Home > Estate planning attorney in San Marino, CA > Law Offices of Joshwa Wang Review

Law Offices of Joshwa Wang

Estate planning attorney in San Marino, CA
Reviews: 57 | Overal Rating: Excellect
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Thursday 8AM–5PM
Friday 8AM–5PM
Saturday 8AM–5PM
Sunday 8AM–5PM
Monday 8AM–5PM
Tuesday 8AM–5PM
Wednesday 8AM–5PM

Reviews

Review Left On 03/01/2020
Mitch Macnguyen

Joshwa did an excellent job in helping me put together my first set of trust documents. He is very knowledgeable and professional. I would recommend Joshwa to take care of your estate planning and trust documents.
Review Left On 03/01/2020
Phil Zimmerman

We came here to set up estate planning and ensure our future was covered. I contacted and researched many lawyers in the area. But I appreciated Joshwa's flexibility to work with our schedule and his ability to answer all our questions. Estate planning can be a stressful process, but felt like Joshwa made it as smooth as possible.
Review Left On 03/01/2020
Jackie Yi

My husband and I could not have been any happier with our experience with Joshwa. We were initially overwhelmed when considering estate planning, but he made it simple and convenient. Joshwa made the process easy to understand and was extremely helpful providing guidance through execution. Highly recommended!
Review Left On 03/01/2020
Robin Park

Joshwa was a professional from the first time I met him. Whenever I've had legal questions related to estate planning, he's responsive and goes to great lengths to help me understand the lay of the land. Travelling out to Beverly Hills to see Joshwa is difficult from someone like me who works downtown, but he makes it super easy to communicate with him via phone, e-mail, text, etc., and is available for appointments on the weekends. Joshwa places the clients' best interest at the center of whatever he does, and that's something rare in the market these days. I look forward to working with Joshwa over the coming years.
Review Left On 03/01/2020
Grace Austin

I give Joshwa my highest possible recommendation. He was attentive, detail oriented, and professional throughout the entire Estate planning process. In addition to performing excellent work, Joshwa was also personable and a pleasure to communicate with.
Review Left On 03/01/2020
Lucy Vargas

I would highly recommend Joshwa for your attorney . He is very approachable and highly intelligent. You will enjoy working with Joshwa because he is invested in his clients and will do what it takes to get the job done.
Review Left On 03/01/2020
Jennifer Tuason

We recently had our joint trust drawn up at the Law Offices of Joshwa Wang. My husband had set up an individual trust many, many years ago, and after being together for more than a decade it was time to update/change it to a joint (married) trust. (The background is an example of how we dragged our feet and procrastinated for so long.) Fortunately, I am in a MOMS club with Joshwa's wife/law partner and we got to talking about their practice one morning. She passed on my number to her husband and he set up a call with us the next day! We were incredibly grateful to get the ball rolling while the momentum was in the air. It took only two phone calls, a few back and forth emails and one meeting in their offices to sign the paperwork.

Joshwa is efficient, knowledgable of family estate planning, effective and a great communicator...especially when trying to include all our wishes and the unknown future. It was the easiest and most professional experience I've ever had. It was a relief to finally work with someone on the ball and who took the time to address all our needs and questions.
Review Left On 03/01/2020
Ryan Miyamoto

Josh has the unique ability to take a complex topic such as estate planning and explain it in terms you can relate to. Right away you get a feeling of comfort knowing Josh understands your situation and will be right by your side to get you through. He is honest with his pricing and transparent with his process. Keep up the great work, Josh!
Review Left On 03/01/2020
Theresa Duong

A few months ago I spoke to Shannon about my parent's estate plan and how to take title on my childhood home. She took the time to thoroughly answer my questions, and offered to do my own estate plan at a very, very reasonable rate. Thanks again.
Review Left On 03/01/2020
Anne Novak

Josh is the type of lawyer that every person should have, but doesn't. 30 years ago my mom used a different lawyer to make her estate plan.  He was nice, but wasn't good at details. He didn't even spell my mom's name right.  Not like a little bit, but like a totally different person's name. 

