Balamuth Law, P.C. - Walnut Creek, California

P L

Kelly is an excellent trust attorney with a solid, knowledgeable, patient staff who I found not only helpful and supportive but allowed me to proceed at my own pace.

Kelly's secured, confidential online organizational system facilitates the ease of collecting and providing required information for the trust.

With the current situation of my late mother's legacy requests, I know my mom would also recommend Kelly's comprehensive estate services.

Lynda Hansen

We had a great experience with Kelly and Balamuth Law. Kelly and her team explain the trust process clearly and walk through the various scenarios to make sure your wishes are reflected. The most impactful part in my opinion was the way the trust information is presented to the trustees. There is a roadmap that will be so helpful to those administering the trust.
Kelly and her team make the whole process such a gift to the family.

Philip Tringale

After several years of another firm initially preparing our trust, the addition of children to our family, and many changes to our portfolio, Kelly Balamuth and her highly qualified team helped us update and truly improve our original family trust. The communication, guidance, preparation and management of the Balamuth process were much appreciated. The final product is exceptional, and we can "relax" a bit knowing that Kelly and her team will continue to connect with our family as changes arise in the future. Well done indeed.

Kathy A

Kelly helped us revise and restate our trust. We had an excellent experience with her. She is warm, personable, and a good communicator. The multi-visit process was well-organized, giving us adequate time between visits to think, discuss, and review before the final draft was approved. Appointments were easy to make online and Zoom calls made it convenient to meet, and Cathy in the front office was always available for questions. We appreciate Kelly's overarching view that as we plan for our legacy, it is not just our assets we are passing on to our heirs but most importantly our values, heritage and stories. Thank you, Kelly, for making this such a positive experience for us.

Samantha Allen

Working alongside Kelly in the realm of estate planning has been nothing short of a privilege. From my firsthand experience, Kelly sets a high benchmark in legal services, demonstrating an unwavering commitment to her clients that is both admirable and rare. Her approach to estate planning is comprehensive, yet she manages to infuse each interaction with a personal touch that genuinely sets her apart.

Kelly's knowledge in the field is extensive, offering a deep well of expertise to her clients. Yet, what makes her truly exceptional is her caring demeanor. It’s evident in every consultation and strategy session that Kelly doesn’t just view her clients through a professional lens; she sees them as individuals with unique needs and concerns. This level of empathy and understanding is, in my view, the hallmark of not just a good attorney, but a great one.

In a field where the stakes are inherently high, Kelly’s blend of professionalism, knowledge, and compassion makes her an invaluable ally. For anyone seeking estate planning services, Kelly represents not just a choice, but a partner who will walk the extra mile to safeguard your interests and those of your loved ones. Her dedication to her clients’ well-being, combined with her expertise, makes her an exceptional attorney and a true asset to the field.

Inti Chan

The people at Balamuth Law are very professional, friendly, and caring. My wife and I had a great experience with whole estate planning process, despite how hard it was at times emotionally. I wasn't prepared for that! Amazing team and highly recommend for anyone who is ready to gain further peace of mind!

Molly Gleason-Kodama

I had a great experience with Kelly setting up my estate plan.
Her right-hand person, Cathy, is also outstanding with her clarity with communications and follow-up. From beginning to end (except there is no real end because I’m going to be a
“member” of her practice and keep my estate plan updated by her, always) the experience was top-notch.

I first saw Kelly at a seminar she gave at the Lafayette Library. It was there, after listening to her speak for an hour about her practice and all of the services she provides, that I decided I was going to hire her to set up my estate plan.

Kelly brings a wealth of knowledge to her clients because she has been practicing for decades and comes from a family of lawyers. She used to be a litigator and made the transition into this area of law after many years of practice.

She is able to address any and all issues pertaining to estate planning and provides a personally tailored and effective estate plan. Kelly takes a special interest in every client. I know several people who have used her services as well and they are all as satisfied as I am. She is definitely a trusted resource for her clients.

Kelly is also very well-respected by the legal community and her peers. Google her and you will see all of the accolades. I can say without reservation that hiring Kelly will be a great experience and a superb choice!

Pamela Masten

I had the BEST experience with Kelly and her team! They made the process of creating a trust seamless and easy, and were there every step of the way when I had questions. Kelly is one in a million - a wonderful person and lawyer who truly listens to you. She has also created wonderful tools to use in the trust creation process, so you know what to expect and what you need to do every step of the way. Thank you so much Kelly, so grateful to you!!! (And to Cathy and Dusty too!) And now have the peace of mind knowing my affairs are in order. I HIGHLY recommend Kelly!!!!!!