JDKatz, P.C.

JDKatz was wonderful with our estate planning needs. They walked us through each step of the process, treated us professionally, and prepared excellent documents in an organized way. We feel prepared for the future having worked with them.

I want to express my dissatisfaction with the living trust preparation process, which has taken five months to complete and has been marked by several significant issues.

After paying the initial deposit and submitting the required forms, I received no communication for several weeks. Furthermore, I was required to pay the final fee before having a consultation or seeing any documents. The materials I eventually received did not align with my intentions, but rather reflected a literal interpretation of the forms. A brief consultation prior to drafting would have been far more efficient.

Additionally, the subsequent revisions took several weeks and resulted in documents containing both graphical and factual errors. While I have now received the final versions, I remain concerned about their accuracy and have little confidence in their legal integrity.

I had an introductory call setup with them. The call was setup more than a week in advance. With less than 30 minutes notice, I receive an automated email notice that the meeting was cancelled. Just an automated message. No one reached out. I followed up and the person said the meeting was scheduled during a time he was busy. No apology, no immediate offer to reschedule. For a professional law firm, they should have noticed the issue much earlier and proactively reached out to reschedule and not at the last minute. It was their mistake and they didn’t even seem to care. I don't see how I would trust them with something as important as my legal needs with a firm that seems to value their time more than mine. I can’t speak to the quality of their legal services because I never got that far.