2542 S Bascom Ave, Suite 210, Campbell, California, 95008
Clients generally find this firm to be professional, efficient, and knowledgeable. The online intake process is often cited as a convenient way to get started, though some find it a bit strict. The attorneys are praised for their ability to explain complex trust structures in simple terms. While there are a few complaints about scheduling and initial intake rigidity, the majority of clients are very satisfied with the final estate planning documents and the peace of mind they provide.
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Be sure to complete the intake form thoroughly and accurately the first time to avoid scheduling delays.
✓ What Works Well
✗ Areas to Improve
Very professional and organized
Made estate planning easy
Great peace of mind