Testimonials


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My husband and I procrastinated when it came to updating our wills and creating a living trust. We worried it would be confusing and expensive. Andrea made the entire process clear, simple, and affordable. We think she’s saved our family and us a good deal of money and hassle. We both feel a big sense of relief to have this project done. Andrea is easygoing, intelligent, and thorough. She explained everything in great detail and with unending patience. She’s always kept our best interests at heart and we’re enjoying referring her to friends.
—Mr. and Mrs. J., Temecula, CA


Thank you so much for your help setting up my living trust. You have a gift for clarifying legal speak. I feel relieved to know that there is now something legal in place.
—Anne F., Temecula, CA


It was a wonderful experience dealing with Andrea while revising our family trust. She explained everything in detail, gave us an estimated fee, and a timeline of completion. There were no surprises, what she said, she did. We were very impressed with her expertise, her professionalism, and very approachable manner dealing with our legal matter. We’re grateful for her speedy remedy to our trust issue and my husband I appreciate all her help in getting our trust revised.
— Maureen B., Fallbrook, CA


Andrea is very pleasant and always returned our phone calls quickly. She’s also cooperative in setting up appointment times and is always a good listener, explaining everything in easy to understand terms. Her work was completed on time and I’m very satisfied with the service offered.
—Mr. and Mrs. H., Bonsall, CA


Estate planning isn’t the most pleasant thing to think about but Andrea has a very nice way about her that makes the process comfortable and easier to talk about. What more can I say—I trust her with my estate planning and appreciate the sense of security that it brings.
—Marie P., Fallbrook, CA


My overall experience was excellent. I procrastinated far too long with my estate plan and finally completed the paperwork with Andrea’s support. She was punctual, professional, fair with her fee, and easy to relate/talk to.
—Paul G., Temecula, CA


Andrea puts trust into trust attorney. She settled my trust dispute against a slick L.A. lawyer and his corrupt fiduciary client.
—Paul M., Pauma Valley, CA


Andrea, thank you for your patience and kindness towards my mother, Joyce, as she updated her living trust. It was a stressful time for her but you made it simple and easy. She walked away from our meeting with a load off of her mind. Our investment advisor made the right decision in recommending your assistance and expertise.
—J. Mitchell , Vista, CA