A good friend of ours recommended Elizabeth Johnson to us and we are so grateful and happy we met and hired Elizabeth to be our layer. Elizabeth did an amazing job! She was very helpful in explaining all the details and definitions to so many legal terms as well as providing the right options us. She is very knowledgeable, thorough, detailed and trustworthy. She was flexible and understood our busy schedule, keeping in touch via emails, phone calls, coming to our house, and always being prepared made the process very smoothly. Elizabeth’s knowledge and skills on trusts, wills and estate planning are excellent. We highly recommend Elizabeth Johnson, she truly is a great person, friend and excellent in all that she does.
Elizabeth Johnson helped us move through the labyrinth of estate planning easily and quickly. We had just moved to California from out of state and needed to bring multiple documents into compliance with California law. She helped us modify advance directives, power of attorney documents and revocable trusts for both my wife and me. She was professional, very personable, extremely competent, timely and efficient. She is a pleasure to work with. I would recommend her for estate planning needs without reservations.
Eliz is a blessing! I had always been told I needed a trust, but never quite understood why. She explained each stage of the process, took the fear out of answering some tough questions, and helped me to feel comfortable in putting my Trust and Will together. I know can go to her with any questions and feel confident that my wishes are in proper order. I would highly recommend Eliz and her services.
Elizabeth took on what looked like to me a long, stultifying process of juggling the varied aspects of my mother's will/estate and turned it into a quick, aggravation-free process. Her attention to detail and regular updates were most reassuring given the complexity of the will. Whatever your needs are regarding any aspect of estate planning and/or will execution, I heartily endorse Elizabeth's skills.
Elizabeth has done an amazing job in helping us with our trust documents and organizing all of our legal affairs. She leaves no stone unturned and made sure I understood everything at each step of the process. I would highly recommend her services to anyone.
Elizabeth has proven to exceed quality workmanship. Extremely knowledable and determined. She has delivered promt quality work and is a great professional to help with your needs.
Elizabeth C.A. Johnson has been doing my estate planning work for more than five years now and I am very satisfied and well-pleased with her work. She asks all the right questions and frames my plans accordingly. She carefully update my needs annually or more often as needed. I highly recommend her services.
Elizabeth Johnson is not only highly efficient but is honest, quick and has a delightful sense of humor. After hiring her to handle my mother's final estate and the dizzying details that my job as Executor demanded, and then set up a Special Needs Trust for my nephew, she offered to take a look at our Family Trust which had been set up almost 20 years ago by our financial advisor. She pointed out many aspects that were either not in our interest or legally had changed over time. She worked with us at length to clearly explain each section and made sure we fully understood everything we signed. What blew me away is the additional parts besides the typical Living Trust ( with Instructions to Trustee and Certification of Trust), Pour-Over Will, Advance Directives ( with HIPPA Authorizations), Power of Attorney-Assets, there is a Final Arrangements ( with Death Certificate info), Special Instructions to the successor Trustee, Password List for accessing online accounts, Insurance Policies, Property Agreements, Business Agreements, current Financial Assets ( with beneficiary designation), liabilities, Personal and Family History and finally the whole shebang on a Flashdrive! We can now die knowing that our successor Trustee has everything they need in one place! What a gift to that person at a time when you want them to stress free. Elizabeth also offers to make herself available to help the successor if needed. Not only all that - Elizabeth has heart and I now include her as a friend. DO NOT HESITATE TO ENGAGE HER SERVICES - you will not regret it.
Since I met Elizabeth Johnson I have been recommending her to all my buyers. She explained to me the process and the need for for family trust and it all makes sense. I found Mrs. Johnson to be down to earth, experienced, and knowledgeable. She really knows her stuff with passion. Thank you for your help aND loyal supporter...Louis M.
Posted by Jill
Elizabeth assisted us with our estate planning and our experience was extremely positive. We found Elizabeth both knowledgeable and professional in all areas of the planning process. She was insightful in her suggestions for our needs and innovative in her ideas for what would be the best plan for us. She keeps us posted with tax and law updates that may effect us adversely. We look forward to continuing to receive her advice for many years in the future.