Fast forward 30 years, and my parents found Josh and asked him to update their estate plan (revocable living trust, will, durable powers of attorney, and advance health care directive).  What stood out was his customer service.  

Josh went above and beyond - he spotted problems that none of us thought we had, answered our calls (day, night, or weekend), always followed up, and didn't try to sell us on stuff we didn't need. He's the kind of person that really cares about what he does, and it shows. 

Plus, he got my mom's name right.
Review Left On 03/01/2020
visualdog

It is so hard to find a good professional in any area - car mechanics, doctors, attorneys. When I find one I want everyone to know. Josh is one of those rare attorneys who actually cares about what's best for his client not his wallet. My Mom's Trust needed work. Every attorney I met said it had to be completely recreated and would cost thousands of dollars. They made it sound so complicated and confusing. We hired one attorney who took 7 months to draft a new trust. It was so confusing and inaccurate my Mom asked, "Do we have to hire an attorney to review this attorney's work???". That's when we looked for a new attorney.

We were so lucky to find Josh. I read his Yelp reviews and looked at his education from the top universities: UCLA Law School and MIT. I learned his work background was with the top law firms in the country. When I spoke to him he was clear and straightforward. When someone really knows a subject they are able to make it simple and easy to understand. We met him and immediately liked him. Don't be put off by the Beverly Hills address. It's professional but modest. He charged less than half the price of the other attorneys because he only did what was necessary to update and complete my Mom's Trust. And he did it in one week. Now, I'm using him for my own Will and Trust.
Review Left On 03/01/2020
Bill Mu

"I recently met with Joshwa to talk about my family's estate planning documents, which were drafted quite some time ago. Joshwa quickly reviewed my family's trust and helped refresh my memory about how it worked. We talked about estate taxes and income taxes and how I could do things in a way that would help my family save money in the long run. Joshwa was also able to explain things using clear and simple examples. If I had known Joshwa 20 years ago, I would've used him to prepare my initial estate plan. I can't go back in time, but at least now I know who to turn to if I ever have a question about my trust or estate plan."

Thanks again for your help. Please stay in touch.

Bill Mu and Yueh Ching
Review Left On 03/01/2020
Steven Smith

First off, let me say that I’ve known Josh Wang for years. His education and business background is excellent; and if you ever got the chance to meet him you’d know in the first 5min that you’re dealing with a down-to-earth person who’s as professional and knowledgeable as they come. I met with Josh recently because I’ve realized I’m not as young as I used to be, and I need to start planning for the future and what’s to become of my assets and my family if anything were to happen.

Even though Josh has worked with some of the top law firms in the country, he took the time to help me with something as simple as my Will and Trust. He handled everything I could think of and even pointed out key things I needed to consider when it came to my beneficiaries and financial accounts. He was open and genuinely wanted to help me as if he was just as concerned about taking care of my family as he would his own. Josh moved at my pace during the whole process and didn’t rush me. His rates were the best I found anywhere near me and he insisted on making sure I was only charged for the work he felt was absolutely necessary.

With Josh’s help, I’m confident all my questions and concerns have been taken care of and I can always contact him if I need to. I’m confident in Josh’s work and that my future and my family will be just fine. I plan to use Josh for planning all my future affairs and highly recommend him to anyone who’s looking for an attorney they can trust without a doubt.

Thanks Josh!
Review Left On 03/01/2020
Derek Cheng

I found Joshwa via Yelp when researching lawyers to set up our living trust. I'm glad I did. He was very quick to respond to my initial inquiries and with setting up an appointment. He walked us through the entire process and sat down and reviewed various scenarios with us. The whole process could not have gone any smoother.
Review Left On 03/01/2020
JA

I worked with Joshwa for 3 years and I can personally attest to him being just an awesome person! He's very considerate and always willing to take the time to answer any question that I may have, whether it be about a legal matter or just life in general. I really value his advice, he's very intelligent but also practical and straight to the point. With the mind of an MIT engineer and a great heart to match, clients really get the best service possible and it was a real honor working with him for three years!
Review Left On 03/01/2020
S Pavs

