During this difficult Covid-19 Pandemic, SB Estate Planning, especially Julianna Malis, found ways to help our family create a comprehensive trust tailored to our needs and gave sound guidance when it came to our many questions. We highly recommend their services.
My experience with Julianna was nothing but professional and caring. I found her extremely knowledgeable, helpful in providing expert advice about my situation, and compassionate. She's truly a super star attorney and I refer others to her on a regular basis.
TERRIFIC! Julianna Malis is a fantastic attorney. I had a will and trust drafted, and the process was so efficient, detail-oriented and professional...great communication. She provides top-notch service, and I look forward to using her as the years move on.
I called based on the remarkably positive reviews. We had a ridiculous request, asking for a quick estate plan preparation, and the entire staff made it happen. We’re impressed, and will tell everyone about this great firm.
My husband and I had a fantastic experience working with Santa Barbara Estate Planning and Elder Law. Julianna Malis was helpful, friendly, knowledgeable and made it easy for us to create our estate plan. Could not recommend them more highly!
Julianna was easy to work with, answered all my questions and delivered my Estate Planning documents on the timeline that we discussed at our first meeting. I plan to use her services in the future.
We recently had a family medical emergency that required some rapid legal work. Julianna Malis stepped in, prepared the paperwork, made a "house call" and solved the problem in a matter of hours. We will always be grateful to her for her responsiveness and professionalism.
Julianna went above and beyond to draft a trust and will that made sense to us and fit our needs perfectly. Very pleased with the experience.
I was so thankful to have found Ms. Malis, and for her kind and professional guidance through this very emotional process of facing the dementia of my loved one, and the critical decisions I must now make. I plan to use her services as needed moving forward, and highly recommend her to anyone else facing this disease within their families.
Julianna did a fantastic job with our estate planning, advanced directives and post nuptial agreement. She was succinct and very educational in regards to the process. My husband & I feel very happy & secure about what we were able to do and our lives moving forward. We recommend her highly!
Julianna is both insightful and empathetic with her broad understanding of all legal issues dealing with elder care. She has gone above and beyond in all areas. I feel like Julianna is part of the family; fighting for my mom’s welfare, looking out for the best aspects of care for my mom, and making sure both her and her family are protected during these difficult times.
Julianna Malis is a gift to our community and especially to anyone who has a loved one with dementia. Not only is she a wise and adept Elder Law Attorney, she's also an incredibly kind, compassionate person. She helped me and my family navigate some big challenges and identify a path forward. I recommend her highly and plan to tell everyone I know about Santa Barbara Estate Planning & Elder Law.
I contacted Julianna 2 years ago to help with my aunt’s estate planning and will. I couldn’t be happier that I did. Julianna is thorough, kind and understanding. She answered every question, always responds quickly with emails and calls, and most importantly has my aunt’s complete confidence. You won’t find a better estate planning and elder law attorney than Julianna Malis.
Initially, I went to Julianna for my will preparation. From our first conversation I felt she was truly my advocate, and together we completed legal arrangements for more than just my will. She has excellent ideas and explained my legal options in a way that I could understand. There were a lot of decisions to be made, and she kindly guided me through each of them. It was such a pleasant experience to make all the legal aspects of my end of life preparations with her. I highly recommend her!
We received excellent guidance through what could be a difficult process, and now have our affairs in order: Wills, Powers of Attorney, and other legally recommended documents. Ms. Malis approaches her clients with unpretentious, friendly professionalism. If someone has been putting off the challenge of putting it all on paper, wait no more. It was such a relief to turn to someone who specializes in these issues.
After the initial shock of my life partner’s massive stroke and the subsequent need to ensure that the daunting and ongoing financial burden of skilled nursing costs be met, I can now rest easy knowing the cost of facility care will be covered going forward, with the combination of Medicare A, B and D, and Medi-Cal as providers. It would have been an impossible task for me to navigate without the skillful and invaluable assistance of estate planning and elder law attorney Julianna Malis. I cannot recommend her highly enough.
I contacted Santa Barbara Estate Planning & Elder Law to learn more about Medi-Cal planning through their website. I received a phone call within about 15 minutes of my inquiry to schedule a Zoom meeting with Julianna Malis. As expected, I was very anxious about this phone call. Let's face it, planning for the eventual and inevitable long-term care for a parent is tough to contemplate. Thankfully, Julianna was very friendly and put me quickly at ease. She was extremely generous with her knowledge and has made this difficult time as stress-free as possible. I highly recommend this practice and Ms. Malis and will be reaching out to them for further assistance soon.
It was a pleasure working with Julianna Malis and her paralegal Laura Milani. Both were very responsive to all our questions n a very timely manner. Julianna far surpassed any other attorney my husband and I have ever worked with. She is very knowledgeable about the field of elder law, compassionate and professional. She understands the nuances of a blended family and assisted us in navigating out family trust while answering our questions with expertise. I highly recommend SB Estate Planning and Elder Law to meet the needs of those looking to create a family trust. Thank you Julianna and Laura.
We worked with Santa Barbara Estate Planning & Elder Law when my father was diagnosed with early onset Alzheimers. He was only 65 and it was the most difficult time of our lives, feeling completely lost and uprooted. Luckily, Julianna Malis was there to help us, one step at a time, to plan and navigate this unknown. We had no idea all of our trust documents were not only outdated, but lacked legality and protection on so many levels. She was there to put together a new Trust, help manage our finances, and get my father into a specialized care facility with ease and professionalism. She took the burden off of our family during our darkest days by taking on sensitive and complex issues. Because of her we have saved hundreds of thousands of dollars and years of extra heart ache. We now have confidence knowing all of our documents are in place, my dad is in a safe place, and my mom is not suffering financially. Julianna is a wonderful attorney to work with and has helped us immensely, we are forever grateful.
Juliana Malis is an outstanding attorney. As she came highly recommended to us, we would endorse her to others. Our specific need was an updating of our Will, Trust, and Health Care instructions, all of which are Juliana's specialties. Additionally, we needed her expertise and advice with a certain Trust provision; again, Juliana provided exactly what we were looking for. Most importantly, Juliana listened to us carefully, respectfully, and patiently; moreover, her staff was courteous and conscientious. Following Juliana's instructions, we knew what information we needed to provide and what decisions we needed to make to finalize the documents. All were completed in a timely manner and to our complete satisfaction. Having these important legal affairs in order is a great comfort to us and our family. We would not hesitate to highly recommend Santa Barbara Estate Planning Services to anyone.