Lerman Law Partners LLP

I recently worked with Sarah Kern to create an estate plan from scratch and cannot recommend her highly enough. I have been putting off creating an estate plan for years because of uncertainty and general anxiety around the whole topic. I found Sarah to be reassuring, non-judgmental and generous with her time. She very helpfully explained the process and the decisions I needed to consider. I had a nonstandard issue and Sarah was knowledgeable and proactive about figuring out the best way to deal with my specific estate. Lerman Law was straightforward about fees and didn’t include extra hidden costs beyond what we initially discussed. Sarah’s staff were friendly, helpful and kept in-touch throughout the extended process of writing my trust documents. They made estate planning easy and convenient to my schedule; I found the whole process to be streamlined and much less intimidating than I had imagined. I highly recommend Sarah to anyone needing to set up an estate plan. SJW

It’s difficult to put into words how pleased my brother and I are with our experience with Lerman Law Partners. My parents passed away 6 weeks apart this past fall, and we turned to Lerman Law to administer their trust (which Lerman Law had set up). We worked with Sarah Kern and Anitra Compos, and they were great. There were a few unique challenges we faced due to the timing of my parents passing, and Sarah and Anitra were always available to go over what needed to be done to resolve any issue. They were professional, compassionate, and knowledgeable, making that administration of the trust painless….which was exactly what we needed during an emotional time.

We were so fortunate to have happened upon Phil Diamond by chance after we’d moved out of state only to have a contract dispute arise from our home sale. It is an emotional, frightening process but Phil will floor you with his meticulous preparation and attention to detail throughout your path to resolution, and it’s remarkable for your representative to actually have such an elevated bedside manner, too— we needed it, and upon resolution of the matter we consider him a friend. He’s been around the block— you’ll receive incredible insight into likely options and phases of the process, and it meant the world to us to be able to have some expectations set as we sailed into foreign waters. We marveled at the quality of his communications with us and the other party, and he brings exemplary advocacy for your interests, with a wealth of stunningly clever and wise protections that will preserve your rights and seek only fair, advantageous compromises (if amicable closure is what you seek, that is… I wager if we’d wanted to draw out a protracted battle that Phil would’ve been the bulldog you’d always hoped to have in your corner). We can’t recommend him highly enough, and welcome inquiries on his behalf if that would help your decision.

Our experience with Lerman Law Partners for the setting up of a will, trust and advanced directives was stellar in every way. Each professional we worked with was kind, informative and responsive. I would say that this team is very customer-focused and really answered all questions we had and offered practical and useful guidance. Happy to be clients now (and moving forward) and would recommend this firm to anyone.

We are appreciative of the services provided by the firm and highly recommend using them. It benefited my family as a result of the passing of Proposition 19 in San Francisco last November. I had previously not used this firm and it was recommended to me when my attorney was too busy to take on our matter. The initial meeting led us to a strategy and we decided to move forward with engaging the firm. The engagement started with a short fused deadline and the members of the team responded to meeting this deadline. Throughout the engagement, everyone that we dealt with were courteous and professional. They were easy to communicate with and their responses to communication were done timely. Overall the engagement moved in an expected manner and issues that arose were within an acceptable range of my expectation.