At my age I have had a few experiences with different estate lawyers. Joshwa was very through. He is quick to get back to you and answers your questions clearly and concisely. He is able to give you different options for different scenarios and the consequences for each option. He is a good listener and is able to ask questions to help you get to the most of each encounter with him.
Review Left On 03/01/2020
William Hathaway

I contacted Joshwa Wang because I needed help from a lawyer setting up a Will for a roommate and what turned out to be a Trust as well. I could tell immediately after our first phone consultation that Joshwa's knowledge and ability as a lawyer was excellent and I realized he could easily help with my needs for an attorney. But what I liked most of all is that I wanted a lawyer I could trust 100%, not need to second guess or wonder if they had my best interest at heart, and with Joshwa Wang, I completely trust he will always go above and beyond doing the right and ethical thing on my behalf for all my law needs without hesitation. If you want a lawyer you can 100% trust and do an excellent job, I would highly recommend Joshwa Wang as your attorney.
Review Left On 03/01/2020
Marvin Chang

I have known Joshwa for many years and he has always been very helpful when providing legal advice. I have always found him to be very knowledgeable, dependable, caring, efficient while also having great attention to detail. You can count on Joshwa to put his all into his work to deliver you the best possible product. If you want the best, go with Joshwa. You wont regret it.
Review Left On 03/01/2020
Carlos Wilson

Josh was great in helping me to understand the potential tax consequences of a transfer that my family is contemplating doing. I've also referred a close family member for some modifications to her trust and he was very responsive in answering her. You can tell he really cares about his firm and makes a personal commitment to help his clients.
Review Left On 03/01/2020
Isabelle Lee

Joshwa is very knowledgeable and experienced even from a practicing attorney’s point of view. He is also patient and thorough in explaining concepts. Clients can get confused when dealing with the court for probate cases, and Joshwa helps to make the whole process a lot clearer. I recently faced an issue where an appraiser in the probate process was giving me conflicting information. Joshwa quickly assessed the situation and guided me in the right direction. Joshwa is a great lawyer and I highly recommend him to anyone who looks for an attorney for probate cases and estate planning.
Review Left On 03/01/2020
Brian Lin

Josh is kind, patient, and very detailed in his work. I hired him to do my mother's living trust and he did a great job! I would easily recommend him to my friends and family in a heartbeat.
Review Left On 03/01/2020
Jay Chen

Joshwa is one of the most knowledgeable wills and estates attorneys that I have ever met. He is also very responsive and respects his client's time. I would definitely continue to recommend him to friends and family.
Review Left On 03/01/2020
Joseph Liao

My situation is pretty simple--needed a quick Will and Trust done up. Joshwa was fast, knowledgeable, and reasonably priced. I'd recommend him for anyone looking to get their estate plan done. Thanks, Joshwa!
Review Left On 03/01/2020
Jon Elder

After working at various companies over the years, it quickly became clear that my retirement accounts became a jumbled mess. Josh helped me get my accounts organized and also made sure that I took care of the crucial step of naming appropriate beneficiaries as part of my estate planning. Josh listened patiently and addressed all of my concerns. The experience was first class and I would highly recommend him.
Review Left On 03/01/2020
Scooter Levine

Josh and Shannon are my go-to lawyers for legal advice. I appreciate that they know how to simplify difficult concepts in a way that makes sense to me. They've always provided sound advice and charge very reasonably for their work. Thanks guys.
Review Left On 03/01/2020
Jennifer Cyriac

As a new parent I had so many questions about establishing a safety net for my family. As someone who has no experience or knowlege when it comes to estate planning or really any legal matters, I felt completely overwhelmed and didn't know where to begin. Joshwa made the entire process easy to understand and has given me so much peace of mind. What I appreciate most is that Joshwa did not give me any advice that he would not take himself for his own family. Other lawyers I have spoken with tend to instill some amount of fear and focus on the worst case scenario. But Joshwa makes it a point to make sure you are comfortable with the decisions being made at each step of the estate planning process and are confident in knowing you and your family are taken care of.
Review Left On 03/01/2020
Allan Reyes

