James David Stein

My wife and I recently worked with James Stein on a restatement of our family trust and our wills, powers of attorney, health care directives, etc. Twenty-four years had passed since the establishment of our original trust, and we knew that changes in estate law and in our family situation necessitat...ed a revised and updated estate plan. James was, to put it simply, outstanding in every respect. He is incredibly knowledgeable and thorough. He communicates clearly and explains everything in great detail. He answers questions quickly and makes sure you understand the various options to consider. His follow-through and attention to detail are unparalleled. The "Estate Planning Portfolio" he provided us with at the end of the project was comprehensive and beautifully organized. As for cost, his fees were fair and reasonable. Since we'd agreed on the fee beforehand, we never worried about "billable time." He was patient and never rushed throughout the process. Unlike a lot of attorneys, he also didn't try to nickel and dime us with administrative charges, copying costs, etc. He also is a very nice person and a pleasure to deal with. I couldn't recommend him more highly.

We're very happy our Financial Adviser recommended Atty. Stein. He's knowledgeable, extremely patient & always made himself available for any inquiries. He translated legal matters to us in the language we understand; patiently explained them to us. He listened to our concerns, anticipated future iss...ues and needs. Responsive even outside of our engagement period. Highly recommended!

We have had a wonderful experience working with Mr. James Stein, attorney in San Ramon, CA, on developing our estate plan. At the beginning, James met with us, clearly explained the planning process, and provided detailed answers to our questions. During the development of the estate planning documen...t, we met with James two more times to make sure that the estate planning portfolio fully satisfied our needs. Through the entire process, James was always prompt in responding to our questions. He completed the estate planning document exactly on time, as was originally discussed. Overall, we really enjoyed working with Mr. Stein and greatly appreciated his thorough attention to fulfilling our needs in the estate planning. Finally, we would highly recommend James Stein to anyone who wishes to develop an estate planning portfolio.

Back in May of 2019 my mother and I consulted and then hired Mr Stein to prepare my mother's Trust documents. He was very professional and personable at every meeting. I have had other lawyers express frustration over my ignorance of the law, however Mr Stein never did, he always answered our quest...ions patiently. In 2019 he listened to us explain our situation and took copious notes. When reviewing the documents he had prepared, we were very happy to see how he deftly and delicately explained that I was inheriting the house solely and not my sibling. All the documents were placed in a binder that was well organized. He also gave me all the documents as PDF files which really came in handy. After my mother passed, I contacted Mr Stein. We went over the trust and he sent a tailor-made to-do list to me so I could get my mom's affairs wrapped up without becoming overwhelmed. He, of course, handled the more difficult tasks. Working with Mr Stein made a tough time for me more easy. I highly recommend Mr Stein and would hire him again.