Category: | Estate Planning Attorney |
Address: | 3061 E La Palma Ave, Anaheim, CA 92806 |
Phone: | +1 714-282-7488 |
Site: | webuildyourtrust.com |
Rating: | 4.8 |
Working: | 8:30AM–5PM 8:30AM–5PM 8:30AM–5PM 8:30AM–5PM 8:30AM–5PM Closed Closed |
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A Private User
Trying to figure out all the ins and outs of a family trust are taxing enough for your own family much less that of a very close friend of the family, and then being the executor/trustee of that same trust, can really drive a person to the brink of insanity, yet, when you have the guidance and direction of a Law firm like James Roberts, and all the wonderful assistants he has being not only kind and helpful and patient, but truly professionals in their field, it makes the whole process a lot more bearable and allows even the least knowledgeable of these types of legalities able to get through the process with a smile on their face. This is how the Law offices of James Roberts handles their clients and I would whole heartedly recommend them to anyone curious to know if family trusts are a necessary thing. Dennis E. Walkwitz Client for over 13 years.
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Ann Owens
The law offices of James Roberts did our will and trust in 2002, redid our trust in 2013, and redid our trust a third time this year. People do not realize that laws change over time and it is important to revisit your trust. This is a gift to your heirs. No one wants to pay unnecessary taxes and they can help you protect your interests. Their office explains things in great detail and helps you through every step of the process. They bring up ideas you may not have thought about. Protect your estate and take advantage of their superior services.
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James B
Mr. Roberts and his staff were instrumental in helping my family through a particularly difficult and complicated time. They were very thorough in revising our family trust and did a great job at explaining the ins and outs of it to my dad and me. Holly was particularly kind and helpful, and was very responsive when I asked for additional advice, copies of documents, etc. I would recommend James Roberts and his associates to anyone that is undergoing the process of creating or revising a family trust.
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Anthony Ligatti
It was a pleasure to work with such a high quality firm. I was pleased with all aspects of my experience but especially with the quality of the employees who assisted me. Attorney Cagna Basar is terrific! She is very patient and kind. She is certainly most competent and knowledgeable and pleasant to work with. I feel truly confident with her expertise. The entire firm houses superlative personnel!
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Troy Hall
My wife and I recently had a Family Living Trust set up James. He was very thoughtful in his approach and explained every important detail in a way that my wife and I were able to comprehend. He made the process simple and his staff was equally accommodating. I would highly recommend James Roberts if you are considering setting up a Living Trust as his service and prices are second to none.
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Jeffrey Swick
This review is being posted by Toni Swick not Jeffrey Swick. My husband and I had a great experience with our attorney Cagla Basar, the notary and the second witness. Everyone was extremely nice, concerned about our needs, made sure that we understood everything that was discussed, just an overall great experience. I would totally recommend this agency for all your law office needs.
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Cameron Jalbert
Mrs. Nabiey made the task of establishing my living trust not only comfortable, but very easy to understand. She is extremely professional in demeanor and legal knowledge, but never overwhelming with legal jargon or confusing direction. I will continue to recommend Holly and her firm to anyone in need of any estate planning help. Thanks again, Holly!
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Sharon Sheppard
My sister and I had the pleasure of working with Holly Nabiey at the law offices of James F. Roberts. We were in need of revising an existing trust for my mother as well as establishing Power of Attorney for my mother. Holly was very knowledgeable, patient and professional. i would highly recommend this law firm to anyone.
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Shannon Zimmer
Attorneys are well educated and break down the process and documents so that anyone could understand. All of the office staff is very professional and kind. They also have a tax team and financial planners at their finger tips to assist their clients of needed. Wonderful experience!
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Keri Hawkins
Incredible! Holly Nabiey is by far the most professional attorney I have ever worked with. During a very challenging time she helped us through a few Trusts and an Estate in California. Highly professional and efficient...a must hire!
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Jal Birdy
We were faced with an out of the ordinary situation. We received very good advice and our problem was satisfactorily solved. We are very happy with the service we received from James. Very highly recommend them.
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A Private User
This law firm was extremely helpful, efficient and informative in developing out family trust. We felt very comfortable in our decisions and are at ease knowing our family will be taken care of.
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Janet Harrison
My husband and I met with Holly to do our trust. She made us feel comfortable and at ease. She answered all of our questions. She was so professional and has a big heart.