Pacific Coast Trust

We recently used Pacific Coast Trust. They had great service and reasonable price. They made the whole process really easy for us. Highly recommend it.

I had a great experience with PCT. Everything during the Trust making process was done professionally and was made rather easy. For both of our meetings Frank came to my home (nice not to have to drive around) and worked with my schedule. I did a bit of shopping around to various firms and found PCT to be the best price. It is definitely worth spending the money now and having a trust made than going into probate, and I can’t recommend PCT any more.

I cannot say enough good things about the whole experience. Frank was awesome! Super friendly and explained the whole thing. Took the time to make sure he answered my questions and never made me feel like my questions were wasting his time.
The whole process took about two weeks, it likely would have been shorter had I responded more quickly. The best part was that they offer to come to your home to make it convenient. As a working mom let me tell you this was THE reason I could finish these incredibly important documents. The price was competitive/​fair as well.
I highly recommend Frank and pacific coast trust.

We just had our living trust delivered by Frank today. We are extremely pleased with the product and Frank was a pleasure to work with. He came to our home twice– once to intake info and again to deliver the living trust. Both times he answered all of our questions and was very accommodating of our fussy toddler and barking dogs.
The wait time between these two appointments was 6 weeks for a very standard «fill in the blank» trust. I think they were a bit busier than normal lately. Also, in the final package there were 2 accounts added to our trust which I discussed with the lawyer on the phone should not be there. No big deal as I can just cross them off but still speaks to a bit of carelessness in preparing the documents if I specifically discussed those.
Edited to add: I just received a call on my cell phone from Angie’s List. PCT gave them my personal information to solicit a review. Frank never discussed this with us (I hate getting telemarketing calls/​spam) before disseminating my personal info.

When I needed to update and amend my Living Trust, I once again relied on Pacific Coast Trust. Frank made this process easy… he came to me, and had all of the answers on the spot. Cost was very reasonable. I again highly recommend Frank and Pacific Coast Trust!

I recently had my trust done by Frank Kallmeyer at Pacific Coast Trust. It was a very easy process. I met with Frank twice and spoke to his associates. They all were very helpful and efficient. I appreciated how flexible Frank was to meet with me. The office is conveniently located in UTC area and there is plenty of parking. I highly recommend him for anyone needing this service!

After postponing for almost a decade we finally got our estate planning done. Thanks to Frank and his willingness to come to our home at OUR convenience. We picked Frank based on the recommendation from couple of our friends who did their estate planning through him. Frank explained the whole process step by step, listened to all our questions and concerns. and answered all our questions to our satisfaction. He was patient with us when we took few extra days to make few decisions on items included in our will.
The process was seamless and much less expensive compared to going to an attorney’s office to get the same done. We will recommend Frank to all our friends.

Frank in Pacific Coast Trust was a real trouper dealing with us when we are setting up our trust. We were setting it up while in a third trimester for our second baby, thus it was completely crazy. After writing up the trust we went into hibernation and were not accessible. He has tried all of the avenues and finally he was able to deliver the trust after chasing us for 3 months. I would have given him and Pacific Coast Trust 5 stars but I have to dock him a star for two transgressions: getting the names on one of the forms wrong — same name was written two different ways. Other one he accidentally has taken one our trust with him.

My husband and I recently set up our family trust with Frank at Pacific Coast Trust. The experience was much easier than I expected. Frank came out to our home for the 2 in person meetings required which is a fantastic bonus having 2 young children. Frank was extremely professional and honest. He answered emails promptly. Frank delivered the trust to us in a well organized binder and gave us detailed directions of how to keep the trust updated and current and who to share information with. I would highly recommend Pacific Coast Trust especially for busy parents. Setting up a family trust is something we knew we had to do but just did not know where to go. We are are very happy with our experience working with Pacific Coast Trust.

I highly recommend Frank and Pacific Coast Trust. First, Frank takes the time to explain everything and goes above and beyond to ensure that you set up your trust the way you want it. Second, he is very flexible and will meet with you when it works for YOU. Evenings, weekends, at your house, at the office whenever and wherever it is convenient for you. Third, he is extremely responsive. Finally, he knows all the latest changes to law and provides great recommendations and references. Frank recommended a great Professional Fiduciary company.
Frank also worked on my parents’ trust and was very patient and kind. If you want it done right, go with Frank and Pacific Coast Trust.

