5 /5 the harleymf: Paul was recommended by friends that used him to create their estate documents, including a trust. They were very happy with his services and their interactions with him. They also liked his prices.
I met with him to discuss my mother’s estate documents because they were created out of state (where she lived at the time) and I wanted to make sure that we wouldn’t run into any surprises because she lives in California now. This included the will, trust, trust amendment and four others. He read through them all, made a couple of recommendations for me, and said there was no need to make changes, they all conformed to California requirements. I also asked him questions about my own estate, all of which he answered definitively.
When our meeting concluded I inquired about the fee, but he declined any payment. This all happened during our first meeting, and he does not charge for that. I was astonished, and there is no need to add that when I do need to make changes, I will be returning.
