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TWENTY-TWENTY-TWO

AWARD WINNING

ESTATE PLANNING AND ELDER LAW

ATTORNEYS

IN CARLSBAD, CA

IN CARLSBAD, CA

TOP
TEN

SEE THE 2023 AWARD WINNERS

Ryan Ann Alexeev 

 Website

Instead of simply filling out and signing one-size-fits-all documents, Attorney Ryan Alexeev strives to provide a personalized service to all of his estate clients. Attorney Ryan Alexeev’s knowledge is unsurpassed in the area of estate planning. Attorney Ryan Alexeev is a graduate of the University of San Diego's School of Law. When you hire Attorney Ryan Alexeev, you will feel confident in knowing that he will explain all estate processes in a way you will understand.

 Website

Review

by Google
5.00
4 reviews  

Ryan has been amazing helping me throughout the immigration process. She’s been so helpful and so easy to talk to, quick to respond each and every time I had questions or needed something. She truly made this entire process a breeze for me! And I am so grateful! Thank you Ryan!

I feel very fortunate to have Ryan Alexeev as my estate planning attorney. She took the time to walk me through every step of the process and gave me a thorough explanation of everything. She listened to my goals and gave me exactly what I wanted. Ryan and her team were all pleasant to work with, professional, and highly competent. I highly recommend her services.

We worked with Ryan Alexeev on our family trust, living will, and pour over will. Ryan and the staff were extremely professional, friendly, and patient with us. They turned around our documents quickly, coached us along the way, and made a boring process fun. I would recommend them to anyone who asked.

Corporate lawyers taking care of business

  • Review

    by Google
    5.00
    4 reviews  

    Ryan has been amazing helping me throughout the immigration process. She’s been so helpful and so easy to talk to, quick to respond each and every time I had questions or needed something. She truly made this entire process a breeze for me! And I am so grateful! Thank you Ryan!

  • Review

    by Google
    5.00
    4 reviews  

    I feel very fortunate to have Ryan Alexeev as my estate planning attorney. She took the time to walk me through every step of the process and gave me a thorough explanation of everything. She listened to my goals and gave me exactly what I wanted. Ryan and her team were all pleasant to work with, professional, and highly competent. I highly recommend her services.

  • Review

    by Google
    5.00
    4 reviews  

    We worked with Ryan Alexeev on our family trust, living will, and pour over will. Ryan and the staff were extremely professional, friendly, and patient with us. They turned around our documents quickly, coached us along the way, and made a boring process fun. I would recommend them to anyone who asked.

  • Review

    by Google
    5.00
    4 reviews  

    Corporate lawyers taking care of business

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Palecek  

 --0 
 Website

As one of the top qualified estate attorneys in the US, Attorney Palecek is compelled to provide exceptional service to every client. A seasoned estate attorney, Attorney Palecek regularly takes matters involving estate planning. A valued presence within the legal community, Attorney Palecek is a member of the Lawyers Club and the American Academy of Estate Planning Attorneys. Look no further, as Attorney Palecek is more than prepared to establish a solid plan for your assets and future.

Fee Structure: PMA LAW was founded on the philosophy of providing superior client service

 Website

Review

by Google
5.00
5 reviews  

Integrity, Heart, Detail Oriented, Will go the Extra Miles necessary to get it done. Clients are in the Best of Hands. ThrW

Caroline has been punctual, swift, and easily accessible from the moment I emailed her inquiring to make an estate plan. She even followed up and nudged me into completing the documents she needed to begin within the week. I am very pleased at her knowledge level and professionalism so far. She’s gone above and beyond in discussing my future needs and my needs right now and is even looking over other legal documents so she protects my loved ones as best as possible. Will report back (if I remember) once my full Trust, POA, health care directives, etc. have been completed.

I have been a law clerk at Palecek, Morrison & Associates since August 2012 and have greatly enjoyed working with Genna Palecek and Caroline Morrison, as well as with clients of the office. Caroline and Genna are highly experienced and are diligent advocates for each and every one of their clients. They offer thorough, complete and specialized attention for each client's case.

I have used this company for the last two and a half years and they have been great; always available within reason and easy to work with.

