Good Things People Say About my Services:
"Pamela was a pleasure to work with. She responded promptly emailing me an estate plan questionnaire. On our initial visit she explained the various legal documents in the estate plan package and we reviewed the details of my specific requests. She was knowledgeable, professional and efficient in the whole process. Documents were finalized the following week and I can now say the process was less painful than a dentist visit. Loved the organized binder she provided with thumb-drive copy."
Debbie Malic, Boulder Creek
Debbie Malic, Boulder Creek
"Pamela Morgan was an important help to me when I needed to change my living trust. Her knowledge, organizational skills and efficiency were impressive. I will definitely work with her in the future and happily recommend her to anyone needing her expertise."
Ori Seron, Ben Lomond
Ori Seron, Ben Lomond
"I have known Pamela Morgan for ten years. Her skills and knowledge regarding paralegal matters are first-rate. She is very knowledgeable, highly professional and always had my work ready when she said it would be. Thanks to her, my ongoing situation with a hospital was finally resolved after 18 months, and I got a check! I wouldn't hesitate to recommend her for any job she undertakes."
Ronaele Findley, Boulder Creek
"I was in urgent need of an amendment to my Trust after the original person botched it up. Pam was professional, supportive, highly competent, and very easy to work with. She got my update done under a tight deadline and at a very affordable fee."
Patti Wilson, Santa Cruz
Patti Wilson, Santa Cruz
"Pam's years of experience as a paralegal, added to her ability to put us at ease, trusting her to guide us through the process. She was thorough in answering our questions, brought up "what-if" situations that would have never occurred to us and made the process much more comfortable than we anticipated. She produced a Trust package including all the legal paperwork relevant to our needs, notarized, and then recorded our Trust Deed. She presented us with an organized binder with instructions on how/where to store our legal documents, including a thumb-drive of our signed documents, at a fee that was very affordable!
We are very relieved to have our "house in order," and highly recommend Pam to give you the same piece of mind."
Laurie and Mark Becker, Boulder Creek
We are very relieved to have our "house in order," and highly recommend Pam to give you the same piece of mind."
Laurie and Mark Becker, Boulder Creek
"Pamela Morgan has been GREAT – she helped us update our family trust, with clarity, calm, and dispatch, and asks the right questions. Her fees are reasonable, her work is clean, and her knowledge of processes is excellent. AND, she is local!"
Sheila and Jerry De Lany, Bonny Doon
Sheila and Jerry De Lany, Bonny Doon