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Chat withState: California
Acquired: 2014
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19 Client Reviews
Showing 1 - 4 of 4 reviews | General Knowledge
Posted by anonymous | May 25, 2016 | Hired Attorney | Estate Planning
Very impressed
We had to review and rewrite our trust. Mr. Smith explained all the recent changes in law, had great suggestions and went over each section. We gave them very short time as we were going overseas and everything was completed and ready for us to sign before the departure, including the deeds to our ho...
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 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 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...
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Estate planning lawyer