James David Stein

James digs in to all the details when creating a trust. His presentation is organized and his questions are clear and concise. He provided easy to understand answers to all of my “if and when “ questions. The final trust document is straightforward, well organized and simple to navigate.reviewing and... then updating my trust. He is delightful to work with as he is friendly, easy to talk to and extremely knowledgeable and professional. I highly recommend him to anyone seeking legal services in creating a trust.

What a great experience working with James to set up our Estate Planning Portfolio. He was so organized and thorough and made the whole procedure easier and uncomplicated than we thought it would be. He guides you through each step and is so knowledgeable, patient, and explains everything he is doi...ng so you know and understand the material he needs and why. Thank you, James, for making this a great experience.

James did an outstanding job preparing our trust and we couldn't be happier with the service. From our initial consultation, James clearly explained each step of the process, breaking down complex legal jargon into understandable terms. He was patient with our many questions, proactive in guiding us ...through decisions, and highly efficient in drafting all the necessary documents. If you're looking for a knowledgeable and trustworthy attorney for estate planning, James is an excellent choice.

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.