Based on 5 reviews
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JULIA became our estate planning lawyer after we had done a fairly wide search of prospects. We found her to be knowledgeable, and solicitous and supportive of our needs. She preformed her services promptly, and efficiently, and her cost were fair and reasonable - a plus when looking for legal services in the desert.
The extra benefit of having Julia as your legal advisor is her "user friendly" approach to serving her clients. This was particularly helpful to my wife who is less familiar with legal needs and procedures. She also is a CPA and, while we have not had a need for this service, it is nice to have it available as the need arises.
As a single, newly retired professisonal, I recently returned home to the United States following 19 years living and working overseas in Asia and Australia. I was in critical need of finding a legal professional as soon as possible to implement the establishment of an estate trust on my behalf. After making a number of inquiries, I was given a high recommendation by a friend to contact the firm of Julia Burt. It was excellent advice. I am extremely pleased with the high level of personal service and expertise I have been provided. The establishment of my trust was carried out and completed within a very reasonable period of time, in simple fashion, and with a minimum number of office visits. Personal follow-up has been an integral part of the firm's policy and protocol. I recommend the law firm of Julia Burt to anyone who is seeking personal and legal assistance at the highest level.
My parents thought they had a thorough and properly prepared family estate plan--they certainly paid for one. Because of my mother's poor health, I reviewed all of their estate planning and trust documents...and unfortunately found a number of errors and oversights.
A retired banker friend provided an enthusiastic recommendation of Julia Burt. Julia exceeded our expectations.
Julia met with us and reviewed all of the documents. She corrected errors, and redid items as necessary to ensure that my parents' wishes will be honored. She streamlined one 88 page trust document into an 18 page document that was clearer and more precise. She even took everything to their house on a Saturday for signing so my mom didn't have to go to the office. All of this was done in a timely manner to accommodate my mother's health and my travel to Palm Desert.
Julia's card says she is an attorney and C.P.A. She is also a real estate broker and notary. It was a pleasure to do business with an attorney that undersells her expertise, and over-delivers her services. It is also a relief to find an attorney we can count on to be responsive to our needs. I would highly recommend Julia to anyone needing estate planning, trust or probate work.
Julia reviewed many years and pages of past will, trust and estate planning documents and consolidated them into a concise and current portfolio. She was extremely thorough and detailed. She explained each item and made recommendations for our decisions. We are extremely pleased with her performance.
I first came to Julia in trying circumstances: I was seeking help with a sticky probate matter following the death of an immediate family member, and I had recently moved to the Coachella Valley so had no attorney in the local area. I had interviewed several other attorneys by phone before I called Julia's office and did not feel as comfortable about consulting them as I would have hoped.
After contacting Julia's office, though, I immediately knew I had found the right "fit." In my initial consultation with her, Julia answered all my questions knowledgeably and succinctly. She also listened extremely well, showed an empathy for my situation, and gave me confidence that she would not only give me professional but also timely service. I hired her on the spot.
And I was not disappointed! Julia stayed on top of all the details of my case, and each member of her staff with whom I worked was -- like Julia -- unfailingly helpful and accessible. In fact, Julia completed the probate of my family member's estate a month earlier than I was anticipating, a testimony to Julia's expertise as well as her interest in her clients.
Recently, I consulted Julia again, this time to have a trust set up for myself. And my experience was equally outstanding.
In sum, I can recommend Julia without hesitation. Her knowledge, service, and ethics are exemplary.
(By the way, I do have a fair amount of experience with attorneys -- my mother is one!)