  • Review

    by Google
    5.00
    5 reviews  

    Integrity, Heart, Detail Oriented, Will go the Extra Miles necessary to get it done. Clients are in the Best of Hands. ThrW

  • Review

    by Google
    5.00
    5 reviews  

    Caroline has been punctual, swift, and easily accessible from the moment I emailed her inquiring to make an estate plan. She even followed up and nudged me into completing the documents she needed to begin within the week. I am very pleased at her knowledge level and professionalism so far. She’s gone above and beyond in discussing my future needs and my needs right now and is even looking over other legal documents so she protects my loved ones as best as possible. Will report back (if I remember) once my full Trust, POA, health care directives, etc. have been completed.

  • Review

    by Google
    5.00
    5 reviews  

    I have been a law clerk at Palecek, Morrison & Associates since August 2012 and have greatly enjoyed working with Genna Palecek and Caroline Morrison, as well as with clients of the office. Caroline and Genna are highly experienced and are diligent advocates for each and every one of their clients. They offer thorough, complete and specialized attention for each client's case.

  • Review

    by Google
    5.00
    5 reviews  

    I have used this company for the last two and a half years and they have been great; always available within reason and easy to work with.

  • Review

    by Google
    5.00
    5 reviews  

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Thomas . H Casey 

 --0 
 Website

If you are looking for effective communication and competent knowledge in the area of estate law, then your search is over, as Attorney Thomas Casey is the top attorney to hire. Attorney Thomas Casey is an asset in the field of estate law and has handled cases comprising asset protection and probate. He also serves as a member of the American Bar Foundation. A named Super Lawyer recipient, Attorney Thomas Casey possesses the skills needed to reach favorable outcomes for his clients. Since graduating from New England School of Law, Attorney Thomas Casey has held several positions of legal authority and continues to outshine others as one of the best in his field. Reach out to Attorney Thomas Casey’s office to start planning for your future today!

 Website

Review

by Google
5.00
4 reviews  

I reached out to Casey when I decided it was time to make a plan for my estate. I had recently purchased a home and wanted to know how I could set up my will to benefit my parents if something were to happen to me. Having seen loved ones go through health issues in the past, I was uncomfortable thinking about my own mortality, but I knew it was necessary. Casey made the process easy. He is smart, insightful, and truly cares about his clients. He has kept me up to date with changes in the law since I set up my trust and I am happy to recommend him to anyone I know. He also helped me fund my trust with all my assets making the process much easier. Casey is a great resource and I will continue to use him for all my future estate planning needs.

Casey O'Connell has assisted me with several projects. First, the review of my estate plan and recommendations to be sure all my assets are protected properly. Second, drafting of and recommendations for an operating agreement and related documents with regard to a startup online/wholesale business. His input has been valuable and I trust his opinion. He is trustworthy and very efficient - two of the hallmarks of a great lawyer. He is also a great writer and understands complex business situations and, if he doesn't have the answer, he finds it. I would highly recommend Casey and his firm.

Working with Casey was a very easy process. He was very responsive to all of my communications and he stuck to his timeline for getting the work completed. Due to my line of work, I have seen many estate planning documents prepared by various attorneys in San Diego. The reality is that not all estate planning documents (or the lawyers that draft them) are equal. The documents Casey prepared are top tier. They are detailed, well thought out, and comprehensive. I highly recommend his services.

Casey was beyond professional, and very knowledgable in helping my business partner and I. He was expedient, kind and always returned my calls promptly. I would absolutely recommend Casey to any of my friends and family and look forward to working with him again in the future.

  • Review

    by Google
    5.00
    4 reviews  

    I reached out to Casey when I decided it was time to make a plan for my estate. I had recently purchased a home and wanted to know how I could set up my will to benefit my parents if something were to happen to me. Having seen loved ones go through health issues in the past, I was uncomfortable thinking about my own mortality, but I knew it was necessary. Casey made the process easy. He is smart, insightful, and truly cares about his clients. He has kept me up to date with changes in the law since I set up my trust and I am happy to recommend him to anyone I know. He also helped me fund my trust with all my assets making the process much easier. Casey is a great resource and I will continue to use him for all my future estate planning needs.

  • Review

    by Google
    5.00
    4 reviews  

    Casey O'Connell has assisted me with several projects. First, the review of my estate plan and recommendations to be sure all my assets are protected properly. Second, drafting of and recommendations for an operating agreement and related documents with regard to a startup online/wholesale business. His input has been valuable and I trust his opinion. He is trustworthy and very efficient - two of the hallmarks of a great lawyer. He is also a great writer and understands complex business situations and, if he doesn't have the answer, he finds it. I would highly recommend Casey and his firm.

