Client Testimonials

Client Testimonials

Our Clients say it best …

Client Words

My family and I are very thankful that we found the Montecito Law Group. We were initially nervous about the process, as estate/trust planning was something we had been putting off for years. From the moment we met Stefanie, she was open to our questions and made us feel at ease by walking us through the process of estate planning. She delivered information in a simple and relatable manner, and helped guide us
— M (Mari)
A dear friend introduced me to Stefanie Harrington after having her prepare a living trust and will for her. I made an appointment just to meet her and was so impressed I had her prepare my living trust and will. Stefani is extremely competent and ethical, two traits I find to be imperative in sharing so much personal information. I recommend that anyone who has the need for a trust/will prepared, meet with Stefanie (and her assistants, who are incredible as well) and will be more than satisfied with the documents she prepares.
— Diane Thackeray

Four years ago, I realized it was time for me to get serious about estate planning. My financial advisor recommended Stefanie Herrington. It turned out to be very good advice. Stefanie crafted a foundational plan that was ideal for me at that moment. My realities called for some items to be addressed vaguely. Stefanie handled it all adeptly.
— Don Holcomb
I reached out to Stefanie to help develop an estate plan for my parents, who had been reticent to think about a future of which they were not a part. Her office and staff are warm and welcoming (as is she), and she deftly handled the “elephant in the room” and helped set my parents’ minds at ease.
— Jenn Holmes

So grateful for Stefanie’s knowledge on setting me up for the future with a personalized Estate Plan!! She explained everything to me, a non legal understanding person, to get a Living Will in place, and a Trust set up for my home. I now feel comfortable that I have a plan in place that will assure my son and assets are taken care of if anything were to happen to me. Additionally...
— Erika Seeling
Suddenly and unexpectedly my wife and I were faced with the need to revise our estate plan. As a former active attorney with years of practice as an estate planner I knew what we were looking for. I searched for a local attorney with good references. Stephanie’s name came up several times with positive comments. I called her office to arrange a timely appointment.
— John Gudebski

My husband passed away recently, and I needed legal advice by a firm locally in my area. I remembered seeing an announcement in Coastal View News with Stefanie’s picture and information. I called and was given an appointment right away.
— Barbara A. Smith
Stefanie and her team are an absolute pleasure to work with and I couldn’t be happier with the product they produced for me. Stefanie’s attention to detail is noteworthy and the team’s understanding of estate planning issues is readily
— Marco B

Stefanie and her staff were terrific. It was all new to us but she was so professional and knowledgeable, and her amiable demeanor made us feel comfortable as she crafted our estate plan. She had several things for us to consider that we had not thought of. It all went very smoothly.
— John Coplin
From the minute I walked in the door of Montecito Law Group, Stefanie and her team made me feel at ease and I knew I had come to the right place. Stefanie explained what was involved with setting up my trust and walked me through the steps …
— Patty Bryant

I felt at ease the moment I walked into Stefanie’s office. Her authenticity assured me that I was in good hands. Her knowledge and ability to answer all of my questions, with experiential suggestions, increased my trust and my confidence in
— Suzanne Fuller
I really appreciate Stephanie and how she efficiently handled my estate planning. I have been putting this off due to the complexity of my issues but she made it as simple as possible and covered every item and question that I had.
— Kathy O'Connor

My aging parents requested our help with their banking and bill paying during some serious health issues. The bank wouldn’t allow access without being listed in their trust. We reached out to Stefanie with an urgent need to change the
— Bill Dayka
Stefanie was very understanding, patient and took the time to thoroughly explain our concerns on several issues. She also went through the process involved to retain her services and emailed us a follow up. It was a pleasure to talk with her.
— Jad D

Stephanie and her team are great to work with! Stephanie makes developing a trust stress free, efficient & easy to understand. The groups customer service is excellent as well.
— Sunny Griffin
Stefanie is very professional, knowledgeable, and easy to work with. She put me at ease, and had some creative solutions to my dilemmas. I would highly recommend her services!
— Julia Clarke Spataro

We used Montecito Law Group to create a family trust. Everyone was knowledgeable, professional, and made the experience much easier than we imagined it could be. We should have done this years ago. We would definitely recommend this law group to anyone.
— Susan Bornhurst
Excellent service. Stefanie and her team made the process of estate planning easier than I thought it would be. I highly recommend Montecito Law Group.
— Daniel Gil

This was my fist time setting up a trust. Working with Stefanie was such a blessing, she walked me through every step of the way with ease and care. She explained everything in a simple manner and made the process painless! I highly recommend her, any many thanks to her and her team for a job well done!
— Antoinette Crawford
Every aspect of my interaction with Montecito Law Group has been exemplary. From the first phone call to the in-person appointments and follow-up, Stefanie and team have gone above and beyond to make me feel informed, empowered, and comfortable.
— Sarah Sinclair