Cali Law Life and Legacy Planning

55 Auburn Ave, Sierra Madre, CA 91024, USA

About Cali Law Life and Legacy Planning

5 / 5

from reviews

    Margo M
    -
    August 03, 2019

    I wanted to set up a trust after receiving an inheritance. I chose Marc and his associates after reading all the great reviews, and he and his staff are everything the reviews state and more. I went into the process having been Trustee on my parents Trusts, but not know much about setting up a trust. Marc was very thorough, and helped me set up the trust the way I wanted it, giving me excellent and informative advice that caused me to rethink some of my initial ideas. In addition to helping me set up a trust, Cali Law also helped me obtain a refund from a recalcitrant Board-and-Care after my mother passed away. Not only is Marc an excellent lawyer, he and his staff are exceptionally nice people and easy to work with. I can recommend without reservation Marc and his associates for Estate Planning and issues regarding Elder Care.

    Richard N.
    -
    September 10, 2014

    Marc is a genuinely good human being. The fact that he's an attorney is a means to an end for helping people, with empathy, and doing the right thing. My wife and I set up our family trust with him for the benefit of our new family. We feel empowered knowing we've taken this important step and having Marc guide us through the process was like having a collaborator on our team ensuring everything was done properly, thoroughly, and with the utmost care. We recommend Marc and call him a friend.

    vanessa huang
    -
    February 10, 2015

    Ever since we had our first child we said we needed to assign guardians, but we never followed through. It was in the back of our minds for a 11 years and 2 more children later. Then we happened to attend a Guardianship Workshop that Marc G. Garlett was offering. After his concise explanation we realized we couldn't wait any longer to take care of such an important matter - who would take care of our children temporarily and permanently if the unexpected happened. After the workshop, we decided to continue with Marc to plan a family trust. It was the best decision we could have made for our family. The peace of mind of knowing our children will be in the hands of those we chose is very important, and knowing our assets will not go into probate is a relief. Marc is professional but also very personable. He took the time to get to know us so he can help make the best family trust. He is upfront about his costs. What he quotes at the first meeting is the actual cost without hidden fees. His staff is friendly, easy to communicate with, puts everything together, and tells you what is needed. We would highly recommend Marc.

    BART PATEL
    -
    January 29, 2017

    If you are looking for a scalable solution than Marc and his team maybe the partnership for you. Estate planning is vital and important whether one has many assets or little within the laws of California and the U.S. We felt Marc, Kathy, and Anashe did a great job helping us with our Estate Plan. Estate planning is constant and organic. We feel we will have an enduring and long lasting relationship with Marc and his team. Marc only does Estate Planning so his knowledge and focus will always be up to date and his clients will be the beneficiary of that process. If you are looking for a cheap and cookie cutter approach than this may not be suitable for many. If one is looking for quality, honesty, competence, and a long lasting relationship than Marc and his team will be a superb partner.

    Matthew Rouse
    -
    November 03, 2018

    We appreciate Marc's attention to detail as he thought of so many things that we did not know about. We had no knowledge of the process, but we knew a trust was important. We trust that Marc has our best intentions in mind and feel good that we can reach out and ask for help as well at any time. He is a family man and it shows in his commitment and dedication toward protecting our family.

    Cali Law Life and Legacy Planning

    Our Address

    55 Auburn Ave, Sierra Madre, CA 91024, USA