Josh was incredibly professional, and displayed both breadth and depth of knowledge and expertise, but most importantly—he was able to effectively break down concepts into language I could understand. He helped me navigate the waters of statutory wills and beneficiary designations, and I am much more confident in my financial and legal decisions. My family is in a better position because of Josh's help. I absolutely recommend working with or talking with Josh—you will not regret it, and wish you had only done so sooner! What are you waiting for? Call his office!
Review Left On 03/01/2020
Derek Tsu

Josh is my go-to guy when my high net worth clients have estate planning needs. Heck, he’s even the guy for my own personal ones, someday. The reason I say this is because, in our many interactions to date, he’s been meticulous with his words and actions yet flexible and highly intelligent when it comes to strategy and understanding what’s truly important. Don’t hesitate to give him a shot - you’re getting one of the very best.
Review Left On 03/01/2020
Joanna Kong

I highly recommend Josh for your estate planning needs - he is not only extremely knowledgeable, but a truly trustworthy and caring attorney who will go the extra mile to help you accomplish your goals.
Review Left On 03/01/2020
Byron Hsu

Joshwa is a smart, thoughtful, and intelligent lawyer who helped me on a few legal issues over the years. In addition to being extremely careful in reviewing the contracts or legal documents, Joshwa will also take the time to get to know your personal needs and make sure that the legal sides of the issue reflect what makes for you as a person. I appreciate all the help that he's given me and highly recommend Joshwa to others as well.
Review Left On 03/01/2020
Glen Chen

Joshwa helped my mom with her estate planning and did an excellent job. He was extremely professional, responsive, and most importantly, cared about the outcome.
Review Left On 03/01/2020
Tony Wang

It was a wonderful experience working with Joshwa. He treats his clients like family, and is extremely dedicated and knowledgeable in his craft. I would highly recommend Joshwa if you are looking for an experienced trustworthy attorney.
Review Left On 03/01/2020
Greg Sidman

If you are looking for top quality estate planning work to help protect yourself and your family for the unexpected, look no further. Josh is an experienced estate planning attorney who is acutely aware of the emotional and financial insecurities that may keep potential clients from walking into an intimidating attorney's office. Worry not. With Josh, you will be in competent and price conscious hands.
Review Left On 03/01/2020
Bryan Koo

Joshwa was very helpful and patient in walking me through the planning process for me, and furthermore, he gave me pretty holistic advice on my financial planning overall. Highly recommend!
Review Left On 03/01/2020
John Pavlish

Josh is willing to sit down with you and explain the complex world of estate planning for you, regardless of how much money you have.

I would recommend him for people just starting a new family or if you have elderly family that needs advice or adjustments for their estate.
Review Left On 01/01/2020
janet elder

I recently had Joshwa Wang complete a will and a living trust for me. He was very prompt and efficient, gave me some really good information, and was very personable. I found his fees to have been very fair and competitive. I highly recommend Mr Wang.
Review Left On 01/01/2020
Julie Strumwasser

Joshwa Wang is a wonderful trust and estate attorney. He helped us draft our trust and estate documents four years ago, and then he helped us revise them when we had a second child. Josh is easy to work with, responsive, and very professional. We would highly recommend Josh to anyone looking for a trust and estate attorney.
Review Left On 12/01/2019
Byron Kahr

Joshwa is an excellent lawyer and a really nice guy. We really enjoyed working with him and it was a relief to get the estate planning process off of our plate. Highly recommended.
Review Left On 12/01/2019
Darwin Labordo

We are so happy to have chosen and worked with Joshwa on the execution of our living trust. He is a pure professional, extremely knowledgeable and keenly responsive to our needs. His advice and counsel to us are invaluable. We now have the peace of mind that our estate affairs are firmly in place and that our exact wishes will be carried out in the future. I highly recommend Joshwa to anyone who has been waiting to formalize their estate plans.
Review Left On 12/01/2019
Jason Bomar

