Posted by Gladdie
Because of conflicts between co-trustees, Curtis Kaiser was recommended to me as having the perfect temperament and demeanor for assisting in the estate work of my California relative. Living out of state made me think settling the estate would be an insurmountable task. I must say Curtis Kaiser fit the bill. He laid out the ground rules for the necessity of working together. He was very organized and helpful in answering questions. We had numerous phone conferences to gather information and make decisions. His office staff was very kind and helpful. His style of managing a conflicting situation worked well for me. I would recommend Curtis Kaiser to anyone to assist in estate work.
Posted by Michael
Curtis and his team at Kaiser Law Group went the extra mile in helping me set up my trust. Everyone at the law office was so friendly and attentive to my needs and made me feel like I was not just a customer but a member of the family. Curtis explained to me all of the aspects of setting up a trust as well as the pros and cons of various decisions I needed to make and how those decisions might affect myself and my beneficiaries. His deep technical expertise in the subjects of estates and trust was evident through the process. Curtis was very patient with all of the many questions I had. Also, because I was very busy with my work schedule they accommodated my schedule needs and provided friendly reminders of information I needed to supply to them along for the trust process. Curtis also presented a separate optional workshop for his clients that I attended, which explained the process of funding a trust and what I needed to know and expect throughout that process. I found this workshop particularly beneficial and helped me better understand my responsibilities. Finally, the customer service provided by Curtis and his team at Kaiser Law Group was superb, professional and friendly. I highly recommend Curtis and the Kaiser Law Group for estate planning services. They did an outstanding job!
Posted by Tony
Curtis Kaiser helped me and my wife set up a Living Trust. No sales job, no BS marketing, just plain and simple "here it is" explanations and recommendations. Also presented alternatives for what might or might not work for our situation. This attorney (and I laugh) is one of the most personable lawyers I have ever met. The reason I laugh at calling Curtis a lawyer is that he is what all lawyers should aspire to become. Curtis also met with a family member and helped them reverse a potentially costly mistake in an existing family trust creating a precedence that would help others.
Posted by Donald
I’ve had many opportunities to read, review or be party to contracts, investment agreements, employment agreements, loan agreements, and other legal documents, including having completed two previous estate plans over the last 20 years. However, when it comes to legal documents, the set of estate planning and trust documents that my wife and I received from Mr. Kaiser is in the top echelon for clarity, completeness and efficacy. My wife and I continue to feel very smart in having picked Kaiser Law Group! In addition to being a top-notch professional, he and his office staff provide a personable and pleasant experience; a rare combination indeed.
Posted by Bernie
We had never done any estate planning before and Curtis was able to take all the mystery out of estate planning. Curtis took the time to discuss our options with us at the planning meeting so we could come up with an estate plan that met our needs. At the time of the signing of the estate plan, Curtis again went over the plan with us in detail so we knew exactly what we were signing. We also appreciate that Curtis gave a specific fee quote once we decided the parameters of our estate plan.
Posted by Robert W.
KLG upholds the highest standards of professional service, coupled with sensitivity, personal insight, and a genuine sense of protecting the clients' financial stability. Our trust documents are concise and express clearly our intent. Also, we take comfort in knowing we have an open line for any future communication with KLG.
Posted by anonymous
Curtis was highly recommended by our financial advisors. Curtis and his team were able to easily understand our needs, put in place a plan, and help execute the trust with ease. Thank you!
Posted by Julie
Prior to our initial meeting, Curtis and his paralegal staff were extremely responsive and accomodating. At our first meeting, Curtis provided us with an excellent, thorough overview of the process upon which we were embarking and was able to answer not just our basic questions regarding living trusts and wills but some fairly specific questions regarding our own unique circumstances. As parents of young children, planning for those children's futures in the event of a catastrophe, can be scary and unsettling. However, Curtis made this process so much easier for us by providing us thorough information regarding our options and excellent advice as to what best suited our needs. In addition, his paralegal staff is very knowledgeable and personable. In all honesty, I could not have had a better experience. In addition, knowing and trusting Curtis to handle any issues as they arise, also makes this process a lot easier.
Posted by Sigrid
We found Curtis Kaiser at a seminar we had attended and were very impressed with him. Initially we thought that we just needed to update certain items in our trusts, but after several meetings where Curtis got to know our situations, we came to realize that there was much that needed to be changed in the trusts structure. While this was in progress my husband developed a medical emergency and we were very grateful at the wonderful response by Curtis and his staff to get all the issues resolved for us. We recommend his services.
Posted by Russell
Curtis Kaiser makes an impression when he sets up an outline of the things one needs to do a project, solve a problem or come up with a solution, making suggestions or adding things that could make a difference. He takes an interest in the client and what they want to do; he listens. He is able to work with other professionals; this forms a team of professionals who are working for you. He enjoys his work and doing a good job - and that is a big plus.
I have my estate set up and organized and am at peace with myself knowing that my descendants will be able to use the estate to hopefully help them have a solid platform to work and grow from and the tax man will get only what is due.