The Law Offices of David R. Schneider, APC

Thousand Oaks, CA

82
Attorney Index
50 reviews
5.0
Google Rating
55 reviews
The Law Offices of David R. Schneider, APC

Practice Areas

Personal Injury

Business Profile

Estate planning attorneyAttorney

Review Snapshot

50
Total Reviews
High Confidence
0
Last 90 Days
Inactive
95%
Response Rate
Highly Responsive
12-Month Trend
Stable

Review Intelligence

Avg: 99/100
CommunicationOutcomeResponsivenessEmpathyExpertiseFeeTrialSatisfaction
Communication100
Outcome100
Responsiveness100
Empathy100
Expertise100
Fee Transparency95
Trial Experience97
Satisfaction100

Client Reviews

Mahmoud AbotteenLocal Guide12 photos
7 months ago

As a CPA, I rely on David as my go-to expert for complex trust and estate matters. His deep knowledge and long experience in identifying, structuring, and optimizing tax strategies make him an invaluable resource to my practice. Whenever I have a client with a trust issue or estate planning question, he is the first person I consult before advising the client. David is consistently accurate, thoughtful, and the safest and most reliable source for this area of work.

Response from owner

Hi Mahmoud, thank you for taking the time to say a few words about my practice and how we work with clients. Understanding the client's unique needs and how external factors may effect the design in their individualized estate plan is how we work together to meet those goals.

George Grippo
1 years ago

David prepared a comprehensive estate plan for my wife and I. His work was professional and he made what can be a very challenging activity relatively easy. David takes the time to be sure every point he makes is clear, and is always willing to answer questions when needed. I would certainly recommend his services for anyone needing his help.

Response from owner

Hi Geroge. Thank you for the very nice review and recognition of what I do to help clients. It is very important to me that a client's questions are answered fully, remembering that I work for you. In a short period of time, I am trying to help you understand a foreign language - the world of Probate and Trust Law, such that you then have the confidence in knowing that your plan will work for you and your family when it is needed the most.<br><br>Let me know if you have any questions.

Holly Sacks
1 years ago

David Schneider has been our trust attorney for years. He's a great guy while always professional and clear, and I trust him completely. He's become like a friend who is always there with a steady hand.

Response from owner

Hi Holly,<br><br>Thanks for taking the time to let others know about your experiences when working with me. I do love the teaching component of what I do and helping the client to connect the dots, such that they become fully understanding of not only the value of what is provided but they understand the need to follow through on their end making certain the plan will work as they intended. Thank you for taking the time to express your feelings.

Midge Wood
1 years ago

My conversation with David left me with a great sense of confidence. His sound advice based on his experiences was reassuring.

Response from owner

Hi Midge,<br><br>Thank you for speaking up about my practice. I take personal pride in teaching clients about estate planning and try to answer the questions that the clients may not know how to ask. Educating clients is a passion. Thank you again.

Debbie Yanez
1 years ago

David Scheider, APC is not only a exceptional attorney who has done all our family's Trusts he is a caring man. I had a difficult time getting a EIN# for my deceased mother's Estate. After many attempts on the IRS website I made a call to Mr. Schneider. David was happy to help. The next day I had all I needed. I highly recommend The Law office of David R. Schneider.

Response from owner

Thank you Debbie for the kind words. Working through an estate of a loved one can be quite taxing, and difficult. Working through the IRS website can be more than a little challenging. I am happy for you in that in this instance, only thing required was navigation of the website as opposed to bringing on a probate petition for your other's estate.<br><br>Let me know if you have any questions.

Steve White
1 years ago
Response from owner

Thank You Steve for giving me a five star review! I am glad the information I provided was able to help you through. Let me know if I can be of further service to you.

Roy T. Kawamoto
1 years ago
Response from owner

Thank you Roy for the great rating!

Wendy Aranda
1 years ago

Our experience with David was great. He took the time to explain how to complete our Trust and was always available for questions. We also used his services for my mom and he was understanding and thorough. I highly recommend him.

Response from owner

Thank you Wendy for taking the time to express how your experience was as we worked together to develop your estate plan. The fact that following our work together, you then recommended your family to work with me, was such a nice compliment and show of confidence, that I really appreciate it. I enjoy the teaching component of what I do, as I believe an educated client is the best, as they can then use the estate plan to its full potential. Thank you for taking the time to let others know about your experiences.

ralph rendina (Fancazzista)
1 years ago

Exceptional Estate Planning Experience with DRS Law We had an outstanding experience working with DRS Law and David Schneider (David) on our estate planning. From the very beginning, David took the time to educate us on what an estate is and explained all the associated terminology in a way that was easy to understand. His thorough approach made us feel both comfortable and confident throughout the entire process. After preparing our estate, he carefully reviewed it with us page by page, ensuring that all our questions were answered. His patience, professionalism, and dedication to making sure we fully understood everything were truly impressive. If you are considering estate planning, we highly recommend DRS Law. David and his team provide exceptional service, making what can feel like a complicated process smooth and stress-free. We are grateful for their guidance and expertise!

