Law Offices Of Jonathan P. Musgrove

Lawyers
Jonathan Paul Musgrove
Accident & Injury, Business, Corporate, Estate, Estate
13446 Poway Rd # 209
Poway, CA 92064
Reviews

Jon and Kacey were totally professional and knowledgeable each step of the process of finalizing my Trust and all associated documents I needed. Clarity and follow up were the top concerns and they excelled with that. The whole process was efficient and completed in a VERY timely manner. I would certainly utilize their skills and knowledge in the future when needed.
We put this off many times as some do, but now that we have completed the trust, I must say we waited for nothing. Both Jonathan and Kacey made it as simple for us as possible, but at the same time very complete. They took the time to do it right. We feel extremely confident that there won’t be any confusion at all for our family when we are no longer here. We will recommend their competence comfortably.
I worked with Jonathan and Kacey on creating my living will and trust, and I highly recommend their services. Kacey was very friendly and Jonathan did an excellent job of explaining the legal language and documentation. I was able to gather all of my documents and within a few weeks, my trust was created. They were very professional, and completed everything in a timely manner.
We came to Jonathan via a referral from another of his clients and our family is equally delighted with the estate planning and trust work completed by Jonathan and his team. He made the process of gathering and sharing information extremely simple. His team quickly processed the paperwork for updated deeds and patiently answered questions about other account title changes. The final product is comprehensive yet concise and he was certain to ensure he had answered all of our concerns and questions throughly and in layman’s terms. We are pleased to have Jon amongst our professional network and plan to reconnect with him often for any needed updates or auxiliary items. We would highly and unequivocally recommend him for all estate planning needs and any other legal issues within the scope of his practice.
I think like a lot of people over the age of 50, I had been procrastinating about having a Will or a Revocable Living Trust (Trust) prepared for several years. I finally asked my Financial Planner if he could suggest an Estate Planning attorney. Fortunately for me, the reference I received was for Jonathan (Jon) Musgrove (Law Offices of Jonathan P. Musgrove, APC). The first step in my Estate Planning process was an Initial Consultation (IC) meeting with Jon. The IC meeting consisted primarily of providing background information about myself and Jon explaining the Estate Planning process and options. Although I had performed substantial research prior to the IC meeting about the Will and Trust process, I still had several questions. I thought that since there was no upfront fee or deposit for the IC meeting and no guarantee that I would use their services, that Jon would hustle me out of his office after about 30 minutes. That definitely was not the case because the IC meeting was nearly two hours as Jon discussed the Estate Planning process and options, and he addressed my many questions. At no time was I made to feel that Jon wanted to expedite the conclusion of the meeting because he patiently addressed all of my questions. I greatly appreciated Jon’s generosity with his time. I decided to move forward with a Trust using the services of the Law Offices of Jonathan Musgrove. Jon and his wife, Kacey, who also works at their law offices prepared draft documents for my review. The draft documents were emailed to me, and I responded with my initial comments and edits. The following step was an about one-hour phone call with Jon to review and discuss my comments and edits. Jon also meticulously explained each section of the Trust documents. The final step was a “signing” meeting at which I signed and dated the final Trust documents, and the documents were notarized by Kacey. The next day my very distinguished looking Trust binder within a protective box was ready to be picked up. Estate Planning can be awkward and a little uncomfortable because it makes you think about your own mortality. However; when you have completed the preparation of your Will or Trust, you feel reassured that your family and friends will be properly taken care of, while sparing them the potential legal hassles resulting from the passing of a loved one. Working with Jon and Kacey made the Estate Planning process less of a necessary chore for me due to their professionalism, knowledge, ability to articulate concepts in an understandable manner with genuine affability and respect. I appreciated their efforts, and I would not hesitate to recommend the Estate Planning services of the Law Offices of Jonathan P. Musgrove to any of my family and friends.