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Sterzer & Associates, A Law Corporation
Estate planning attorney in Huntington Beach, CAReviews: 24 | Overal Rating: Excellect
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Attempting to figure out all of the ins and outs on my own was confusing and overwhelming; however, once I reached out to Sterzer & Associates they were able to walk me and my family through the process step by step. With their help, establishing a trust was straightforward, less painful, and made much more sense.
This team is absolutely phenomenal. They are attentive to detail and are incredibly friendly. Upon entering their offices you feel welcome and at ease. This is critical as going through this process is difficult and can make one defensive. But, they were both warm, understanding, helpful, and very knowledgable about the different aspects of the processes.
I would highly recommend this firm to friends, family, & strangers alike with the same excitement.
Brian provided us with numerous hard copies of our estate planning documents, electronic versions (PDFs) of the same documents, and guidance on how to arrange ownership and beneficiary designation of our assets. All of this in a professional binder.
IMO, we received exceptional value from Brian. In addition, he is a genuinely friendly, caring person - easy to talk with, and a pleasure to do business with.
Brian made it easy for us to understand all aspects of our situation and how to accomplish our estate planning goals. We have no hesitation in recommend Sterzer and Associates for family estate planning needs.