About this pro
I just completed updating my Trust, Will and Health Directive. From locating and gathering the required documents to making life and death decisions, the process can be daunting for sure. Thanks to Jocelyn Wong-Rolle, an Oakland attorney who specializes in Estate Planner, the process was painless. She is meticulous in thought and action, and patiently guided me through the completion of the documents. Another one of her positive attributes is that she responds to all emails in a timely manner no matter how trivial the question. It is a satisfying feeling knowing I have my personal matters in order. I highly recommend Ms. Wong-Rolle; you will not be disappointed in the results!Dec 5, 2013
I worked with JWR for almost two years She would be my very first choice as an attorney that specializes in trust and financial matters. I would give her a five star rating in every category. She is knowledgeable cooperative patient with very difficult matters detail oriented prompt in responding to emails, etc. easy to understand and helpful in every regard possible She worked with a mother/daughter trust matter that was very complicated. Additionally assisted (along with a financial advisor) the setting up of a reverse mortgage.Aug 3, 2011
We used Jocelyn Wong-Rolle's services when we needed urgent legal documents (Living Will, property etc) before we left to another country and she was effecient, professional yet personable and she produced what we needed on time and it was top notch quality work. We worked with Jocelyn on another legal matter and again it was an urgent matter and again she was there for us. She was 100% on our job and gave us good sound legal advice on our parents legal matters. She is very effective and knowledgeable on not just what we needed her advise on but on many other legal issues we had not yet considered. She is also very affordable, considering all she provides.Jun 11, 2011
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- What education and/or training do you have that relates to your work?Yes, I regularly attend continuing education programs offered by EBTEL (East BayTrust and Estates Lawyers)
- What advice would you give a customer looking to hire a provider in your area of work?Find someone who is a good fit with your needs. Talk to a few Estate Planners. Do you have ARAG coverage or Pre-paid legal services? I handle both of these plans. Do you need someone who can listen to your concerns regarding Estate Planning and address them? Find a good listener. Do you have questions and concerns about the Estate Planning Process? Write them down to discuss by phone or at our first meeting.