Frequently Asked Questions

Attorney Image By: James Filippi

Is my estate planning discussed with other members of your law firm?

a professional male real estate agent or business consultant is meeting

While fielding law firms for your estate planning, inquire about their privacy policies and whether or not your case details are confidential when you are outside the lawyer’s office. While some attorneys work solo, others work with an entire team that may coordinate details and plans for each client they take on. Clarify how your preferred attorney will communicate their action plan with other legal team members when the time is right.

Satisfied Client Stories

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We had a great experience. Jennifer and staff were very helpful and knowledgeable. It made our process extremely smooth and stress free.

Gayla T. | Sacramento, CA
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Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

JoAnn S. | Roseville, CA
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Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA
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Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

Trang T. | Roseville, CA
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I Highly recommend this firm.

Russell O. | Rocklin, CA
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Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA

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