Beatrice Phan Law

Beatrice and Helen were great! Very detailed and organized. I would highly recommend them to anybody that wants a team that will take you through estate planning step-by-step and explain all the advantages and disadvantages of your decisions.

We had a fantastic experience working with Beatrice Phan Law for updating our family living trust. We had created, revised, and updated our trust over the past several years with three other estate attorneys previously, and I can say with certainty that Beatrice Phan Law provided the BEST and most thorough service and planning of them all. We especially enjoyed working with her client services director, Helen Pak, who is AMAZING-- exceptional listener, very attentive and thorough, warm and friendly, professional and kind...all at the same time. Beatrice has a clear process that she follows for her clients, which I appreciate. It's something that doesn't happen overnight, nor should it: creating or updating your trust is an important step in taking care of your family and loved ones, so it does require a lot of thought and time, especially if you need to have those deeper conversations with your spouse about things. Beatrice and Helen were great in working with our busy schedules as well as keeping us accountable and reminded of the upcoming follow-up appointments we had together. We greatly appreciate all that Beatrice and Helen have done in bringing us peace of mind and taking care of us.

Beatrice Phan and her legal assistant, Helen Pak, prepared my estate documents (trust, will, POA, etc). The whole process was "painless". I will use them in the future as needed and I recommend them to anyone needing estate legal planning services.

My wife and I finally got around to putting a family trust into place, and I cannot recommend Beatrice enough. She and Helen are not only highly professional, but extremely caring and patient. From the initial consultation to the legacy video at the end, they will guide you through every step letting you know what needs to be done and why. Helen is a magnificent guide through the process. During every meeting, she will treat you as though you're the only client they're working on - spending as much time as you need to answer each and every one of your questions and concerns. I would highly recommend Beatrice for your family trust. Stop by one of her seminars or schedule a consultation; you won't be disappointed.

Beatrice and Helen are the family planning Dream Team! They provided absolutely amazing planning services. They went above and beyond to answer any questions we had during the family planning process. Beatrice was able to properly secure our family's financial planning by aiding the generations to come. Thank you!