Response from owner

Hi Ralph and Deena. I am truly grateful to for this heartfelt review of my services - this is exactly what I am trying to offer to all of my clients; an educational experience which helps the clients truly understand the ins and outs of the estate plan and to avoid a probate proceeding. It is the best part of my day when I see a client as they connect the dots through our working together through the process. Please let me know if you have any questions in the future or you need me to go over any portions again.

Plan BLocal Guide
1 years ago

Provides great service to his clients. He has very much a teacher's mindset. Also, his entire staff is a benchmark for good customer service. They're always polite, professional and very helpful.

Response from owner

Hi Plan B! I do appreciate your comment and I do enjoy the teaching component to what I do. I have found over the years that many older estate plans will fail because the clients allow the plans to become stale. When the client is educated throughout the process, the client has a greater understanding and therefore follow through on instructions, such as funding the trust estate. Teaching is the best way to help the client stay engaged in the project and make sure their needs are met.<br><br>Thank you for taking the time to comment on a part that I feel is very important.

Jim Cerrotta
1 years ago

My darling wife of 43 years started a Living Trust with David prior to the COVID outbreak but never completed it. Unfortunately she recently passed away leaving me and my three adult children. I contacted David the day she passed via email to ask what to do. He called me right away from his vacation in Europe. He met with me on Zoom soon after and spent two hours walking me through what was needed and answered all my questions. He created a volume of custom documents which I signed in his office guided by his excellent staff. The hand holding at that time when I was so emotional was really appreciated. I don't know what I would have done without all of them!

Response from owner

Jim,<br><br>Thank you for your glowing review of our services. It means a great deal to me when someone takes the time to write out what their experience was like and i certainly appreciate it. <br><br>The loss of our partner in life can truly be devastating, but I am glad I was able to help clear your mind of these matters as they relate to estate planning.<br><br>Please let me know if you have any further questions.

Rita T
2 years ago
Response from owner

Thank you Rita for the nice email re helping your friend. Please let me know if I can be of any other assistance.

Maria Victoria Silva Elipe
2 years ago

Mr. Schneider is an excellent attorney. He explained me all about my state planning in a very comprehensive manner. I am not a lawyer for me to understand all those terms, but he went through everything very well with me. He also made me feel very comfortable with this topic that I not familiar with. Everything went smoothly and with good timing to get my documents done and signed. I highly recommend Mr. Schneider to anyone who needs an attorney in his specialty. Thank you Mr. Schneider!

Response from owner

Hi Maria, I am so pleased that we got to work together. I have always felt that the explanation / education part of what I do is the most important part of the service process. Thank you for taking the time to let others know about your experience.

manuel cejaLocal Guide12 photos
2 years ago

David is a great attorney and has extensive knowledge in estate planning.

gabrielle walsh
2 years ago

Look no further, this is the best attorney out there for Estate and Trust planning. Highly recommend.

Response from owner

Hi Gabrielle,<br><br>Thank you for the very nice review. I am always happy and humbled when people speak so nice of me and my services. I enjoy what I do and I am always hopeful that it comes out when we meet. Thank you for your faith and confidence in my work. Let me know if you have any questions.

Konstantinos Kladopoulos
2 years ago

My wife and I had our estate plan done by David in Oct. I never thought interacting with a lawyer would be a pleasant experience but David proved me wrong. His two zoom sessions were very well planned, educational, interactive, and engaging. The 1.5 - 2 hours passed so quickly because he made the whole process fun and enjoyable. Then a quick 15-20 minute visit to his office for signatures and it was all done. I would highly recommend him to anyone who wants to set up their estate plan.

Response from owner

Thank you Konstantinos for the review, I am glad you learned and enjoyed the discussion at the same time. It is an important set of topics and I do try to have everyone relax when discussing these important issues. When you engage in the project the time flies for me too!

Chris Rezac11 photos
2 years ago

David provided high quality work setting up a living trust. The process was painless and he kept it fun and engaging.

Response from owner

Hi Chris, thanks for the nice review. I enjoy what I do, so I try to keep it a little lighter to help people stay engaged when explaining the complexities of an estate plan. Let me know if you have any questions.

Elite Solar
2 years ago

5 Star Great experience. David is very thorough and informative, making sure we fully understood the process. Highly recommend.

Response from owner

Hi Clay and Rebecca,<br><br>Thank you so much for your kind words. I have always felt the teaching component of understanding the work being done was paramount for the clients in order for the family to rely on the documents prepared. Let me know if you have any future questions.

Ashish Vaidya
2 years ago

Excellent and responsive assistance on our estate plan. David adds humor while making sure we understand the many aspects of estate planning. Highly recommended.

Response from owner

Thank you Ashish for the kind words. Creating your estate plan is a serious and detailed exercise, but a little humor often relaxes people to help them get through some of the more difficult decisions often made. Let me know if you have any follow up questions.

Vesper Z
2 years ago

David is knowledgeable and efficient. Love his service!

Response from owner

Thanks Ling! It is easy to do when you like what you do. I enjoy the teaching component of what I do and I glad you learned along the way.

Contact

Address
325 E Hillcrest Dr # 195, Thousand Oaks, CA 91360

Google Profile

Rating
5.0 / 5
Reviews
55
Status
Close
Claimed
Yes
Photos
10

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