Patrick and Allie helped me in creating trust and will for myself and my spouse. I got their reference through Hyatt legal services and was glad to have selected them. I first contacted them over email and they were quick to respond. During our first meeting, Patrick spend enough time in explaining the process and answering all our questions including the naive ones. There was an open question which Patrick didn't know the answer to, but he ensured to research about it and emailed within next few hours.

The first draft was sent within a week, and Patrick replied to any queries promptly. We then met again to sign the documents. Allie is a notary and was able to notarize all the signatures (saving of $140). In the end, they provided us a copy of the trust along w/ instructions on how to transfer ownership of financial accounts into the trust.

In addition, I took their services to transfer the property ownership to the new trust, which was also done timely and for a reasonable price.

I would strongly recommend them to others and wouldn't hesitate in getting their services again.


San Mateo, CA