Edwin W. Fong

Our Family Trust documents were initially prepared in 2004 and had become waaay outdated. In that the attorney that prepared those document had long since retired we hired another attorney that we had used previously for family relatives. After a year of waiting for a product from this attorney, my s...on recommended using Ed Fong who my son has known since early grade school. Ed and his Case Manager, Laurie, jumped on this assignment immediately, starting with a form to fill out, a conference call, and a meeting in his office. Ed touched base with our investment broker's office manager to insure that the trust documents would include language required by the firm to cover changes in the trust's co-trustee as pertained to the investment trust account as well as power of attorney language as pertained to IRA accounts. After my review of a draft set of documents and a couple minor edits, Ed and Laurie visited our home for the multitude of signings needed for the final documents. Shortly thereafter Ed hand delivered the signed documents in a beautifully formatted binder, not only tabbed by section but including explanations in layman's language of the legal language in the documents. Absolutely fantastic job!

We met with Ed Fong to redo an outdated Trust. My husband and I have a total of 5 grown children from previous marriages so having everything in writing was of the utmost importance. He explained everything about the Trust (revocable vs. irrevocable, division of property, funding the Trust, the impor...tance of listing certain items for distribution, advance health care directive, etc.) in language we could understand. He kept us up to date throughout the 5 weeks it took to complete the Trust. We had the initial consultation where we decided to hire him, met midway to review and clarify details of the Trust and then the final meeting where we signed the Trust. We felt totally confident in his work and recommended him to co-workers and family. It was such a big relief to get this done.