About this pro
18 years in business
1 hire on Thumbtack
Edward help my brother and me get through the California probate process. The estate was composed of several credit debts, a house, partial ownership of a small business and various claims against the estate. Edward basically eviscerated the debts, notably the $30,000 second mortgage line of credit that the holding back didn't have supporting documents to prove. 5/5 would hire againAug 7, 2018
I approached Edward needing estate planning advice, and he provided me with comprehensive assistance, even with my limited budget. He is knowledgeable and thoughtful and provided a personal approach tailored to my specific needs. I highly recommend him.May 16, 2014
Edward Joy is an honest, intelligent and compassionate attorney who is very skilled in the field of wills and estates. I was seeking advice and guidance for my family's estate plan and Edward came recommended through a friend. He patiently took me through the steps to protect our estate which really took the mystery out of the process. He was on time for our initial consultation and spent a great deal of time discussing particulars with me at our follow up meeting. Given my positive experience with Edward, I later returned to him again to discuss a complex technical question about retirement plans. He laid out my options in a very straightforward manner. Again, after working with Edward, I knew what I wanted to do and how to do it.Aug 6, 2018
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- What education and/or training do you have that relates to your work?I am constantly taking continuing education courses to keep abreast of the latest changes in estate planning law and to make myself an even better estate planning attorney.
- How did you get started doing this type of work?I became an estate planning attorney in 2009 after my best friend was diagnosed with terminal cancer, and I helped him with his estate plan. Getting my friend's financial and personal affairs in order brought him a great deal of peace even in the midst of the turmoil of his illness. This was the single most moving experience of my life.
- What types of customers have you worked with?The most common job I do for clients is creating their will, revocable trust, financial power of attorney and advance health care directive, and then assist them with transferring their assets into the trust. In detail, I do this job in the following manner: First, the client has a lengthy discussion with me to determine if they want to hire me. Second, I ask some basic questions about the the complexity and value of the client's assets so I can tell them what my flat fee rate will be for them. Third, if the client hires me, I generate a customized questionnaire for them fill out, which provides me with a great foundation for creating the client's estate plan. Fourth, I have personal discussion with the client to tailor their estate plan to their particular needs and wishes. Fifth, I create a draft of the client's will, revocable trust, financial power of attorney and advance health care directive. Sixth, I review the drafts with the client to make sure they understand them and to get feedback for revisions. Seventh, once the client is satisfied with the documents, we execute them. Eighth, I assist the client with the complex and essential process of transferring their assets into the their trust.