Based on 5 reviews
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Posted by a Trusts client, Flag
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.
Posted by Wilma, a Trusts client, Flag
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.
Posted by Jack, a Trusts client, Flag
Annette reviewed my outdated Trust and made the necessary modifications to bring it up to date.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.
Posted by a Trusts client, Flag
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!
Posted by George, a Probate client, Flag
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.