Kaiser Law Group - Long Beach (CA)

5 /5 Jamie Reger: Kaiser Law has helped my husband and I get all of our personal and legal affairs in order. Curtis helps walk you through different scenarios and options that best fit your family needs. He is a great source of knowledge and expertise that makes the process a little easier. And his staff, Lorie and Melissa, are also there to help you along the process, all with a professional and warm demeanor. We highly recommend Kaiser Law Group to all our friends and colleagues.

5 /5 R Braswell: We have been very pleased with the support that we have received from Curtis Kaiser as part of the legacy program. Our trust has some "special needs" elements, which have required adjustments since the time that we originally set up the trust. Curtis arranged for us to meet with potential fiduciary executors who could handle the special needs and helped us with selecting the best executor to meet our needs. He has developed relationships with an extensive list of advisors and has helped us with expanding our team of advisors to help with various elements of the trust

5 /5 Jay Hong: Curtis Kaiser and his team have a streamlined system to assist clients in organizing and documenting information that is critical for creating family trusts. Curtis also understands the importance of building relationships with other key stakeholders such as financial and tax consultants. The end result is a clear cut trust(s) that fulfills our wishes on estate distribution.

5 /5 Amy Helperin Krivis: We have enjoyed and benefited tremendously from hiring Curtis Kaiser and joining his Legacy Program. Curtis is always responsive to our questions and proactive with any changes in the law. It provides immeasurable peace of mind to have the knowledge and guidance of an honest and trusted professional to keep an eye on our estate and help protect our legacy for the future.

5 /5 Don Kaiser: We had used a lawyer that was recommended to us to draft our Wills and Trusts several years ago. Upon completion, we put our wills in our safety deposit box and our Trusts remained on our bookshelf for over ten years. When our son became a lawyer and became a certified specialist in estate planning with the State of California, we did not see the need to switch to him as our attorney as we thought we had already created our Trust and did not feel as if we wanted him to know our plans. Then when he formed his “Legacy Program” and we read about all the benefits of The Legacy Program including getting his clients’ families all on the same page, we decided maybe it was time to just ask him to take a look at the Trust we had created over ten years ago and give us his professional opinion. We gave Curtis our Trust and after a week he had one of his staff call us and set up an appointment for us to meet in person in his Office to discuss his analysis of our Trust. In our first meeting, he said that while our Trust was created well several years ago, that numerous laws had been passed making our Trust almost obsolete. He also discovered that not all our assets we possessed were placed in our Trust correctly. He then explained what he would recommend changing and advised us about his Legacy Program. We were very impressed with his professionalism in working with us to create a new updated Trust and the merits of his Legacy Program (that included: Following up to make sure all our assets were titled into our Trust; written and video communication of new Trust laws and how they would impact our Trust; annual reviews so that he could be aware of any new circumstances; and arranging a meeting with my other son and us to that we were all on the same page). We have certainly learned a great deal and feel so much more confident in our Trust decisions since we joined (yes, we are paying clients) the Kaiser Law Group and its Legacy Program and have Curtis and his team professionally guiding us.