Clark Allison LLP - El Dorado Hills, California

Inma H.

I worked with one of the attorneys in Clark Allison office (Gabi) on estate planning. I have legal insurance through work so I was told I would only have to pay pass through fees (the cost of the notary and the cost of the deed), she said it would be $495. I agreed to the terms and after doing so I realized they probably inflated the fees to take advantage of me. I asked for the breakdown of the $495 and they said $300 for deed filing fees and $195 for notary. However, the deed filing fee in San Diego county is $23 and the notary is $150. I asked for the breakdown of $300 and $195 and I was never provided with it.

Other than the overcharging problem, the work was okay with the exception that responses to emails were delayed and that the documents were not prepared in the time they were supposed to be (I asked Gabi for the timeline and she said I would have them but the weekend, but she sent them one week late). I was going on a overseas trip so I told her that I would need to push back the appointment with the attorney since I would not have time to read them and she tried to push me to keep my appointment, which I refused. Finally, the partner emailed me to complain I had not paid the bill when they had not sent me the invoice. So I imagine they have some mismanagement issues going on.

Overall, I would avoid if possible as I believe they are disguising their fees as pass through fees (otherwise I do not understand why they will not provide the breakdown)

Mello B.

I am extremely pleased with this law firm. The price was very fair, and I liked my lawyer a lot. Writing an estate plan isn't an easy part of life, but end-to-end this firm did a perfect job of guiding me through the process. I was thrilled that I could handle everything without a single in-person office appointment, including final notarized signatures. I really couldn't have imagined a better experience!

nrubow

My wife and I used Nora at this firm to complete our family's Living Trust. Nora was very knowledgable, explained things simply in terms we could understand, completed our documents super fast, and took extra time to make sure that we did everything properly on our end! Creating a Living Trust was so much easier than we thought it was going to be. Thanks for a great experience! I will definitely be recommending Nora to other families looking to create a Living Trust!

Lauren W.

As a financial advisor at ProsperPlan Wealth, I've been very fortunate to develop a strong relationship with Jennifer Ferraiuolo.

She and her team have helped a large portion of my clients secure a solid transition plan for their assets, helping them avoid California's costly and timely probate process.

Thank you, Jennifer, for your commitment to protecting our clients and their beneficiaries.

It means so much to me a professional, parent, and planner that you are always willing to go out of your way to help people in anticipation of their time of need. The work you do saves families tens of thousands of dollars in the years ahead.

R V.

Upon becoming the Trustee for my mother's estate I quickly learned I needed help upon her death.

After reading positive reviews I called Clark Allison, who provided excellent estate management guidance for my mother's trust , and prepared the necessary documents and assisted in dealing with the disbursement process, appropriate court document filings, etc. His help and level of knowledge proved invaluable as i would/could not have completed this process properly without his help.

Based on that excellent experience, i then hired Clark to also prepare a family trust for me as well. During this process he showed acute planning and preparation, to include having a Notary Public present to ensure all documents could be properly recorded. He presented my wife and I with all of the trust documents and guidance we needed, and he even filed the document moving our home to the trust. Additionally, he counseled us in moving our other assets into the trust.

If you become be an Estate Trustee or don't have a family trust and are looking to prepare one, I highly recommend you consult with Clark Allison. He also gave me an excellent referral to an enrolled agent who assisted in preparing all of the necessary IRS paperwork for my mother's trust.

During these two experiences with Clark I found him to be well informed, easy to talk to, and he was very sympathetic and caring about my overall situation.

Working with Clark Allison has been important to me - both of my experiences were well worth my time and money as his guidance helped me to get it done right the first time in each case.

Armaghan M.

My husband and I could not have picked a better person to work with us on our estate planning! Clark took time to explain the process, offer advice and ensure that the most beneficial and appropriate steps were taken in our planning process! Clark is honest, trustworthy and only has the best in mind for his clients! We can't thank him enough for all of his time and guidance and for making what can be such an emotional and arduous process, such a smooth and easy one for us!

A M.

Clark has been the trust attorney for us personally for my family and for a great number of clients which we have referred to him. I have only had very positive responses from my clients in regards to their experience with Clark. I only refer my clients to other professionals whom I have a great amount of respect and trust and I will continue to utilize Clark within my small circle of trusted professionals.

Katie G.

I went to Clark based on a recommendation, and I am happy to pay that forward through this review. Clark is an approachable, down to earth person who will get right to the heart of a matter with no time wasted. He listened carefully to my issues and ideas and provided legal advice that was thorough and easy to understand. He encouraged questions and answered them fully. He did all that while being caring and warm, so that the legal discussion was made easier and I was at my ease. My estate planning was done quickly, accurately, and was perfect. I recommend him as an attorney of professional integrity and acumen, and as a kind and caring person.