Herbert Lee 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.

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!

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!