Thousand Oaks, CA
I was in need of help with an update to my Will, Trust, Power of Attorney, Advance Health Care and HIPPA documents under a very short timeline. I contacted Cunningham Legal for this activity. Guolin "Angela" Li immediately responded to my request. I provided her with pertinent information and former documents. Very quickly Angela created new documents for a face-to-face review. Within less than a month, all documents were finalized with notarized signatures and placed in a hardcopy portfolio along with other ancillary documents. I found the process very efficient and would recommend Cunningham Legal to others.
Thank you for your thoughtful review and for trusting CunninghamLegal with these important updates. We’re pleased our team was able to respond quickly and guide you through an efficient process to get everything completed within your timeline.
Five stars to the team that I was working with recently at CunninghamLegal. I am so thankful to them for providing me with their expertise and excellent customer service. The case they helped me with was stressful in the beginning but they walked me through each step and it really eased my mind knowing that they had my back. I am so grateful to them!
Thank you for the kind words and the five stars. Estate planning can feel stressful at first, but we’re glad our team could guide you step by step and give you the peace of mind you deserve.
If I could give 10 Stars I absolutely would do so! Angela Li at Cunningham Legal Law Firm is a phenomenally knowledgeable, detail oriented, and articulate attorney! I sought Angela’s assistance to update my estate trust, and I couldn’t be happier with the service she provided and the final product; it’s concise, well thought-out, legally sound and exactly what I needed. Angela’s thoroughness and willingness to answer all my questions without ever rushing me really impressed me and speaks to her high level of professionalism. Additionally, kudos to her assistant, Casey Denning. Casey was incredibly helpful in orchestrating all the key aspects needed to bring the trust to fruition. If you’re looking for estate planning assistance, I highly recommend the superb team at Cunningham Legal!
Thank you for trusting our team with your estate plan and for recognizing the care, clarity, and professionalism we strive to bring to every step of the process. Your recommendation means a great deal to all of us, and we’re grateful for the opportunity to serve you.
I wanted to thank Rachelle Lee Warner, Esquire and Danielle Johnson, Sr Lead Administration Paralegal for handling my late husbands' trust administration with excellent attention, skill, exceptional service, and expertise. Rachelle explained every detail various subjects that a trustee needed to fulfill and accomplish. She also referred me to another legal source (a property out of state for trust administration) to complete the process. I highly recommend both Rachelle and Danielle to other trustees that need help with trust administration.
Felicia, thank you for the kind words and the trust you placed in us during a very difficult time. Our team takes great pride in guiding trustees through the details, and we are glad our clarity, skill, and teamwork made a difference for you. We truly appreciate the recommendation and are honored to have been part of helping you bring the administration process to a proper close.
The staff was amazingly responsive and helpful. I can’t imagine going through without them
Bob, thank you for your 5 star review!
My wife and I had a recent experience with the Westlake Village office of Cunninghamlegal. We had several changes made by amendment to our living trust. We were both very favorably impressed with the way that this was handled, primarily by Angela Li and Laura Severino. We know that our continuing relationship with CunninghamLegal is in good hands. Cal and Virginia Torrance
Thank you for sharing your wonderful experience with our Westlake Village office! We’re delighted to hear that our team provided exceptional service, and we truly appreciate your trust in CunninghamLegal for your ongoing estate planning needs.
Cunningham Legal was a great choice. They were thorough, attentive, patient, extremely professional and very smart about how they put together my trust. I highly recommend them!
Thank you for your 5 star review and recommendation. We're happy to hear we were a great choice!
Just wanted to thank Rachelle Lee Warner (Attorney and Partner) and Danielle Johnson (Senior Lead Trust Administration Paralegal) for handling my late parents’ family trust administration -- and my brother’s third-party special needs trust matters -- with great skill, expertise and attention to detail. Rachelle represented me in superior court as potential successor trustee for my brother, and everything went smoothly. Initially I believed I would be able to handle the legal matters on my own, but of course I was wrong. Without being pushy, Rachelle expertly explained to me the various items that a trustee and executor needed to accomplish. I look forward to working with this team as any further legal needs arise, and I highly recommend Rachelle and Danielle to other trustees or executors needing help with trust administration or a special needs trust.
Thank you for your wonderful review! We're delighted our team was able to provide expert and detailed assistance with your trust administration. We appreciate your recommendation and look forward to assisting you with any future legal needs.
Amazing, in-depth webinars.
Thank you for your kind words. We're delighted to hear that you enjoy our webinars!
