Overall Rating
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5.0 /5.0

298 Client Reviews

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Showing 21 - 25 of 29 reviews | Responsiveness

Posted by Richard | May 01, 2020 | Hired Attorney

Super service start to finish

My wife and I had not truly considered creating a trust for our family. We thought that a standard will and power of attorney would just suffice. We attended Stephanie's event and learned that we really needed something more to protect our assets and ensure that our children would not be burdened wit...h the challenges of going through probate and numerous other hurdles people experience when handling an estate. Stephanie walked us through the whole process, listened to our concerns, provided guidance, and helped us think about what we wanted to have happen. With the whole social distancing challenge, she made accommodations for us to get our documents signed in an expedient and safe manner as well. We feel very fortunate to have Stephanie as our lawyer and very relieved that we have things in place for our kids so that they will not have to experience unforeseen challenges. Thank you Stephanie!

Posted by Carol | March 23, 2020 | Hired Attorney

Carol Rubio

Stephanie was very professional and a pleasure to work with. She went out of her way when I needed certain things email to me, My husband and I have peace of mind now regarding our trust for our children and grandchildren. From what I understand going on in our country in the world, many people a...re rushing to get their things in order in case something happens to them.

Posted by Lee | May 29, 2019 | Hired Attorney

Lee

Stephanie was a delight. She was knowledgeable, responsive, organized, engaging warm and very fair with her fees. I have worked with many attorneys over the years who have handled family trusts. Stephanie was one of the most astute in her understanding of what was needed in our family trust. I c...ould not recommend her more highly.

Posted by Steve | June 01, 2018 | Hired Attorney

Living Trust (LT)

I hired Stephanie to do my LT. Met her at a seminar where she explained the pros of a LT, the cost and procedure. She answered all my questions. It was a great experience and I would recommend her to others needing such service.

Posted by John | April 27, 2018 | Hired Attorney

John & Michele Trust

Stephanie made a pretty difficult task so much easier. Our first meeting she listened attentively and took copious notes. She is very thorough but made explanations easy to comprehend. After first meeting, answered questions via phone calls to ensure every item was properly represented in our trust. ...On our signing meeting she ensured my wife and I understood every document we were signing. Her attention to detail was fantastic, for example, ensured all wording in the trust was just as we wanted.

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