Based on 9 reviews
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Annette wrote my trust documents and guided me thru the process. I think it was a pretty standard situation, but there were a couple of things that she had to research. She was on time with her part, but did not rush me. She was recommended by a friend and I am glad I went to her. Job done, cost as agreed.
Ms. Dawson-Davis set up our family trust. She was very patient with us and helped up think through the specifics we wanted to incorporate, as well as cautioning us about several things we had thought about doing but that could have led to problems down the road. Her advice led us to take several actions which were necessary to resolve some financial issues that had existed for some time but that we had ignored. In all of this, she was helpful, friendly, courteous, and just a pleasure to work with.
I would highly recommend Ms Dawson-Davis, she assisted me as I encountered multiple problems as a POA for a friend before and after he passed away. She gave me ethical and successful advice. She displayed a passion for helping when i was in a stressful situation. She went above and beyond for us when we needed her the most.
We needed to update our trust documents, so we interviewed several lawyers. We chose Annette Dawson-Davis, she was recommended by our Financial Planner after meeting with her, we do not regret it. She is straightforward, and personable. She explains everything very well, and she leaves you with a well organized binder containing the documents and disk. I would feel confident that my children will be helped well by Annette.
Need more reasons:
1. She knows her stuff.
2. She packages estate planning into a crisp and clear process, with a well-defined deliverable in just two meetings.
3. Pricing is simple and straightforward -- and significantly less than the hourly estimates we received.
4. She's quirky and fun, and you need that when talking about your death.
Thank you Annette.
Annette helped us with our Living Trust. She met our specfic needs and charged fairly for her work. She did not "create" unnecessary work in order to charge a higher fee. She was very honest and kept things simple. She was knowledgeable but honest at the same time when she did not have an immediate answer to some of our questions. She was willing to consult her contacts and did not charge extra for this service. She delivered a very professional product in a timely manner. I would highly recommend her services.
I did not need the services of Annette Dawson-Davis for very long, but during that time I found her to be very responsive to my questions and my needs. She went beyond what was expected in terms of directing me through the quagmire of settling my sister's estate. She was friendly and concerned yet always professional in her dealings with me. I would happily recommend her services.
Annette reviewed my outdated Trust and made the necessary modifications to bring it up to date.
This was a process that required a few meetings and telephone calls which were handled efficiently.
I've had occasion to email her with an occasional question and always receive a reply within 24 hours or less.
Mrs. Dawson-Davis finalized the trust for our parents estate before their passing. When the time came that our mom had died she gathered the family at her office and gave a thorough explanation of what lay ahead of us in terms of listing what we needed to do to proceed with settling the estate, what the legal responsibilities of the Trustee are, and what we could approximately and reasonably expect to inherit. During the following months, with numerous problems arising from siblings who found it difficult to accept the realities of the Trust, Mrs. Dawson-Davis provided solid guidance to the Trustee and dealt with one sibling's attorney to reach a fair settlement on a challenge to the trust, thereby allowing us to avoid court. These several months were a difficult and mentally challenging period and without Mrs. Dawson-Davis guidance we would have had a disaster on our hands. Instead we were able to work through it all. Thank you so much, Annette Dawson-Davis!
Annette worked on our mother's will/trust after her death. She made sure that I, as the executor, was in full compliance with state laws (I do not live in CA). Distribution of assets to heirs went according to the trust and their were no problems. She promptly prepared and reviewed all the necessary forms after the death. The advice provided was sound and reasonable. Would gladly use her services again. The trust paperwork was originally prepared by another attorney, but that attorney was no longer practicing when our mother died, so we had to find a good attorney quickly. We made a good choice. Would highly recommend her services. I visited with her three different times and appreciated the fact that her office was modest, resulting in lower costs and consequently lower hourly fees.