Lerman Law Partners, LLP - San Rafael, California

Robert K.

It’s difficult to put into words how pleased my brother and I are with our experience with Lerman Law Partners. My parents passed away 6 weeks apart this past fall, and we turned to Lerman Law to administer their trust (which Lerman Law had set up). We worked with Sarah Kern and Anitra Compos, and they were great. There were a few unique challenges we faced due to the timing of my parents passing, and Sarah and Anitra were always available to go over what needed to be done to resolve any issue. They were professional, compassionate, and knowledgeable, making that administration of the trust painless….which was exactly what we needed during an emotional time.

Santi W.

I recently worked with Sarah Kern to create an estate plan from scratch and cannot recommend her highly enough. I have been putting off creating an estate plan for years because of uncertainty and general anxiety around the whole topic. I found Sarah to be reassuring, non-judgmental and generous with her time. She very helpfully explained the process and the decisions I needed to consider. I had a nonstandard issue and Sarah was knowledgeable and proactive about figuring out the best way to deal with my specific estate. Lerman Law was straightforward about fees and didn’t include extra hidden costs beyond what we initially discussed. Sarah’s staff were friendly, helpful and kept in-touch throughout the extended process of writing my trust documents. They made estate planning easy and convenient to my schedule; I found the whole process to be streamlined and much less intimidating than I had imagined. I highly recommend Sarah to anyone needing to set up an estate plan.
SJW

Dewey Y.

We are appreciative of the services provided by the firm and highly recommend using them. It benefited my family as a result of the passing of Proposition 19 in San Francisco last November. I had previously not used this firm and it was recommended to me when my attorney was too busy to take on our matter.

The initial meeting led us to a strategy and we decided to move forward with engaging the firm. The engagement started with a short fused deadline and the members of the team responded to meeting this deadline. Throughout the engagement, everyone that we dealt with were courteous and professional. They were easy to communicate with and their responses to communication were done timely. Overall the engagement moved in an expected manner and issues that arose were within an acceptable range of my expectation.

Leah C.

My husband and I worked with Lerman Law Partners to put together a trust and estate planning documents. We had no knowledge of the process but our team at Lerman Law walked us through the process and were readily available to answer any questions we had along the way. The team was so pleasant to work with throughout the entire process and we are so happy to have peace of mind knowing we have plans in place for our children should anything happen to us. We highly recommend Lerman Law for your estate planning needs.

Katrina N.

Our experience with Lerman Law Partners for the setting up of a will, trust and advanced directives was stellar in every way. Each professional we worked with was kind, informative and responsive. I would say that this team is very customer-focused and really answered all questions we had and offered practical and useful guidance. Happy to be clients now (and moving forward) and would recommend this firm to anyone.

Bill N.

The Lerman firm has been very responsive to our needs as out of state clients. Jeff and Dan have provided clear, concise advice and support for all of our transactions. We have worked with the firm for for many years and do not hesitate to offer our strong recommendation.

Talia M.

We used Lerman Law Partners to create our living trust, and the process was seamless, professional, and efficient. Dylan was very responsive, knowledgeable, and easy to work with. I would highly recommend Lerman Law Partners and feel very confident that we made the right choice with them.

Steven T.

Lerman Law Partners provided excellent counsel on the First Reinstatement of our 25 year-old Revocable Trust. Their knowledge of current estate planning issues and their patience, professionalism and persistence in guiding us through the process couldn't have been better. We offer our personal seal-of-approval.