5 /5 Kenneth Hayashi: I highly recommend the services of Lauren Rios. I restated my Living Trust with Lauren five years after drafting the original, and I found her to be both meticulous and patient in ensuring all my assets were properly incorporated. She was always available to answer my questions and provided thoughtful guidance throughout the process.
One instance that stood out was when Lauren carefully reviewed the beneficiary designations on my non-retirement accounts. At first, I was surprised by her request for details, but I soon realized I had overlooked adding the Trust as a beneficiary to a bank CD I had opened after the original Living Trust was created. Her thorough approach not only caught this oversight but also reinforced the importance of maintaining consistency in estate planning. Throughout the process, Lauren remained patient and understanding, never making me feel judged for the lapse but instead guiding me toward the necessary corrections with clarity and professionalism.
She was also highly conscientious, going the extra mile to make photocopies of my Advance Health Care Directive and HIPAA Authorizations so I could easily provide them to my medical providers. Since I was scheduled to visit my primary care provider, delivering these documents was seamless, and they are now properly scanned into my medical records.
Looking back, I am deeply grateful for the decision to restate my Living Trust with Lauren. There were several aspects of estate planning I had not considered at the time, and thanks to her diligence, I now feel confident that my executor will be able to carry out my wishes effectively when the time comes.
