Janis Ann Carney

I was really in a rough situation with my Uncle. Unfortunately, he was quickly passing away and only had a few days to live. I called an attorney that the hospital case managers suggested in order to set up a trust. That attorney was not in. I asked the hospital case mgr for the name of another attor...ney and they gave me Janis A. Carney. Janis was in and took my call. I explained the situation to Janis over the phone. She told me she would be at my Uncles bedside with us in an hour. In approx one hour from hanging up the phone Janis came into the hospital room at Kaiser Permanente introduced herself to all family that was present and told us all to leave the room and come back in an hour. We did just that and 75 minutes later the doors to my Uncles room opened. Janis told us she had what she needed and told us she’d be back in a few hours for my Uncle to sign trust documents. She was back in a few hours and my Uncle did sign the documents. Because of Janis doing this, most of his assets will go where he wanted it to go and will not end up in probate or with people my Uncle didn’t want to have it. This gave him peace of mind and made his last 3 days with us much more bearable. We can’t thank Janis enough for making his last hours worry free. Our case is still ongoing after almost 14 months and will go on for another few months before it’s finished due to complications with other family members. However, we are confident with Janis’s help we will overcome these last hurdles and completely settle my Uncles trust as he wanted.

Janis was referred to us by another attorney because she specializes in financial planning for long term care and establishing trusts to provide for future generations. My husband was diagnosed with dementia, and I was concerned and confused about long term care facilities and having the assets to p...rovide for his care. Janis guided us through the process, step by step, explaining the laws related to MediCARE and MediCAL; the resources available; and how to best provide for our financial needs as we age. My family and I feel that we are in good hands. Not only does Janis have the expertise, but she has been very kind, empathetic, and supportive throughout this difficult journey. We give her the highest recommendation.

We started working with Janis Carney after attending her estate planning presentation. In our initial interview, she clearly explained the process and milestones to create our estate plan, along with her pricing. Her pricing and billing are transparent and we always understand what we are paying f...or at each step. Janis and her associates worked patiently with us to understand our requirements and incorporate those into the plan. Several times they were able to suggest options that brought our plan closer to satisfying what we really wanted, rather than what we thought we wanted at the outset. In the end, we were satisfied that the plan met our needs. Now when we see articles about estate planning in the news and online, we find that issues in the articles that apply to our situation have already been addressed in our estate plan. That gives us great confidence in the quality of the estate plan they created for us. We are happy she has an ongoing service to address changes in the tax and legal environment and changes in our needs. She and her team took our concerns seriously, whether about the plan or process. They always responded quickly and thoughtfully to our calls and emails. Janis addressed our questions about document and data security honestly and completely. Not only is their practice serious about security, but they continue to improve, adding a data portal for secure messaging and document sharing. We would not hesitate to recommend Janis and her team. They are professional, patient, complete and dedicated to quality.