As someone who has spent the last 20 years working for a small business, I always try to support them when I can. I feel you always get better service, more honest advice and a more personal experience. This was definitely a belief that was upheld when we worked with Joshwa on our estate planning. He was very helpful, upfront and friendly. I would recommend him to anyone in the area - truly a great experience.
Review Left On 12/01/2019
Edgar Lim

Joshua has been very helpful in helping us set up our living trust! He has been patient in educating us throughout the process and fees were very reasonable. Would definitely recommend him.
Review Left On 12/01/2019
M H

We recently had the pleasure of working with Joshwa Wang to update our wills and trusts. After that experience, we felt compelled to share our most enthusiastic recommendation of his work. He is outstanding in every way! His knowledge in these areas of the law is superb, and he is extremely professional. He listened very carefully to our concerns, explained to us our various options, and in a very low-key way, gave us his recommendations and advice, explaining the logic behind them at every step. His calm and gentle manner is a wonderful counterpoint to his fierce intelligence. Usually, people as smart and knowledgeable as Joshwa cannot help but push their opinions. He was just the opposite -- the perfect combination of professional competence and pleasant personality. We recommend him in the highest terms, and wish there was a superlative better than excellent to describe his work.
GH & MH
Review Left On 11/01/2019
Josie Khoo

Very accommodating. Explained in detail the informations we want to know.
We felt like we were his family. He treated us with respect. I will recommend him without hesitation. Two thumbs up. 100% satisfied.
Review Left On 09/01/2019
David Choi

Joshwa is an excellent attorney that has a knack for boiling down even the most complex legal issues into terms that a client can easily understand. I highly recommend Josh to any client looking for an honest and cost-effective estate planning attorney.
Review Left On 08/01/2019
Larry Kaneshiro

I have been asking friends and acquaintances for advice in estate planning for quite some time. People seem to be quite reluctant to talk about their own experience in dealing with wills. Although I am not very computer literate, I went online and found Joshua Wang. Based on his reviews, I called him. Josh tailored a living trust, Will, and health care directive based on my specific situation and concerns... all that at a very reasonable cost. I am very pleased and plan to use him again in the future if I need to make any revisions.
Review Left On 08/01/2019
Myrna Zamora

A 10 star rating. Superb attorney, professional, honest, patient, kind, friendly, informative, experienced. Joshwa Wang is all of this and more.

My husband and I were blessed to find Joshwa to assist us with updating our estate plan, which had not been changed for more than twenty years. To be honest, at first I was a bit skeptical about Joshwa’s reviews because he had a perfect 5.0 rating. So needless to say we felt a little nervous when we first went to meet Joshwa -- the whole attorney thing – But, after working with him, I completely understand why all the positive reviews. He was very flexible in setting up our appointments, he was very thorough in explaining everything to us at the level of detail we wanted, and answered all our questions with a great deal of patience. We retained his services to put together our Living Trust and Wills(powers-of-attorney, health directives) and completed all the paperwork within a few days, Amazing! Joshwa helped us build the trust package that fit our family, giving us the peace of mind that our children would be better prepared if something were to happen to us.

In addition Joshwa is always easy to reach and quick to answer any questions we had via phone and email and his customer service is second to none. To top it off, his prices are extremely reasonable, the cost for Joshwa’s services were less than half what we had paid more than 20 years earlier for a young big firm attorney to assist us. And everything is so organized when he's done, you can rest easy knowing everything will be taken care of should something happen.

If you are looking for an honest man who is highly educated in this field, personable, and just a true pleasure to know, we HIGHLY recommend using Joshwa Wang’s services. Like us, you won't be disappointed. Thank you so much, Joshwa!!!
Review Left On 08/01/2019
kenneth robins

Joshwa was great. We are two married men with two children and a number of complicated real properties, as well as other investments. The reason we put off pulling it all together into a coherent plan was that we didn't want to deal with the mess of it. Joshwa took it on, made us graphs and charts to explain our options. He took on the chore of changing all the titles into the new trusts and dealt with incorporating our prior trusts. He did this in the most efficient, straightforward way. And the whole thing was surprisingly fair-priced. Mostly, the man is a pleasure to deal with .at every juncture. Who has this kind of experience with a lawyer?
Review Left On 07/01/2019
Eileen Wesson

