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Google Reviews
4 weeks ago
Choosing an estate planning attorney can feel a bit overwhelming, but our experience with Opelon LLP in setting up an estate plan was seamless from start to finish.
Through my company's legal plan, I had a lot of choices in the North County area. After reading many reviews of firms that specialized in estate planning, I chose Opelon based on the positive reviews and the information on their website. From our very first interaction, the team was incredibly responsive and professional. Owen took the time to thoroughly explain the entire process of setting up our revocable trust and estate plan, ensuring we understood every step before moving forward. They were exceptionally easy to work with, and we loved how convenient they made everything. Much of the preparation and review could be handled directly through their secure document platform, saving us a ton of time and allowing us to take our time to review all the documents in detail at our convenience.
What we really appreciated was their attention to detail as we completed the process. Once the trust was established, they not only gave us a binder with hard copies of all our estate documents, but they also provided incredibly detailed, clear instructions on exactly how to manage funding the trust moving forward. They thoroughly answered every single question we had along the way, no matter how small.
Finally, the front office staff is fantastic. They were highly organized, proactive about communication, and great at handling scheduling. If you are looking for estate planning in North County, I highly recommend the team at Opelon LLP.
2 months ago
We had a fantastic experience working with Owen. He was thoughtful, patient, and took the time to clearly explain each document and step, making the process feel straightforward and stress-free.
His responsiveness, attention to detail, and overall pleasant approach made a big difference. We felt informed and well taken care of throughout. Highly recommend.
5 months ago
I cannot recommend Owen highly enough! Navigating through probate while grieving the loss of my father was overwhelming, and from the very beginning, he was honest, trustworthy and an exceptional communicator. Owen is extremely knowledgeable and took the time to explain every step of the process clearly and thoroughly, ensuring I always undestood what was happening. He was consistently available, incredibly responsive, and never once made me feel uncomfortable or hesitant about asking questions - no matter how small. His patience and professionalism were unwavering. What truly sets him apart is his kindness and compassion; this was apparent from the very first phone call. He provided outstanding legal guidance but also genuine care and reassurance. I always felt supported, informed and confident that I was in the best possible hands. If you are looking for a probate attorney who is honest, trustworthy, knowledgeble, and truly compassionate, I cannot recommend him strongly enough. I am grateful for his guidance and support and cannot say enough good things about him. Thank you, Owen!
6 months ago
Easy to schedule and communicate with the lawyer and his staff. Fast and friendly response to all our needs. Got detailed explanations of all the steps along the way and possible future scenarios. Overall, the Opelon team made the process smooth and easy for us.
6 months ago
I was referred to Owen Rassman at Opelon LLP by my financial planner, and it was an excellent recommendation. Owen was knowledgeable, patient, and very responsive, and he took the time to explain everything clearly throughout the trust-planning process. He also helped me set up a pet trust, which meant a great deal to me. Owen and his assistant, Satori, made the entire process feel smooth and reassuring from start to finish. If you’re looking for someone you can truly trust to help you create a living trust, I highly recommend Owen Rassman and Opelon LLP.