Every review below comes from a verified client. From first consultation to signed and funded plan.
Featured reviews
Before I had my will and trust updated by Mr. Gottlieb, I thought what I had was fine and had me covered. After working with Mr. Gottlieb I find they were totally inadequate and I’m just glad I’m still here to have the documents prepared correctly. He is very thorough and explains all the details in a manner that is easily understood without using any “lawyerly” or pretentious language. Every question I asked was answered and I never had the feeling that any question was too small or beneath him to answer. He never pushed if I wanted to do something contrary to his suggestions. The questionnaire he uses during preparation was very helpful in pinpointing what I wanted. He is genuinely a kind person and my family and I now feel confident that what we have will be protected in the future. I can recommend him unreservedly.
I’m incredibly grateful to attorney Gottlieb for the care and professionalism they brought to a very sensitive situation. I was helping a dear 94-year-old friend navigate some complex updates to her will and trust, and attorney Gottlieb (he goes by Klaus) was exactly who we needed. He made a tricky process feel manageable, always respectful, thoughtful, and clear — even when family dynamics added an extra layer of difficulty. His ability to combine legal expertise with genuine empathy made all the difference. I’d wholeheartedly recommend them to anyone needing help with estate planning or navigating delicate family matters.
I would highly recommend Mr. Gottlieb for any estate planning needs. I consulted Klaus about asset protection for a trust I administer and found his research, legal analysis and advice to be top notch. He is thorough, very knowledgeable and responded in a timely and professional manner. He follows through, asks questions to ensure he has all the pertinent information he needs and leaves you knowing you have worked with a professional who has your back via his expertise. You want Klaus on your team if you are needing any type of trusts prepared that ensure you are protecting your assets properly.
More client experiences
“Very impressed with Klaus’ vast knowledge in the world of estate planning! He does not just pump out a generic trust and send you on your way like other lawyers I’ve dealt with in the past. His knowledge of all of the intricacies is vast.”
“Met with Klaus for a review of our Family Trust. He identified that our Trust was structured as an AB trust which could have resulted in negative tax consequences for our beneficiaries. Fortunately he was able to correct that and simplify our Estate Plan.”
“Klaus made every effort to listen and make suggestions when appropriate. With no direct heirs he helped me wade choices that felt good. He even suggested a pet trust for my dog that would ensure her care. I signed the documents and left feeling heard and confident my wishes will be carried out.”
“It was assuring to work with you and see how you asked the correct questions to verify that all the details and items that were important to our client were considered and documented to her satisfaction. I believe you have prepared Trust, Wills, POA’s, and Health Care Directives at the top end of current laws, taxes and industry standards.”
“Klaus was recommended by our tax accountant and our financial planner when we asked them who they would suggest we use to update our estate plan. We were impressed with his knowledge and attention to details.”
“With his thorough knowledge of trust law, Klaus presented various options, clearly describing the pros and cons of each. We then selected a direction in which to proceed with full confidence.”
“I live in Cambria and found that working with Klaus just down the road in Cayucos was an extremely convenient option. In addition, he was receptive, professional and tailored the trust to my specific needs — I have a disabled family member whose interests needed careful protection.”
“Creating a family trust had been on my to-do list for many years — it’s something you know you need to do but easy to let fall to the wayside. We finally made it a priority and it feels great to know it is done and done right.”
“He was very attentive and detail oriented. Our estate is complicated as my spouse and myself come from different countries. We have relatives with complicated international circumstances and Klaus navigated all of it with care.”
“My wife and I met with Klaus to help us with what seemed to be a daunting task, a Living Trust. We felt very at ease as Klaus went over our estate with us and the process to provide our family a better future. All our questions were answered clearly.”
“After contacting Klaus the stress of getting my estate in order was gone. He is so knowledgeable and a kind, empathetic person. He makes you feel comfortable and helps you understand the whole process in a professional and kind way.”
“Easy and straightforward consultation. Totally professional and completely attentive. Clearly verbalized presentation and all areas warmly discussed. We are happy and satisfied with our finished Trust Documents.”
These reviews are sourced from Google Business Profile. Read and leave reviews directly on Google.