  • Review

    by Google
    5.00
    4 reviews  

    Working with Casey was a very easy process. He was very responsive to all of my communications and he stuck to his timeline for getting the work completed. Due to my line of work, I have seen many estate planning documents prepared by various attorneys in San Diego. The reality is that not all estate planning documents (or the lawyers that draft them) are equal. The documents Casey prepared are top tier. They are detailed, well thought out, and comprehensive. I highly recommend his services.

  • Review

    by Google
    5.00
    4 reviews  

    Casey was beyond professional, and very knowledgable in helping my business partner and I. He was expedient, kind and always returned my calls promptly. I would absolutely recommend Casey to any of my friends and family and look forward to working with him again in the future.

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Gary Allen Quackenbush 

 Website

Do you wish to safeguard your future and secure your assets in a manner that is both organized and in your best interest? Then reach out to the attorney who has exhibited nothing but reliable and professional representation. Attorney Gary Quackenbush is an expert at handling situations regarding estate planning. Attorney Gary Quackenbush graduated from California Western School of Law and has since earned the recognition as one of the top estate attorneys in the US. Attorney Gary Quackenbush is determined to provide only the top representation to his clients and will stop at nothing to see that no stone is left unturned in your estate planning.

Fee Structure: Gary Quackenbush is your San Diego lawyer here to help you with your Estate Planning, Tax, Bankruptcy and Small Business legal needs. Working with clients just like you since 1988, we are sure we can help you with your Estate Planning, Tax, Bankruptcy, Business or Injury legal needs. Serving all of San Diego County and Southern California, our office is located off the I-15 at Camino del Norte.

 Website justia.com

Review

by Google
5.00
6 reviews  

Gary Quackenbush and Lorena LeRoy-Ortega have assisted me with two legal matters. They are a pleasure to work with and provided clear recommendations and guidance as they handled my legal matters.

My husband and I hired him a couple years ago to resolve our tax issue (we needed to make installment agreement with IRS) Our case was passed around to several different lawyers in his firm. Zero follow-up! And the installment agreement to this day has never been set up. I'm guessing they have a huge turnover in his office. Not once have we ever received anything that had been promised. He never even spoke to us again after we paid him. Just a couple of weeks ago Cheryl e-mailed us about a notice they received from the IRS. When my husband had a call with them a few days ago and spoke with the gal who answered the phone , she had absolutely NO idea what was going on, she thought it was a bankruptcy. Then a completely different attorney reached out from his office and wants money, again. Please people, do your homework and do NOT waste you money. Take your business elsewhere! I’d give a zero score if I could.

A very professional 100%

I used Gary Quackenbush's services during a time of great financial hardship. The staff is professional and yet friendly and caring. They are thorough and precise. Gary is a very wise man and i would contact his office any time I needed financial advice. i have been able to refer others to him and they also received excellent advice and assistance.

Super friend staff. Knowledgeable and professional. Gary did my trust and will. Very knowledgeable and speaks in layman terms so you understand everything. Just can't say enough about their professionalism. Look no further, GQ Law is your answer.

  • Review

    by Google
    5.00
    5 reviews  

    Gary Quackenbush and Lorena LeRoy-Ortega have assisted me with two legal matters. They are a pleasure to work with and provided clear recommendations and guidance as they handled my legal matters.

  • Review

    by Google
    5.00
    5 reviews  

    My husband and I hired him a couple years ago to resolve our tax issue (we needed to make installment agreement with IRS) Our case was passed around to several different lawyers in his firm. Zero follow-up! And the installment agreement to this day has never been set up. I'm guessing they have a huge turnover in his office. Not once have we ever received anything that had been promised. He never even spoke to us again after we paid him. Just a couple of weeks ago Cheryl e-mailed us about a notice they received from the IRS. When my husband had a call with them a few days ago and spoke with the gal who answered the phone , she had absolutely NO idea what was going on, she thought it was a bankruptcy. Then a completely different attorney reached out from his office and wants money, again. Please people, do your homework and do NOT waste you money. Take your business elsewhere! I’d give a zero score if I could.

