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Chat withState: California
Acquired: 2014
No misconduct found
19 Client Reviews
Showing 6 - 10 of 13 reviews | Trusts
Posted by Gary | February 09, 2016 | Hired Attorney | Trusts
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 | Trusts
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 | Trusts
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...
Posted by Suzanne | August 21, 2015 | Hired Attorney | Trusts
Living Trust/Living Will
We needed to revise our Living Trust in accordance with the 2015 changes. Jacob was courteous and professional and we felt at complete ease asking questions. He was thorough in his explanations and prompt with follow up. His knowledge of California law was very apparent. We appreciated his understand...
Posted by Kathy | July 22, 2015 | Trusts
Review of Jacob C. Smith
My husband and I had Jacob rewrite our Trusts to be compliant with Trust Laws of 2015. We felt he did a good job explaining and answering all questions we had in regards to the rewrite of our Trust. We also plan to have him do two more trusts for additional family members.
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Estate planning lawyer