Herbert Lee Chavers

Herb Chavers was welcoming and explained the entire process at my first appointment. He gave examples that were easy to follow too, which was helpful to me since I knew nothing about what I needed. He had me consider issues I would have never thought of and made the entire process seamless. I paid a reasonable amount of money for an outstanding estate plan/ trust. I was comfortable asking questions and never made to feel like my questions were stupid. Herb and his helpful staff, Karen, were a pleasure to work with. They were pleasant, kind, efficient and made the process super easy. If you want a preview, simply go to his website where he has videos that explain the process. They were very helpful. I would highly recommend Herb Chavers. He’s just a great man.

My wife and I were very pleased with the work Herb Chavers did in putting our estate planning portfolio together. Herb is very knowledgeable and was able to make a connection with us right away, as I'm sure he does with all his clients. He helped us through the funding of our revocable trust and was able to answer all of our questions. He answers emails very quickly. I would highly recommend Herb!

Herb and his office established a living trust for my wife and I. It was done with great professionalism, sensitivity, and courteousness. We are well pleased with the total service provided by Mr. Chavers.

I realized I had been putting off doing my estate planning because it just seemed complicated and difficult. Plus, I did not even know what questions to ask or how the process worked. I felt overwhelmed and anxious. Mr. Herb Chavers had been recommended by a trusted financial advisor so I decided to give him a call. During our phone calls, emails, and meetings, Mr. Chavers made me feel very comfortable and explained all the details of the process. He listened to my needs, wants, and ideas and he was able to recommend a complete estate planning portfolio that would benefit, provide guidance, and make things easier for my beneficiaries. He helped me understand all the forms, tax implications, and the technicalities of my individual situation. The staff was also very experienced, considerate, helpful, and professional. Mr. Chavers is very knowledgeable, detail oriented, caring, and answered all of my questions in this very smooth and quick process. When I began this process it felt overwhelming but now I have peace of mind. I am very pleased with the results and Mr. Chavers' guidance. I would highly recommend Mr. Herb Chavers and his wonderful team.

All the COVID stuff got me thinking that it was time to do some adulting. Herb Chavers was extremely helpful at getting my assets in order. He answered all of my questions, made helpful suggestions, and kept a rather morbid process actually fun and informative. For the things that he was unable to do (but not because he doesn't know how), he put together a list of whom to contact and what to tell them to make sure my wishes are followed. That checklist of what I need to follow up on was very helpful. I didn't realize how much this was weighing on my mind, but now that it's done, I feel I can sleep much easier.

Herb was the most gracious, respectful, professional but most of all, knowledgeable Estate planning attorney we could have found!. He explained the process before and after should the unthinkable happen, we left with a sense of security knowing our legal docs are in place for the future. I highly recommend Herb, he will provide you the peace of mind you're looking for. WJM.

Whether you’re in need of a trust, estate planning or review of a current trust, Herb Chavers is very knowledgeable and caring. I have no problem referring Herb because I am confident in his abilities. He’s definitely the “go to” person for estate planning and Elder law.

My wife and I were looking for a living trust/estate planner for our family. A friend at church highly recommended Herb Chavers. We are very happy with his help in providing great service for our family needs. Herb and his team are extremely knowledgeable, friendly, and helpful with sound legal advice regarding estate planning matters. We had an enjoyable conversation throughout the whole process which exceeded our expectation. I definitely recommend Herb and his team for anyone seeking a living trust or an estate planning service. -Peter B

Mr. Chavers helped me during very difficult time after passing of my husband and our Trust had to be changed to Survivors Trust. He collected all the needed financial and other information to create that trust. since than we have visited the trust few times to keep it up to date and current.He is very knowledgeable. I will highly recommend him to any one for their Estate Planning.

Herb has been our family attorney for over a decade. I have gone to him for all of my legal needs and communication, and he has always been able to help. He took care of our family trust, and I always ask for his assistance any time I need to deal with complicated legalese. If you require legal counsel, go to Herb Chavers. He'll probably be able to help you.

During a recent crisis in my stepfather's situation, Mom was being asked to immediately pay $15,000 to move him from the hospital to a care facility. She was panicked and I wasn't sure what to do. I spoke with Herb on the phone that same day and he did some quick checks into their situation, made a couple of recommendations, and gave me referrals to some reliable professionals who could help with some of the things that are not legal matters (a Medi-Cal specialist, and someone who helps find the right fit in care facilities). He is a great listener and I could tell right away that he really knew what to look for to assess the situation and guide us. At every point along the way, he was clear and honest, while also being wonderfully patient and warm with Mom. He did not try to oversell or over-bill for his services; he guided us at each step to do only what we needed at that time. But he also helped provide some simple, vital recommendations for things like managing Mom's limited financial resources as we work through the process of applying for Medi-Cal. Long story short - with the help of Herb, and the two people he referred, we were able to navigate this crisis fairly quickly and now have my stepfather in a very nice care facility with a much lower fee. We also understand how to manage the Medi-Cal situation and have Mom's legal documents ready (she is likely to have her own crisis some time soon) so that we will be able to manage both of their situations and keep them safe and well cared for. After only two weeks, we have the initial crisis resolved in the best possible way, and have a plan for managing the situation going forward. We accomplished more and are in a much better situation than I imagined possible two weeks ago. All thanks to Herb Chavers!

Herb has been assisting both my mother and myself for many years. He is extremely knowledgeable and has given us a great deal of sound advice. He is very pleasant and enjoyable to talk to, and helped to create a clear picture from the confusing subject matter of estate planning. I have never felt rushed through a visit; he is attentive and covers all aspects of both current concerns and possible future issues. I highly recommend Herb Chavers.

I spoke with Mr. Chavers on the phone regarding estate protection and other options to consider. Mr. Chavers was very pleasant and took his time to explain and help me understand our options. If we decide to move forward, we will definitely use his services.

Herb Chavers is one of the most compassionate and skilled estate planning attorneys I know. We have worked on many cases together and Herb has my utmost trust and confidence. I would entrust my own family to Herb's care.

Herb Chavers helped us resolve all California trust issues for two successor trustees (family members) located outside the state, so all communications were by phone and email. My initial impression when I interviewed Herb by phone was that he was knowledgeable, was able to clearly explain the issues to be dealt with, and open to discussion about his background and fee structure. In our case, there were real estate issues to be resolved in addition to all the other trust issues. Heirs of the trust were located in several states. Herb guided the trustees through the process. Where there were actions that the trustees could execute on their own behalf, he gave us clear instructions, which reduced our legal fees. Herb and his staff were always available for questions and responded in a timely manner. Herb kept us informed and up to date on all matters that he handled. He completed the work for us in 2013. As shown in our ratings, there were no negatives and no surprises in our relationship with Herb Chavers, which is fairly uncommon in most legal matters. I strongly recommend him.