  • Review

    by Google
    5.00
    5 reviews  

    A very professional 100%

  • Review

    by Google
    5.00
    5 reviews  

    I used Gary Quackenbush's services during a time of great financial hardship. The staff is professional and yet friendly and caring. They are thorough and precise. Gary is a very wise man and i would contact his office any time I needed financial advice. i have been able to refer others to him and they also received excellent advice and assistance.

  • Review

    by Google
    5.00
    5 reviews  

    Super friend staff. Knowledgeable and professional. Gary did my trust and will. Very knowledgeable and speaks in layman terms so you understand everything. Just can't say enough about their professionalism. Look no further, GQ Law is your answer.

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Ronald R Webb 

 Website

In times of estate preparation or estate settlement, Attorney Ronald Webb is the attorney you want on your side. Within his firm, Attorney Ronald Webb maintains an expertise in estate planning, business planning, probate litigation, elder law, will and trust contests, and trust administration. Attorney Ronald Webb dedicates his time to legal organizations, such as the International Association of Jewish Lawyers and Jurists and the American Academy of Estate Planning Attorneys. Among the list of honors awarded to Attorney Ronald Webb, some of the most distinguished include the American Institute of Legal Advocates - Top Ten Award and American Society of Legal Advocates - Top 40 Lawyers Under 40 award. Before securing his position as one of the best estate attorneys, Attorney Ronald Webb graduated from the University of San Diego School of Law. If you want the best, reach out to the estate attorney who has shown his capabilities. Call Attorney Ronald Webb today!

Fee Structure: We are devoted to working directly with clients

 Website

Review

by Google
5.00
29 reviews  

Law Offices of Ronald R. Webb APC was a blessing to us in the legal work we needed to get done. They are very knowledgable, efficient, and personable. I would most definitely recommend them...

My experience in getting my living trust setup was extremely simple and efficient. I would highly recommend Attorney Ronald Webb

Very knowledgeable and efficient. Documents prepared are thorough and professional. Highly recommend.

I often don't do reviews. This is an Exception. From the initial phone call and Beatrice answered with thoughtfulness and excellent information to set up my initial appt, which led me to meet Ronald Webb. Ron was exactly what I had been searching for since relocating here. He is excellent at listening to your needs/a great communicator/Quick and to the point/Fair at his Rates and an overall Fantastic choice for My Will & Estate Planning. As well This office will be our Families Choice to come to for our Legal needs. Hard to find any Legal Office that would top this and not charge you outrageous costs!!! Am an extremely satisfied client.

The Law Offices of Ronald R. Webb, APC is our personal attorney and corporate attorney. Ron is very thorough and we know that we can be comfortable with any recommendation he might make. His help in assisting us with our personal Trust and Estate was invaluable. I would enthusiastically recommend him to anyone seeking a competent and caring attorney!

  • Review

    by Google
    5.00
    5 reviews  

    Law Offices of Ronald R. Webb APC was a blessing to us in the legal work we needed to get done. They are very knowledgable, efficient, and personable. I would most definitely recommend them...

  • Review

    by Google
    5.00
    5 reviews  

    My experience in getting my living trust setup was extremely simple and efficient. I would highly recommend Attorney Ronald Webb

  • Review

    by Google
    5.00
    5 reviews  

    Very knowledgeable and efficient. Documents prepared are thorough and professional. Highly recommend.

  • Review

    by Google
    5.00
    5 reviews  

    I often don't do reviews. This is an Exception. From the initial phone call and Beatrice answered with thoughtfulness and excellent information to set up my initial appt, which led me to meet Ronald Webb. Ron was exactly what I had been searching for since relocating here. He is excellent at listening to your needs/a great communicator/Quick and to the point/Fair at his Rates and an overall Fantastic choice for My Will & Estate Planning. As well This office will be our Families Choice to come to for our Legal needs. Hard to find any Legal Office that would top this and not charge you outrageous costs!!! Am an extremely satisfied client.

  • Review

    by Google
    5.00
    5 reviews  

    The Law Offices of Ronald R. Webb, APC is our personal attorney and corporate attorney. Ron is very thorough and we know that we can be comfortable with any recommendation he might make. His help in assisting us with our personal Trust and Estate was invaluable. I would enthusiastically recommend him to anyone seeking a competent and caring attorney!

