Albrektson & Shumate LLP

Albrektson & Shumate LLP

Albrektson & Shumate LLP

Business, Bankruptcy, Elder Law, Trusts, Wills

Firm Size: 1
Fax 909-335-9489

Lawyers

Reviews

We are so happy that we were referred to Kathleen by our friends who had gotten their living trust and wills prepared by her. She did an amazing job creating ours and helping to guide us through the process. We referred some of our friends to her as well. We recently updated our living trust and wills and she and her staff were wonderful helping us again. We also had to enlist Kathleen’s help when my father passed away and we needed assistance in handling some issues we came across with his will and trust and her expertise and knowledge were greatly appreciated. We highly recommend Kathleen. She goes above and beyond to help her clients achieve their goals. Thank you Kathleen for all of your help over the years.

Ruth Artz

2023-05-08 01:17:07

We have had three opportunities to work with Kathleen and her staff on multiple occasions. It's unfortunate to see the few negative reviews that are obviously not the caliber that we have experienced in any respect. I was referred to Kathleen years ago by my sister. We not only had her prepare our trust documents, power of attorney, will, etc., but also a special needs trust for our son and revisions to same over the years. We referred her to numerous individuals who had requested information about our experiences and they have all had extremely positive results also. It is unfortunate to see certain reviews that point out that an individual that is no association with the actual client expecting to be made part of a private attorney client consultation. The other one that appears to be a concern regarding charging for services simply does not make sense in my opinion. This is one case that you "get what you pay for". And this is certainly NOT a situation where you want to cut corners. We appreciate Kathleen's expertise and her ability to help guide us through some very challenging and emotional documentation needs for our future. Thank you for everything that you do. I am also seeing their business lawyer for advice on creating an LLC, of which they have offered a compliment consultation.

Michael D.

2023-03-12 21:01:06

We had two family trusts to work on. Kathleen's work with my mother was fantastic as she assisted my mom with working through many details. Her work with us as a couple brought us great assurance that our wishes would be carried out later on. I have worked with many church members through the years and have sent them to advisers and attorneys for assistance. Everyone on the staff we worked with were of significant help in the process. I would not hesitate sending folks to Albrektson & Shumate for legal advice regarding the assets entrusted to them.

Gregg Sneller

2017-05-14 21:57:23

1.0 star rating 6/24/2018 The majority of the five-star reviews for Kathleen seem to have been written by clients who engaged her to draft their own wills and/or living trusts. I write this from a different perspective- that of someone who met with Kathleen after a relative for whom she prepared a living trust passed. Kathleen provided a truly disappointing experience that made losing a relative even more emotionally difficult. This is something that you may way to keep in mind when engaging her to draft your will and/or living trust, as your relatives will ultimately be the ones who'll need to work with her after your passing. At my husband and sister-in-law's request, I accompanied them to Kathleen's office after the loss of their father. All of us were disappointed with our experience with Kathleen. We felt that she showed a lack of compassion for our situation, asked intrusive and inappropriate questions about another relative's medical information, questioned my integrity for no apparent reason other than I'm not blood-related to the family, and was condescending. When we repeated a few questions that she answered earlier in our meeting, she responded with something to the effect of "don't you remember what I told you?", as if we were inconveniencing her. Kathleen ought to remember that it can be difficult to absorb information when one is distressed over the recent loss of a relative. We all left her office more upset and confused than when we arrived. Kathleen may be good at creating estate plans, but I feel sorry for any grieving relative who has to work with her after their loved one has passed. After my husband and sister-in-law expressed their disappointment to her in person, and she read this Yelp review, she withdrew her representation of the family, stating "we are not a good fit for each other". Although I feel this reflects poorly on her ability as an attorney to resolve differences, it will work out better for us to partner with the trusted and compassionate attorney we've used for our own estate planning.

Rosemary L

2018-06-26 02:10:46

Everyone needs a Trust to avoid expensive Court fees and costs you would otherwise incur to probate a Last Will and Testament. A properly prepared Trust is all you need. Kathleen Albrektson is the perfect lawyer to provide you with a Trust that not only meets all of your needs, but no one can do better in ensuring that you understand all of your options, what everything means for you and your beneficiaries, and the additional comfort of a reasonable fee. Don't hesitate to make an appointment -- you'll be doing handsprings that you found Albrektson & Shumate LLP.

Dan Martinez

2021-09-14 02:54:12