AMO LAW Legacy Planning in Costa Mesa

Review №1

2023-06-11 21:44:27

Our experience with Cecilia in handling our family legacy planning was nothing short of excellent. She astutely constructed a custom living trust that effectively addressed concerns based on our familys past experiences.Cecilias expertise extended beyond merely setting up a trust. She also provided guidance in drafting a clear will and last testament, carried out a thorough asset inventory, and offered advice on secure storage of digital assets - aspects that we hadnt fully considered but proved crucial.One of her standout services is the recurring review of our trust, ensuring it stays updated and reflective of our familys changing needs and circumstances.What sets Cecilia apart is her understanding that legacy planning isnt just about legalities, but about passing on cherished values and experiences to future generations. Were delighted to have found such a skilled and empathetic professional as Cecilia.

Review №2

2022-05-18 00:48:16

It was great experience! Cecilia made the process very simple and was even willing to research some of the more unique questions that we had. She was willing to go at our pace which is great because life happens and we werent always able to hit our deadline. I would definitely recommend her services to others and already have. Overall it was stress free and I am so glad we did it for the peace of mind for the future.

Review №3

2022-03-04 01:56:02

Cecilia is extremely knowledgeable and gave us high quality education in regards to estate planning. Now that Ive created my trust with her, I feel safe knowing that everything is in order, should the worst happen. I look forward to working with her as my family grows and our lives unfold.

Review №4

2021-12-02 03:30:49

Intelligent and well-versed in her field, Ms. Amo is that wonderful crossover of savvy and caring. Professional, yet not stuffy, and personable, it was a joy to work with her and a relief to know our legal plans were in her capable hands.

Review №5

2023-09-30 16:07:10

Very caring and down to earth.