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Sterzer & Associates, A Law Corporation

Estate planning attorney in Huntington Beach, CA
Reviews: 24 | Overal Rating: Excellect
Excellect
24
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Thursday 9AM–6:30PM
Friday 9AM–6:30PM
Saturday 9AM–3PM
Sunday Closed
Monday 9AM–6:30PM
Tuesday 9AM–6:30PM
Wednesday 9AM–6:30PM

Reviews

Review Left On 02/28/2020
Bobbie Fielder

Brian handled an update to my trust after my husband passed, and I feel confident that everything is in order now.
Review Left On 02/28/2020
sheri beitner

Brian and Sheri helped me with a very complicated trust that involved 4 children and 6 grandchildren. When Brian finished it, I was handed a Binder with everything labeled and divided into sections that were so easy to read and understand! I feel so relieved that my trustee will be able to administer it with ease! Thank you Brian for an amazing and thorough job!
Review Left On 02/28/2020
Teresa Lee

I had Brian review my fathers and my grandfathers trusts. He was very knowledgeable and patient with all of my questions. He was very professional and very easy to work with. I am from out of state and he and Sherri made everything simple and and easy to understand. Documents were prepared in a very timely manner and this made things run very smoothly. I would recommend him for all Family and Estate planning.
Review Left On 02/28/2020
Adrienne Yee

My husband and I were very pleased with our experience working with Brian. He was very patient with us. We felt like he listened to our needs and customized an estate plan to accommodate our wishes. We felt like we were working with a friend. It was not intimidating as one might expect in dealing with an attorney. We appreciated the fact that he met with us in the evening to accommodate our schedule. We had considered using a prepaid legal plan and are so glad that we didn't. We would highly recommend Brian.
Review Left On 02/27/2020
Wolfgang Helmut

Absolutely wonderful experience. It was my first time really dealing with any legal matters and I was not disappointed. Brian and Sheri were so very patient and helpful. I went from knowing very little about a living trust to be confident in my understanding after just one visit with Brian. The whole process was just amazing. I would highly recommend.
Review Left On 02/24/2020
Bev Rico

Bryan did an excellent job preparing a trust for me and explained everything thoroughly and completely. He was highly recommended from a friend and I would definitely recommend him to anyone needing help with a trust. He is very responsive when I call and I am more than pleased with his service.
Review Left On 02/07/2020
andrew lawhon

This firm makes the entire process of estate planning painless and informative the entire way through.

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.
Review Left On 01/31/2020
Lisa Maloney

Brian and Sheri are the BEST! I had my Dad's Trust done here and was so pleased that my husband and I also had ours done. Brian makes everything easy and understandable. Takes the guess work out of all of the legalese.
Review Left On 02/28/2018
Esteban Valverde

Brian was extremely professional with me. We actually met on a Sunday as we both had more time and he performed all my documents at once. My friend that signed for me was very impressed and is now thinking to do his own set of documents with Brian. I highly recommend Brian and his firm. Brian has good experience and he will advise You what's best for You, as I know You will have many questions like me, but he will take care of You
Review Left On 02/28/2018
Marvin Springer

Consulted Brian regarding estate and trust related questions I had. Could not have been happier with the professionalism, knowledge, and information he had provided for me. He took the time to listen and understand my situation and questions I had, which was most impressive for me. I would highly recommend his office for any Trust, Probate, and or Estate Planning inquires. Thanks Brian and Sheri!
Review Left On 02/28/2018
Chris Robinson

Very helpful attorney and staff!! He was able to answer all of our questions.
Review Left On 02/28/2018
Michael Marco

Brian and Sherrie were great. I needed some information certified with regards to my mom's house. Not only did they help me with that, but they also helped get a title history. I need to update my living trust, so I will definitely be coming to them. Thank you both so much!!
Review Left On 02/28/2018
Peter Young

Having been in the television and real estate industries for nearly 40 years, I've had more than my share of associations with attorneys, some positive, many negative. Shining above most everyone is Brian Sterzer. Brian is both extremely knowledgeable and remarkably compassionate and helpful. Brian takes the time to patiently and thoroughly explain the language and meaning of the documents and forms created by his office. My wife and I have met with Brian many times to create and/or revise our living trust and other legal documents. Brian has always been the consummate professional and his advice and reputation are impeccable. Unlike other attorneys who seem to have a stopwatch to keep track of billable hours, minutes and seconds, Brian’s fees are very reasonable and are not affected by the extra time he takes to ensure that we completely understand each section of the forms his office provides. In fact, on more than one occasion, Brian has made changes to our trust at no charge at all. Ask your friends the last time they heard of an attorney that worked on their behalf for free. If you are contemplating the assistance of an attorney with your estate planning or are fed up with the lawyer you are currently using, I would strongly urge that you give Brian a call. You will most certainly not be disappointed.
Review Left On 02/28/2018
David Rollins