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Nicole Heffel 

 Website

For over 6 years, Attorney Nicole Heffel has secured the assets of her clients and is determined to lead you toward a similar outcome today! Common areas of concentration include asset protection, estate planning, guardianships, probate, business planning, and business succession planning. Attorney Nicole Heffel is an accomplished and valued member of the Lawyers Club. Attorney Nicole Heffel is the proud recipient of the Super Lawyer and Women in Business Award awards. Attorney Nicole Heffel graduated with her JD from the Thomas Jefferson School of Law. Attorney Nicole Heffel helps alleviate the stress or confusion often associated with estate matters and is ready to provide that personalized attention to your estate today!

 Website

Review

by Google
5.00
32 reviews  

This is our first time working with Nicole on our Family Living Trust! Nicole is very professional and knowledgeable, she’s responsive to all our questions. She tries to explain complex or complicated matters in simpler terms using illustrations/drawings. Her and her Admin Asst Lei try their very best to respond to emails or texts sooner and schedule preferred appointments. She did an excellent work preparing our Trust! I would highly recommend her to anyone! Thanks, Gilbert and Alma

NICLOE HAS SURPASSED MY EXPECTATIONS ABOVE AND BEYOND WITH HER PROFESSIONALISM AND SWIFTNESS IN MY TIME OF NEED TO HANDLE MY PERSONAL MATTERS,AND IF IN THE FUTURE I EVER NEED A LAWYER I WOULD DEFINITEIY CONTACT NICOLE D'AMBROGI TO TOTALLY REPRESENT ME , SHE IS HONORABLE VERY KNOWLEDGEABLE , KIND AND VERY CARING OF HER CLIENTS , AND IT WAS A PLEASURE HAVING HER REPRESENT ME..........

My wife and I worked with Paul at Heffel Law Firm on the whole suite of will, trust, power of attorney, and related documents. Paul was knowledgeable, helpful, and accommodating. My trust was especially unique because I have a special needs son. After working with Paul I have great confidence and peace that the work he did for my family and I will be a tremendous blessing to those I leave behind. I say this sincerely--Paul made me feel like he had a personal stake in making sure every detail was exactly the way my wife and I wanted it. I definitely recommend Paul to anyone looking for a trust or will.

My husband and I worked with Nicole to finalize our family trust. Nicole was very accommodating towards our situation and she was able to guide us when it was unclear which direction we should take such as appointing a trustee and a guardian for our children. Nicole diligently undertook a research project in order to accommodate our religious beliefs. Finally, she was extremely patient and kind towards our child as he ran around the office and ate all her snacks. We are very grateful for her work.

Nicole is an amazing resource! My family has worked with her on our trust for years and she is incredibly thorough, professional, and really helped us understand the process and what works best for our family. I feel very secure in our plans and that we were taken care of, and feel like we're part of Nicole's family as well. I've recommended her to many friends!

  • Review

    by Google
    5.00
    5 reviews  

    This is our first time working with Nicole on our Family Living Trust! Nicole is very professional and knowledgeable, she’s responsive to all our questions. She tries to explain complex or complicated matters in simpler terms using illustrations/drawings. Her and her Admin Asst Lei try their very best to respond to emails or texts sooner and schedule preferred appointments. She did an excellent work preparing our Trust! I would highly recommend her to anyone! Thanks, Gilbert and Alma

  • Review

    by Google
    5.00
    5 reviews  

    NICLOE HAS SURPASSED MY EXPECTATIONS ABOVE AND BEYOND WITH HER PROFESSIONALISM AND SWIFTNESS IN MY TIME OF NEED TO HANDLE MY PERSONAL MATTERS,AND IF IN THE FUTURE I EVER NEED A LAWYER I WOULD DEFINITEIY CONTACT NICOLE D'AMBROGI TO TOTALLY REPRESENT ME , SHE IS HONORABLE VERY KNOWLEDGEABLE , KIND AND VERY CARING OF HER CLIENTS , AND IT WAS A PLEASURE HAVING HER REPRESENT ME..........

  • Review

    by Google
    5.00
    5 reviews  

    My wife and I worked with Paul at Heffel Law Firm on the whole suite of will, trust, power of attorney, and related documents. Paul was knowledgeable, helpful, and accommodating. My trust was especially unique because I have a special needs son. After working with Paul I have great confidence and peace that the work he did for my family and I will be a tremendous blessing to those I leave behind. I say this sincerely--Paul made me feel like he had a personal stake in making sure every detail was exactly the way my wife and I wanted it. I definitely recommend Paul to anyone looking for a trust or will.

