Redwood City, CA
Ms. Barrott was very knowledgeable and helpful in taking us through alternative ways of distributing our assets after we're gone. The plan we initially leaned toward proved in writing to be much more complicated than we had intended for our Successor Trustees. She cheerfully revised the plan to meet our needs. We ended up with complete and thorough documentation of all of our wishes. We wholeheartedly recommend Falk Barrott and Associates, LLP.
Thank you for taking the time to share your experience. We truly appreciate your kind words and are grateful for the opportunity to assist you. Your feedback means a lot to our team!
We went to Falk Barrot to revamp our estate plan from 2008. They did a marvelous job covering and helping us decide each of our options. They were expeditious and courteous. So if you are renewing an existing estate plan or starting from scratch, we highly recommend Falk Barrot. Sandy and Bob Morse
Thank you so much for your thoughtful review! We’re so glad to hear you had a positive experience with our team. It was a pleasure working with you!
I used Falk Barrot to prepare a restatement of my Trust in 2018, and again in January 2024 for an Amendment. In both cases my experience exceeded expectations, and I would without hesitation encourage you to retain the services of Kim Barrot if you have similar needs, or any needs, related to the preparation of Living Trust Services.
Thank you for your kind review! It was a pleasure helping you and we look forward to assisting you again in the future.
Attorney Sabrina Johnson is absolutely terrific and advocates for her clients in a loyal, honest and transparent way adding a lot of value. She will go the extra mile all the way and it’s amazing to work with her and communicate on a routine basis. Thank you for all your work Sabrina.
Hi Marisa. Thank you for your review. We are pleased you are happy with the service Sabrina provides. We look forward to continue serving you.
We have used Falk, Barrott, and Associates for years. They are always professional, detailed, and efficient. I am very grateful for their guidance over the years as our family needs grew and continue to grow in regards to taking care of our Estate Plans.
Thank you for your thoughtful review Anne.
Great service 👍
Thank you!
Knowledgeable and friendly.
Excellent estate planning firm. Prifeasional, patient, and very efficient.
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