We bid on an estate planning auction item at a crab feed put on by Santa Clara County Legal professionals association. Although we only paid a fraction of the service cost they still treated us like we were a very important client. The paralegal and office manager Rod Cardinale Jr. even offered to meet us closer to our home as we live in San Jose.
5
8 years ago (05-04-2018)
Janet and her team are extremely knowledgeable about estate planning. They take the time to understand your needs and advise on how to achieve your goals.
5
8 years ago (08-04-2018)
We had an estate plan created by Janet and her friendly staff. She took lots of time to advise us on many options. We are very happy with the results. Then a few years ago we had to update due to marriages and births. We were pleased with the results. Janet sends a monthly newsletter that we find very useful. She has annual barbecue for clients. She sends a humorous Christmas letter in legalese regarding Santa and the holidays. The office is close enough that we can walk.
5
8 years ago (26-07-2017)
I found immense value in consulting with Janet, because I truly didn't understand what can happen if loved ones don't have Advance Care Directives, Wills, & Powers of Attorney in place. My family is better protected now, and that's a huge asset for us. Janet's coaching on this, and the nudging to actually get it done (not just have nice thoughts about it), were critically important.
5
14 years ago (11-05-2012)