Category: | Lawyer, Post office, |
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Address: | 20 Park Rd Ste D, Burlingame, CA 94010, USA |
Postal code: | 94010 |
Phone: | (650) 787-4142 |
Website: | http://www.timelessestateplanning.com/ |
Monday: | 9:00 AM – 5:00 PM |
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Tuesday: | 9:00 AM – 5:00 PM |
Wednesday: | 9:00 AM – 5:00 PM |
Thursday: | 9:00 AM – 5:00 PM |
Friday: | 10:00 AM – 6:00 PM |
Saturday: | Closed |
Sunday: | Closed |
Staff very nice friendly and helpful 😊
Nice and friendly staff. I always get my packages on time.
My husband and I are so glad to have worked with Laura Croft on our trust. It feels so good to have it done and to know that if we died, the right things would happen with our children's guardianship and our estate. Laura's staff are very responsive and she answered all our questions. We were happy with the price as well. It is a lot of work on the client side to update all the beneficiaries on every account; we had to make an appointment at our bank and make updates to all our retirement accounts, etc but it is very worthwhile to avoid (costly, long) probate, and to make things smooth for our chosen trustees. I think Laura's team updated the deed to our home. It's good to be made to have the discussions of who would take care of the kids! These are not easy things but we know they're so important. Don't hesitate to get started!
After 10+ years of marriage, three kids and moving into our second home we realized it was way past time to get our estate in order. We asked friends and did a lot of research before getting connected to Laura. She was a perfect fit, understanding our desire and need to prioritize our children and their future. We have a moderately complex estate, but Laura made the whole process feel simple and held our hands every step of the way. We are big fans and highly recommend Laura and her whole team.
Laura was amazing. She was professional, patient, empathetic. We had some unique needs and she was creative and thorough in helping us arrange them clearly. She helped us tackle a long overdue task and gave us peace of mind. I know we will continue to be happy with her services in the future as she is very proactive and knowledgeable.
For our estate planning needs we went with Laura based on Yelp reviews and our first meeting. She specializes in estate planning and that was important for us. Also, at this time it was very helpful to do the meetings virtually instead of meeting in person.
She explained the importance and the details of an estate plan clearly. She patiently and carefully listened to all questions we had and helped answer all of them. It was very helpful for first time planners like us.
It was very important to get her help along the way to put the plan with all the proper documentation in place as well as continued help in setting up the trust, and taking care of important actions and documentations to make sure the plan works. She further assured continued review and help in the future with our plan.
I would strongly recommend going with Laura and Shari for your estate planning needs.
We found Laura on Yelp for our estate planning needs and based on the reviews contacted her for an initial consult.
She patiently went over the options with us via multiple virtual consults.
Once we finalized the plan, Laura and her team studiously collected all the important relevant information and put our plan into action.
She was very thorough with the paperwork, patiently explained and clarified all our questions and now we have our estate and trust all setup.
Laura also mentioned that this was not just a one and done and that she will always be around to help us out with any estate/trust related questions etc.
She is very personable and in this process we learnt a lot from her about estate/trust planning and other general knowledge.
We highly recommend Laura and her team (Shari) and look forward to working with her in the future again