I was referred to Eric in the summer of 2019 by another wonderful law professional who has helped me in the past. Eric is a phenomenal attorney, professional, courteous. His advisory have helped to have all my questions answered and ensure I am able to make fully informed decisions every step of the way. Greatly appreciate all the help from him and Steven, as well as Joelle, who is one of the friendliest and knowledgeable law office assistants I have encountered. I highly recommend this firm to anyone looking to make trust and estate planning decisions.
– Anna S.
We highly recommend Davidson Estate Law for all of your estate planning needs. Steven created our original trust/will in 2001 and Eric completed a very thorough update this week. They are a family business and are very professional, knowledgeable and efficient.
– Perry and Judy R.
A wonderful local family and family business that really strives to take care of other families. Steven and Eric made the process of setting up our trust simple and straightforward. Their communication and availability was outstanding. We were incredibly happy with their help, and couldn't recommend them enough.
– Jennifer and Justin R.
We did our family trust with Eric Davidson. As you can imagine, we were nervous doing it during the pandemic. He was very responsive and understanding. He did several calls with us and spent hours explaining the process and determining our needs. He was personable and patient. He was also flexible about doing the trust signing at our home (outside). His staff are very friendly and it was easy to pick up our completed trust at the office.
We would highly recommend Eric to anyone who has estate planning needs.
– Paulette S. and Ken W.
Davidson Estate Law did an excellent job handling our estate planning. We met with Eric Davidson. He was very conscientious in explaining and advising with regards to the various options associated with our family trust. We were very pleased with the quality of service and communication.
– Craig H. and Deborah C.
Recently completed our trust and were so happy and impressed with Davidson Estate Law. We have recommended them now to other friends.
My wife and I just had our first kid and so this was top of mind. We did some searching around for estate planning attorneys and Davidson Estate Law ranked highest on our list given their ability to explain all the nuances and extremely thoughtful about how the trust is set-up, while also being reasonable on price and not the type to nickel and dime given we've had a few questions outside the trust process.
Eric, Steven and Joelle have been attentive, flexible and professional and appreciate that their specific specialty is estate planning law.
– Niles L.
I found Davidson Estate Laws name on Fidelity's preferred estate planning firms. I made an appointment and received some information to fill out to make the session as efficient as possible. I initially worked with Eric Davidson over the phone and then met twice with Steven Davidson along with my wife. Both sessions were very informative and easy to follow as they use visual aides (e.g.; flow charts) in addition to the text to walk us through the process. The entire process and subsequent deliverables were all handled quickly and smoothly. They are located in a class A building in Oakland City Center with secure parking and easy access to BART.
I strongly recommend Davidson Estate Law.
– Steven T.
My wife and I have been working with Davidson Estate Law for ~10 years. Steve, Joelle, and Eric are a pleasure to work with, thorough, and responsive. They drafted our initial family Trust, and we've now just completed an update to it as life and estate law have evolved. We definitely recommend working with Davidson Estate Law.
– Aleck B.
Steve, Joelle and Eric have been a pleasure to work with! True professionals with a family oriented outlook that really made us feel confident and comfortable with our decision to work with them.
About 5 years ago a business associate recommended that we look into estate law / living trusts, as we had just started a family and it was time to “get serious about protecting our daughter's future.”
Working with Steve and team was an excellent decision and was time and money well spent!
We just finished up a “refresh” to our Living Trust as our family situation has changed with the addition of another child, job / retirement plan change, mortgage change, and again Steve and team exceeded expectations.
Thank you Davidson Estate Law for your guidance and expertise through a very unfamiliar topic landscape
– Craig H., Medical Device Sales
My wife first met Steven at her parents home. Because they were both elderly and the father was quite ill, they appreciated the fact that he visited their home to take care of the estate planning…. Steven did an excellent job preparing our Revocable Living Trust in 2009. Steven is professional and patient. He was timely with responses to our many questions and his explanations were clear. Finally, he presented a solid final document for us: a binder in which all information is easily accessible. We have and will continue to recommend Davidson Estate Law to friends and family.
– Richard B.
