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11501 Dublin Blvd #207, Dublin, CA, 94568, United States
Get directionsI highly recommend Advance Planning. Grant was a pleasure to work with. He helped review my parent’s living trust and update it after my father passed away. He was a great listener and an excellent communicator. He was very patient and kind. He put my mom and our family at ease knowing that the trust and house deed are up to date.
Not only was Grant knowledgeable, and very helpful throughout our Probate, he treated me like a friend. I highly recommend Grant!
We have used Advance Planning for 20 years and Mr. Toeppen has always provided excellent advice and service for our Family Trust. He has updated it several times and keeps up on the latest changes in the law. It is important that Trust documents be up to date, and we have no doubts that our interests are protected. We recommend Mr. Toeppen to anyone who needs estate planning.
Over the years, I have built a rather complicated network of investments that required a technical mind and high levels of trust. Grant provided me with clinical attention to detail, a warm demeanor, and a level of professionalism that assured me that my estate would be handled exactly how I intended when I passed.
Advance Planning, A Law Corporation has a 5 star rating with 56 reviews.
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