Client Testimonials:
"Like a lot of people, we'd never hired an attorney for this type of thing before, so we were initially skeptical and cautious. Rick was able to put us at ease and he did not oversell. He understood our basic needs and was able to present just what we needed without a lot of jargon or complicated steps to consider. Although completed in just under six weeks, the actual estate planning process took about four hours of our time. It has been very comfortable working with Rick Collari and he has been invaluable in helping us prepare a solid estate plan that will adapt to the changes in our lives. Rick has been open and honest with us throughout the estate planning process and has continued to answer our questions as they've come up. We've developed a very good working relationship, and in fact have already recommended his services to two other people."
-Sid and Julie Luckenbach from Orinda, California.
"We had a lot of questions along the way, but Rick answered every one of them to our satisfaction. We were especially pleased with the speed of the process. We were overdue in getting this all sorted out and we wanted to move through it as rapidly as possible. Rick's turnaround was quick, but more important, he allowed us enough time for thoughtful evaluation and discussion. Rick did a great job. He was very knowledgeable, professional and accommodating. And we know he will always be there if we need him in the future."
-Brooke and Hank Heilesen from Martinez, California.
"Cost was not a driving factor. We were driven by getting the most from our assets in the least complicated way with the least adverse tax consequences. We just wanted the best available advice. The fact that we got it by spending less than anticipated was a nice surprise."
-Liz and Sam Melehani from Pleasant Hill, California.
"Thanks for your prompt, thorough service. You surely met our needs. Please feel free to use us as a reference. We will certainly refer family and friends as opportunities arise."
-Kim and Tony LaRosa from Livermore, California.
"Thank you so much for all your work. It was a pleasure to meet with you and we appreciate your insight and attention to detail."
-Rebecca and Prat Bhatt from Danville, California.
"We would be happy to be a reference for you. We were very pleased with your service."
-Eric and Deb Mariotti from Lafayette, California.
"We really enjoyed working with you. Thanks for moving us through the process so quickly and painlessly. It was a good feeling to tuck our wills safely into our safe deposit box and know they were done."
-Jennifer and Keith Babcock from Walnut Creek, California.
"Thanks for making this process so easy!"
-Kerry and Avi Ray-Chaudhuri from San Ramon, California.
"Thanks for making everything so smooth and easy."
-Holly and Michael Smith from Antioch, California.
"Thank you for assisting us with this plan. We enjoyed meeting you and look forward to a long-term relationship."
-Christie and Steve Heiskell from Danville, California.
"Thank you for making the process of creating our living trust so easy. We can now go on our vacation and feel that everything is in order."
-Henry and Teresa Luebbert from Alamo, California.
"I would recommend Rick Collari. He offered to come out to our house in the evening after my husband got home from work and explained all of our options for estate planning. I feel much better now knowing Rick helped us get our affairs in order to protect our children's future."
-Laura and Stephan Rosen from Concord, California.