Having recently experienced the probate process after my mother's passing, I did not want that for my loved ones so I looked for someone knowledgeable and trustworthy to help me find a better way to take care of them. I first encountered Steven and Eric Davidson at an estate planning workshop they hosted. I was impressed with the way Steven broke down and explained the complex aspects of estate planning into understandable pieces. As a retired attorney, I was put at ease from the beginning by the in-depth knowledge and guidance provided to me throughout the design and structuring of my estate plan. The fact that Davidson Estate Law is a father-son practice gives me confidence that my estate plan will be monitored and advice provided in order to adjust my plan to reflect changes both in my life's circumstances and changes in the law. An added bonus is the office support provided by Joelle, Steven's wife, who patiently answered my questions and responded promptly when I asked for her help. All in all, the Davidson firm helped make a complicated process much less difficult and nerve-wracking and I would be happy to recommend Davidson Estate Law to everyone.
– Dolores G., Retired Attorney
We have worked with Steven for many years on family estate planning and trust issues. This last year he created new trusts for us due to our Mother passing. Our tax accountant poured through our trusts, and my Mom's estate trust documents. He was very impressed at how clear and well put together they were. He was highly complimentary of Steven's work!
– Cary H.
Steve is an extremely competent professional that takes estate planning to a whole new level. With his expertise you will have a comprehensive, thoughtfully conceived, readily accessible estate plan in a beautifully organized book that will put your mind at ease and guide you in the ongoing management of your estate.
– Mary K.
My tax accountant highly recommended me to hire Steven for taking care of my estate plan and living trust and I will do it again in a heart beat! He is very professional and knowledgeable. He was very informative, walked me through the whole process, and helped me take all the right decisions. He made the process so easy and fast. I am definitely recommending Steven to anyone in needs of a living trust or an estate planning attorney. Thank you so much for everything Steven and Joelle!
– Sabine Provo Interior Designer
Mr. Steve Davidson has been my legal advisor for some ten years. I have come to know him well. He has my strongest recommendation for person and professional attributes. Last year I requested that he develop a Living Trust for my wife and myself to replace our inadequate will. As a result of his astute questioning as to our wishes, Mr. Davidson produced a comprehensive and impressive set of documents to our complete satisfaction.
– Karl Kasten Professor Emeritus, University of California, Berkeley
Steven came highly recommended and I was not disappointed. He was patient and informative and encouraged my then wife and I to talk about the estate planning issues in a blended family.
What was also outstanding was followup advice. He was generous with his time even three years down the road when there were changes needed in the estate plann and trust.
Top notch in his field!
– Sam C.
A Living Trust was something I felt was important at this time of my life. Mr. Davidson was a professional estate planning attorney whom I trusted like a friend. At the conclusion of our second meeting, after signing the last document of a trust that was exactly what I wanted, I felt great! Responsible, secure and relieved.
– Cathe Physioc Small Business Owner, Mother of Three
It was one of the best experiences we've ever had starting with scheduling our first appointment and throughout the entire process.
One of my co-workers recommended Steven to us to do our estate planning. After our first meeting we realized that we came to the right place. Steven's knowledge, attention to details and the way he educated us on all options, caveats, etc made the entire process go very smooth and easy for us. We understood that the job will be done right from professional and ethical prospective. Thank you Steven.
– Igor S.
Steven was absolutely fabulous. He spent one and a half hours walking me through and explaining everything that has to do with a living trust. The second meeting he spent two hours going through my living trust and I came away with a one and a half inch binder that had all my information in it. He is very professional and extremely knowledgeable as living trusts is all he does. He responses to emails and phone calls in a timely manner and does not nickel and dime you. Highly recommendable and he was even prepared to meet me at my house on a Saturday morning.
– Iris P.
I have had the pleasure of working with Steve both on a personal and professional basis. He helped me and my family develop a comprehensive estate plan that included special provisions for my disabled daughter and I have referred several of my policyholders to him. I have always found his estate planning services to be highly professional and consider him an excellent legal resource.
– Gary Eason Agent, Gary Eason Insurance
Thanks Steven! Am I ever glad Jiro and I have our estate plans in place, thanks to you and your seminars here at Patelco Credit Union!
I am going through the most exhausting, emotional period in a long time. A younger brother died intestate (without a trust) with just a small estate but what a barrage of paperwork, VA/Court/Bank visits, etc. just to collect his small bank balance, VA benefits and a gravesite marker! I can't believe the energy it is taking. And the emotions it brings up just thinking about him!
Thank God my partner and family will not have to go through this for me because now everything is in place!
– Bernie Deck