Estate Planning, Trusts
Real Estate Transactions
My estate planning experience with Sarah and her team went smoothly from start to finish. It was a pleasure to see such a high degree of competence, efficiency, ease of communication, and high-quality documentation. As a scientist, I worked closely with attorneys for 35 years and I am detail-oriented. Even though I had a previous estate plan, my new estate plan was prepared completely anew and included a trust, wills, durable powers of attorney, health care documents, etc. I had many questions and requests, and they were handled with care and helpful explanations. In fact, my expectations were far exceeded. Here’s how it went: an initial discussion, a complete set of draft documents received, followed by one discussion with questions and comments, then the final documents came soon after, without the slightest error or need for any more discussion. I can highly recommend this firm for estate planning, their overall performance borders on perfection.
My husband and I recently were looking for help with our estate planning. We had a few law firms recommended to us, and we started at Lerman Law Partners. We met with Sarah Kern, who explained the different types of trusts, medical directives and wills. Sarah is comfortable putting legal terms into every day terms and kindly pointed out things for us to read over. Best of all, she showed great patience; she allowed us time to take the information home and read through it at our own pace. We left feeling better educated, informed, and knew we would be taken care of if we worked with Sarah. We decided to go with Lerman Law Partners because of Sarah Kern.
Laura and Steve S.
Couldn’t have asked for a better experience!!! The team at Lerman Law Partners is so personable and knowledgeable…we could not have been in better hands. Thank you Sarah and Natalie for your hard work!!! What a team of AMAZING professionals!
Tom Shen, Los Angeles
I had a sudden life change that required me to seek legal advice in setting up a living will and trust. I contacted Sarah Kern at Lerman Law for help, and can honestly say I was treated well, with respect, and with great care. The details of preparing the information were spelled out in very explicit and understandable terms, which was incredibly helpful considering the situation I was unexpectedly thrust into. Updating the specific needs of my living will and trust was also very easy. Next to my health, the need to protect my assets as I contend with my changing life situation is of paramount concern. I’m happy to say that Sarah Kern alleviated all of my concerns, and helped make the process as easy and straightforward as possible.
Sarah greets one with such friendliness that you think you have known her for a long time. She listens and is interested in what you have to say. My family found her to be most caring, thoughtful, congenial & very competent in how she handles her job. Thank you Sarah, for helping us.
Sarah, Thank you for answering the various questions I had. I’m very touched by your kindness, generosity and professionalism. I will most definitely remember you and your law firm and return to you when future legal matters need attended to. Again, many thanks for all your help!
All the best,
Diane, San Rafael, CA
My husband and I worked with Sarah to create our family trust. She took what felt like an overwhelming and high-stakes task and broke it down into easy-to-understand language and actionable steps. We feel so good that we were able to set up a trust to protect our family, and we couldn’t have done it without Sarah and her team.
Laura, San Anselmo