Attorney Robert Theofanis image Attorney Robert Theofanis image Attorney Robert Theofanis image Attorney Robert Theofanis image Attorney Robert Theofanis image Attorney Robert Theofanis image

Categories

  • Estate planning attorney

Phone: +1 310-426-8870
Site: https://theoestateplanning.com/
Opening hours
  • Monday:9 AM–5 PM
  • Tuesday:9 AM–5 PM
  • Wednesday:9 AM–5 PM
  • Thursday:9 AM–5 PM
  • Friday:9 AM–5 PM
  • Saturday:Closed
  • Sunday:Closed
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Total reviews rating 5

89 Reviews for Attorney Robert Theofanis 2024:

Review №1

2024-02-09 05:20:23

Robert is very professional and at the same time kind and patient.He took care of our legal requirements in a timely manner and made it very easy for us. I highly recommend his legal services.

Review №2

2023-12-07 00:48:53

Robert was amazing to work with. He took the time to answer all our questions and interpret our legal documents so that we fully understood the information. Very efficient and easy process to complete our Will and Trust with him. Robert is very personable and timely in preparing our documents. Highly recommend him to anyone.

Review №3

2023-12-20 21:17:39

Robert did an excellent job of setting up my Will and Trust. He answered all our questions, created all need documents, reviewed them in detail so we knew what we were doing and why. More than 100% satisfied with his services.

Review №4

2023-12-06 02:08:13

Robert did our estate plan (will and trust) and we were very satisfied with the experience. He was very easy to work with, explaining complex legal information in simple terms, and giving good advice along the way. And while other attorneys wanted to charge us extra (outside our corporate legal plan) for transferring our rental properties into the estate, Robert did it for no extra charge. We would highly recommend Robert to anyone interested in generating an estate plan.

Review №5

2023-12-08 00:45:15

Robert handled the Estate Planning for my wife Carla and me. We require very high standards for a matter of this importance, and Robert turned out to be the right man. He was very knowledgeable on all related subjects, quite creative in his approach regarding family matters, and very professional in dealing with all issues. My wife and I recommend him to anyone considering starting or revising their Estate Plan.

Review №6

2023-09-07 17:21:38

Robert Theofanis is an amazing attorney! He is truly a rare find. He’s so down to earth, personable, smart, reliable, kind and does an outstanding job! He made my year-long probate process very smooth and easy for me. I was new to probate so Robert took his time to explain each step in his calm and easygoing manner. He really listened to my questions and waited patiently until I fully understood his answers. He is also very selfless. He had my back concerning a real estate issue and chose to help me over the opportunity to make more money for himself. That kind of generosity and honesty is rare in business! I completely trust Robert and will refer him to anyone I know who is in need of a probate attorney! He’s a great lawyer and truly the nicest person you’ll ever work with!!!

Review №7

2023-02-10 17:33:01

We used the services of Robert Theofanis to update our will, family trust and overall estate plan. Robert made the process efficient and seamless, and his work was outstanding. Robert has our highest regard, and we recommend him for estate planning work without hesitation.My wife and I have set forth our individual comments below.Richard: I was a litigation attorney for 45 years. This afforded me the background, insight and experience to evaluate the quality of services Robert provided. He is an excellent attorney. Robert is well organized, insightful and intelligent. Throughout the process, Robert was patient, easy to talk to, listened to our concerns and questions, and gave thoughtful responses that were easy to understand. He was thorough, competent and accessible throughout.Becky: I was pleased with the thoroughness of Roberts work and the ease of the process itself. Robert took our outdated wills/family trust and extracted that which did not have to be redone, much of it legalese, and then took us through specifically those items we needed to address and update. I was comfortable discussing with him what are very personal, sensitive topics. Robert listened to our needs and desires, and provided us with valuable insight and helpful suggestions to best determine how we wanted our wills/family trust to be written, and our estate administered.The peace of mind that came from completing this project was invaluable, and Robert did an outstanding job in assuring we were satisfied and happy with the results. I highly recommend his expertise and services.

Review №8

2022-08-22 17:06:44

I couldnt be more pleased to have Robert do our Estate Planning. He was fantastic in his assessment and all the support he provided. Punctual, professional, extremely knowledgeable and helpful. We highly recommend his services.

Review №9

2022-03-08 18:10:52

We did our Estate Planning with Robert, including Trust. He was approachable and explained all our questions. He was organized, knowledgeable, quick and effective. He facilitated our understanding. He went above and beyond to make us happy, certain and comfortable with the material we were dealing with. We are very satisfied as customers/clients. The whole process took 3 weeks in total. Our first contact with him was through email then we talked over the phone for 15 minutes (you can book this free call through his link on Google) . After that, we received further instructions from him to schedule a 2 hour consultation via zoom. Once we received a draft, we reviewed the material with him via zoom; then soon after, we received the documents to be signed/notarized. As a family, we would like to formally recommend him as a legal services professional in the state of California to anyone looking for an attorney with expertise in preparing trusts, wills etc.Many thanks again Robert, and take care!

Review №10

2021-05-07 18:46:04

Robert was great in helping me setup a living trust and pour over will. He was very communicative, answered all of my questions and was very timely in preparing the paperwork (exactly when he said he would). I can’t recommend him enough.