Philip S Sousa

Philip S Sousa

5.0
Rating: 8.5

Licensed for 14 years

Estate planning Lawyer at Menlo Park, CA
Practice Areas: Estate Planning, Trusts, Probate, Tax

1100 Alma Street, Suite 210, Menlo Park, CA

About Philip

Biography

Practice Areas

4

Practice Areas

Trusts 40%

14 years

40%
Probate 10%

14 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 14 years

State: California

Acquired: 2011

Active

No misconduct found

Location

Jorgenson, Siegel, McClure & Flegel, LLP

1100 Alma Street, Suite 210, Menlo Park, CA, 94025

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Philip S Sousa's Reviews

Avvo Review Score

5.0 /5.0

9 Client Reviews

Filter Avvo Reviews (9) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 9 reviews

Posted by anonymous | February 20, 2017 | Hired Attorney | Estate Planning

Mother's family trust

Philip assisted us with the changes to the trust and power of attorney due my my mothers Alzheimer condition. He was very helpful and patient during this difficult time.

Posted by ronald d | November 11, 2016 | Hired Attorney

recommendation

He was very professional ,efficient & very easy with whom to communicate .

Posted by Domingo & Natividad | October 09, 2016 | Hired Attorney | Trusts

Create Family Trust

We met with Atty. Philip Sousa who explained to us the importance and advantages of creating a trust. We have talked with other trust attorneys before but when we met Atty. Sousa, we immediately trusted his knowledge and professionalism. He is friendly and courteous & was thorough in answering all o...ur questions during meetings prior to the creation & signing of the trust 2 weeks later.

Posted by anonymous | July 28, 2016 | Hired Attorney | Trusts

Updated our Trust

We met with Mr. Sousa and he explained the advantages to updating our trust which was written a number of years ago. He explained everything to our satisfaction and we decided to do the update. A month later we signed all the papers and everything was explained to us in detail. We were very happy wit...h our experience with Mr. Sousa.

Posted by LINDA | January 05, 2016 | Trusts

professional and thorough

MY HUSBAND AND I RECENTLY MET WITH MR. SOUSA TO UPDATE OUR TRUST. HE WAS VERY THOROUGH IN EXPLAINING ALL OF THE CHANGES IN THE LAW THAT HAD BEEN MADE SINCE OUR ORIGINAL TRUST WAS PUT IN PLACE. HE REVIEWED OUR TRUST IN DETAIL AND SUGGESTED CHANGES MORE APPROPRIATE FOR OUR CURRENT SITUATION. ' WOUL...D HIGHLY RECOMMEND LINDA

See All Client Reviews

Philip S Sousa's Lawyer Endorsements

Endorse Philip
Scott Jeffrey Judson headshot
Scott Judson

Estate planning lawyer | Apr 24

Relationship: Co-worker

"Philip is the type of attorney you can go to with any practical or technical question and he will know the answer. Philip is extremely knowledgeable about the ins and outs of estate planning and probate/trust administration, and can help any attorney or client out in a pinch. If you want a detailed-oriented, personable, knowledgeable attorney, Philip Sousa is your guy."

Jacob C Smith headshot
Jacob Smith

Estate planning lawyer | Mar 16

Relationship: Fellow lawyer in community

"Philip has a broad and deep wealth of knowledge of estate planning and related tax issues."

Ieenor W. Lin headshot
Ieenor Lin

Estate planning lawyer | Mar 16

Relationship: Fellow lawyer in community

"Philip Sousa is an experienced estate planning attorney who is supremely skilled at what he does."

Emily A Foehr headshot
Emily Foehr

Estate planning lawyer | Mar 15

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Brandon Wright headshot
Brandon Wright

Estate planning lawyer | Mar 15

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Robert Allen Piering headshot
Robert Piering

Estate planning lawyer | Mar 15

Relationship: Fellow lawyer in community

"I whole heartedly endorse Phillip. He is an extremely talented and knowledgeable lawyer who is passionate and dedicated to taking care of his clients needs. You cannot ask for a better lawyer when it comes to estate, wills and trusts."

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Experience

Rating:  8.5 (Excellent)

Honors

2016

Client Distinction Award, Martindale-Hubbell

2015

Client Distinction Award, Martindale-Hubbell

2009

Excellence for the Future Award, CALI

Work Experience

2022 - Present

Partner, Jorgenson, Siegel, McClure & Flegel LLP

2017 - 2022

Associate, Lakin Spears, LLP

2014 - 2017

Associate, Drobny Law Offices, Inc.

2012 - 2014

Associate, Geoffrey W. Phillips, ALC

Associations

2016 - Present

State Bar of California, Trusts and Estates Section

Member

2011 - Present

State Bar of California

Member

2014 - 2014

Silicon Valley Bar Association

Co-chair of New Attorneys Round Table

Education

2011

Santa Clara University School of Law

Juris Doctor (J.D.)

2005

University of California - Davis

B.A

Speaking Engagements

2017

Monthly Meeting

Estate Planning 101

2015

Chapter Meeting

Estate Planning

2015

Chapter Meeting

Estate Planning

Languages

English

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution