Lerman Law Partners, LLP
San Rafael, CA · Estate planning attorney
- Address
- Lerman Law Partners, LLP, 802 B St, San Rafael, CA 94901
- Phone
- (415) 454-0455
- Website
- www.realestateinvestorlaw.com
Lerman Law Partners, LLP is an attorney located in San Rafael, CA. It is one of 77 attorneys listed in San Rafael. Its 4.9-star rating is above the San Rafael city average of 4.4 stars. It ranks #7 of 77 attorneys in San Rafael. There are 5 photos associated with this location.
Customer Reviews
It’s difficult to put into words how pleased my brother and I are with our experience with Lerman Law Partners. My parents passed away 6 weeks apart this past fall, and we turned to Lerman Law to administer their trust (which Lerman Law had set up). We worked with Sarah Kern and Anitra Compos, and they were great. There were a few unique challenges we faced due to the timing of my parents passing, and Sarah and Anitra were always available to go over what needed to be done to resolve any issue. They were professional, compassionate, and knowledgeable, making that administration of the trust painless….which was exactly what we needed during an emotional time.
I recently worked with Sarah Kern to create an estate plan from scratch and cannot recommend her highly enough. I have been putting off creating an estate plan for years because of uncertainty and general anxiety around the whole topic. I found Sarah to be reassuring, non-judgmental and generous with her time. She very helpfully explained the process and the decisions I needed to consider. I had a nonstandard issue and Sarah was knowledgeable and proactive about figuring out the best way to deal with my specific estate. Lerman Law was straightforward about fees and didn’t include extra hidden costs beyond what we initially discussed. Sarah’s staff were friendly, helpful and kept in-touch throughout the extended process of writing my trust documents. They made estate planning easy and conv
Our experience with Lerman Law Partners for the setting up of a will, trust and advanced directives was stellar in every way. Each professional we worked with was kind, informative and responsive. I would say that this team is very customer-focused and really answered all questions we had and offered practical and useful guidance. Happy to be clients now (and moving forward) and would recommend this firm to anyone.
The Lerman firm has been very responsive to our needs as out of state clients. Jeff and Dan have provided clear, concise advice and support for all of our transactions. We have worked with the firm for for many years and do not hesitate to offer our strong recommendation.
We used Lerman Law Partners to create our living trust, and the process was seamless, professional, and efficient. Dylan was very responsive, knowledgeable, and easy to work with. I would highly recommend Lerman Law Partners and feel very confident that we made the right choice with them.
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