Advance Planning, A Law Corporation - Manteca, California

Tiffany S.

I contacted Advance Planning for my Dad's Estate after he passed away in December 2023. Grant responded almost immediately and gave me an overview of how the process would go (since I had obviously never had to go through this before). When I decided to sign on with Grant to actually begin the process, he gave me the run down on how things would go and an approximate timeline. During the entire process, he communicated with me and assured me everything would be taken care of - and it all was. We are now at our Final Distribution a year later and I cannot THANK him and his team enough for supporting me through this time when I was so vulnerable and didn't have my head as clear as usual. Thank you thank you thank you Grant! I will recommend you to anyone I speak to that is in the area of either of your offices!

Mark W.

My wife and I went to Advance Planning to update our estate plan. Grant is very knowledgeable and easy to work with. He took the time to listen to our needs and came up with a comprehensive plan for us to move forward with. He was always available for questions and made sure that we fully understood what he was proposing. Grant made the entire process of updating our estate plan easy and stress free. I would not hesitate to recommend Advance Planning to my friends and family.

Jeremy J.

My family has used Grant’s services on 2 separate occasions and both times we were extremely happy with his work. He’s very kind and knowledgeable, very responsive to any questions we had and always quick to respond. His professionalism is matched by his upbeat disposition. If you need any estate matters taken care of, I highly recommend Grant (and Chubbs, the furry office manager).

Tina S.

Grant is a courteous, well educated professional who can get the job done in a timely manner. He is a good listener, offers excellent advice, and keeps me well informed. His office of operation is clean and well kept and staff are friendly and professional. I highly recommend Grant for any of you estate needs!

Cathy D.

Grant was quite knowledgeable in setting up my trust and I appreciated all his advice. We had one small miscommunication at first which he quickly resolved.
I had spoken with another attorney before contacting Grant but felt very uncomfortable with the first attorney. Grant however was very pleasant and down to earth and I felt very comfortable working with him in setting up my trust. “Thank you” Grant for all your help!!

Dustin S.

Grant Toeppen from Advance Planning prepared a trust for me and my wife. He was very professional and provided many key insights throughout the process. My wife previously worked as a paralegal at a different law firm and she was very pleased with Grant's knowledge on multiple subjects involved with our trust.

Grant was very responsive to all of our inquiries in a timely manner. He would typically respond the same day and definitely within 24 hours of receiving our question. He was always on time for our meetings and walked us through each page of the trust he prepared. He covered each section of the trust in detail and made notes of each request we made for changes. Grant prepared multiple iterations of the trust and walked us through each of the versions until we were satisfied with the exact wording.

Grant also transferred ownership on our property and updated the beneficiaries on our retirement accounts to our new trust.

Grant was professional and courteous throughout the entire process. I highly recommend Advance Planning.

Ron A.

I have worked with Grant, Noriko, and Chubbs 🙂 since 2018 and have gotten to know them on a more personal level throughout the past couple years. Grant did my father’s estate plan and when my father passed, he was there for us every step up the way. Most recently, he helped my wife and I with our trust.

I have nothing, but positive words to say about Grant. He is awesome, down to earth, patient, personable, caring, informative, organized, professional, and the list goes on...

I have already recommended him to various family/friends/colleagues and will continue to do so. He simply loves what he does and goes out of his way to make sure you completely understand everything.

At the end of the day, not only did we get our estate planning needs satisfied, but we feel like we gained a life-long friend in the process!

Thank you for all of your help Grant, you are the best! As my family continues to grow I look forward to working with you in the future.

Leigh-Anna K. R.

My husband and I just complete our estate plan with Grant. Our experience was seamless. He did a great job of providing context and resources before our consultant. He provided transparent pricing with a free consultation. The consultation was no pressure. He was knowledgeable and put us at ease. He was willing to answer all of our questions and provided expert guidance. It was a pleasure to work with him. I am so glad that we went with Grant!