Davis Wills & Trusts

Jennie at Davis Wills & Trust made the process of creating my estate plan simple and very easy to understand. She is thoughtful and respectful from beginning to end. I highly recommend Jennie.

We hired Jennie to update our living trust. She took time to learn about our family and our legal needs. She complimented the work done by a previous attorney (we moved to California from another state), a sign of confidence, competence, and respect. Her advice about what and what not to do was thorough, well researched, and easy to understand. Jennie is friendly, professional, organized, and thorough. We recommend her without reservation. Eric and Elizabeth Davis, California

My wife's and my experience with Jennie Bretschneider at Davis Wills and Trusts was first rate in all respects. We presented a somewhat complicated situation - second marriage (20 years), five children between us, many grandchildren, two houses, his/her IRAs, pensions, etc. We felt immediately at ease with Jennie, as she instilled great confidence that preparing our trust (actually two) was entirely manageable and, for us, essentially "painless" in terms of what we needed to do to get from start to finish in three stages. She handled virtually everything. Jennie discussed the cost associated with the process, which we felt was not only fair, but in the end, excellent value for what we received. Our trusts were prepared with a high degree of clarity and organization, as well as attention to current law and a range of unanticipated life events. Jennie is a professional in every sense of the word. She is open to any and all questions, ideas, and concerns and helped us problem solve a couple sticky issues that arose between my wife and myself. One of the elements Jennie built into our trusts was an option for us to edit certain sections over time without having to return to her office every time for additional services. This level of flexibility is so important as we age and our children's family situations change. That's a good example of the professionalism and thoughtfulness we experienced. I can recommend Jennie and Davis Wills and Trust without qualification. Bob Polkinghorn (Winters, CA)

Not so long ago I’d mentioned to my long-time, trusted accountant that I should get a new will drawn up. Could he recommend a good estate lawyer? Without skipping a beat, he gave me the name of Jennie Bretschneider at Davis Wills & Trusts. I called and set up an appointment. In her bright and pleasant office in downtown Davis, Jennie clearly laid out the differences between a will and a trust and how, in my case, a trust would be the more efficient and money-saving way to go. With her personable and professional desk-side manner, she covered finer points of estate law I never would have considered. She patiently listened to all my questions and answered them thoroughly. I quickly felt I was in competent hands. She offered suggestions and pointed out options. Jennie really cares about her clients and her work; I could tell she sincerely cared about doing right by me and my family. Her rates are reasonable, especially considering all the peripheral research she did on my behalf to say nothing of the thoroughness of the final documents. ? In addition, she generously helped me create, and notarized, an advance health care directive for my hospital and doctors, all at no extra charge. I can’t imagine anyone being better served than by Davis Wills & Trusts and Jennie Bretschneider.? Now I owe my accountant a first class bottle of wine for his excellent recommendation.

I originally contacted Jennie in February 2016 to update my parents trust. She was extremely patient in working with my aging parents, making sure they thoroughly understood all the implications of the trust. Since that time both of my parents have passed away. During these past two years, Jennie has repeatedly responded to all of my questions, via email and phone. She was consistently prompt, professional and knowledgeable. I found her professional fees to be very reasonable. I highly recommend Davis Wills & Trusts.