Law Office of James F. Roberts and Associates ico

Law Office of James F. Roberts and Associates

Lawyers Near MeCaliforniaOrange CountyAnaheimNortheast AnaheimEast La Palma Avenue

3061 E La Palma Ave, Anaheim, CA 92806, USA

5.0

The team at James F Roberts and Associates handled my trust professionally and with great attention to detail. They asked all the questions needed and posed scenarios to make me and my husband consider all of our options to determine the best course of action for our trust. I highly recommend them.

Kelly Odle
  • Overview
  • (714) 282-7488
  • webuildyourtrust.com

Hours

Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed

Law Office of James F. Roberts and Associates Introduce

Welcome to "Lawyers Near Me," your local platform for finding experienced legal professionals. Today, we introduce you to the Law Office of James F. Roberts and Associates, a legal practice located in Anaheim, California. If you are a local user seeking assistance with trusts and estate planning, this law office appears to offer professional and detail-oriented services, as highlighted by their clients.

The Law Office of James F. Roberts and Associates is situated at 3061 E La Palma Ave, Anaheim, CA 92806, USA. This location on East La Palma Avenue in Anaheim provides accessible legal services to residents of Anaheim and the surrounding areas. While specific details about the office environment are not extensively available online, based on the client testimonials, you can expect a professional and attentive setting where your estate planning needs will be handled with care. The La Palma Avenue area is a well-known part of Anaheim, making the office relatively easy to locate for local clients.

Based on the available customer reviews, the Law Office of James F. Roberts and Associates specializes in trust and estate planning. This area of law involves helping individuals and families plan for the management and distribution of their assets, often through the creation of trusts, wills, and other related legal documents. The reviews specifically mention their handling of trusts, indicating a particular expertise in this aspect of estate planning.

The services offered by the Law Office of James F. Roberts and Associates, as indicated by their clients' experiences, likely include:

  • Trust Creation and Management: Assisting clients in establishing various types of trusts to manage and protect their assets, as well as guiding them through the ongoing administration of these trusts.
  • Estate Planning: Helping clients with comprehensive estate planning, which may include drafting wills, powers of attorney, healthcare directives, and other essential documents to ensure their wishes are followed.
  • Trust Updates and Amendments: Assisting clients in reviewing and updating their existing trusts to reflect changes in their circumstances or legal requirements.
  • Detailed Consultations: Taking the time to ask necessary questions and present various scenarios to help clients understand their options and make informed decisions about their estate plans.
  • Clear Explanations: Ensuring clients fully understand the terms of their trusts and other related documents, patiently answering any questions they may have.

The features of the Law Office of James F. Roberts and Associates that are praised in the customer reviews include their professionalism, great attention to detail, and the friendly and helpful nature of their team. Clients specifically commend their thoroughness in addressing all necessary aspects of trust planning and their ability to explain complex legal concepts in an understandable manner. The willingness of their team, particularly Holly, to take the time to explain options and answer questions is also highlighted as a significant benefit of working with this office.

One reviewer mentioned that the team "handled my trust professionally and with great attention to detail," emphasizing their thoroughness and care. They also appreciated the way the team "asked all the questions needed and posed scenarios" to help them and their spouse consider all their options. Another reviewer described the entire team as "friendly and helpful" and specifically praised Holly for being "very kind and knowledgeable" and for taking the time to explain trust options and answer questions patiently.

While the reviews do not contain any specific promotional offers, the positive feedback regarding their professional service, attention to detail, and client-focused approach serves as a strong recommendation for their services. For local users in Anaheim and the surrounding areas looking for assistance with trusts and estate planning, the Law Office of James F. Roberts and Associates appears to be a reliable and highly recommended choice.

If you are considering creating or updating a trust, or if you need assistance with other estate planning matters, the Law Office of James F. Roberts and Associates encourages you to reach out for a consultation. You can contact them by phone at (714) 282-7488 or their mobile number, which is the same, +1 714-282-7488. Speaking with their team will allow you to discuss your specific needs and learn how their expertise in trust and estate planning can benefit you. Given the positive testimonials emphasizing their professionalism and client care, contacting them would be a prudent step for anyone in the Anaheim area seeking these legal services.

In conclusion, for our local users browsing "Lawyers Near Me" and specifically seeking expertise in trusts and estate planning in Anaheim, CA, the Law Office of James F. Roberts and Associates comes highly recommended. Their clients praise their professional handling of trusts, attention to detail, friendly team, and their commitment to ensuring clients understand their legal options. We encourage you to contact them to discuss your estate planning needs.

Contact Information:

Lawyer Name: Law Office of James F. Roberts and Associates

Phone: (714) 282-7488

Mobile Phone: +1 714-282-7488

Address: 3061 E La Palma Ave, Anaheim, CA 92806, USA

Law Office of James F. Roberts and Associates Photos

Law Office of James F. Roberts and Associates 5
Law Office of James F. Roberts and Associates 5
Law Office of James F. Roberts and Associates 5
Law Office of James F. Roberts and Associates 5
Law Office of James F. Roberts and Associates 5
Law Office of James F. Roberts and Associates 5
Law Office of James F. Roberts and Associates 5

Law Office of James F. Roberts and Associates Location

3061 E La Palma Ave, Anaheim, CA 92806, USA

Reviews

The team at James F Roberts and Associates handled my trust professionally and with great attention to detail. They asked all the questions needed and posed scenarios to make me and my husband consider all of our options to determine the best course of action for our trust. I highly recommend them.

Nov 03, 2023 · Kelly Odle

All the team at James F. Roberts and Associates and friendly and helpful. I worked with Holly several times in association with updating my trust. She is very kind and knowledgeable and willing to take the time to explain options I had within the trust. Holly made sure that I understood the changes and was willing to answer any questions I had regarding the terms of the trust and other documents associated with the trust. I would highly recommend James Roberts & Associates.

Jul 14, 2022 · Nancy Savage

My husband and I worked with Holly and Ana to establish our trust and they were wonderful to work with. Holly explained everything in detail and gave us insight to help make the best decisions for our family. They helped make it easy to schedule and complete all paperwork in a timely manner. It has been a good experience working with the whole team.

Jun 02, 2022 · Elle Luce

We worked with Holly Nabiey to establish our fathers' living trust and will. She was very knowledgeable and thorough. She took care of everything and explained what everything was and what we had to do next. She was very responsive and professional. I would recommend all my friends and family to set up a living trust/will, and go through the Law Office of James F. Roberts and ask for Holly! My family and I can rest easy now we have our fathers affairs in order.

Jun 13, 2017 · Tiam Novin

Mr. Roberts and his staff were instrumental in helping my family through a particularly difficult and complicated time. They were very thorough in revising our family trust and did a great job at explaining the ins and outs of it to my dad and me. Holly was particularly kind and helpful, and was very responsive when I asked for additional advice, copies of documents, etc. I would recommend James Roberts and his associates to anyone that is undergoing the process of creating or revising a family trust.

Jan 25, 2013 · James B

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