We recently needed to redo our wills and trust. After contacting several local estate planning attorneys, we met with Brian Sterzer. First, it turned out that the others quoted prices that were 10-30% higher than Brian's. Of course I realize that you get what you pay for, and we are 100% satisfied with Brian's work for us. He clearly knows his stuff; he was professional and friendly, enduring and answering our many questions.

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.
Review Left On 02/28/2017
david weigel

I had been procrastinating the process of Estate Planning for many years primarily because it can be a very confusing and daunting process. However, when I met Mr. Sterzer and his associate, I was welcomed warmly and assured that he would explain everything in great detail from start to finish. As an Estate Planning specialist, his credentials are impeccable which also gave us great comfort in knowing that our estate plan would be perfectly suited to our needs. As we worked through the process, he was extremely patient in responding to my many questions in layman's terms that I could understand and he helped guide me in making several decisions that had previously perplexed me. His on-going follow up and support now that our estate documents have been completed is equally satisfying. His rates are very reasonable and his office is located conveniently close to our home. We are very happy with our new estate plan and we feel like we've made new friends with Mr. Sterzer and his associate. We are happy to recommend them highly to anyone seeking an expert Estate Planning attorney. Sincerely, Dave Weigel and family.
Review Left On 02/28/2017
Cindy Bashaw-Downing

We were referred to Brian by our financial planner and what a great referral it was! Brian is professional, personable, efficient and educates you along the way. He answered all of our questions before, during and long after the process of our trust and I continue to use him as a resource. Additionally, Brian's fees are very reasonable. I would recommend him to anyone for Estate Planning!
Review Left On 02/28/2017
Dave Farmer

Great Estate Lawyer to get your Family Estate Trust done with. Brian went over everything and answered all our questions. He'll also do any follow up that might come up. The whole process of a trust went so smoothly and I learned so much how to do it right to keep you out of court later on.
Review Left On 02/28/2016
Frank Prior

Brian kept us informed during every step of the process, lowered the stress level.
Review Left On 02/28/2016
Linda H

Brian is very knowledgeable about the actual implementation of the law in estate planning, having much experience in courtroom dealings. When I had my trust set up, I found him to be attentive to my concerns and thorough in his work. He took as much time as necessary to go over the details of the newly established trust. I also found his fees to be very reasonable.
Review Left On 02/28/2016
Martin Edwards

My dealings with Brian included filing an estate tax return, forming a new revocable trust and transferring assets from the old trust to the new one. He was easy to work with, quick to respond, reasonably priced and very well organized. Start to finish everything was completed in less than 60 days. I would recommend his services to anyone needing estate planning legal advice.
Review Left On 02/28/2016
Terry Thomas

Brian was very helpful and worked hard to meet our needs. He listened to our situation, reviewed our old trust and incorporated all the changes needed. I would highly recommend his services to all requiring trust updates or a new trust.
Review Left On 02/28/2016
Royce Baker

Brian was the probate attorney of my cousin's estate. He successfully represented my 95 year old aunt in a very difficult probate case and prepared a Trust for her. He was always professional, thorough, and wonderful to work with. When my aunt asked me to help her, I was totally lost on what needed to be done or where to start. In addition to being very knowledgeable in estate planning, Brian was always patient and very kind. He assisted my aunt and me in so many ways. I will be forever grateful for his knowledge, kindness and guidance.
Review Left On 02/28/2016
Nina Graham

Brian prepared a family trust for us and was great to work with. He was very thorough, timely, patient and informative. His knowledge base was excellent. I strongly reccommend, and have recommended him to family and friends.
Review Left On 02/28/2016
Joe Myers

Brian updated (basically created a document from scratch) our Living Trust. He was very thorough, professional, and great to work-with. I have since contacted him with a few updating questions which were answered in a timely manner. I would highly recommend him for anyone needing legal work of this nature.

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