as adding an asset protection clause. He's very knowledgeable and up on all the latest tax info and we finally have confidence that we have the right trust for our family. We've recommended him to many of our friends.
Posted by Walter, a Trusts client, Flag
I have been working for Mr. Stephens for several years as a notary for his trust signings.
All documents are prepared perfectly by Jack's assistant Natalie and the entire staff. This makes for a smooth and efficient signing for me as a notary as well as the clients.
Everybody in Jack's office is extremely knowledgeable and gives excellent customer service.
It has been a pleasure working for such a well run office.
A definite 5 star rating for Jack Stephens and his staff.
Posted by Jon, a Trusts client, Flag
We have only used Mr. Stephens to draw up our trust and keep it updated---We have never needed him to litigate a case in court.
Posted by a Estate Planning client, Flag
Jack Stephens has been my estate planning attorney for over 12 years. He has been absolutely honest and forthright in all our dealings and proven himself totally worthy of our confidence and trust. After an initial series of consultations where he ensured our wills and living wills were up to date and compatible with Calfifornia law, he established a trust for our estate. Since then he has kept us informed us about changing laws that impact our estate planning and encouraged us to make appropriate changes to keep up with the laws as well as our changing needs. Jack and his team have always provided us with superior service and personal attention. Jack has my highest recommendation for anyone who is interested in professional assistance for their estate planning needs.
Posted by Deanna, a Trusts client, Flag
We initially retained Mr. Stephens to set up our family trust and again retained him to provide legal guidance with my mother's will and trust. We find Mr. Stephens and his staff to be very knowledgeable and responsive. He answered all our questions in a timely and courteous manner and we would not hesitate to use Mr. Stephens in the future.
Posted by Jane, a Estate Planning client, Flag
This is the first time that I have required an attorney and I am grateful that Jack Stephens was recommended to me in our time of need. He came to my mother's home to meet with her when she was diagnosed with a terminal illness and wanted to ensure that her paperwork reflected her end of life wishes. Mr. Stephens was kind and thorough and now he represents me as executer to follow through with my mother's end of life wishes.
Posted by Linda, a Estate Planning client, Flag
I have known Jack Stephens for many years, he is a compassionate, honest man and I was very satisfied with his work and would recommend him for your Estate Planning
Posted by Rodger, a Trusts client, Flag
Jack did an excellent job. He answered all our questions and set up the trust fund to our specifi--cations.
Posted by Larry & Trudie, a Estate Planning client, Flag
We have used Jack for our Estate Planning needs since 1997.
Prior to that, Larry attended an Estate Planning Course taught by Jack through the University of California - San Diego as part of the curriculum for a Certificate in Personal Financial Planning .
Jack is professional, knowledgeable, up to date, thorough and patient. He also provides periodic newsletters and e-mail to clients to keep them informed about significant changes in the laws related to Estate Planning. He also maintains a website where clients are able to view 'webinars" on various Elder Law topics at their convenience
We have recommended Jack to several of our friends over the years who have also spoken highly of both him and his services.
Posted by Davina R., a Estate Planning client, Flag
Mr. Stephens is extremely knowledgeable about his field of expertise. He keeps up to date with changing tax rules and laws pertaining to estate planning and keeps his clients informed of such. Mr. Stephens provides free educational seminars to the community in order to keep people informed and aprised of issues pertaining to their estate plans. I found Mr. Stephens to be personable, communicative and ethical in his practice.
Posted by John, a Trusts client, Flag
Jack came recommended by a friend and we found him to cover everything we wanted.
Posted by Robert, a Elder Law client, Flag
Jack has always been very responsive to my needs and has done an excellent job in keeping my trust updated and current as my requirements and those imposed by changes in the laws occur.
Posted by WILLIAM, a Estate Planning client, Flag
HAVE WORKED WITH JACK ON ESTATE PLANNING FOR MORE THAN TEN YEARS AND HAVE BEEN SATISFIED WITH HIS KNOWLEDGE IN THE FIELD.
Posted by Linda, a Trusts client, Flag
Jack has handled our family trusts and affairs for over 20 years. 4 members have passed during that time, and Jack has handled each of their trusts and allocations efficiently. The modifications he has made to our trusts over the years have made sure that the greatest amounts possible are passed on to our loved ones. He stays on top of all current trust laws and notifies clients when beneficial changes need to be done.
Posted by Jean, a Trusts client, Flag
Mr. Stephens assisted me through a difficult time with my husband's untimely death. We used his professional services for over ten years in drafting and re-writing our trust. His staff is very helpful also. I would recommend him without hesitation for any trust administration issues.
Posted by Darlene, a Trusts client, Flag
Jack E. Stephens was recommended to me by one of my business attorneys for the purpose of Trust Administration.
His knowledge and capabilities have given me a sense of confidence in executing a friend's Estate, as I continue to enjoy the competence of his office and staff.
Jack is current in this field due to his continuous research, writting and industry participation.
I enjoy sharing the information gained from his instruction, and because of this, I refer Jack and his practice often.
