Pure C.
5/18/2017
Our family has referred so many friends to her. She sits with you and listen's and talks to you as a friend. She really cares. Her work is great and I truly don't know why you would go anywhere...
Robertson Lorie Leigh Attorney of Law
Open
(5)
3017 Porter St
Soquel, CA 95073
Robertson Lorie Leigh Attorney of Law, situated in Soquel, CA, is a boutique law firm specializing in Trust based estate planning. Since 1992, they have guided numerous families in planning their estates. The firm's commitment to excellence is evident in their streamlined process, making estate planning accessible, affordable, and approachable.
With a focus on Trust based estate planning, Robertson Lorie Leigh Attorney of Law assists families in establishing revocable trusts as the cornerstone of their estate plan. They ensure families comprehend the process and are equipped with the necessary tools for a successful plan implementation. Additionally, the firm offers ongoing Trust management for large complex Trusts, prioritizing the enrichment, empowerment, and security of beneficiaries.
Moreover, the firm provides assistance in Trust administration, aiding families in navigating the intricate regulations involved in Trust distribution to beneficiaries. Their goal is to facilitate an efficient and timely process. Robertson Lorie Leigh Attorney of Law approaches law practice in a novel and improved manner, embodying values of integrity, relationship, and trust.
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Reviews
5.05 reviewsPaula C.
10/10/2023
Lorie is thorough and thoughtful. She skillfully explains the details and the big picture in estate planning. Her expertise and excellent service are evident in both her engaging manner and the...
Scott O.
10/20/2022
I worked with Lorie settling my parents trust and was so impressed that I had her do a trust for me. I highly recommend her. Honest, knowledgeable, sensible and understanding. She is also...
Anne S.
5/25/2018
Lorie is the best! My Father in Law did his trust with Lorie after my Mother in Law passed away. Once he remarried there became unusual issues involving his second wife. Lorie help my husband who...
Yuki D.
11/28/2017
I needed to do a trust for many years but kept putting if off. A friend referred me to Lorie and I felt immediately comfortable with her as did my husband. The process was much easier than I...
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