Edwin W. Fong

My parents and I had a wonderful experience working with Ed and his staff. My parents wanted to create a living trust and I wanted to find someone in the Sacramento area that spoke their native language (Cantonese and Taishanese). English is their 2nd language and it would be hard for them to fully c...omprehend some of those legal questions. I wanted them to feel comfortable in speaking and asking questions without a need for a translator. I’m very happy I was able to come across Ed’s business and after talking directly to him I felt he would be able to communicate just fine with my parents and we set up an initial meeting for my parents to see if they would like to work with him. The rest is history and my parents are overjoyed and I have peace of mind knowing that everything is in order for them.

Our Family Trust documents were initially prepared in 2004 and had become waaay outdated.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!