My parents thought they had a thorough and properly prepared family estate plan--they certainly paid for one. Because of my mother's poor health, I reviewed all of their estate planning and trust documents...and unfortunately found a number of errors and oversights. A retired banker friend prov...ided an enthusiastic recommendation of Julia Burt. Julia exceeded our expectations. Julia met with us and reviewed all of the documents. She corrected errors, and redid items as necessary to ensure that my parents' wishes will be honored. She streamlined one 88 page trust document into an 18 page document that was clearer and more precise. She even took everything to their house on a Saturday for signing so my mom didn't have to go to the office. All of this was done in a timely manner to accommodate my mother's health and my travel to Palm Desert. Julia's card says she is an attorney and C.P.A. She is also a real estate broker and notary. It was a pleasure to do business with an attorney that undersells her expertise, and over-delivers her services. It is also a relief to find an attorney we can count on to be responsive to our needs. I would highly recommend Julia to anyone needing estate planning, trust or probate work.

Julia reviewed many years and pages of past will, trust and estate planning documents and consolidated them into a concise and current portfolio. She was extremely thorough and detailed. She explained each item and made recommendations for our decisions. We are extremely pleased with her performance....