Jeanne M Fitzgerald Law Office

Lawyers Near MeCaliforniaLos Angeles CountyDiamond BarSouth Brea Canyon Road

3333 S Brea Canyon Rd STE 121, Diamond Bar, CA 91765, USA

5.0

Jeanne Fitzgerald is a very personable, competent attorney who pays careful attention to detail. When my wife died, I was referred to her office by my former attorney who had retired. Our original trust was in really sad shape and outdated. Jeanne created a new trust and walked me through the steps of dealing with the issues related to my wife's retirement accounts. It was really clear that she knew the law well and made sure everything was taken care of. I received an electronic copy prior to the final appointment and everything was well organized for the final signing and notarizing of all the final papers. Jeanne made things very easy to deal with.

Richard Deem
  • Overview
  • (909) 594-0580

Jeanne M Fitzgerald Law Office Introduce

Welcome to Lawyers Near Me, your trusted online platform for connecting with experienced legal professionals in your local area. We understand the importance of finding an attorney who is not only knowledgeable but also approachable and attentive to your specific needs. Today, we highlight the Jeanne M Fitzgerald Law Office, a practice located in Diamond Bar, California, known for its competence and personalized client service, particularly in estate planning matters.

The Jeanne M Fitzgerald Law Office is conveniently situated at 3333 S Brea Canyon Rd STE 121, Diamond Bar, CA 91765, USA. This location in Diamond Bar provides accessible legal services to individuals and families in the local community and surrounding areas. While specific details about the office environment are not extensively available online, professional legal offices specializing in estate planning typically offer a comfortable and private setting where clients can discuss sensitive personal and financial matters with confidence. You can likely expect a professional atmosphere conducive to detailed discussions and the careful review of important legal documents.

The Jeanne M Fitzgerald Law Office, led by attorney Jeanne M Fitzgerald, appears to focus primarily on estate planning, trusts, and related legal areas. The positive testimonial from a satisfied client strongly suggests a specialization in helping individuals navigate the complexities of estate administration and planning for the future. The referral from a retired attorney further underscores the professional respect and recognition Ms. Fitzgerald has within the legal community.

One of the key features highlighted in the client review is Jeanne Fitzgerald's personable nature. The client describes her as "very personable," indicating an approachable and friendly demeanor that can make the often sensitive and complex process of estate planning more comfortable and less intimidating. This personal touch can be particularly valuable when dealing with emotionally challenging situations, such as the loss of a loved one.

Beyond her personable approach, Ms. Fitzgerald is also lauded as a "competent attorney who pays careful attention to detail." This is a critical attribute in estate planning, where accuracy and thoroughness are paramount to ensure that a client's wishes are properly documented and legally sound. The client's experience with their "sad shape and outdated" original trust being transformed into a new and effective trust demonstrates Ms. Fitzgerald's expertise and ability to address complex legal issues with precision.

The review further details Ms. Fitzgerald's guidance through the steps of dealing with issues related to the client's deceased wife's retirement accounts. This indicates a strong understanding of the intricacies involved in estate administration, including the handling of financial assets and beneficiary designations. The client explicitly states, "It was really clear that she knew the law well and made sure everything was taken care of," reinforcing Ms. Fitzgerald's legal competence and dedication to ensuring all aspects of the client's needs were addressed.

The process described by the client highlights a well-organized and client-focused approach. The provision of an electronic copy of the new trust prior to the final appointment allowed for thorough review and understanding. The organized final signing and notarization of all documents further demonstrate Ms. Fitzgerald's attention to detail and commitment to making the process "very easy to deal with" for her clients. This proactive and structured approach can significantly reduce stress and anxiety associated with legal proceedings.

Based on the positive client testimonial, the Jeanne M Fitzgerald Law Office likely offers a range of estate planning services, which may include:

  • Trust Creation and Administration: Assisting clients in establishing various types of trusts to manage and distribute assets, as well as guiding trustees in their responsibilities.
  • Will Preparation: Drafting legally sound wills to ensure the orderly distribution of assets according to the client's wishes.
  • Probate Assistance: Guiding executors through the legal process of administering an estate after someone passes away.
  • Retirement Account Planning: Providing advice on the management and transfer of retirement funds as part of estate planning.
  • Power of Attorney: Helping clients establish documents that grant authority to others to make financial or healthcare decisions on their behalf.
  • Advance Healthcare Directives: Assisting clients in creating documents that outline their wishes for medical treatment in the event they are unable to communicate.

The emphasis on being personable, competent, and detail-oriented suggests that the Jeanne M Fitzgerald Law Office prioritizes building strong client relationships based on trust and clear communication. Their commitment to ensuring everything is "taken care of" and making the process "easy to deal with" indicates a client-centric approach that aims to alleviate the burdens associated with legal matters.

For local users in Diamond Bar and the surrounding areas seeking a knowledgeable and approachable attorney for their estate planning needs, the Jeanne M Fitzgerald Law Office presents a compelling option. The positive client review serves as a strong testament to Ms. Fitzgerald's competence, attention to detail, and personable demeanor. If you are looking for an attorney who will guide you through the complexities of trusts, wills, and estate administration with clarity and care, Jeanne M Fitzgerald is worth considering.

While the review focuses primarily on trust creation and estate administration following the loss of a spouse, the positive attributes highlighted – competence, attention to detail, clear communication, and a personable approach – are valuable in all aspects of estate planning. Whether you are looking to create a new trust, update an existing will, or navigate the probate process, these qualities suggest that the Jeanne M Fitzgerald Law Office can provide reliable and effective legal assistance.

To learn more about the specific estate planning services offered by the Jeanne M Fitzgerald Law Office and to discuss your individual needs, you can contact them directly at the provided phone numbers: (909) 594-0580 or the mobile number +1 909-594-0580. We encourage you to reach out and schedule a consultation to experience their personalized and competent legal service firsthand. When you connect with the Jeanne M Fitzgerald Law Office through Lawyers Near Me, you are taking a positive step towards securing your future and ensuring your wishes are properly addressed.

Choosing the right attorney for estate planning is a significant decision that can provide peace of mind for you and your loved ones. Lawyers Near Me is dedicated to providing you with valuable information to help you make an informed choice. The positive feedback regarding Jeanne Fitzgerald's competence, attention to detail, and personable approach underscores her commitment to providing high-quality legal services with a personal touch. Consider contacting her office to discuss your estate planning needs and experience her dedicated support.

In conclusion, the Jeanne M Fitzgerald Law Office in Diamond Bar, CA, appears to be a highly reputable and client-focused practice specializing in estate planning, trusts, and related matters. The positive testimonial emphasizing her competence, attention to detail, and personable nature makes her a strong contender for individuals seeking reliable and supportive legal assistance in planning for their future and managing their estates. If you are in the Diamond Bar area and require expert guidance in estate planning, contacting the Jeanne M Fitzgerald Law Office is a recommended step.

Jeanne M Fitzgerald Law Office Location

Jeanne M Fitzgerald Law Office

3333 S Brea Canyon Rd STE 121, Diamond Bar, CA 91765, USA

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Reviews

Jeanne Fitzgerald is a very personable, competent attorney who pays careful attention to detail. When my wife died, I was referred to her office by my former attorney who had retired. Our original trust was in really sad shape and outdated. Jeanne created a new trust and walked me through the steps of dealing with the issues related to my wife's retirement accounts. It was really clear that she knew the law well and made sure everything was taken care of. I received an electronic copy prior to the final appointment and everything was well organized for the final signing and notarizing of all the final papers. Jeanne made things very easy to deal with.

Nov 25, 2014 · Richard Deem

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