Joshwa is the best! I interviewed several estate planners before choosing Joshwa. I now recommend him to all my friends and family and they say the same about Joshwa and his wife, Shannon Kumagai, Esq. I had put off updating my Will and Trust till I found someone I coud trust. Joshwas has the winning combination of years of will and estate planning, compassion and a great sense of humor. He asked me wonderful questions that helped me focus on what was important to me to make those very sensitive decisions about how I wanted my estate to be handled. Joshwa is very insightful and his explinations were clear and uncomplicated. Joshwa was attentive and his listening skills are amazing. I had the best expereince possible working with Joshwa. It was a pleasure working with him.
Review Left On 07/01/2019
George Drury Smith

I recently used Joshwa Wang to review my trust and assist with a restatement of it, involving many changes. He was quick to respond to my queries and had excellent suggestions and advice. Although he was willing to travel across town to meet me, we managed to accomplish everything by phone in no time at all. I highly recommend this firm.
Review Left On 07/01/2019
Christine K

Professional Integrity I greatly value.
That’s exactly what my experience has been with Joshwa.
Estate Planning can seem daunting.
Establishing safeguards for your family requires a more personal interaction with your attorney, Joshwa managed to create ease throughout the process.
Pure Excellence!
Review Left On 06/01/2019
Connie Lin

I unfortunately had to look for a lawyer in regards to dealing with the estate of a loved one who suddenly passed away very young, which we were not prepared for. I spoke with several lawyers (all of whom were referred from friends) and found Joshwa Wang to be extremely thoughtful, knowledgeable, helpful, and pragmatic. I felt like he was genuinely trying to help, not maximize fees paid to him, and he was extremely sharp. I highly recommend him to anyone looking for a lawyer in regards to estate planning or dealing with the estate of a deceased loved one.
Review Left On 06/01/2019
shauheen khajavi

Joshwa is a great attorney. He was very understanding of all our needs and always available to address any of our questions and concerns regarding our case. Not to mention extremely knowledgeable. I highly recommend the law offices of Joshwa Wang
Review Left On 06/01/2019
Leslie Wauke

My husband and I had been thinking of establishing a will/trust for years - thankfully with the assistance of Joshwa this is now complete! As senior citizens, we thought meeting with an attorney would be a little intimidating. Not so with a Joshwa - he is very professional/knowledgeable, but was patient in explaining everything in a manner that was easy to comprehend. He is extremely kind/caring and was a pleasure to work with. The entire process was completed quickly and only required two meetings. We will definitely recommend him to our friends & family!
Review Left On 05/01/2019
Linda Lee

My parents and I recently worked with Joshwa to set an estate plan in place. What we had once thought would be a difficult and intimidating process turned out to be a simple and very pleasant experience because of Joshwa’s attentive care and expertise. From our initial consultation to every meeting thereafter, Joshwa made every step of the process easy for us to understand, and he made sure to thoroughly address all our questions and concerns with patience and clarity.

Joshwa has quickly become a legal advisor whom we trust and depend on. His expertise and service have never been short of excellent, so we would heartily recommend him without reservations.
Review Left On 04/01/2019
Perri Kimono

I called Joshwa Wang for clarification and advise dealing with my mother's will and trust. He was clear and concise and helped me understand what the situation is.
It was a much help to me and I would consult with him again should the occasion arise.
Thank you.
Review Left On 04/01/2019
Michael Gail

Joshwa helped us with our estate planning needs. He's very knowledgeable in this field and he made me feel at ease throughout the potentially stressful process and completed all the work in a timely manner. He's very personable and never pressed us for time. I highly recommend him for all your legal needs.
Review Left On 03/01/2018
Lloyd Lin

I recently had a complication with my family's living trust, Josh was able to give me insight on how to plan and deal with the situation. Extremely helpful, knowledgeable and trustworthy which is important for me. Not just some lawyer that is trying to take your money, but really takes the time to try to understand the situation that you are in and to come up with a strategy to achieve the best results. I will definitely be recommending Josh to my friends and family. Thanks Josh!

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