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Chat withState: California
Acquired: 2014
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19 Client Reviews
Showing 1 - 5 of 13 reviews | Trusts
Posted by John | November 08, 2016 | Hired Attorney | Trusts
Estate planning, Carleton Family Trust
Jacob Smith was very courteous, and thorough. We would not hesitate to recommend him to friends and family. Mr. Smith was fully versed in the details of our estate / trust needs and fulfilled our needs.
Posted by anonymous | November 01, 2016 | Hired Attorney | Trusts
Great experience with no nonsense
I met Jacob to discuss updating my estate plan after divorce. He clearly and concisely answered all my questions and we marched forward to create a new trust (and revoke my previous one). Jacob is a straight shooter who knows his stuff.
Posted by Hilary | May 23, 2016 | Hired Attorney | Trusts
Efficient and Competent
Jacob assisted us with signing our trust documents when we created our trust. He was efficient and helpful without making us feel rushed. He answered all of our questions and took the time to explain the purpose of each form before we signed it.
Posted by James | April 14, 2016 | Hired Attorney | Trusts
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 | Trusts
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...
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Estate planning lawyer