James David Stein

James helped me put together my first estate plan after I had inherited assets from my father (who unexpectedly passed away). The idea of putting together an estate plan is daunting in and of itself, and given the circumstances I sought James' help under, I was experiencing additional stress. James h...as a kind demeanor and was gracious with his time, patiently answering all of my questions and walking me through the entire process. He also went above and beyond multiple times to point me in the direction of resources related to my inherited properties. I highly recommend James and believe anyone will feel well taken care when employing his services.

We had procrastinated too long in getting our estate incorporated into a trust (it is important to do this and avoid the delays and cost of probate proceedings). This Law Office was very helpful and efficient. The cost was reasonable. Everything went quite smoothly. James Stein was most pleasant to w...ork with as well. And he followed up afterward with advice and reminders to take care of some important things afterward.

At our age, we needed a living trust badly. Friends and relatives had finished theirs many years ago. They kept reminding us about it, but we had been procrastinating to get one done. Finally, we found some time to do it. James Stein is a great lawyer. He is very knowledgeable about what we nee...d to do with our living trust. He gives recommendations of making the living trust better and more efficient. He goes through the documents with us with extreme care. We strongly recommend him.

We highly recommend James Stein for estate planning. We went to James for a restatement of our 2006 living trust and for an update of all our estate planning documents. James was thorough and efficient in evaluating our personal financial situation and in guiding us through all required decisions and... options. He answered all questions patiently and completely. The final product is a beautiful, well organized binder with all necessary documents and instructions. He also provided an electronic copy of all documents. James exceeded our expectations!

It was a pleasure to have James as the attorney to prepare our family trust. We found him to be knowledgeable, thorough and extremely organized. Communications were easy as he was always accessible and answered all our questions and concerns in a timely manner. His explanations were always concise..., to-the-point and easy to understand. He was patient and flexible in his work to accommodate our busy schedule. He is friendly, easy to work with and a true professional. We are very happy with the final document that he prepared for us. We highly recommend him as an attorney for preparing a family trust. Kathy J. Danville, CA August 2019