Janice Shen Esq. and Danielle Johnson, Paralegal have been an invaluable asset guiding my brother and I through the management of our fathers Trust. Their Professionalism, Empathy and Kindness throughout this process is indeed special. We are so appreciative of their time and patience as grieving adult children. Anyone dealing with grief and complex Trusts would be well served by retaining these individuals.
Thank you for your heartfelt review and recommendation. We're grateful to hear that our legal team has been invaluable in guiding you and your brother through your father's Trust with professionalism, empathy, and kindness during this difficult time. If you need anything, please don't hesitate to reach out.
My wife and I had an excellent experience here updating our family trust at the end of last year. It took us a while but attorney, Jason Barmasse, and paralegal, Laura Zeferino, are true professionals; very knowledgeable, very helpful and very patient. We recommend our experience with them and CunninghamLegal 100%.
Thank you for your glowing review and recommendation! We're thrilled to hear about your excellent experience with our team, and appreciate your kind words about their professionalism and patience.
I wanted to take the time to recommend Cunningham Legal specifically Janice Lee Shen ! She is an expert at her position and helped my son Erik and I receive valuable information about our medi- cal trust we inquired about. She is professional yet has a kind friendly and understanding side to her which makes this task a far easier one ! Thank you Cunningly Legal for your help and valuable information and expertise in our matter! Sincerely Joyce And Erik Lest
Thank you so much for your heartfelt recommendation and kind words about Janice Lee Shen and our team at Cunningham Legal. We're happy to have been able to provide you and your son with valuable information, and we truly appreciate your trust in our expertise. If you ever need further support or have any other estate planning needs, please don't hesitate to reach out!
We recently worked with Jim Cunningham and his outstanding team to review and update our family trust. They were patient and thorough in discussing our goals, and provided expert guidance in creating a comprehensive estate plan for our family. We would wholeheartedly recommend CunninghamLegal for anyone looking for experienced and knowledgeable estate & tax planning attorneys!
David, thank you for your 5-star review and recommendation. We are glad to hear you enjoyed working with Jim and his team and found great value in their experience and knowledge!
Jim Cunningham was amazing at understanding my needs for my trust. He also knew when I needed to update it. The process was easy and smooth.
Karen, thank you for trusting CunninghamLegal with your estate planning needs. Your review is greatly appreciated.
The whole team at Cunningham Legal is absolutely wonderful to work with. They provided excellent guidance throughout what is a highly personal and sensitive process. They walked us through important scenarios and made us feel comfortable with our decisions. We highly recommend them to anyone who is looking for an honest and straight forward, experienced firm. Norma Hannemann
Norma, thank you for your fantastic review and recommendation. At CunninghamLegal, we take great pride in our ability to work as a cohesive team. We are happy to hear that you found our guidance excellent and comforting and we deeply appreciate your recommendation.
I have been working with Cunningham Legal to modify my revocable trust first created in October, 2008. I wanted to simplify my administration of the trust. Rachelle Lee Warner, Esquire and Danielle Johnson were great to work with; always responsive, totally understanding of my desires, and providing me with sound advice and service. My trust was modified and approved by the county superior court in June, 2022. I am very pleased with the services that I have received from the Cunningham team.
Bob, thank you for taking the time to leave a review. We are glad to hear that you found our team responsive and understanding! We are happy to have been of assistance and are here if you need us in the future.
Professional, efficient and a pleasure to work with. We highly recommend Daniel for any trust and estate planning. He was generous with his time, didn't make us feel rushed and was thorough with his explanations. His team provided excellent support and made sure we were on schedule with follow up conversations and the ultimate signing. We could not be happier with our experience with CunninghamLegal.
Thank you for this wonderful review! Daniel had a pleasure serving you.
We recently moved to Texas from California, and had to update our estate planning documents to conform to Texas law. Fortunately, Cunningham Legal has an attorney ( Daniel Van Slyke) licensed to practice in both states. His knowledge and professionalism was a great help and resource to us with this project. He also took as much time as we needed to review and discuss all the detailed terms of our estate plan. We highly recommend him to anyone creating or updating their estate plan.
Thank you for this review! Daniel enjoyed serving you! Hope to work with you again in the future.
The attorney took months to do work on our family trust that could have been done in weeks. They were unresponsive, would only perform work if we sent more money even though they had a retainer fee, and constant requests to do such work. When we decided to find representation elsewhere and notified the attorney we would no longer need their services, they charged us over $300 to write a letter of “disengagement.” Terrible people.
Hi Lesley, Thank you for your feedback. We do not see you listed as a client of the firm.<br>However, the average Trust Administration case takes nine months. Also, please note that during<br>COVID-19, widespread government closures were beyond the control of any firm, causing<br>many cases to take a longer period of time.
Add this badge to your website
Get embed code