Beatrice Phan Law

We had a fantastic experience working with Beatrice Phan Law for updating our family living trust. We had created, revised, and updated our trust over the past several years with three other estate attorneys previously, and I can say with certainty that Beatrice Phan Law provided the BEST and most thorough service and planning of them all. We especially enjoyed working with her client services director, Helen Pak, who is AMAZING-- exceptional listener, very attentive and thorough, warm and friendly, professional and kind...all at the same time. Beatrice has a clear process that she follows for her clients, which I appreciate. It's something that doesn't happen overnight, nor should it: creating or updating your trust is an important step in taking care of your family and loved ones, so it does require a lot of thought and time, especially if you need to have those deeper conversations with your spouse about things. Beatrice and Helen were great in working with our busy schedules as well as keeping us accountable and reminded of the upcoming follow-up appointments we had together. We greatly appreciate all that Beatrice and Helen have done in bringing us peace of mind and taking care of us.

I finally got my living trust set up this week and I couldn't have done without the help of Beatrice Phan Law. I sought out to Beatrice for assistance with my living trust after attending her Estate planning brunch which i happened to find while doing my own online research looking for a firm/someone i can trust. Beatrice is very thorough in explaining the process and she makes sure that i have all my questions answered. Helen is the firm's director and she is so wonderful with keeping me in line with all my appointments and getting all forms completed. Both Beatrice and Helen are very professional but very personable which is very important to me. Another important factor that matters to me is the transparency with pricing. The range is disclosed during her presentation and my specific rate is disclosed during my first meeting with Beatrice. I wish i had found Beatrice Phan Law sooner. Thank you, Beatrice and Helen for an excellent experience in making this a seamless process!!!

Beatrice was referred to me by a trusted friend so my wife and I set up a consult. With a complicated portfolio of assets, I put off working on my trust, but after meeting Beatrice, I knew I was with the right attorney to protect my family. She's very thorough and detailed. I have already recommended her to friends and will continue to do so. Thank you Beatrice and Helen for a wonderful experience!

Beatrice helped us navigate issues with my grandfather's trust after his passing. She took the time to explain his trust, what the issues were and options to resolve them in a way that was easily understandable. She has been incredibly helpful and we feel truly lucky to have had her guidance. Beatrice and her staff respond quickly to phone calls and emails. Beatrice has since made revisions to my family trust to shore up the blind spots that our last preparer missed. My wife and I feel much more comfortable knowing that someone who is so knowledgeable and caring is looking out for us.

This is the second time I met up with Beatrice and this is to update my Living trust.Once we understand the process, Beatrice is very efficient. She is always very thorough and detailed in her explanations. Helen the assistant is wonderful. She is very patient with me and took her time to help me navigate through the portal. They also accommodated me to help get the notary done on a lunch break. Again, wonderful experience with this law firm.