Edmund Vincent Yan

Reviews

• ⭐⭐⭐⭐⭐ via AVVO

  Edmund worked with us on estate planning and preparing our Living Trust. He made the whole process easier and less stressful than we had expected. His fees are very reasonable and less than another attorney we were prepared to work with. He’s very knowledgeable, organized and meets the agreed schedule. We trusted his recommendations from the beginning and he’s given us a feeling of confidence in the process and the result. We’ll certainly continue to work with Edmund as our circumstances or needs change and will confidently recommend him to friends and family.

• ⭐⭐⭐⭐⭐ via AVVO

  My wife and I hired Edmund to develop a comprehensive estate plan for us. The introduction came via our retirement planner, who is a close high school friend of mine. Edmund came recommended and most definitely delivered. I’d say our situation warrants a moderate level of complexity with 2 homes, a separate business identity, a child on the way and a myriad of independent and employer sponsored investment accounts. Being a risk management professional for a very large public organization, I had dealt with complex legal liability matters as well as complicated probate investigations. My interest and need for elaboration was high and I feel I had more than a standard volume of questions and expectations from his services. His technical knowledge base is strong and he brings a solid level of experience on the various faces of estate planning and litigation. His approach on developing the plan (and necessary related components) is very comprehensive and his philosophy on troubleshooting potential issues to prepare for is methodical and ethical. Throughout the entire process Edmund answered all our many questions clearly, completely and credibly. We carried a consistent impression that he is very much available to us at any time and truly has our deepest, best interests in mind with his work services. He often extended recommendations that not only addressed the situations being explored but also extended into very necessary components we had not yet thought of but upon his suggestions to discuss, immediately realized the critical value and necessity for. Needles to note, estate planning is a process that is inherently about determining and detailing very uncomfortable and unpleasant realities of life. I will say that the process was significantly less “painful” than we had braced ourselves for. Edmund’s approach and thorough advocacy for our best interests is undoubtedly responsible for it having been as pleasant an experience as it was. I appreciate how many random surprises were avoided by some of the little extra touches he provided in his advisory process. I was also quite relieved with the level of efficiency designed into his approach. Overall, I am genuinely and thoroughly satisfied with the holistic service and final product. Having Edmund do our living family trust has yielded me a sense of comfort for having an invaluable ally in all things estate planning related. In an important and sobering process like this, it is desirable to have a strong technical expert that also balances with genuine soft skills and regard for humanity and diversity. With that said, I highly and whole-heartedly recommend Edmund for estate planning counsel without any reservations whatsoever : )