Phelan Webber & Associates

Reviews

I had a terrible experience with this firm. I have a very simple estate and Pettis Webber wanted over $12,000 to set up a living will, last final will, power of attorney and medical directive. I got estimates from 3 other local estate attorneys and they stated they would charge anywhere from $700 to $1200 to provide these same documents. Also, be very carefully about going to the first initial “fact finding” interview. The Pettis partner charged me $800 for a 2 hour interview and she spent 80% of the time talking about herself, politics, etc. She was very condescending and argumentative. I had a hard time trying to squeeze in a question and when I did she would get this pained, sarcastic look on her face, like what a dumb question I asked and she would just brush off my concerns/questions. Also, do not bother filling out the 10 page packet that they will be send to you prior to the intial interview meeting. No one at the firm bothered looking at it including the partner that interviewd me. I thought we would be going over the packet during the interview but no one(including the partner) even bothered looking at it. For $800 I got nothing but a bill stating “2 hour meeting $800”. No meeting summary, no plan forward, nothing. Also, the partner mentioned that if I agreed to their $12,000 fee, that there would also be a $6,000 annual “subscription” fee charged to keep my plan up to date. She also mentioned that they may outsource my case to another firm and I must agree to that. My take on that is that she would get another firm to take over my case for a much cheaper price and she would pocket the difference. The only good thing I can say about this firm is they will serve you great cup of Starbucks coffee in there very opulent, fancy legal conference room. Even my 1 star rating is too generous. Look at the yelp reviews for this firm...barely above a one star. Very unprofessional, money grabbing firm in my opinion.
We were able to take our time to learn from Pettis Webber Pacific and then have them prepare our Will for us and for our loved ones. We know we can count on them for questions that come up on occasion.
Pettit Webber did an excellent job of setting up our trust. It gives us great peace of mind to know that our estate is well taken care of and will be easy to administer for our children.
The time I and my family spent discussing my Trust with Karen was extremely valuable. While it has been almost two years since your office set the Trust up, I felt it was important for my two sons and their spouses to understand how the Trust works for them, as well as me. I don't want to die and my two sons not understand the Trust process they will go through after my death. I could tell they were both very appreciative of the information they received from Karen.
Can you please stop sending mailers out once a week for pointless seminars? We don’t want them. So annoying.