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39 Client Reviews

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Showing 26 - 30 of 33 reviews | Estate Planning

Posted by Jim | July 12, 2016 | Hired Attorney

Edmund Yan

Edmund worked with us on estate planning and preparing our Living Trust. He made the whole process easier and less stressful than we had expected. His fees are very reasonable and less than another attorney we were prepared to work with. He’s very knowledgeable, organized and meets the agreed schedul...e. We trusted his recommendations from the beginning and he’s given us a feeling of confidence in the process and the result. We’ll certainly continue to work with Edmund as our circumstances or needs change and will confidently recommend him to friends and family.

Posted by Gev | July 03, 2016 | Hired Attorney

Consummate Caring Professional

My wife and I hired Edmund to develop a comprehensive estate plan for us. The introduction came via our retirement planner, who is a close high school friend of mine. Edmund came recommended and most definitely delivered. I’d say our situation warrants a moderate level of complexity with 2 homes, a s...eparate business identity, a child on the way and a myriad of independent and employer sponsored investment accounts. Being a risk management professional for a very large public organization, I had dealt with complex legal liability matters as well as complicated probate investigations. My interest and need for elaboration was high and I feel I had more than a standard volume of questions and expectations from his services. His technical knowledge base is strong and he brings a solid level of experience on the various faces of estate planning and litigation. His approach on developing the plan (and necessary related components) is very comprehensive and his philosophy on troubleshooting potential issues to prepare for is methodical and ethical. Throughout the entire process Edmund answered all our many questions clearly, completely and credibly. We carried a consistent impression that he is very much available to us at any time and truly has our deepest, best interests in mind with his work services. He often extended recommendations that not only addressed the situations being explored but also extended into very necessary components we had not yet thought of but upon his suggestions to discuss, immediately realized the critical value and necessity for. Needles to note, estate planning is a process that is inherently about determining and detailing very uncomfortable and unpleasant realities of life. I will say that the process was significantly less “painful” than we had braced ourselves for. Edmund’s approach and thorough advocacy for our best interests is undoubtedly responsible for it having been as pleasant an experience as it was. I appreciate how many random surprises were avoided by some of the little extra touches he provided in his advisory process. I was also quite relieved with the level of efficiency designed into his approach. Overall, I am genuinely and thoroughly satisfied with the holistic service and final product. Having Edmund do our living family trust has yielded me a sense of comfort for having an invaluable ally in all things estate planning related. In an important and sobering process like this, it is desirable to have a strong technical expert that also balances with genuine soft skills and regard for humanity and diversity. With that said, I highly and whole-heartedly recommend Edmund for estate planning counsel without any reservations whatsoever : )

Posted by Rafael | July 01, 2016 | Hired Attorney

Professional, prompt, excellent

We set up my mother's living trust over 10 years ago and it was time for a review. The original lawyer had since retired and we found Edmund Vincent online. Some of the challenges included a mom who primarily speaks Spanish and kids (me) that live a few hundreds of miles away. Still, I could not h...ave asked for a better experience. After a brief phone conversation, we send Edmund some documents and he was clear on his timeline and what would happen next. He reviewed the documents and we arranged a meeting in during one of my trips to Los Angeles. During the visit, Edmund pointed out real problems with the original trust and what he needed to do about correcting them. He asked my mother a number of questions and also captured any changes or desires she wanted to make. We never felt rushed and Edmund explained the process very easily. This is no small feat given my mom is in her 70s and not a native English speaker. But Edmund was patient and my mom commented that she felt very comfortable. Edmund made the necessary changes and updates to the trust. He communicated with me and subsequently with my mom to get all the documents signed. He even went to visit my mom at her home to get the final documents signed off. The final documents were turned in on time and quickly. I cannot give higher praise to Edmund and the positive experience that we had. He was clear in the various steps, stayed on schedule, delivered on his promises and intentions. Perhaps the biggest compliment I can pay him is that we would use him for our own estate planning without hesitation, although logistics make that difficult given that we don't live in Los Angeles. I did want my mom to have a positive experience and she conveyed that Edmund was easy to work with and that she felt very comfortable with him handling this very important issue. Now my mom feels much more comfortable that her documents are in order.

Posted by Sam | January 08, 2016 | Hired Attorney

An exceptional estate planning lawyer that I trust.

I am a Certified Financial Planner that has hired Edmund on many occasions in order to help my clients with their Estate Planning needs. I have seen what Edmund can do first hand and have received feedback from my clients who have also dealt with him. Edmund is always very well prepared and shows u...p on time! He is always very presentable and professional. He speaks to people in simple, understandable terms that they can understand and I really appreciate that about a lawyer. I cant stand when lawyers speak in legal jargon it drives me nuts. I can also say that Edmunds pricing is very fair and reasonable and thats why I have used him on many occasions. I would highly recommend him because of his expertise, professionalism and his ability to be cost effective.

Posted by Suresh | December 21, 2015 | Hired Attorney

An Excellent Estate Planning, Edmund Yan Did A Superb Job on my Living Trust

Edmund Yan is an absolutely terrific and highly capable attorney whom I can and do FULLY RECOMMEND to anyone in need of estate planning services. Edmund guided me through the estate planning process and helped me prepare a living trust. He was highly responsive to my need and took time to make su...re I got exactly what I wanted. Notably, before hiring Edmund, a family friend strongly recommended another attorney (an attorney who, unlike Edmund, had very high fees), but when that same family friend saw the trust Edmund prepared for me, he was shocked at how much better the trust Edmund was prepared than the trust that his attorney prepared. I truly have no regrets concerning my decision to retain Edmund as my estate planning attorney. In fact, hiring Edmund has truly given me a great sense of security in terms of having my affairs in order, and I truly enjoyed working with him.

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