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    • Home
    • About Us
    • Services
      • Trusts
      • Probate
      • Wills
      • Trust Administration
    • Testimonials
    • Client Resources
    • Contact Us

925-271-5646

  • Home
  • About Us
  • Services
    • Trusts
    • Probate
    • Wills
    • Trust Administration
  • Testimonials
  • Client Resources
  • Contact Us
Read Our Reviews!

Client testimonials

 "We had a great experience with Pete! The process was clearly laid out in the beginning and then followed exactly as it was described to us. I absolutely loved the thoroughness and organization of the practice. I also really appreciated how Pete took the time to explain the why behind a lot of what we were doing, and offered a good balance of suggestions to include or consider in our plan based on his clear experience without being pushy."

 "From start to finish, we had a wonderful experience with Jay and his team! He answered all of our questions and we felt he was honest and sincere. He gave tips and advice when requested or sincerely offered them when we looked unsure about parts of the process. We are appreciative of your work!"


"You were very personable, every session was informative, you made sure we covered all the material. You took the time to answer our questions. Your staff was very helpful, we will definitely recommend you to our friends."

"Jay is very knowledgeable and is able to explain legal documents so that a layperson can easily understand. He answers all questions completely and is easily available if other questions arise. Jay, Debbie, and office staff are personable, friendly, and responsive."


 "Truly one of the most efficient and organized services I've ever experienced."

"Pete was very knowledgeable, punctual and reliable. Our overall experience was very informative, through, and timely. We recommend LifePlan Lawyer, PC to all homeowners and especially to young families with children and assets."

"From day one Jay was on top of things! Jay was professional and informative. Both Jay and Debbie are very friendly to work with."

 "We had a wonderful experience with Pete, who was very personable and patient with all of our questions and inquiries."

"Jay and his team made the process so easy. We put this off for a long time because it felt overwhelming. With Jay, it wasn’t."

"Jay took a lot of time and patiently explained step by step the procedure of creating a living trust. We were very comfortable going forward and finally getting a trust established."

"I was very pleased with all aspects of your service- timeliness, courtesy, friendly approach, knowledge, and your down to Earth communication skills." 

"Very professional and efficient. The employees were helpful, friendly, and professional. Everyone that needs a trust would benefit."


"Jay makes you feel very comfortable asking questions. He takes the time to explain things and was available to answer my questions in a timely manner."

"Jay and his staff were professional and top notch. We couldn’t have asked for a better lawyer. Working with Jay was a breeze. He explained everything in terms we could understand."

"We had a wonderful experience working with Jay. He was professional, thorough and helpful. He explained the law, guided us through to the finish, and made the process painless. We felt very comfortable working with him."

"Jay never made you feel rushed or inferior because you didn’t understand many legal terms. He was more than willing to answer any questions or explain how trusts work. We would highly recommend him."

"Jay is the type of person you immediately feel comfortable with."

 

Why choose Lifeplan Lawyer, PC?

 "Your patience, understanding, and  knowledge put me at ease."  



"Jay was very friendly, knowledgeable, and easy to work with. He explained things in layman’s terms so we could easily understand complex legal concepts. The rest of his office staff were professional and offered exceptional service."



"The best part about working with Jay is, first and foremost, his calm, supportive, knowledgeable, encouraging, and kind personality. He is not only trustworthy, but warm and caregiving. Plus, he has a great sense of humor (at the right times of course!) and is VERY patient. Anyone and everyone would benefit."

"Professionalism, patience, follow-up"



"This was a very detailed and informative experience. Jay was able to go over each step of the process involved, and this allowed us to make informative decisions about how our trust and will should be set up."



"Jay made us feel comfortable and took the time to clearly understand our family situation and inheritance wishes."



"Jay was easy to talk to and explained things so clearly. We felt comfortable and at ease discussing some difficult topics. Thank you for making the process enjoyable."

"Jay's warm personality and professional expertise. He’s someone you’d like as a friend."



"Jay was recommended by a mutual friend. From the beginning contact with Susan and Debbie I was comfortable that I was in good hands. Everything was extremely organized and thorough."



"It was a pleasure working with Jay. We felt confident that he had the expertise necessary to produce and accurate and complete estate plan."



"The best part about working with Jay was that he was funny, warm, and had interesting stories."

Thank you to these clients who gave us permission to share their feedback!

 Disclaimer: These testimonials do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter. 

 1811 Santa Rita Rd. Ste #207, Pleasanton, CA 94566, US  || (925) 271-5646 

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