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Anastasi & Nielsen

Estate planning attorney in San Jose, CA
Reviews: 2 | Overal Rating: Excellect
Excellect
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Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM

Reviews

Review Left On 03/01/2017
Gonzalo Montenegro

Jeffrey is very knowledgeable and describes all requirements very thoroughly. I would highly recommended going to see him.
Review Left On 03/01/2017
nacetroy

Jeff Nielsen was a great help to me and my siblings after our mother passed, just five years after the passing of my father. We actually had switched our estate planning attorney to Anastasi and Nielsen. My parents had chosen the previous attorney through one of those big, free presentations that are held at hotel banquet halls some twenty or so years before their passing. After my mother’s passing we found Jeff’s father’s name in her legal documents which detailed a brief and complimentary discussion they had regarding a matter of our family’s trusts and I had remembered that my mother spoke fondly of her dealing with the senior Nielsen. I was appointed executor of the trusts and my siblings and I did not feel so comfortable with the original attorney, so we gave Anastasi and Nielsen a call. Right away, just days after my mother’s passing, while in the height of grief, Jeff and his father helped my family feel much more calm and reassured of the process of dealing with our trusts and estate. After our initial consultation, we were certain that we had wanted to change attorneys to Jeff and his firm.

Throughout the process, Jeff was helpful and immediately prepared with various contacts and resources to usher the steps of executing our family’s estate (for example, a house appraisal and an accountant specializing in estate tax matters, both of whom were also very helpful). Jeff was also patient while explaining the legal steps of our trusts while also being reasonably efficient with the time that was needed to get things done. I worked for many years at a law firm and knew how legal fees could add up, so I, as a fiduciary of the trust, was especially sensitive to making the best and most efficient use of our billed time and I can gladly say that Jeff was able to work well with my concerns. I can also say that Anastasi and Nielsen were very reasonable and fair with their rates compared to the prior and other attorneys we had checked; not only this, but in the months that it took to execute the estate, Jeff and his firm were very reasonable in how we handled our monthly legal fees before the final liquidation of the estate. It is a stressful time due to grief, it can also be a very anxiety ridden process in dealing with creditors, banks and other financial obligations when money is tight before the final estate liquidation. Jeff and his firm were quite reasonable with us while working through this process and helped us make absolutely certain we had covered all obligations legally, yet with our family and the estate’s interest at the forefront. I can happily recommend Jeff and Anastasi and Nielsen solely on their ability to navigate the legal process of dealing with our trusts and estate, but, perhaps more importantly, I can also enthusiastically endorse them for their warmhearted and caring way they helped us through the process.

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