  • Review

    by Google
    5.00
    5 reviews  

    My husband and I worked with Nicole to finalize our family trust. Nicole was very accommodating towards our situation and she was able to guide us when it was unclear which direction we should take such as appointing a trustee and a guardian for our children. Nicole diligently undertook a research project in order to accommodate our religious beliefs. Finally, she was extremely patient and kind towards our child as he ran around the office and ate all her snacks. We are very grateful for her work.

  • Review

    by Google
    5.00
    5 reviews  

    Nicole is an amazing resource! My family has worked with her on our trust for years and she is incredibly thorough, professional, and really helped us understand the process and what works best for our family. I feel very secure in our plans and that we were taken care of, and feel like we're part of Nicole's family as well. I've recommended her to many friends!

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Gerald Lee Bohart 

 Website

For over 28 years, Attorney Gerald Bohart has demonstrated exceptional standards in the field of estate law. Attorney Gerald Bohart regularly assists those who are dealing with wills, trusts, and estate planning matters. A 1992 graduate of California Western School of Law, Attorney Gerald Bohart has moved up the ladder in the legal profession as one of the best attorneys in his field. Look no further, as Attorney Gerald Bohart is more than prepared to establish a solid plan for your assets and future.

 Website justia.com

Review

by Google
5.00
21 reviews  

Jerry and his staff were very kind and very informative. He always answered his phone when I called and if returned my calls promptly when he was busy. I highly recommend him.

Gerald prepared our family trust a couple of years ago and both my wife and I really appreciated his thoroughness in explaining and stepping us through everything. His expertise was evident, but maybe just as importantly, we got a vibe of genuineness that made us feel very comfortable working with him. More recently, my father passed away, prompting a number of questions and issues with which I approached Gerald. He was very, very helpful in giving me guidance and I can't say enough about how much I appreciated his empathy and patience.

Jerry is an amazing lawyer I would consider a trusted advisor. He will consistently and thoroughly look out for your best interest and give you advice not just for today but the rest of your life.

Fantastic experience and I highly recommend Gerry Bohart. He was able to assist in my case all the way through. He answered all my emails and calls. He is straight forward and keeps you posted every step of the way. I still call with questions and he is still available.

We had a very satisfying experience with him. I would definitely recommend him to all the people requiring his service.

  • Review

    by Google
    5.00
    5 reviews  

    Jerry and his staff were very kind and very informative. He always answered his phone when I called and if returned my calls promptly when he was busy. I highly recommend him.

  • Review

    by Google
    5.00
    5 reviews  

    Gerald prepared our family trust a couple of years ago and both my wife and I really appreciated his thoroughness in explaining and stepping us through everything. His expertise was evident, but maybe just as importantly, we got a vibe of genuineness that made us feel very comfortable working with him. More recently, my father passed away, prompting a number of questions and issues with which I approached Gerald. He was very, very helpful in giving me guidance and I can't say enough about how much I appreciated his empathy and patience.

  • Review

    by Google
    5.00
    5 reviews  

    Jerry is an amazing lawyer I would consider a trusted advisor. He will consistently and thoroughly look out for your best interest and give you advice not just for today but the rest of your life.

  • Review

    by Google
    5.00
    5 reviews  

    Fantastic experience and I highly recommend Gerry Bohart. He was able to assist in my case all the way through. He answered all my emails and calls. He is straight forward and keeps you posted every step of the way. I still call with questions and he is still available.

  • Review

    by Google
    5.00
    5 reviews  

    We had a very satisfying experience with him. I would definitely recommend him to all the people requiring his service.

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Heidi Vaught Klippel 

 Website

When you have assets, you want to protect them; and one of the best attorneys to ensure that happens is Attorney Heidi Klippel. Primarily focused on the practice of estate law, Attorney Heidi Klippel handles cases involving estate administration, business planning, probate, and medical trusts. Heavily involved in the legal community, Attorney Heidi Klippel serves as a member of the American Bar Association and the American Institute of Legal Counsel. Attorney Heidi Klippel is the proud recipient of the Attorney of the Year and Best Attorneys in America awards. For the personalized attention needed for your estate planning, reach out to Attorney Heidi Klippel, the attorney on your side.

