All-inclusive estate planning (customization, tax planning, in-office meeting with attorney and notary services). Same as Customized Estate Plan plus meeting with Attorney, notary services, and assistance with funding. If you're unsure of which package to choose please contact us and we'll help you make the right choice.
Reviews (7)
Christopher N.
Nov 23, 2021
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Recently completed a family trust with Alyssa. This was our second attempt, as the first did not go as expected with another law firm. Alyssa was so great to work with; taking the time to explain complicated "lawyer stuff" that we could understand as it related to our trust. She never rushed us and was very personable. Everything was VERY organized which gave an extra sense of relief that everything was in order. I look forward to working with her on other stuff.
Victoria Y.
Oct 24, 2021
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I having been searching for over 30 years for a Trust and Tax Attorney that I knew was smart, considerate, loyal, reasonably priced, and first priority was my finances. My high expectations sound unreachable but Alyssa Nguyen truly possesses all these qualities. Her communication skills is excellent, dedication, and patience is overwhelming to provide me the best advice on Revocable Trust, Will, Pour Over Will, Advance Directive, tax advice. I feel confident Alyssa Nguyen will skillfully execute of my wishes if any unforeseeable event would happen.
Uriia A.
May 04, 2021
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Hands down the best service I've ever experienced! I truly felt like she genuinely cared about our needs. I love how she utilized different forms of communication such as zoom and jotform due to our trying times with covid. She was detail oriented, explained anything I had questions about, and made our overall experience a definite 5 stars! I highly recommend Alyssa!!
She is amazing!!! My family and I appreciate you!!!
She is amazing!!! My family and I appreciate you!!!
Angela D.
Feb 02, 2021
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We absolutely loved working with Alyssa. She took the time to meet with my immediate family to discuss my mother's estate plan. Alyssa helped us review and decipher documents from many years ago, she even put in the efforts to translate it all into a flowchart and spreadsheet for us to understand. Super appreciate the work, 5 stars!
Verna K.
Feb 03, 2020
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I am not a client (yet) but Ms. Nguyen answered a question with a lot of information and I was grateful (others were asking for almost $200 for a yes or no question).
She actually explained when I would more likely need her services and provided the IRS site on where I could locate my information.
Thank you so much!
She actually explained when I would more likely need her services and provided the IRS site on where I could locate my information.
Thank you so much!
Daniel G.
Oct 09, 2019
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We used Alyssa's services for our family's estate planning. I was impressed by the level of expertise and professionalism that Alyssa demonstrated. She's also very organized, detail oriented and thorough and she really took the time to understand our family's situation while putting our plan. Estate planning can seem overwhelming and confusing at times but we appreciated how Alyssa took the time to explain everything to us in details & in simple terms so we could understand well. We highly recommend her for estate and tax planning.
Phil B.
Oct 01, 2019
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