Bromley Law Group

Sanjay Desai _{on Google}

Sep 14th, 2021

Mr Bromley answered all the questions patiently for rewrite of the trust.

Perry S. _{on Yelp}

Apr 25th, 2021

We have worked with Mr. Bromley since 2006 and have had wonderful experiences with establishing and updating our Trust.  He takes the time to ensure understanding and provides sound guidance if needed.  Shall definitely continue to retain his services.

Vanessa D. _{on Yelp}

Jul 16th, 2021

For years, I kept putting off taking care of a living trust for my mother.  I had no idea where she put the deed of the house, and I thought it was something I needed to have on hand in order to get this done.  A dear friend of mine recommended this law office, so I thought I would give it a try.   Upon calling, I was given a phone appointment 45 days later! I thought this attorney is not going to have time for me if I got to wait a 1 1/2 months just to get a free consultation.   When I finally spoke to David Bromley, I was pleasantly surprised how simple he made the process.  He even took care of the lost deed situation.  Within a couple of weeks the deed was done!  I highly recommend this law office if you are planning a will or living trust.

Daniel C. _{on Yelp}

Apr 24th, 2021

Review is for estate planning, ah the joys of adulting and parenting.  You know the drill - a lifetime spent working for money (or better, money working for you) and buying things.  You can't take any of this with you when the time comes, so the question is really to whom you want to transfer these assets to and how.   The answer is normally your children if you have them but beneficiaries can be anyone: a charity, friend, other family member, your favorite Yelper, etc.I had a free initial ZOOM consultation with David Bromley, as he was one of the local estate attorneys on the referral list from my company. I was lucky to get discounted will and living trust services.  David gave clear explanations of the differences between wills and trusts and how one actually manages a trust while living and how it functions when we pass.  Note. will costs hundreds of dollars while a trust cost several thousand to prepare.We decided to go for the complete package including a living family trust and pour over will.  Also, a medical power of attorney in case we lose our marbles.  David was able to set all this up remotely using ZOOM and the process was smooth.  We did had to come in person to sign and notarize.  The process takes a few months due to COVID19 and the fact that David's office is super busy.David was able to move our home into the trust, but it'll be up to me to manually transfer bank and brokerage accounts going forward.  The nice thing about the Living Trust is that it is active and managed while we are living, so assets can continue to be added and terms can still be changed anytime.  You don't get this flexibility with a Will and having to avoid the probate cost and time seems like a good benefit for your beneficiaries.