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Chat withState: California
Acquired: 2014
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19 Client Reviews
Showing 6 - 10 of 15 reviews | Estate Planning
Posted by James | April 14, 2016 | Hired Attorney | Estate Planning
Trusts
This was our initial meeting with Mr. Smith as we were updating our family trust. Out meeting was timely and Mr. Smith was thoroughly prepared for the process. He reviewed all the documents and explained changes and answered all our questions in a friendly and knowledgeable manner.
Posted by Jerry & Annette | March 20, 2016 | Estate Planning
Revised Family Trust, Wills, POAs for Finance and Healthcare
My husband and I had the pleasure of sitting down with Jake to go over our newly revised trust documents. He was very thorough and extremely patient in answering any questions. His manner is relaxed and personable. We would highly recommend Jake to anyone seeking legal assistance in his field. Co...
Posted by Gary | February 09, 2016 | Hired Attorney | Estate Planning
Family trust, wills, power of attorney and health care
Jacob notified us of a change in the law and recomended that we should consider revising our estate documents from an A-B trust to a Simple Trust which would be much simpler to manage in our situation. The conversion was completed quickly in a very professional manner and all the revised documents w...
Posted by Mary | February 02, 2016 | Hired Attorney | Estate Planning
Trust
Mr. Smith was through and professional in explaining our trust documents. He was easy going, personable and easy to communicate with regarding all of our questions.
Posted by Roberta | October 05, 2015 | Hired Attorney | Estate Planning
Estate Planning and Review
Mr. Smith is knowledgeable and professional. He went above and beyond in answering all of my questions regarding our wills and trusts. He went over everything in great details and made sure we understood and were completely comfortable with the documents. Mr. Smith was friendly, responsive and help...
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Estate planning lawyer