Estate planning attorney • Walnut Creek, California
What makes our firm different is that we hold the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children and caring for elderly parents while also working hard to build your own nest egg for a lifetime of support. You want to know you have made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn't want, and that your teens and adult children are properly prepared to care for you and what you leave behind.
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Kelly and the team were so helpful in setting up my will, carefully taking me through what could be have been a difficult process. Communication was excellent, and I am very satisfied with the results. I definitely recommend Balamuth Law for your estate planning needs.
Kelly (the owner) is a great communicator and really cares about the outcomes of her work. She practised civil litigation for many years and saw the outcomes of poor planning. Her system of completely understanding your situation first allows her to craft the ideal trust for your situation. You get what you pay for, this isn't a document factory, so expect to pay $4000 upwards, depending on complexity. Cheaper than probate, which is 1 of the 4 reasons for a trust. Others are control of assets and distribution, reducing estate tax ($15mil.), and control of guardianship without the court deciding. You will not regret choosing this law firm for your family trust.
Love, love, love this firm. Everyone is so professional and caring. They are always prompt and organized: ready to help with any questions or situations. So much better than where we originally had our trust done. Highly recommend Kelly and her team!
My wife and I have been working with Kelly Balamuth and her team on creating our Living Trust and transferring our assets to the Trust. We tried this with two other law firms in the past five years and did not get much assistance and were not able to complete our Trust. But working with the team at Balamuth Law has been a breeze. Kelly and her team (Cathy, Katy, Marti) have explained the process, created all necessary documents, and gave us detailed instructions on how to transfer our properties and banking and investement accounts to our Trust. We have received very nice reminder emails and had a few review meetings to make sure we are staying on track. If you know you need to create a Trust, you will be very happy you made the decision to work with Balamuth Law.
Kelly is an excellent trust attorney with a solid, knowledgeable, patient staff who I found not only helpful and supportive but allowed me to proceed at my own pace. Kelly's secured, confidential online organizational system facilitates the ease of collecting and providing required information for the trust. With the current situation of my late mother's legacy requests, I know my mom would also recommend Kelly's comprehensive estate services.
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