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TImeless Estate Planning

Estate planning attorney in San Mateo, CA
Reviews: 14 | Overal Rating: Excellect
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Reviews

Review Left On 03/01/2020
Chaplain Madeline

Laura is absolutely the best estate attorney we've ever had the pleasure to work with. She is our fourth attorney in 40 years and THE very best one out of the four! While all of the other attorneys just write up the estate plan and give you a bunch of paperwork with a little bit of explanation, Laura does much more than that and charges a reasonable price on top of that! She leaves no stone unturned in making sure that all of your assets are protected by the trust and nothing ends up in probate. I really couldn't believe how lucky we were in finding her when looking for an estate attorney to adhere to California laws because we just moved from Washington, DC a couple of years ago. Nevertheless, I could go on and on about Laura, but I will stop here except to say that not only is she very highly intelligent, but has a heart of gold because she sincerely cares about people and their welfare. She is absolutely the best!
Review Left On 03/01/2020
Bill Cohan

I’ve been litigating in federal courts across the country for 42 years. 24 years ago I met Shari when she was sworn in as an attorney in federal court in San Francisco. She and an experienced litigator were representing one of my client’s 7 co-defendants in a massive tax evasion and conspiracy trial. We went through two trials lasting 5 months between them over a two year period followed by an appeal that took 2 more years. Shari’s energy and dedication to her clients , her work ethic and attention to detail, her passion to do brilliant work were an inspiration to everyone on the defense team. Since then I’ve worked with Shari on several cases and come to know her and her delightful family. Shari just completed creation of our family trust and estate planning, which involved several complex issues and multiple jurisdictions. As always, Shari’s meticulous attention to detail, thorough research and patient explanations of essential decisions and consequences for our children and grandchildren got the job done. Thanks, Shari.
Respectfully,
William A. Cohan
Review Left On 03/01/2020
Krista Martinelli

Laura helped our family organize our estate plan in a caring and efficient manner. Our special needs family is confident and secure in our future thanks to Laura’s thoughtful and expert guidance.
Review Left On 03/01/2020
Mario Siguenza

Shari Tocchini did magnificent work on my Estate Planning . She explained every step thoroughly and her caring manner made me trust and appreciate her advice . I highly recommend her !!
Review Left On 03/01/2020
Benjamin Williams

Highly recommended! A responsive and knowledgeable firm. My wife and I recently coordinated with Shari Tocchini of Timeless Estate Planning on the creation of our family trust. Her patience and professionalism shined as she guided us through the multi-step process.
Review Left On 08/01/2019
Alex Li

So happy to find Laura to help with my trust needs. I have tried other law firms and had terrible experiences before. Usually they will quote a number, then you will be surprised to learn that every question you ask them will be charged with "billable hours", which usually is several hundred dollars per hour.

Laura is completely different. I love her flat rate pricing and she cares so much about me and my family. The whole process is painless and very efficient. I can't recommend her high enough.
Review Left On 08/01/2019
Betsy Brown

Shari Tocchini did excellent work with our estate planning. She is timely and professional. Her clear explanations led us to make good decisions and left us feeling very comfortable with our estate plan. I would not hesitate to recommend Timeless Estate Planning to everyone.
Review Left On 07/01/2019
Herman Lee

So glad we used Laura Croft for our estate planning and special needs trust! So many people put this off until they really need to do it but some run out time. Laura took her time in explaining the entire process to us and patiently answered all our questions and concerns -- because we are clueless about this stuff. The special needs trust is a must-do if you have a child with special needs. She has 2 of her own so she completely understands the challenges we face. We highly recommend her!
Review Left On 05/01/2019
Kristen Harrington Boone

Laura is the absolute best at what she does! Her knowledge of special needs estate planning comes direct from her heart and it shows. Laura will create a custom estate plan for you that will incorporate your unique goals and family situation. Not only that, but once you become a client, she will be able to provide you with a lifetime of legal guidance to protect your loved ones. Mostly importantly, I love Laura as a person and not just a lawyer! Her down to earth style is refreshing and great to work with.
Review Left On 03/01/2018
Greg Goddard

Shari is friendly, personable and caring; she goes way beyond what you would expect, and her attention to detail and developing your own individual plan is excellent. I would not hesitate to recommend her to all my friends.
Review Left On 03/01/2018
Shannan D.

I have worked with Shari Tocchini over several years and have the utmost praise for her skills as an attorney . She is a conscientious, hardworking, ethical lawyer who truly cares about her clients. She is very dedicated and goes the extra mile to provide legal services in a professional yet personable manner. Ms. Tocchini's passion for her work, and her past legal experience, enable her to make the law work for clients in the way that most benefits them.
Review Left On 03/01/2018
Maria Belyi

I have had the pleasure of working with both Shari Tocchini and Laura Croft; they are both top notch and thorough attorneys who care greatly about the outcome of their case and about their clients. I have observed Shari deal with clients having to make high-stakes decisions under pressure--she made sure to know and thoroughly understand the nuances behind each situation and was a patient and terrific advocate. Her clients were able to make the right choice for themselves and their families. I fully endorse these attorneys.
Review Left On 03/01/2018
Penelope Rose

I have known both Shari Tocchini and Laura Croft for decades and have been impressed with their professionalism, complete thoroughness of their work and the care they give to their clients. I have great peace of mind regarding my wealth and estate planning, knowing that my children will not be burdened with any unforeseen legal issues upon my death.
P. Rose, San Francisco
Review Left On 03/01/2018
Patty Howarth

Our family is so blessed to work with Timeless Estate Planning. Easy, convenient and professional.

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