California Probate and Trust, PC
6957 Douglas Blvd, Granite Bay, California, 95746
The firm receives mixed reviews. Many clients praise the team for their professionalism, thoroughness, and ability to make estate planning easy and understandable. However, there are serious allegations from some clients regarding unethical practices, such as adding themselves as 'Trust Protector Appointers' without consent. Potential clients should exercise caution and thoroughly review all documents.
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Always read your trust documents thoroughly and ask questions about any clauses you do not understand before signing.
✓ What Works Well
- Professional and thorough
- Clear and understandable explanations
- Friendly and helpful staff
✗ Areas to Improve
- Serious allegations of unethical practices
- Concerns about hidden fees
- Mixed feedback on transparency
- What is a trust protector?
- How do I set up a living trust?
They made the process easy and enjoyable.
Be very aware of what you are signing.
They truly care about their clients.
- Category Professional Services
- City Granite Bay
- State California
- Postcode 95746
- Country United States
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