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Diana Gail Wallace

Licensed for 42 years

Estate planning Lawyer at Carmichael, CA
Practice Areas: Estate Planning

5150 Fair Oaks Blvd Ste 101 197, Carmichael, CA

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About Diana

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Licenses

Licensed in California for 42 years

State: California

Acquired: 1983

Active

No misconduct found

Location

Law Office of Diana Wallace

5150 Fair Oaks Blvd Ste 101 197, Carmichael, CA, 95608-5758

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Diana Gail Wallace's Reviews

Avvo Review Score

3.0 /5.0

2 Client Reviews

Filter Avvo Reviews (2) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 2 of 2 reviews | Practice Area Knowledge

Posted by Thomas | October 29, 2013 | Estate Planning

Quite Happy with Ms. Wallace's Services

I first hired Ms. Wallace to represent me in a conservatorship for my mother in 1992. Ms. Wallace was not only knowledgeable and reliable, but easy to talk with. (Not all attorneys are!) She helped me ably through a variety of difficulties related to the conservatorship, and I appreciated her moral s...upport as well. Subsequently my wife and I engaged Ms. Wallace's services for our own estate planning. We have been consistently happy with her knowledgeability, thoroughness and timely communication. Being represented by Ms. Wallace during these 21 years has been an excellent experience. Without reservation, I would recommend Diana Wallace to anyone who needs an attorney skilled in conservatorship, family trusts or estate planning.

Posted by anonymous | August 27, 2013 | Probate

Would not hire if last probate attorney in California

I retained Ms. Wallace as the probate attorney for estate handling of my aunt and uncle who died in April and June 2013 (and whose wills she drafted earlier this year). After only one week of representing me as the executor, Ms. Wallace provided legal counsel to one of the seven beneficiaries withou...t my knowledge or consent. Ms. Wallace provided confidential financial information and misinformation regarding assets, she also provided possible distribution scenarios to the beneficiary and yet subsequently advised me to seek CPA advice on how to handle those exact same assets. Ms. Wallace was contacted directly by email by an alleged beneficiary/surviving heir of the estate, and without so much as even contacting me, Ms. Wallace provided six paragraphs of confidential financial information, possibilities of asset distribution (one even implying that the beneficiary would be the only person to receive insurance and investment proceeds), itemization and appraisal of assets, probate deadlines by which I (as the executor) am bound by, and rights of a beneficiary with respect to hearing attendance and the objection process. Ms. Wallace acted inappropriately and to the detriment of my estate handling. She also lacked legal knowledge and expertise on many of the issues that remained as a result of the cookie-cutter wills she drafted for my aunt and uncle, despite several hours of discussion with them prior to their deaths. Due to her mishandling of my case, I was forced to terminate her immediately.

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Experience

Education

1983

Loyola Law School, Loyola Marymount University

Juris Doctor

1980

Pacific Union College

BA

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Avvo Rating Levels
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