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Sumita Bhandari

Estate planning Attorney at Danville, CA

5.0   7 reviews
  • State Years
    California - CA 10 years
    Pennsylvania - PA 17 years
  • Licensed for 10 years
    State CA
    Acquired 2013
    Status
    Active No misconduct found
  • Licensed for 17 years
    State PA
    Acquired 2006
    Status
    Administrative Suspension No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Sumita

Learn Sumita’s areas of practice.

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Location

Gagen, McCoy, McMahon, Koss, Markowitz, & Fanucci
630 San Ramon Valley Boulevard
Suite 100
Danville, CA, 94526

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Reviews

5.0 / 5.0
  7 customer reviews
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Posted by GG | October 15, 2019
This review is from a person who hired this attorney.
| Hired Attorney
professional, kind, supportive estate services
Sumita worked with my wife and I to complete a living trust, will and associated documents. She was thoughtful, insightful, and supportive of us throughout the process. We worked remotely as appropriate and met when necessary, and she was quite responsive in communication. Documents were created in expeditious yet detailed fashion.
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Posted by Rachelle | November 22, 2018
This review is from a person who hired this attorney.
| Hired Attorney
A pleasure to work with
Sumita was great to work with. She explained things in detail, answered all our questions and responded to emails quickly. She was friendly and helpful making the entire process seamless and enjoyable
Posted by Anne | July 5, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning with Ms. Bhandari
I was very apprehensive about undertaking the whole estate planning process but Ms. Bhandari was very helpful throughout the entire process. Professional, kind, smart, detail oriented, excellent communicator. I would highly recommend her (and the services of Gagen McCoy) to anyone who needs estate planning.
Posted by Surendra | April 2, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Very positive experiance
I recently used Sumita Bhandari for Estate Planning and living trust. The whole process was very well organized and personalized. From the first consultation where I didn't know the meaning and purpose of "Estate Planning and living trust" to explaining the documentation once they were prepared and signing everything was smooth. She definitively made this whole thing appear easy!
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Posted by Sanjay | January 23, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Professional lawyer with a personal touch
My wife got the recommendation for Sumita Bhandari from one of the women at work groups. She was very informative during our consultation session and provided great analysis for the couple of options that suited our needs. We were impressed with her and after consulting 2 other lawyers we decided to go with Sumita as she appeared to be the most professional. We choose to do the complete estate planning package. She was a pleasure to work with and provided a very personal touch by walking us through various life scenarios that might occur and the options we have now to handle those scenarios. Me and my wife spend hours and days in deciding, and then altering those options and we were always greeted by the friendly and professional advice of Sumita. Thanks to her, we have a great estate plan and are very pleased with the quality of work and advice provided
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Posted by Rama | January 20, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Absolutely the best
We were one of those who knew the importance of Trust/Will but kept procrastinating on it. We are glad to meet Sumitha as she explained the process in layman terms and guided us on how to choose the caretakers for our kids in case of the unexpected turn of events strike.. also she helped us very much in the detailed planning of distribution of our assets and meticulously handled all aspects of the entire process! She is very knowledgeable and absolutely a delight to work with! She always responded to our questions quickly and had to meet her only 2 times to complete our trust/will to our 100% satisfaction! Highly recommend Sumitha
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Posted by Vipin | January 16, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Expertise delivered with professionalism and quality of work
After debating for months (and may be years), we decided to write our Trust/Will documents. Like many of us, cost is a factor to consider but when you start the process, you realize that this level of documentation, advice and protection is worth it. One can only hope you don't have to exercise it anytime soon :) Anyway, we engaged Sumita Bhandari due to a personal reference who conducted similar business with her firm. First about the firm: Her firm has a nice pleasant office in Danville. We had to visit only twice, one for detailed discovery and next for signatures etc. Our case was not that complicated so it was an easier process. Now about our attorney Sumita: Very professional, always on time and ready to receive us. Communication was always clear and in most cases, written for no ambiguity. The initial interview questions were adequate for us and we did have ton of questions to ask. However, I have to admit that we could not stumble her ;) She had done her research based on what I had explained about family and financial situation over the phone. It took about 2 weeks for her to prepare all the documents and it was first shared securely through their portal. There were couple of small edits for her to make and we were ready for signatures soon after. Impressed by ease of process and thoroughness of the documentation. Guess that's why lawyers get paid big bucks ;) We received digital copies and binder with originals. Start to end, our case took about 3 weeks. Everyone's family and financial situation is different but this is a necessary step and having a professional guide like Sumita makes the process easier for sure. Engage someone like her who knows local/state laws vs. going online (BTW, I tried that as well 2 years ago - world of difference).
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Resume

AVVO RATING 6.6 (Good)

Education

  • Boston Univ SOL
  • N/A
  • Univ of California Davis
  • N/A

Languages Spoken

  • Hindi

Attorney endorsements

Received (1)
Given (2)
Endorse Sumita
Estate planning Attorney | Apr 24
Relationship: Fellow lawyer in community
"Sumita is a smart and knowledgeable lawyer. I wholeheartedly endorse her."

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Danville Estate planning Lawyer Sumita Bhandari
Sumita Bhandari
Estate planning Attorney
Danville, CA
Licensed for 17 years