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Chat withState: California
Acquired: 2014
No misconduct found
19 Client Reviews
Showing 11 - 15 of 15 reviews | Estate Planning
Posted by Suzanne | August 21, 2015 | Hired Attorney | Estate Planning
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 | Estate Planning
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.
Posted by Tessie and Bob | June 29, 2015 | Estate Planning
Will, Trust , Advance Health Care Directive
Jake is very professional, knowledgeable, and thorough in explaining everything about our Will, Trust, and Advance Health Care Directive. He saw to it that my husband and I understood every aspect of the state planning. I highly recommend Jake to anyone who is looking for an estate planner.
Posted by Joel | May 12, 2015 | Estate Planning
Trust
Jake did my trust, will, medical and financial powers of attorney. He was personable, professional and thorough. He is obviously very knowledgeable about all aspects of estate planning and was able to explain things in language I could understand. The whole process was done in a timely and efficie...
Posted by bill | April 29, 2015 | Estate Planning
trust
review and re-write our family trust. last done 12 years ago. jacob was very helpful explaining inclusion of assets, federal and state changes and requirements. would recommend him to friends and family. he related well with both myself and my wife.
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Estate planning lawyer