Frank did an outstanding job in assisting my elderly mother with the revisions of her estate documents. He was able to thoroughly explain the process with patience and professionalism. Frank has a very friendly and pleasant staff to work with as well. We were also very impressed with the Professional Fiduciary he recommend and set us up with. The process was much easier than we anticipated and reasonably priced; we were very satisfied with the advice we received and our experience with this firm was nothing short of exceptional.

When looking to set up a will we found Pacific Coast Trust and Frank Kallmeyer on Unilocal and are extremely happy with the results. We wanted to expedite the process of setting up a trust and will because we were leaving the country, and they handled it for us in just a few weeks. Frank came to our house twice, once to discuss the initial process and once to sign the papers. We never had to leave our home! Besides being very convenient, they were also affordable. We would highly recommend Pacific Coast Trust and Frank Kallmeyer to anyone thinking of setting up a will and/​or trust.

Frank made the experience so smooth. I had called a few attorney offices and I found Frank to be very personable and friendly. He came to my house in the evening because daytime hours weren’t convenient for my husband and me. We had talked about what a living trust is and all if its components. He clarified some confusing aspects and responded to my emails quickly. I would recommend this company if you are looking for a company that really cares. I will pass their info to my friends and family.

Frank and his staff was exceptionally diligent and able to get things quickly! We were really impressed with how they were able to effectively work with us and the attorneys to get all the information put in place. What we really appreciated was how they answered simple and difficult questions with the same level of rigor and patience.

My elderly neighbor asked for some help setting up a living trust last month. I contacted Pacific Coast Trust after reading their Unilocal reviews. Frank came out and helped us every step of the way. Frank promptly followed up with our every correspondence, answered every question, and was organized throughout the process. He’s very competent in what he does and the total price is extremely competitive. I had another document that had to be motorized that had nothing to do with my neighbor’s trust project and Frank notarized them for me for free. Just overall great customer service! If you are looking for a smooth process for creating your trust, give these guys a call.

Frank K. made establishing a living trust both fun and understandable! Like a lot of people, I have attended a few seminars on estate planning and knew it was something I really needed to do, but just kept putting it off. Frank explained the whole process in terms I could understand and made it very easy to get the job done. I have referred him to all my other ‘procrastinating’ family members and friends. I really appreciate all his help to make this process run smoothly. I will definitely refer my clients to him!!!

Thinking about my mortality isn’t my favorite past time, but having seen firsthand what happens when you’re not prepared, got me very motivated. Frank came highly recommended from a co-​worker, and not only did a terrific job for me, but at an extremely fair price. I checked out a couple attorneys, but found them very expensive and hard to work with. Frank got the job done for me quickly, easily, and I couldn’t be happier. NOW, I can rest in peace… just not for a while I hope!

Frank came highly recommended from family friends and turned out to be an amazing professional. He has been so helpful to us with our estate planning and helped us to understand the necessary concepts to make decisions regarding the numerous legal issues. He is kind, calm, and even went out of his way to meet with us at the hospital. I would highly recommend Frank if you are in the market for these services.

Living Trusts makes all the difference in the world — Wills just don’t cut it. We learned the hard way of what goes down in probate with my grandmother — 4 years of lawyers, legal fees, and courts. Getting my crazy busy parents to take the time to get the job done was another matter.
I found this company for them on Unilocal that comes out to your home and the problem was solved. Frank did an awesome job helping my parents and was really patient with their them, since they don’t really speak English.
Overall, it ‘s really legit and reliable. Hands down!

We’ve been putting off doing a living trust for a long time… seems like many people don’t want to do it, and that those who do are, at the most, content (but not particularly happy) with the experience.
Anyway, a couple months ago a coworker told me how Frank came out to the house to collect info for his living trust and it was about as painless as it could be, and that the price was reasonable as well.
So, I contacted Frank. I was a little concerned about having someone come out to our house because of our crazy little pups. Well, Frank loves dogs, so that wasn’t a problem. He came out, gave us the overview, and given that we were so comfortable with him and that he was so highly recommended by my coworker and by Unilocal,we started the process that day.
Frank has been on top of everything… we have been the ones delaying things by trying to make decisions. After we gave Frank all of the info, the folks at Legacy Legal were quick to follow up with us and process all of the documentation.
Then, Frank promptly scheduled a follow-​up visit with us to deliver the living trust. I just can’t express what a relief is to have this in place. I didn’t realize how much it was weighing on me until now! This isn’t just for what happens when you leave this world, but to be comfortable and at peace with your decisions while you’re still here!