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.

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.

James was fantastic to work with, especially after making several unanswered calls to find other estate planning law offices prior to finding him. His fees were reasonable, he was very responsive, thorough, and most importantly explained tax repercussions in layman's language. His explanations as to ...how to proceed with every step were also very helpful. He answered every email promptly and thoroughly. Thank you, James.

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.