Posted by Lucille, a Trusts client, Flag
Mr. Stephens did a very good job in redoing the trust after my husband died. Everything went smoothly and he was very helpful in all matters.
Posted by Zara, a Family client, Flag
Received a complimentary consultation courtesy of Southern Caregiver Resource Center (wonderful organization as well) and was very satisfied. I was able to schedule an appointment within a week ... pleasant surprise!
Jack Stephens accommodated my request to have my sister who was out of the area to call in. He provided multiple choices after listening to our situation from preferable to more challenging. He also provided literature ... a positive thing in my mind ... to empower the client with more information to do what is necessary without incurring fees.
Since this was a consultation, the "last hire ..." response is not really applicable, however, the appointment was within a month.
Jack Stephens' photo does not reflect his maturity and experience ... he is very knowledgeable and least offensive solution oriented; i.e., not pushing being adversarial ... NICE!!
Since the "situation" is in Northern California and we are not ready to do anything yet, we are not in the position to hire anyone at this time. Should I have a situation on which I can act upon or know someone inquiring about a lawyer specializing in Elder Law, I would wholeheartedly recommend Jack Stephens.
Posted by Robert, a Trusts client, Flag
I contacted Jack's office in the fall of 2011 to update my family trust and since that time he has been in touch with me 3-4 times. My prior attorney never contacted me. He is on top of things!
Posted by Mimi, a Trusts client, Flag
We went to an event put on by Jack and were very impressed by what we heard. We already had a Trust, but it needed review and by the time Jack got through with it, we could not believe what had been left out. We have gone back every two years to get it up dated and are surprised by the changes that we have never heard about. Jack also helped us find a lawyer in Oregon when we had to deal with my husband's sister and some issues that she had. I am getting ready to schedule another meeting with Jack Stephens to update our trust again this summer.
Posted by Brian, a Estate Planning client, Flag
Jack Stephens wrote the book on estate planning, literally!
As a real estate broker, my clients have an important responsibility to protect the equity in their home and estate. There is no other real estate attorney that I would or do recommend other than Mr Stephens. His knowledge, care, and concierge style of service facilitates an easy, trusting and affirming process for estate planning. Not only do I refer my clients to Mr Stephens, but I am a personal client and so is the rest of my family! Thank you Mr Stephens for taking such good care of all of us regarding these important life decisions.
Posted by Melody, a Wills client, Flag
I was referred to Mr. Stephens office via my bestfriend who is an attorney and also is a client of his . My friend is an extremly aggressive an a excellent attorney too . I highly recommend Jack .
Posted by Judy, a Trusts client, Flag
I needed help with my Living Trust after my husband passed on over 17 years ago. I had sold our home and had many questions that needed answering regarding the status of the A and B portions of our Trust. Not knowing where to turn I called Lawyers in Blue Jeans for direction. They couldn't help but suggested I call a lawyer specializing in helping seniors. Jack E. Stephens' office was the first to return my call. He and his staff were understanding and most helpful. After hearing the problem we set up a meeting with family and friends involved. After a brief but thorough discussion he came up with an agreeable, affordable solution to meet our needs. Everything needed was handled in a friendly, caring manner both promptly and efficiently. I have confidence in both he and his staff and would call on them again should the need arise. I am also impressed that he continues to stay in touch via computer with further information of special interest to seniors. He has my highest recommendation.
Posted by Arthur, a Wills client, Flag
Jack is very professional and knowledgeable. We have been working with him for over 10 years.
We have total confidence in him.
Posted by Richard, a Estate Planning client, Flag
Mr. Stevens was highly recommended by our long-time adviser who was retiring. Stevens has provided estate planning services in a complex situation with particular attention to our really understanding the possible impacts of our selection among alternatives. We have attended some of his open seminars, which are very presented very effectively. Changes in the law and our circmstances required us to redo some documents and this was handled in the same effective manner. Stevens is a skilled communicator and we appreciate his keeping us informed.
Posted by Glen, a Administrative Law client, Flag
Mr Stephens and his assistant Natalie were helpful, knowledgeable and professional in all matters. They communicated well with my financial advisor, and kept me informed of all actions.
Posted by Rory, a Trusts client, Flag
Mr Stephens was first contacted many years ago. Most attorneys push to get the trust done and then one never hears from them again. This attorney is vastly different; he holds informative update free sessions and discusses any items that may have changed in the law or in case experience of which we need to be aware. Also, he always invites other speakers to share what they have to offer that may be of interest to an aging client (or the off spring caring for one). There's no pressure to buy anything; and I always find the talks interesting. It's a lot of work for him to set these up; so I appreciate the effort. Again, none of the other attorneys I've seen (for this or any other type of service) are as client oriented as Mr. Stephens. I highly recommend him.
Posted by Janna, a Estate Planning client, Flag
Jack has done a wonderful job helping my mother and myself with getting her estate and wills in order. He has been very knowledgeable with all of the paperwork. His office is very responsive with any questions that I had. Great attorney here, I wouldn't hesitate to hire him again.