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Advance Planning, A Law Corporation

Estate planning attorney in Manteca, CA
Reviews: 22 | Overal Rating: Good
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Thursday 9AM–5PM
Friday Closed
Saturday Closed
Sunday Closed
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM

Reviews

Review Left On 03/01/2020
Dustin Seberger

Grant Toeppen from Advance Planning prepared a trust for me and my wife. He was very professional and provided many key insights throughout the process. My wife previously worked as a paralegal at a different law firm and she was very pleased with Grant's knowledge on multiple subjects involved with our trust.

Grant was very responsive to all of our inquiries in a timely manner. He would typically respond the same day and definitely within 24 hours of receiving our question. He was always on time for our meetings and walked us through each page of the trust he prepared. He covered each section of the trust in detail and made notes of each request we made for changes. Grant prepared multiple iterations of the trust and walked us through each of the versions until we were satisfied with the exact wording.

Grant also transferred ownership on our property and updated the beneficiaries on our retirement accounts to our new trust.

Grant was professional and courteous throughout the entire process. I highly recommend Advance Planning.
Review Left On 03/01/2020
John Michaels

I hired Advance Planning to do my living trust. The office is conveniently located in central Manteca. No problems, everything good so far!
Review Left On 03/01/2020
Noriko Yamaguchi

Grant is a hard-working attorney who really cares about his clients. He has helped me and many of my friends with their estate planning issues, especially living trusts, wills, powers of attorney, probates of estates, and conservatorships. There isn't another attorney in Manteca who focuses just on probate law, so he's a great resource for our community.
Review Left On 03/01/2020
Deb Woods

I chose Advanced Planning in Manteca for help with planning a Living Trust. I found Grant to be very helpful and willing to answer all my questions regarding creating a Trust. If you live in the Manteca area you may wish to check Grant out for any Estate Planning needs.
Review Left On 03/01/2020
Alex Gonzalez

Grant is a great attorney! I had him prepare a living trust for my family. He was always knowledgeable, friendly, and professional. 5/5
Review Left On 02/24/2020
David Bancroft

Mr. Grant Toeppen was highly professional in his approach to providing us with the documents necessary to establish a family trust. He met all scheduled appointments and expectations. We are very pleased with our choice to use Grant.
Review Left On 02/16/2020
Mrs Catharine Duarte

There is this amazing receptionist here. The best I've ever seen. Chubbs deserves a raise.
Review Left On 02/16/2020
Joanie Watkins

Grant is knowledgeable, personable and available to assist. He responds to phone and emails quickly and was very accommodating to our TRUST needs. The process was fairly easy and we received a nice Trust package when complete; both paper and digital. Notary services are on site. Grant's prices are reasonable; I definitely would recommend his service!
Review Left On 01/01/2020
Luisa Abarca-Basile

We completed the State planing documents. Grant was very professional knowledgeable and made the process looks so easy when in reality is a lot of work. Very organize and his helper (the four legs) make us to feel welcome. We recommend his business because he was very reasonable in pricing and will keep your files for you if needed in the future without charging, I believe that is one for his firm.
Review Left On 01/01/2020
Leigh-Anna K. Rubio

My husband and I just complete our estate plan with Grant. Our experience was seamless. He did a great job of providing context and resources before our consultant. He provided transparent pricing with a free consultation. The consultation was no pressure. He was knowledgeable and put us at ease. He was willing to answer all of our questions and provided expert guidance. It was a pleasure to work with him. I am so glad that we went with Grant!
Review Left On 12/01/2019
Katy Jesus

Working with Grant was a pleasant experience. He is easy to talk to, answers all your questions and concerns, and makes sure you understand. I love my red binder with everything neatly organized. I highly recommend Advance Planning Law Office for getting your Estate planning in order.
Review Left On 12/01/2019
Laura Witzberger

Grant is extremely helpful and responsive. Just easy to deal with and understand. My go-to attorney for probate matters. I am sure I will use him again in the future.
Review Left On 11/01/2019
Benny Francisco

If you are looking for a knowledgeable Estate Planning Attorney, look no more! Atty Grant Toeppen is an expert that you can always rely on. He is so down to earth that even on our first appointment , it feels like we already knew him for a long time. He thoroughly explained every part of our Trust documents in a manner that we could easily understand. The value that we received from his professional service is more than our expectations. We will always recommend Attorney Grant Toeppen!

Benny and Marie Francisco
Review Left On 11/01/2019
Sandy Stagno

Grant is the very best advance planning attorney you could possibly get. My mom went to him a few years ago and he explained every thing to her so she could understand what he was saying to her. She was 91 at the time.
when my mom passed he was right there helping us all the way. It is my turn to go in and make a living trust to make it easy on all when its my turn to go. Do yourself a favor call Grant you'll be in the best of hands. I could go on that's how much I think of him
Review Left On 11/01/2019
Desmond Orsinelli

Grant is very knowledgeable, detail oriented, happy to be of service and smart. I like his idea of a quick and cheap yearly review of the status of our trust. I trust him completely.
Review Left On 11/01/2019
Frank Treadway

Great job would recommend to my friends.
Review Left On 11/01/2019
Gary Flores

Recently had my mother's trust prepared by Advance Planning. Very professional, personable and most importantly, supportive in helping to identify and provide the right legal services needed. I highly recommend Advance Planning be your first consideration when seeking this type of legal service.

"Thank you Grant and family."
Review Left On 06/01/2019
Cathy dupree

Grant was quite knowledgeable in setting up my trust and I appreciated all his advice. We had one small miscommunication at first which he quickly resolved.
I had spoken with another attorney before contacting Grant but felt very uncomfortable with the first attorney. Grant however was very pleasant and down to earth and I felt very comfortable working with him in setting up my trust. “Thank you” Grant for all your help!!
Review Left On 06/01/2019
John Moore

Do yourself a favor and choose AP to create your trust. We are very happy with our experience. We had a somewhat complicated trust and Grant worked through every detail and explained things clearly and concisely. We are in our 40’s and can now enjoy the security in knowing our affairs are in order. Now we can just enjoy life and not worry about all the “what if’s “.
Review Left On 05/01/2019
Gino Pitino

Grant is well versed and knowledgeable, it was a pleasure to do business with him.
Review Left On 05/01/2019
angie isme

Grant did an amazing job helping me with a trust in which I was named successor trustee. Having never doing this before, and there being one big hiccup in the way the trust was written, he researched other similar cases and made my experience much less painless and much faster (and cheaper with the court) than I ever thought it could be. From our first consultation to the last appearance in court, he was patient, professional, kind and all around amazing. I cannot recommend him enough to anyone looking for an estate attorney.
Review Left On 04/01/2019
Don Marie Deskin

we would recommend advance planning for all of your legal needs

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