 Website

Review

by Google
5.00
6 reviews  

My mother and father used Heidi for years but after they passed away I could not get even so much as a phone call from her, regarding the trust she set up for my parents. It seems that she is unwilling to assist with information unless she's paid beforehand.

Thank you Heidi for your presentation at North Coast Calvary Chapel tonight! You were so impressive!! Our class learned a lot and your materials and preparedness was outstanding! Our Dave Ramsey Legacy Journey Class really enjoyed meeting you. We will be calling for appointments! :)

Amazing, kind and knows her stuff!!! Entire staff is wonderful and helpful.

Heidi and her attorneys & staff are truly top notch. I was impressed and walked away more than satisfied. Heidi's firm exceeded my expectations.

Great service.

  • Review

    by Google
    5.00
    5 reviews  

    My mother and father used Heidi for years but after they passed away I could not get even so much as a phone call from her, regarding the trust she set up for my parents. It seems that she is unwilling to assist with information unless she's paid beforehand.

  • Review

    by Google
    5.00
    5 reviews  

    Thank you Heidi for your presentation at North Coast Calvary Chapel tonight! You were so impressive!! Our class learned a lot and your materials and preparedness was outstanding! Our Dave Ramsey Legacy Journey Class really enjoyed meeting you. We will be calling for appointments! :)

  • Review

    by Google
    5.00
    5 reviews  

    Amazing, kind and knows her stuff!!! Entire staff is wonderful and helpful.

  • Review

    by Google
    5.00
    5 reviews  

    Heidi and her attorneys & staff are truly top notch. I was impressed and walked away more than satisfied. Heidi's firm exceeded my expectations.

  • Review

    by Google
    5.00
    5 reviews  

    Great service.

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Irina Sherbak 

 Website

Do you need help getting your affairs in order, but do not know where to begin? Then rely on Attorney Irina Sherbak for the best guidance available to you. Attorney Irina Sherbak focuses on matters involving estate planning and probate. Since earning her JD from the California Western School of Law, Attorney Irina Sherbak has centered 100% of her focus on estate services. When you are ready to start planning your future, do not hesitate to reach out to Attorney Irina Sherbak and her team.

Fee Structure: The Law Offices of Irina Sherbak is a San Diego Estate Planning law firm specialized in providing individuals and families with comprehensive estate planning services. Because most of us spend a considerable amount of time and energy in our lives accumulating wealth, we believe in creating and implementing a thoughtful estate plan, customized to meet to the needs of each individual client. We will help provide you and your family with a peace of mind by working with you to get your affairs in order. Whatever your legal needs may be, we will make sure that your wishes are accurately reflected in your documents.

 Website

Review

by Google
4.80
12 reviews  

Overall I was pleased with our experience. Irina went above and beyond to help with our estate planning. She simplified the process and allowed multiple small edits until we were pleased with the final product. She is kind, intelligent and most importantly trust worthy.

Very thorough with everything from start to finish. Made us feel very comfortable and the price was fair. I would highly recommend

Having never consulted estate planning before we were nervous when we asked Irina to help us with estate planning. Irina was the quintessential professional in helping us with our estate planning. We now have a much better grasp and understanding of what our assets are, as well as having a solid plan for our kids, should something happen to us. We have a much higher ease of mind now. Irina was very knowledgeable, polite, professional and helpful. Would highly recommend her services!

It was a pleasure working with Irina to establish a comprehensive estate plan. She was very efficient and accommodating and the process was so painless and quick it was completed in no time. This was something that we've managed to defer for a long time but I'm totally content to have worked through this with Irina. Excellent experience!

Working with Mrs. Sherbak was a great experience. We've needed to create estate planning documents for some time, and she made the whole process easy and straightforward. She created all of our documents for us quickly, and she carefully explained exactly what was covered in the documents and provided advice on what would work best for our family. During the drafting process, when we had questions, we were able to call her multiple times and speak with her directly. I can't imagine any other attorney providing such great service, I would definitely work with her again.

  • Review

    by Google
    4.80
    5 reviews  

    Overall I was pleased with our experience. Irina went above and beyond to help with our estate planning. She simplified the process and allowed multiple small edits until we were pleased with the final product. She is kind, intelligent and most importantly trust worthy.

