Marilyn Shea

Marilyn Shea

Marilyn Shea

Trusts, Estate Planning, Estate

Fax 760-721-0202

Reviews

Amy Peters has restored my confidence in attorneys. She is sincere and honest, knowledgeable and personable, and has a keen desire to help in any way she can. Upon meeting her, I immediately felt comfortable and respected. Amy helped me handle the transfer of my parents’ home from their Trust to my husband and me. Without her help, I would have had no idea what to do. She walked me though each step, and she and her outstanding assistant, Anita, handled all the paperwork. Amy also carefully instructed me how to have the documents recorded. Soon, I plan to have Amy set up a Trust for us. I look forward to working with her again! I highly recommend The Estate Preservation Group. Amy Peters is dedicated, genuine, kind, patient, hardworking, and a person I am grateful to know.

Toni VanVolkenburg

2019-02-19 01:08:29

A close companion of mine has always spoken highly of his trusted Attorney, Amy Peters. I recently asked him if Amy handles divorce cases as well. He reached out to Amy on my behalf, and although she does not work in the area of Family Law, she took the time to respond with a referral for me to a divorce attorney she highly respects. I believe Amy Peters went over and beyond what I hoped for, without my asking. I met with the Attorney she recommended and will definitely be using him for my pending divorce. Because Amy went out of her way to e-mail a personal note to me about the fellow Attorney, I will also trust Amy Peters with other legal matters in the field of her expertise in the future.

Sarah DiGerolamo

2018-09-22 08:56:53

Highly Recommend Amy is professional, yet warm and caring. She is knowledgeable but can simplify the process so I can understand. She is a wonderful listener and grasps the concerns I had and turned them into proper documents. She updated my trust and recognized there were some important missing documents. She also advised me regarding a Charitable Giving Plan. I have already referred 2 friends. She is the best.

Barbara VanHorne

2020-08-31 04:05:49

I contacted Amy Peters at a very difficult time while trying to resolve an estate issue. She immediately went to work offering great solutions and returned all calls and emails promptly. She explained options and gave suggestions in detail, with patience and understanding. Amy genuinely cares about her clients and is an attorney you can trust to take care of your best interests. I wish our family had known about her sooner.

Laura Munson

2020-11-18 00:47:29

I recently sought help from Attorney Amy Peters with issues related to the disbursement of my mother's living trust which was originally drafted by the prior owner of Estate Preservation Group. Amy listened to my concerns, quickly identified the legal issues and provided options to resolve the conflicts, while not creating more conflict. She listened to me and understood that I was looking for an attorney who is honest and open, willing to take the time to explain the legal issues and who has a desire to work with the client's agenda, rather than their own. She demonstrated knowledge and experience in several areas of law and helped me to resolve my legal issues and my personal concerns as to what was in my best interest. After working with Amy, I can say that I have been given the gift of new found confidence and desire in building a relationship with an attorney. After several bad experiences with dishonest attorneys, I believe I have found a real person who I can work with to accomplish goals, resolve conflicts and create some balance in life. I have complete confidence in working with Amy again and in the future when the need presents itself. I recommend that you also contact Amy Peters with your legal questions and concerns. Timothy Prince San Marcos, CA

Nebo

2018-09-08 00:51:08