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Average of 8 Customer Reviews
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Review fromMichael S
Date: 05/07/2025
5 starsMichael S
Date: 05/07/2025
***** with California Trust was recommended to us by our Financial Advisor (who cautioned that 'your trust is only as good as it is current'). It had been 10 yrs since we'd last updated ours and we determined our adult daughters should now be executors.***** was knowledgeable, easy to work with, and a great communicator! It was also in speaking to ***** about our overall family life situation, that we discovered that Mom's house was not in a trust. We had ***** create a new, simplified trust document for our 95 year old Mom. Again, he communicated patiently and both ***** and his notary put Mom at ease.We highly recommend ***** and California Trust for all trust related needs!
California Trust
Date: 05/08/2025
Hello ****, it was a pleasure working with you, ********* as well as your mother. I appreciate you taking the time to share your experience. Thanks again and don't hesitate to call if you have any questions regarding your Trust and other estate planning documents. Have a wonderful Summer.Review fromCharles F
Date: 05/06/2025
5 starsCalif Trust, through services of ***** ********* recently updated/amended my three decade old Trust upon the passing of my wife. ******* work was thorough, complete, and expertly done to reflect me change personal situation. I am grateful and fortunate to have him to rely on, especially since he created the original Trust thirty years ago. Lucky me, and thanks to ***** and California Trust.Review fromGordon G
Date: 12/15/2024
5 starsGordon G
Date: 12/15/2024
California Trust established 3 different trusts for our family in 2006. Recently due to deaths and other family dynamics, we have rewritten 2 of the original trusts. ***** is the consummate professional and made rewriting our trusts easy and painless. He covered all the bases and was always responsive to phone or emails. California Trust is without a doubt one of the premier services. We highly recommend California Trust.California Trust
Date: 12/17/2024
Hello ******, it was a pleasure working with you and ******. I can't believe we have been working together over the last 18 years. I want to thank you for the review. I have always emphasized customer service. I am glad you have been happy with my services over the years. I wish you and your family a Happy and Healthy Holiday Season!Review fromCarlos W
Date: 11/14/2024
5 starsGreat job. We did our first trust in 2003. Decided we needed an update so called ***** at California Trust again. He told us how to proceed . He did all the documents in a timely manner. ***** is very professional and knowledgeable. Great experience working with him.Review fromWilma G.
Date: 08/25/2024
5 starsWilma G.
Date: 08/25/2024
We had been thinking about starting a will for a while, when our financial advisor suggested Mr. ********* He was very helpful and explained everything we needed to do and every step of the process along the way. We have peace of mind knowing our needs will be met. We would recommend ***** ******** to anyone looking for a knowledgeable advisor on ***** and trusts. ***** and ***** ****California Trust
Date: 08/28/2024
Thanks *****. I want to thank you very much for sharing your experience. It was a pleasure working with you and *****. . I am glad you are happy with my service. As always, please do not hesitate to call me at ************ If you have any questions. I want to wish you and your family a Happy and Healthy upcoming Holiday Season. Sincerely *****************************Review fromRobert H
Date: 09/20/2023
5 starsI first met ***************************** and California Trust in **** when we opened our family trust. Then, we met again in 2015 when we revised the documents. I have just recently revised it again. I have found working with California Trust a very good experience. ***** is knowledgeable and very easy to work with. He is very quick to respond to any questions in terms that are understandable. Whether my inquiries were by phone, text, or email, he was very prompt in his responses. I would recommend him to anyone looking for trust work. I have found California Trust both quick and very efficient and have been very satisfied with our relationship. ************************, Ph.D.Review fromPatty S
Date: 07/29/2023
5 starsPatty S
Date: 07/29/2023
California Trust us a wonderful service. They are professional, knowledgeable, efficient and fast. I highly recommend this company and will use them again for any of my legal document needs. Thank you to *****!California Trust
Date: 07/31/2023
Hello ********. First off, my condolences. Secondly it has been a pleasure working with you. I do appreciate you sharing your experience with the Better Business. I pride myself on my service over the past 30 plus years. Take care,Review fromJayne A.
Date: 08/22/2022
5 starsJayne A.
Date: 08/22/2022
Below is the name and information for California Trust. ***** was so professional, detailed, easy to work with, and a great asset to help us through the Living Trust process. I highly recommend him and really appreciate everything he did for myself and my husband. I can now take the stress of worry of my plate about our assets:*****************************, California Trust, LDA #***, ********* County, ****************************************************************************************California Trust
Date: 08/23/2022
Hello *****, thank you very much for your review. It is very much appreciated. It was a pleasure working with you and ****** As we discussed, I have mailed out both of your original recorded Deeds transferring your properties into the trust. When you receive, please place in your Trust binder. Thanks again, *****.
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