Law Offices of Laura Croft - Timeless Estate Planning - Burlingame, California

Trish

Laura and her team are amazing! From the very first lunch information session I knew she was the one that would help me and be there for me (and my family). I have children with special needs and was surprised to learn all the steps needed to ensure their future is protected. She took the time to explain everything I needed to know (including opening an ABLE account) and helped us set up a “Special Needs Trust” for our 3 children.
Laura is extremely knowledgeable and was able to customize our Trust exactly how we wanted and more. I feel so comfortable and confident having our plans for temporary and permanent custody of our kids clearly and legally defined should the unthinkable happen. It’s certainly not a fun subject but it’s SO important and Laura and her team truly make it painless.

Here are some highlights:
-Laura knows her stuff and will make sure there are no gaps, holes, or potential problems. You can walk away confident with your plan because she absolutely has your best interest in mind!
-Beautiful office with a free parking garage OR she can meet via Zoom.
-Extremely nice administrative staff, Justin and Kora were professional and went out of their way to make the experience as smooth and enjoyable as they could for us.
-Very organized. They are able to make something very complex easy to understand with their graphic organizers and folders. They graciously guide you through the whole process.
-I know if I have any questions or concerns they are just a phone call away.

HIGHLY RECOMMEND!! ⭐️⭐️⭐️⭐️⭐️

Bob Cook

This was the best experience for such an important and somewhat difficult process to go through. I searched for 5 years to find the right people to help us navigate our financial mortality. I chose well. Their professionalism and caring approach made us feel comfortable from the beginning. They completely explained the costs involved and the many options available. Our revocable trust is now in effect, they've provided all the tools to our beneficiaries to legally execute our wishes. I sleep better at night assured that the counsel that Raven and her staff provided us will ensure that the tax ramifications and our directives will be protected.
I have and would recommend them to my family and friends.
Sincerely,
Bob

Bob Cook

Beginning the process of establishing a Revocable Living Trust can be intimidating. Timeless Estate Planning removed any anxiety of the process and explained completely all of the nuances and legalities involved. My wife and I are so happy that Raven and Justin were professional and executed all of our wishes and needs. I would recommend these extraordinary people to anyone that wants/needs Estate Planning.
You'll sleep better knowing your financial future is secure,
Bob

Avi Blankroth

Warm, caring, extremely knowledgeable, very professional. We looked around for quite a while and we’re very happy we chose the office of Laura Croft - thank you

Jennifer Fischer

When my husband and I needed to create an estate plan, we were so happy to find Timeless Estate Planning. Laura took the time to understand our situation, answer all of our questions and help us get comfortable with the process. Once we started working through the plan, Justin provided expert guidance and support and really helped us get everything completed so we could execute our plan. I can't recommend them more highly!

Erin Fleming McCloskey

My husband and I are so glad to have worked with Laura Croft on our trust. It feels so good to have it done and to know that if we died, the right things would happen with our children's guardianship and our estate. Laura's staff are very responsive and she answered all our questions. We were happy with the price as well. It is a lot of work on the client side to update all the beneficiaries on every account; we had to make an appointment at our bank and make updates to all our retirement accounts, etc but it is very worthwhile to avoid (costly, long) probate, and to make things smooth for our chosen trustees. I think Laura's team updated the deed to our home. It's good to be made to have the discussions of who would take care of the kids! These are not easy things but we know they're so important. Don't hesitate to get started!

V Man

We found Laura on Yelp for our estate planning needs and based on the reviews contacted her for an initial consult.
She patiently went over the options with us via multiple virtual consults.
Once we finalized the plan, Laura and her team studiously collected all the important relevant information and put our plan into action.
She was very thorough with the paperwork, patiently explained and clarified all our questions and now we have our estate and trust all setup.
Laura also mentioned that this was not just a one and done and that she will always be around to help us out with any estate/trust related questions etc.
She is very personable and in this process we learnt a lot from her about estate/trust planning and other general knowledge.
We highly recommend Laura and her team (Shari) and look forward to working with her in the future again

Madeline Tucker

I am so happy I found Laura and Timeless Estate Planning online a few months ago. Being a widow with three adult children and seven grandchildren, I have been feeling the need to get my financial affairs in order...especially during these uncertain times.
Most important to me is making sure that my special needs daughter will be taken care of. Laura helped me set up a Special Needs Trust and guided me through every area of the planning process.
Laura was very patient working with me and clearly has a heart to help people. She truly understands the concerns and anxieties that
parents of disabled children share, being the mother of two special needs children herself.
I highly recommend Laura and her great team if you are looking for help in estate planning and/or establishing a special needs trust. I was very overwhelmed just considering starting this whole process, but Laura helped me every step of the way. Timeless Estate Planning has been a blessing for me.