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

James was our first and only choice for preparing our revocable living trust, wills, powers of attorney ... all the legal precautions we didn't want to think about but were hanging over our heads with each passing year. James made the process easy, if not enjoyable. Although we live hundreds of m...iles apart, were were able to work entirely over phone and email. Up front, James sent us a thorough list of questions and then walked through our answers over the course of a lengthy but enjoyable phone call (my wife and I each poured a glass of wine for the occasion!). James patiently guided us through each section and helped us find answers that worked for *us*. By the end of the call we were confident that James understood us, our preferences for sensitive aspects of life, and our hopes for our children. We walked away knowing that he would craft a trust that would satisfy our wants and needs (even those of which we were unaware!). In the days to follow, James did just this, expertly guiding us through followup decisions and legal processes to create and seed the trust. The final product was a beautiful, comprehensive set of documents with a clear roadmap and instructions for ongoing maintenance and funding. My wife and I now breath a little easier when we travel and sleep a little more peacefully at night knowing that our children will be cared for and our wishes carried out should anything happen to us. Thanks to James. We can't imagine going through this process with anyone else!