Carolyn A.
11/12/2011
Let me tell you WHY having an Estate plan is so important! For many years I worked for a local Auction House. We were the "Liquidation Agents" for the County....which is a fancy way of saying that...
Falk Barrot & Associates, LLP
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865 Laurel St Ste 4
San Carlos, CA 94070
Falk Barrot & Associates, LLP is a dedicated estate planning law firm located in San Carlos, CA, with over 25 years of experience in providing personalized and attentive services. The firm focuses on wealth preservation and succession planning, ensuring that clients receive customized solutions that align with their unique goals.
With a commitment to supporting families, the firm offers a range of services, including estate planning, trust administration, and special needs planning. Their mission is to provide clarity, comfort, and peace of mind as clients navigate the complexities of planning for the future.
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Reviews
4.57 reviews
Donna R.
8/6/2024
Very helpful in preparing my mother's trust documents. Assisted her in making good decisions by providing full information.
Patricia B.
3/18/2022
Kimberly Barrot provided excellent guidance and legal service in settling a trust after I became the successor trustee. Kimberly and her associates were prompt in responding to my inquiries, clear...
Husky D.
7/19/2010
Our family did a free one hour consultation with Serra Falk Goldman on estate planning and turned out to be 90 minutes, but put our minds at ease. This is never an easy topic, but looks like we...
Jasmine P.
4/25/2021
They did a fine job years ago when I initially put together my estate plan, but I have been trying to have them help me update it recently and they are disappearing on me.
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