  • Review

    by Google
    4.80
    5 reviews  

    Very thorough with everything from start to finish. Made us feel very comfortable and the price was fair. I would highly recommend

  • Review

    by Google
    4.80
    5 reviews  

    Having never consulted estate planning before we were nervous when we asked Irina to help us with estate planning. Irina was the quintessential professional in helping us with our estate planning. We now have a much better grasp and understanding of what our assets are, as well as having a solid plan for our kids, should something happen to us. We have a much higher ease of mind now. Irina was very knowledgeable, polite, professional and helpful. Would highly recommend her services!

  • Review

    by Google
    4.80
    5 reviews  

    It was a pleasure working with Irina to establish a comprehensive estate plan. She was very efficient and accommodating and the process was so painless and quick it was completed in no time. This was something that we've managed to defer for a long time but I'm totally content to have worked through this with Irina. Excellent experience!

  • Review

    by Google
    4.80
    5 reviews  

    Working with Mrs. Sherbak was a great experience. We've needed to create estate planning documents for some time, and she made the whole process easy and straightforward. She created all of our documents for us quickly, and she carefully explained exactly what was covered in the documents and provided advice on what would work best for our family. During the drafting process, when we had questions, we were able to call her multiple times and speak with her directly. I can't imagine any other attorney providing such great service, I would definitely work with her again.

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Merrianne E. Dean 

 --0 
 Website

In times of estate preparation or estate settlement, Attorney Merrianne Dean is the attorney you want on your side. Among the list of matters Attorney Merrianne Dean focuses on, her most prominent are estate planning, probate, business planning, charitable giving, and will and trust contests. A valued member of the legal community, Attorney Merrianne Dean is associated with the American Bar Association. Highly recommended by prior clients and colleagues alike, Attorney Merrianne Dean has previously earned the honor as one of the National Advocates - Top 100 Lawyers. This distinguished estate attorney is focused on your future and is determined to lead you in the most beneficial direction today.

 Website

Review

by Google
4.40
5 reviews  

Professional attorneys who are attentive and sympathetic to my issues and very knowledgeable about trust discrepancy and concerns.

My partner and I are getting married later this year under what I can best describe as complex circumstances. Merrianne and her team helped me work through developing a solid estate plan and trust plan, providing me with knowledge to help with decision making and unravel the complexities. Everyone was knowledgeable and easy to work with. They also helped refer us to two other attorneys that we are now consulting with for non-family law issues. I highly recommend the Dean Law Group for estate and trust planning.

They have been working on putting together a Trust for me for 18 months. every few months I contact them, they tell me someone new is assigned to my file, ask one questions, then they dissapear again.

Merrianne Dean was instrumental in helping me file for conservatorship on behalf of a close family friend who was the target of emotional and financial elder abuse. We succeeded and I learned how challenging the process would have been without talented legal representation. Merrianne is knowledgeable, compassionate, communicative and was incredibly effective at driving the process to remove the former power-of-attorney holder from a position of abusive authority and control. I highly recommend both her and her firm.

Plan ahead..

  • Review

    by Google
    4.40
    5 reviews  

    Professional attorneys who are attentive and sympathetic to my issues and very knowledgeable about trust discrepancy and concerns.

  • Review

    by Google
    4.40
    5 reviews  

    My partner and I are getting married later this year under what I can best describe as complex circumstances. Merrianne and her team helped me work through developing a solid estate plan and trust plan, providing me with knowledge to help with decision making and unravel the complexities. Everyone was knowledgeable and easy to work with. They also helped refer us to two other attorneys that we are now consulting with for non-family law issues. I highly recommend the Dean Law Group for estate and trust planning.

  • Review

    by Google
    4.40
    5 reviews  

    They have been working on putting together a Trust for me for 18 months. every few months I contact them, they tell me someone new is assigned to my file, ask one questions, then they dissapear again.

  • Review

    by Google
    4.40
    5 reviews  

    Merrianne Dean was instrumental in helping me file for conservatorship on behalf of a close family friend who was the target of emotional and financial elder abuse. We succeeded and I learned how challenging the process would have been without talented legal representation. Merrianne is knowledgeable, compassionate, communicative and was incredibly effective at driving the process to remove the former power-of-attorney holder from a position of abusive authority and control. I highly recommend both her and her firm.

  • Review

    by Google
    4.40
    5 reviews  

    Plan ahead..

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