Attorney for living trust?

Hello, I've looked in the archives and there aren't any super recent recommendations. Has anyone worked with an attorney you would recommend to create a family trust?  Many thanks.

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Hi there, We JUST went through this process and had a really good experience with Lisa Mann at Cunningham Legal in Montclair, Oakland. She was super knowledgeable and very, very patient with all our questions. Highly recommend!

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We used Summerall Law recently and were really happen with them

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I can highly recommend Jay Rodarmel at LifePlan Lawyer. We had done a will and trust 20 years ago and hadn't touched it since, so we were essentially starting from scratch. Jay was knowledgeable of the intricacies of estate and trust planning, kept the process moving with defined progress points and productive (but not stressful) meetings on Zoom and in person, and best of all was a thoughtful and active listener who helped us navigate some tricky issues where my husband and I were coming from somewhat different places. The process was as pain-free as I could have imagined; it's freeing to have this stuff in order.  https://lifeplanlawyer.com/

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I highly recommend Sarah Summerall of Summerall Law. Easy to work with, good communication, explained things clearly and was extremely affordable using my employer-provided legal insurance.  Even if you don’t have legal insurance I would recommend her.

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Hi! We used Dr. Sara Diamond for our living revocable trust. She is on the ARAG network, so my legal insurance through work covered it (except for notary fees). Her email is sarardiamond [at] sbcglobal.net and office in Richmond Hilltop Mall. She is very responsive and professional. We had a relatively simple case, so we were able to gather all documents via email and send to her, meeting with her only for the notary appointment (and you can also choose someone else to do the notary for you).

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We used Michael Ferguson in Berkeley.  Excellent attorney.  Probably one of the most knowledgeable in the area [meaning both geographically and this legal specialty]. https://profiles.superlawyers.com/california/berkeley/lawyer/michael-c-…

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Had a great experience with Kelly wessels at summerall law. Seamless process over a few zoom meetings. 

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Mike Ferguson with Ferguson & Berland ... he's a great Trust attorney, teaches at Cal, is outgoing and friendly, and has reasonable charges. He did my Living Trusts, and we loved working with him. 

1816 Fifth St, Berkeley, CA 94710

Phone(510) 548-9005

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My husband and I worked with David Cross last year. Articulate and easy to work with. Answered questions right away. He is based in the Silicon Valley but we met over Zoom. 

David A. Cross

Cross Law

19925 Stevens Creek Blvd, Ste. 100

Cupertino, CA 95014

Phone: 650-503-3078

dcross [at] crossestateplanning.com        

www.crossestateplanning.com

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I had an excellent experience just this month with Summerall Law on Piedmont Avenue in Oakland.  They specialize in estate law, and we were able to do everything by phone and video call until the final signing of papers, which took place outside in the parking lot (for covid safety).  We worked with Albert Wu, who is lovely.

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My family used Quynh Tran at Bay Wealth Legal. Her practice is in San Mateo, so a bit of a trek for us (from Berkeley), but she was recommended, and I cannot speak highly enough of her. She answered my husband's million questions with patience and only called us into the office to sign the paperwork once we were done with the process. (This was pre-Covid, but we had a very small baby at the time). 

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Please do NOT use Mike Ferguson. He left our family in the lurch. He completely disappeared when we needed him most following my father's death -- never answered emails or phone calls, failed to file essential paperwork, was completely absent throughout the process of settling my father's affairs. In fact things are still not resolved and I place a great deal of blame on him for ruined/damaged family relationships. Avoid him!