About Law Office of James D. Stein, PC

We focus on providing estate planning services to single or married clients in the Bay Area. Our goal is to get to know you and help to design, craft, and implement the best estate plan for you and your family.

Legal Disclaimer: This website is for informational purposes only. Contacting Law Office of James D. Stein, PC through this site does not create an attorney-client relationship. Please do not send any confidential information until an attorney-client relationship has been established.

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Client Testimonials

Client

★★★★★

My experience with James Stein for our living trust was outstanding. He took the time to explain everything in simple terms and answered all of our questions with patience and clarity. We never felt rushed or confused. His professionalism and attention to detail gave us peace of mind, knowing our family's future is well-protected. I would highly recommend him to anyone looking for an excellent and trustworthy attorney.

Client

★★★★★

We recently worked with James Stein, upon the recommendation of friends, to create our estate plan, trusts, etc. He was a delight to work with. Very thorough, excellent at explaining the "whys" of what we were doing together, and fun to work with - even working through thorny topics! We received a huge estate plan binder from him once the plan was finalized and some further instructions for making any necessary changes to deeds and accounts to add the trust and avoid any problems in the future. I would not hesitate to recommend him to others.

Client

★★★★★

James did an outstanding job preparing our trust and we couldn't be happier with the service. From our initial consultation, James clearly explained each step of the process, breaking down complex legal jargon into understandable terms. He was patient with our many questions, proactive in guiding us through decisions, and highly efficient in drafting all the necessary documents. Highly recommend for his professionalism and communication.

Client

★★★★★

James is meticulous, detailed oriented and patient...qualities that are imperative when creating a trust document. He is incredibly knowledgeable and knows the applicable laws backward and forward which made this process much easier than we'd anticipated. His fee was very reasonable for the time that he spent with us. If you are looking for a competent lawyer to finally get your trust done or get it updated, look no further...James is terrific even in the view of fussy clients like us.

Client

★★★★★

We recently worked with James Stein, upon seeing his overall 5 star rating on Yelp, to create our estate plan, trust and Advance Health Care Directives. James was an ultimate professional, he even found an error in the legal description of our latest deed recorded in 2003 by comparing it with our initial purchase deed from 1998 and our neighbor's deeds. He divided the whole process into different stages and made a complicated process relatively easy. At first he asked a lot of questions to collect personal data and gauge what exactly we need for our plan. Then he gave us some specific homework and encouraged us to ask more questions. At the final stage, he gave us a big beautiful binder of estate plans with a cover letter about some further instructions to avoid any problems in the future. Over all, he was a delight to work with and I would not hesitate to recommend him to others.

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