Testimonials

Testimonials From Just a Few of My Clients…

We recently worked with Mandie Bullock to prepare our revocable trust, wills, and medical directives, and more (the “Trust Plan”) and we absolutely recommend her. Scheduling with her was very easy and she answered all of our questions throughout the process quickly by email or phone.

Two things really stood out to us when working with Mandie. The first was her guidance in thinking about difficult situations that may arise. As parents of two young children, it was helpful to be made aware of the possible outcomes if something unforeseen happened to us. She took her time to carefully explain how the trust or will would act in each case, reassuring us that our two children would be properly cared for. The second thing that has stood out is how accessible she continues to be while we work through the paperwork necessary to fund our trust. Mandie has always replied quickly to all of our questions. The finalized documents were also prepared in a very professional manner.

In summary, it has been a pleasure working with Mandie Bullock to plan for our family’s future. Mandie is very professional, knowledgeable, and trustworthy and we recommend her to anyone interested in preparing a family trust, or any other legal services.

Nathan and Mieka P.

Bonita, CA

After working with some “snakey” attorneys in the aftermath of my mother’s death, my husband was extremely hesitant to work with another lawyer. But he absolutely LOVED you. You are the perfect mix of professionalism and ease.

Julie Z.

Pine Valley, CA

Thanks a ton, Mandie, for helping us get our living trust documents in order.  Your approach was personable and methodical.  You really took the time to get to know us as people.  We really feel like your work will help us protect and preserve our estate for our family’s future!

Debbie

Pine Valley, CA

Mandie is AMAZING, reliable and professional. I highly recommend her.

Brittany C.

El Cajon, CA

Mandie has been fantastic!  She really took the time to get to know our family, and created a living trust specifically to meet our needs.  She had a lot of creative solutions we had not considered.  We would recommend Mandie to anyone seeking estate planning legal advice.

B.E.

Pine Valley, CA

My husband and I had put off doing a trust for years. After taking the first step and contacting Mandie, she made it so easy and stress free! She met us at our convenience and walked us through every step of the way. She explained all of our options and made sure we felt 100% comfortable. Within a few short weeks our trust was finalized and we have confidence knowing that our family will be taken care of. If we knew how easy it was going to be, we would have taken care of it years ago.

Jenn C.

Alpine, CA

My husband and I recently completed our living trust. This is something I’ve thought about for a long time. It wasn’t until I met Mandie Bullock that I knew this needed to be a priority and something I had to have done. Everything was completed in a timely manner and she was always available to answer any questions we had. She was reliable, knowledgeable, and very professional. My favorite thing about working with Mandie was that I could relate to her on a personal level being a mom of two boys herself and it doesn’t take long to know this is her true passion.

Briana C.

Alpine, CA

Mandie made the complex process of creating an estate plan for our family easy to understand. She also assisted us with legal help when my father passed away without a will. Mandie was knowledgeable on probate laws and successfully navigated us through the process. Mandie is professional, personable, and is a great communicator. We highly recommend her.

Leah and Paul S.

San Luis Obispo, CA

From start to finish, Mandie Bullock really simplified the process of creating our living trust.  She is thorough, professional yet personal, and knowledgeable. She makes it a very stress-free and personable experience, which I think can be hard to find.  She made everything super convenient for our family. Our appointments were held in our own home, so we did not have to find a sitter. Mandie laid out our options in a very simple manner to make sure everything fit our family’s needs. She always made herself available for questions no matter how big or small.  You honestly know she cares about the wellbeing of our family and will help keep everything organized for the long haul. I highly recommend her!

Danielle C.

Alpine, CA

You were great, Mandie. Thank you for making this process so much easier than we ever expected!

Theresa and Kenny O.

Alpine, CA

Mandie Bullock provides excellent care and service with her expertise and advice in estate planning. We are relieved to know that our daughter and estate will be taken care of in case of the unthinkable happening. Thank you Mandie for your flexibility and ease in this process!

Andy and Amanda L.

Pine Valley, CA

“Thanks, Mandie, for your prompt, professional service in creating my Living Trust. I am very happy with the quick completion of my Trust and very impressed with the well-organized finished product.

Chris A.

Descanso, CA

Thank you, Mandie. Your work is so important, and you’re making a difference in many lives.  Dad, my sisters, and I are deeply grateful to you for the work and guidance you provided for Dad’s estate.  Thank you again.

Kathy F.

Pine Valley, CA

My estate plan having been completed, I feel compelled to write you and compliment you on the prompt and efficient manner displayed in satisfying my current legal needs. If, at any time in the future, I should require legal assistance, I assure you that you will be my first call. I will also recommend you to all my friends and acquaintances.

Carl H.

Guatay, CA

We finally put together an Estate Plan for our family with the amazing help of a consummate professional, Mandie Bullock. I highly recommend doing this for your family. We’re feeling really good about it, particularly in these unpredictable times. It gives you some real peace of mind with regards to how (and by whom) your children will be cared for. It also addresses how your assets and your children’s inheritance will be dealt with, and will help them to avoid a costly, nightmare scenario that awaits them if there is no official plan in place. Mandie is a professional, kind, and trustworthy person who we absolutely recommend with full confidence.

Clay and Belinda C.

South Lake Tahoe, CA

Schedule a Consultation 

We are here to help you and your family with all of your Estate Planning needs!