Overall, she seems to know her stuff, but she stated a simple will/trust/estate plan for my 85-yr old uncle would take 2.5 months. It’s been over 7 months and it's still not complete. Initially, she was complimentary of me helping my uncle who has no one else in his life to help him (her attitude changed when she wasn't completing the work she accepted to do and I was holding...
Overall, she seems to know her stuff, but she stated a simple will/trust/estate plan for my 85-yr old uncle would take 2.5 months. It’s been over 7 months and it's still not complete. Initially, she was complimentary of me helping my uncle who has no one else in his life to help him (her attitude changed when she wasn't completing the work she accepted to do and I was holding her accountable).
The estate drafts she provided were riddled with errors including having the wrong name listed for my uncle (her client!) and misspelling one family surname 3 times in the same short paragraph. There were grammar errors as well. My confidence was diminishing. She routinely committed to a completion date then missed that date, didn't proactively communicate with us until I reached out to her (which was usually a week after the due date) only for her to make up one excuse after another then promising a new due date weeks later, that would also be missed. She never answers her phone and doesn't return phone calls.
When I started getting frustrated with her and holding her accountable, she began making slanderous comments to me personally, saying things like she "will only communicate with my uncle and not me" and "you don't have your uncle’s best interest at heart". Of course, she never responds to my uncle ....leaving him in the lurch.
Doesn't meet the deadlines SHE set.
Doesn't communicate - always had to chase her down.
Doesn't have attention to detail on her documents - sloppy work.
Resorts to name calling when she's held accountable to the commitments SHE'S made and continually missed.
Find someone else!
My very elderly parents and I had a long meeting with Linda about updating their living trust, which went well (aside from her double booking the time and having to turn someone away). Then they waited months and months with no communication, only to finally hear that she was just too busy to get to it. Unacceptable and unprofessional.
I was recommend to call Linda by a good family friend who is an expert attorney in another field of law regarding a troublesome estate issue. Although she couldn't take my case directly, she went the extra mile and helped me to sort through some of the red tape around California law by explaining how inheritance law works. In addition, she was able to find some background information on my...
I was recommend to call Linda by a good family friend who is an expert attorney in another field of law regarding a troublesome estate issue. Although she couldn't take my case directly, she went the extra mile and helped me to sort through some of the red tape around California law by explaining how inheritance law works. In addition, she was able to find some background information on my very complex family estate issue. I plan to have her complete my own personal trust and I highly recommend Linda for estate planning!