James David Stein

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

We had a wonderful experience working with James Stein on setting up a Trust and Will for our family. We had a scheduled trip overseas coming up and were very delayed in setting anything up. We have children and property, but had nothing documented or set up for an event that one of us or both of us ...suddenly pass away. James has been very supportive and was able to complete the most crucial documents before our departure. He was respectful of our schedules and commutes and was flexible enough to meet us at our house. He walked us through the process clearly and made the entire experience funner than we anticipated. We are extremely grateful to him for giving us a peace of mind before the trip. We can now sleep better at night, knowing that we took steps to ensure our family will be better taken care of.