Alexandra did our trust, and she is very thoughtful, and dependable. Highly recommend her.
Review Left On 02/28/2018
David Curbow
Most of us tend to avoid thinking about our deaths and what will happen after that. But we all need to do some planning and if you're in Silicon Valley and own a home, stock, 401(k), etc. you probably need expert help to ensure that assets left after you're gone is transferred to family, friends, charities with the least amount of taxes / overhead. We recognized that we needed someone to help us with this process so I asked our financial advisor for suggestions. The office technically isn't allowed to "recommend" anyone, but they had vetted several attorneys nearby and Ms. Gadzo scored well. We did some more inquiries and liked what we saw.
We met twice with Alexandra and her team - first to discus our wishes and turn in our "homework" - getting started forms found on her website. The second time was to review the deliverables. Both times we found them knowledgeable, accurate and easy to work with. We recommend them highly. It's not a fun task but Alexandra made it less stressful than it might have been.
Review Left On 02/28/2013
Al I
In 2010, I retained Ms. Alexandra Gadzo to complete a living trust document for myself that included a request for several nonstandard beneficiary clauses which met my specific family needs. Ms. Gadzo was extremely detailed in explaining the pros and cons of my nonstandard beneficiary clause requests, before including the nonstandard beneficiary clause language as part of the final living trust document. Her honest legal risk assessment was *GREATLY* appreciated. As a result, in late 2012, I again retained Ms. Gadzo to modify my existing living trust document to accommodate a planned 2013 marriage. Among the needed amendments was my request that some nonstandard "life estate interest" language be added. Once again, Ms. Gadzo researched the best legal way to achieve my desired result. She spent considerable time explaining the legal risk pros and cons, before making the requested changes and completing the amended living trust document.
Ms. Gadzo is the consummate legal professional. She accepts traditional clients and employer provided "cafeteria style" legal services clients, yet treats everyone the exact same way. Even more important, her office is **NOT** a "legal factory mill" churning out standard legal results just to keep the monthly cash flow going. Ms. Gadzo listens to your legal needs and works extremely hard to satisfy every legally possible request.
I highly recommend Ms. Gadzo for all of your living trust and estate planning legal needs. She is extremely fair and works really hard to get the job done right!
Reviews
We met twice with Alexandra and her team - first to discus our wishes and turn in our "homework" - getting started forms found on her website. The second time was to review the deliverables. Both times we found them knowledgeable, accurate and easy to work with. We recommend them highly. It's not a fun task but Alexandra made it less stressful than it might have been.
Ms. Gadzo is the consummate legal professional. She accepts traditional clients and employer provided "cafeteria style" legal services clients, yet treats everyone the exact same way. Even more important, her office is **NOT** a "legal factory mill" churning out standard legal results just to keep the monthly cash flow going. Ms. Gadzo listens to your legal needs and works extremely hard to satisfy every legally possible request.
I highly recommend Ms. Gadzo for all of your living trust and estate planning legal needs. She is extremely fair and works really hard to get the job done right!