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LifePlan Lawyer, Jay Roadarmel - Attorney at Law

Estate planning attorney in Pleasanton, CA
Reviews: 11 | Overal Rating: Excellect
Excellect
11
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Thursday 9AM–5:30PM
Friday 9AM–5:30PM
Saturday Closed
Sunday Closed
Monday 9AM–5:30PM
Tuesday 9AM–5:30PM
Wednesday 9AM–5:30PM

Reviews

Review Left On 02/27/2020
Judy Palm

Jay was very knowledgeable, experienced and timely. The living trust summary and tax law definitions were extremely helpful. He made it a pleasant experience for a complex and emotional topic.
Review Left On 02/27/2020
Aaron Truitt

I procrastinated far too long in getting around to setting up a living trust for my loved ones. I finally scheduled the initial appointment to get the ball rolling, and could not be happier. Jay and Debbie make the process painless. He was super patient with us, educated us quite a bit, and completed our plan just the way we wanted. Don't procrastinate like me; call Jay right away!
Review Left On 02/27/2020
Ian Maple

Jay was a great find! He helped us through our trust and wills and patiently answered every question we had in plain 'non-legal' language. Definitely recommend!
Review Left On 02/27/2020
Bala Subramanian

Jay helped us with putting together an estate plan and living trust. Both Jay and Debbie are extremely organized, very knowledgeable and professional. They strive to make the process as seamless as possible for their clients. Jay was very good at explaining more complex aspects of the tax law in a very simple manner so we could make some decisions and move forward. I plan to consult with Jay on an ongoing basis to keep my plan up to date with any life changes. I would strongly recommend Jay to anyone looking to setup an estate plan
Review Left On 02/27/2020
Josh Graff

Thoroughly impressed! After managing the estate of a family member who passed away I quickly understood the importance of estate planning. Jay & his team did a phenomenal job at walking us through the entire process. They gave us an intro guide to understand everything in advance to the meetings, walked us through all questions we had, and gave helpful suggestions we hadn’t thought of. We couldn’t be happier with our trust and everything Jay & and his team provided. Including a great framed photo of my wife and I!
Review Left On 02/27/2020
Zae Perrin

Trust and Integrity- those are the two words that represent my experience with LifePlan Lawyer! I was so impressed with Jay and Debbie that I referred a family friend to them. There is nothing better than referring someone to a company and them calling you up to thank you for your help and pointing them in the right direction! That says everything!
Review Left On 02/27/2020
Nina Scott

Jay and Debbie, have been super!! We chose them, to create an Estate Plan, after having interviewed other Estate Attorneys, who were unclear on how they would handle a complex requirement from a bank, which as it turns out, he knew just what to do!

Jay took time to sit with relevant parties in our family, and do an intake, explaining in easy to understand language, how a Living Trust works, and he took his time to ask questions, as well as answer any questions we had, so he could determine the best way to set it up.

Debbie, was always supportive in answering our questions, and providing resources. She coordinated our meetings, and responded to our emails promptly. She was always super sweet, not once did I detect a note of stress in her voice on the phone.

We received both a hard copy of the Estate Plan and Trust in a nice binder, and it was well organized, with sections, which are easy to refer to. They also provided me with a digital copy, as I requested.

I can't say enough good things about them. They have integrity, and have been so patient with us, in the face of traumatic circumstances.

When I picked up the Estate Plan Binder, they surprised us with a beautiful photo, taken earlier by Jay in one of our meetings, which is proudly displayed at home.
Review Left On 02/27/2020
Scott Mitchell

Integrity, Knowledgeable & Detailed are just a few words of many to describe Jay & Debbie Roadarmel and the law services they provide. Most of all, Jay ALWAYS keeps his client’s best interests in mind, takes the time needed to make things right and explains things until you have solid understanding of the content. Jay Roadarmel will be our Lifetime, LifePlan Lawyer. Highly recommended if you are shopping for family attorney services in the Bay Area.
Review Left On 09/27/2019
Pamela Jacobsen

Jay and Debbie are not only deserving of this rating from a business perspective but are incredible people! They have integrity, are compassionate, and are individuals who can be trusted with matters that are so important to myself and my family. So easy to work with and I highly recommend them!
Review Left On 09/27/2019
Kevin Mohn

I didn’t know anything about estate planning before speaking with Debbie at life plan lawyer. I found they’re knowledge and customer service to extraordinary! Highly recommend!
Review Left On 02/27/2018
David Lyall

Jay and his wife Debbie are an amazing team for estate planning. I highly recommend their work and truly valued all the help they gave my family when putting together our living will/trust! It can be overwhelming but Jay walked us through it step by step and truly gave us peace of mind. We also had to bring our rambunctious toddler and they could not have been more patient and helpful.

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