Affordable Living Trusts - Saratoga, California

Debbie R.

I've been a client of Affordable Living Trusts and established a generic Single Trust back in 2018. I am getting married this spring and reached out to advise them of my new upcoming status and asked if I could work with the office to update and document my wishes.
I immediately received an email from Patti, stating that they could help and that I should make an appointment to come in immediately in addition to completing an online questionnaire. My understanding was to update the questionnaire with my new status. When she received the questionnaire back, she called to tell me that I should leave everything the same and to re-instate what I currently had in place. Furthermore, she advised that after the wedding I could come in again to change the status. I was unsure what that meant – could I update the current Trust, or would a new Trust be required? I asked her why I had to re-instate now, and the response was “I should want to do this, I have assets, the last update was 2018." I asked her what the value add is, since my status would change in a few months and nothing from the original Trust had changed. Instead of answering, she said she’d cancel my appointment. I could come in after I got married. She then sent me a note saying that I should re-instate AFTER I get married contradicting what she said initially when she made my appointment. I was more confused than ever.
I had asked if I could make an appointment with the Counsel, which I had planned to pay for, to help me understand what I should do in advance and to understand my options. I also wanted to better understand if I should change my name, due to the current Trust, which I would have needed to know before getting married.
My only option for working with this office is to pay $1000 to speak to Mr. Mahaffey or pay about $1200 - $1400 to re-instate my current Trust. I could not get an answer if it would be possible to keep my existing trust and revise it once I get married, without paying $1000. They absolutely refused to answer any questions without a $1000 price tag. Furthermore, while asking for clarification on options Patti’s reply was: “Any additional staff time to restate our offerings will incur a service fee”.
There are many options in this Valley. As a result of the frustrating experience that I've described, I’ve sought out an office that I’m comfortable working with and who will speak to me for much less and answer basic questions, such as YES, my trust can be revised. Affordable Living Trusts? Only if you don’t have any questions. I’m beyond disappointed with them.

boghos T.

He tells people 699 to bring them e in then overcharge theme..or asking for more that's not professional. He has to be honest..with the price.thrres no way 699 will do the job COMPLETE

Michael M.

Great deal and he provided Everything as promised. I had additional questions and the researched and provided legal consultation to give comfort over the documents. I would recommend this product to family and friends.

Arthur W.

Excellent service. Well designed website for effective living trust efforts. The service also replied phone call and email for minor variations from simplified trust settings.

Tim L.

This firm is well organized.

bret

Best value

Vinod R.

Lock N.