Herbert Lee Chavers

Herb was recommended by a financial visor. In our meeting, Herb truly provided a lot of support and helped us understand the whole entire process of preparing and creating our estate settlement portfolio. We truly appreciated that he went step-by-step through the entire document to help us underst...and what we were creating, who will be the successor of our assets and how our children will be taken care of, and, overall, the entire family if an incident were to happen. This is an amazing life responsibility that everybody needs to truly take advantage, for the protection of children, assets, and family members. Complete our estate settlement portfolio gave us peace of mind, especially since the process was easy to understand and Herb took the time to teach us the importance. The meeting environment was very comfortable and the staff was really helpful. Our meeting was greeted with a welcome sign in mine and my husband's name. That small touch of customization really shows the caring and importance of our meeting. Overall, it was a quick and easy process, and anybody can get this done if they really put their time aside to complete it. My husband and I have been thinking of completing this for over 4 years and we have finally done it! Thank you, Herb and the staff for a great experience.

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 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 issue...s 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.