Clark Allison LLP

As a financial advisor at Allworth Financial, I've been very fortunate to develop a strong relationship with Jennifer Ferraiuolo. She and her team have helped a large portion of my clients secure a solid transition plan for their assets, helping them avoid California's costly and timely probate process. Thank you, Jennifer, for your commitment to protecting our clients and their beneficiaries. It means so much to me a professional, parent, and planner that you are always willing to go out of your way to help people in anticipation of their time of need. The work you do saves families tens of thousands of dollars in the years ahead.

Upon becoming the Trustee for my mother's estate I quickly learned I needed help upon her death. After reading positive reviews I called Clark Allison, who provided excellent estate management guidance for my mother's trust , and prepared the necessary documents and assisted in dealing with the disbursement process, appropriate court document filings, etc. His help and level of knowledge proved invaluable as i would/could not have completed this process properly without his help. Based on that excellent experience, i then hired Clark to also prepare a family trust for me as well. During this process he showed acute planning and preparation, to include having a Notary Public present to ensure all documents could be properly recorded. He presented my wife and I with all of the trust documents and guidance we needed, and he even filed the document moving our home to the trust. Additionally, he counseled us in moving our other assets into the trust. If you become be an Estate Trustee or don't have a family trust and are looking to prepare one, I highly recommend you consult with Clark Allison. He also gave me an excellent referral to an enrolled agent who assisted in preparing all of the necessary IRS paperwork for my mother's trust. During these two experiences with Clark I found him to be well informed, easy to talk to, and he was very sympathetic and caring about my overall situation. Working with Clark Allison has been important to me - both of my experiences were well worth my time and money as his guidance helped me to get it done right the first time in each case.

My husband and I could not have picked a better person to work with us on our estate planning! Clark took time to explain the process, offer advice and ensure that the most beneficial and appropriate steps were taken in our planning process! Clark is honest, trustworthy and only has the best in mind for his clients! We can't thank him enough for all of his time and guidance and for making what can be such an emotional and arduous process, such a smooth and easy one for us!

I went to Clark based on a recommendation, and I am happy to pay that forward through this review. Clark is an approachable, down to earth person who will get right to the heart of a matter with no time wasted. He listened carefully to my issues and ideas and provided legal advice that was thorough and easy to understand. He encouraged questions and answered them fully. He did all that while being caring and warm, so that the legal discussion was made easier and I was at my ease. My estate planning was done quickly, accurately, and was perfect. I recommend him as an attorney of professional integrity and acumen, and as a kind and caring person.

Clark is an excellent attorney. He is a genuine and caring person, who I am greateful we were able to use as our family estate planning attorney. He helped us create the estate plan we needed to protect our assets and family. My wife and I both appreciated his exprtise and would not hesitate to recommend him to a friend or family member. P.S. I have worked with several estate planning firms over the years and Clark is second to none. Can't go wrong here!