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TWENTY-TWENTY-TWO

AWARD WINNING

ESTATE PLANNING AND ELDER LAW

ATTORNEYS

IN SAN DIEGO, CA

IN SAN DIEGO, CA

TOP
TEN

SEE THE 2023 AWARD WINNERS

Lisa J Frisella 

 Website

A top estate attorney in her field, Attorney Lisa Frisella has developed a strong reputation within the legal community. Attorney Lisa Frisella regularly helps clients navigate their best course of action in estate planning, probate, financial elder abuse, trust litigation, guardianships, and conservatorships. Attorney Lisa Frisella dedicates her time to legal organizations, such as the California State Bar Association. Among her notable achievements, Attorney Lisa Frisella has been given the Super Lawyer award. Attorney Lisa Frisella is a graduate of Saint Louis University's School of Law and has successfully grown her firm throughout the course of the past 20 years. When you hire Attorney Lisa Frisella, you will feel confident in knowing that she will explain all estate processes in a way you will understand.

 Website

Review

by Google
4.80
12 reviews  

Terrible experience. Stay away. May be a scam

These are good lawyers. Sounds like an oxymoron, I know. Lots of people don't like lawyers, but these are good lawyers! They helped me to get a satisfactory resolution to my dispute. They were sensitive to my practical and emotional needs, after the loss of a parent. They offered listening, practical advice, solid planning and professional problem- solving and "lawyering." The situation was resolved between the parties, out of court. Bad attorneys advise you, based on what's best for them. Good attorneys advise you, based on what's best for you. These are good attorneys. I'm grateful it's behind me, and the help from Frisella-Nielsen made it less awful. Thank you!

They represent people who abandon their aging parents that want to sue the caregivers. I learned that if you DO NOTHING, you can maintain a perfect record. The caregiver who does EVERYTHING will be second-guessed over thousands of decisions, all in hindsight. The child who abandons their parents has the upper hand in every respect other than from a morality standpoint. So, if you are planning on abandoning, or hate, your elderly parents, don’t fret. You can sue the Trust whereby forcing your caregiver sibling into instantly being penniless, jobless, and homeless. Don’t worry about “No Contest” clauses. They have NO teeth whatsoever. If you’re planning on abandoning your parents in their old age, see Lisa first. She’ll show you how to maintain a perfect record. (Do NOTHING for your folks)

I initially came to Ms Frisella at the suggestion of my mother. She charged me what I felt was a very reasonable fee to set up my living trust. She was very friendly and attentive. I thought that she did a great job. At the time I was recently widowed. Five years later I was remarried and ready to update my trust. I began corresponding with her and her administrative assistant, Michelle. There were several meetings and many emails. The very last time we met I was given a form to sign discussing her fees. I had never discussed fees with her, other than the first time when she set up my trust. I mentioned this to her and asked if I was being charged for the updates. She reassured me that she would make it very affordable and not to worry. Well, I received a bill by email from a person I can only assume was hired to collect fees. The bill was for nearly the same amount as my original trust. I emailed Ms Frisella but she just forwarded my emails to this person, Regina, who was neither pleasant nor accommodating. Given the time of year(December), I asked if I could pay the bill over four months. Regina treated me like some kind of deadbeat who doesn't pay my bills. Ms Frisella did discount my bill to some degree, but I still paid far more than I expected. I finally gave up trying to reach Ms Frisella. She obviously was not interested in working with me again. Maybe I was naive in thinking that my trust update was not going to cost; Ms Frisella never mentioned fees during the time we were meeting. I wrote her a letter expressing my disappointment but, not surprisingly, have not heard back from her. In the future, I will find someone else to assist me with any changes to my trust.

Very knowledgeable about estate planning and wills. I got mine set up for a very good price and quickly. Thank you Frisella Law!

  • Review

    by Google
    4.80
    5 reviews  

    Terrible experience. Stay away. May be a scam

  • Review

    by Google
    4.80
    5 reviews  

    These are good lawyers. Sounds like an oxymoron, I know. Lots of people don't like lawyers, but these are good lawyers! They helped me to get a satisfactory resolution to my dispute. They were sensitive to my practical and emotional needs, after the loss of a parent. They offered listening, practical advice, solid planning and professional problem- solving and "lawyering." The situation was resolved between the parties, out of court. Bad attorneys advise you, based on what's best for them. Good attorneys advise you, based on what's best for you. These are good attorneys. I'm grateful it's behind me, and the help from Frisella-Nielsen made it less awful. Thank you!

  • Review

    by Google
    4.80
    5 reviews  

    They represent people who abandon their aging parents that want to sue the caregivers. I learned that if you DO NOTHING, you can maintain a perfect record. The caregiver who does EVERYTHING will be second-guessed over thousands of decisions, all in hindsight. The child who abandons their parents has the upper hand in every respect other than from a morality standpoint. So, if you are planning on abandoning, or hate, your elderly parents, don’t fret. You can sue the Trust whereby forcing your caregiver sibling into instantly being penniless, jobless, and homeless. Don’t worry about “No Contest” clauses. They have NO teeth whatsoever. If you’re planning on abandoning your parents in their old age, see Lisa first. She’ll show you how to maintain a perfect record. (Do NOTHING for your folks)

  • Review

    by Google
    4.80
    5 reviews  

    I initially came to Ms Frisella at the suggestion of my mother. She charged me what I felt was a very reasonable fee to set up my living trust. She was very friendly and attentive. I thought that she did a great job. At the time I was recently widowed. Five years later I was remarried and ready to update my trust. I began corresponding with her and her administrative assistant, Michelle. There were several meetings and many emails. The very last time we met I was given a form to sign discussing her fees. I had never discussed fees with her, other than the first time when she set up my trust. I mentioned this to her and asked if I was being charged for the updates. She reassured me that she would make it very affordable and not to worry. Well, I received a bill by email from a person I can only assume was hired to collect fees. The bill was for nearly the same amount as my original trust. I emailed Ms Frisella but she just forwarded my emails to this person, Regina, who was neither pleasant nor accommodating. Given the time of year(December), I asked if I could pay the bill over four months. Regina treated me like some kind of deadbeat who doesn't pay my bills. Ms Frisella did discount my bill to some degree, but I still paid far more than I expected. I finally gave up trying to reach Ms Frisella. She obviously was not interested in working with me again. Maybe I was naive in thinking that my trust update was not going to cost; Ms Frisella never mentioned fees during the time we were meeting. I wrote her a letter expressing my disappointment but, not surprisingly, have not heard back from her. In the future, I will find someone else to assist me with any changes to my trust.

  • Review

    by Google
    4.80
    5 reviews  

    Very knowledgeable about estate planning and wills. I got mine set up for a very good price and quickly. Thank you Frisella Law!

View more reviews

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..

View more reviews

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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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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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.

View more reviews

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.

View more reviews

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.

View more reviews

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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Eric Paul Enciso 

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If you have assets and heirs but do not know where to begin, then reach out to Attorney Eric Enciso’s office, where your complex estate planning questions will be answered. Areas of concentration include beneficiary representation, asset protection, continuing care planning, non-probate transfers, and irrevocable trusts. Attorney Eric Enciso is a graduate of the Appalachian School of Law. Attorney Eric Enciso is here to answer your estate questions and help establish a plan that makes the most sense for you and your family.

Fee Structure: This organization is not BBB accredited.

 Website

Review

by Google
4.20
5 reviews  

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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!

    View more reviews

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