
Law Office of James F. Roberts and Associates
Contact Info
- Location 3061 E La Palma Ave, Anaheim, CA 92806, USA
- Phone +1 714-282-7488
- Website http://webuildyourtrust.com/
Reviews
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The team at James F Roberts and Associates handled my trust professionally and with great attention to detail. They asked all the questions needed and posed scenarios to make me and my husband consider all of our options to determine the best course of action for our trust. I highly recommend them.
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All the team at James F. Roberts and Associates and friendly and helpful. I worked with Holly several times in association with updating my trust. She is very kind and knowledgeable and willing to take the time to explain options I had within the trust. Holly made sure that I understood the changes and was willing to answer any questions I had regarding the terms of the trust and other documents associated with the trust. I would highly recommend James Roberts & Associates.
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My husband and I worked with Holly and Ana to establish our trust and they were wonderful to work with. Holly explained everything in detail and gave us insight to help make the best decisions for our family. They helped make it easy to schedule and complete all paperwork in a timely manner. It has been a good experience working with the whole team.
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We worked with Holly Nabiey to establish our fathers' living trust and will. She was very knowledgeable and thorough. She took care of everything and explained what everything was and what we had to do next. She was very responsive and professional. I would recommend all my friends and family to set up a living trust/will, and go through the Law Office of James F. Roberts and ask for Holly! My family and I can rest easy now we have our fathers affairs in order.
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Mr. Roberts and his staff were instrumental in helping my family through a particularly difficult and complicated time. They were very thorough in revising our family trust and did a great job at explaining the ins and outs of it to my dad and me. Holly was particularly kind and helpful, and was very responsive when I asked for additional advice, copies of documents, etc. I would recommend James Roberts and his associates to anyone that is undergoing the process of creating or revising a family trust.
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About Law Office of James F. Roberts and Associates
Welcome to the profile of the Law Office of James F. Roberts and Associates, a reputable legal practice located in Anaheim, California, dedicated to serving the local community with expert trust and estate planning services. As a valued listing in the 'Nearby Lawyers' category, the Law Office of James F. Roberts and Associates distinguishes itself through its professional approach, meticulous attention to detail, and commitment to providing clients with peace of mind regarding their future and their families' security. Situated at 3061 E La Palma Ave, Anaheim, CA 92806, USA, their office offers a welcoming and accessible environment for individuals and families seeking guidance in crucial legal matters.
The Law Office of James F. Roberts and Associates primarily focuses on the critical area of trust and estate planning. Based on the available client reviews, their core services include:
Trust Creation and Management: The firm assists clients in establishing various types of trusts to manage and protect their assets, ensuring their proper distribution according to their wishes. They guide clients through the complexities of trust law, explaining different options and helping them determine the most suitable structure for their individual needs and circumstances.
Estate Planning: Beyond trusts, the Law Office of James F. Roberts and Associates provides comprehensive estate planning services, which may include the drafting of wills, powers of attorney, healthcare directives, and other essential legal documents. Their goal is to help clients plan for the future, minimize potential legal challenges, and ensure their assets are handled according to their intentions.
What truly sets the Law Office of James F. Roberts and Associates apart is their client-focused approach and the high level of professionalism demonstrated by their entire team. Client testimonials consistently praise their attention to detail and their ability to explain complex legal concepts in a clear and understandable manner. One client specifically highlighted the team's thoroughness in asking all necessary questions and presenting various scenarios to ensure that the client and their spouse could make informed decisions about their trust. This proactive approach demonstrates a commitment to understanding each client's unique situation and tailoring their services accordingly.
Another client shared their positive experiences working with Holly, a member of the team, on multiple occasions to update their trust. This review emphasizes the friendly and helpful nature of the entire staff. Holly is described as kind, knowledgeable, and willing to invest the time to explain the available options within the trust. The client appreciated Holly's patience in ensuring they understood the changes being made and her willingness to answer any questions regarding the terms of the trust and related documents. This level of dedication to client education and understanding fosters trust and confidence in the firm's services.
The features that make the Law Office of James F. Roberts and Associates a highly recommended choice for local users seeking trust and estate planning services include:
Professional Expertise: The firm possesses a deep understanding of trust and estate planning law in California. Their expertise ensures that clients receive accurate and reliable legal advice tailored to their specific needs.
Attention to Detail: Clients consistently commend the firm's meticulous approach to handling legal documents and ensuring all aspects of the trust and estate plan are carefully considered.
Clear Communication: The team excels at explaining complex legal matters in an accessible way, ensuring clients fully understand their options and the implications of their decisions.
Friendly and Helpful Staff: The positive reviews highlight the approachable and supportive nature of the entire team, creating a comfortable and reassuring environment for clients.
Personalized Guidance: The firm takes the time to understand each client's unique circumstances and goals, providing personalized advice and solutions that best meet their needs.
While the provided information does not include specific promotional offers, the strong positive testimonials from satisfied clients serve as a powerful form of endorsement. The consistent praise for their professionalism, expertise, and client-focused approach suggests that engaging the Law Office of James F. Roberts and Associates is a wise investment for anyone in the Anaheim area seeking reliable trust and estate planning services.
For local users browsing the 'Nearby Lawyers' category, the Law Office of James F. Roberts and Associates offers a conveniently located and highly reputable option for their trust and estate planning needs. Their office at 3061 E La Palma Ave in Anaheim provides a professional setting for consultations. They can be contacted by phone at (714) 282-7488 or via mobile phone at +1 714-282-7488 to schedule an appointment or inquire about their services.
In conclusion, the Law Office of James F. Roberts and Associates stands out as a trusted provider of trust and estate planning services in Anaheim, CA. The positive experiences shared by their clients underscore their commitment to professionalism, attention to detail, and clear communication. For local individuals and families seeking expert legal guidance in securing their future and planning their estates, the Law Office of James F. Roberts and Associates offers a reliable and highly recommended solution within the 'Nearby Lawyers' platform.
Law Office of James F. Roberts and Associates Location
3061 E La Palma Ave, Anaheim, CA 92806, USA
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