The Professional Offices of Patston & Wood

I am rejecting this response because:Dear Ms [redacted] :Thank you for reviewing my complaint filed against Mr [redacted] and his company on April 27, I have read Mr [redacted] ’s response to your inquiryI sincerely apologized for the delay of my responseAs I had spoken with you last week via phone that I was on sick leave due to a car accident I requested documents from Mr [redacted] (we spoke via phone on March 3, 2017) to show proof of his work for the fee he charged my client including the contract for the retainer fee Unfortunately, Mr [redacted] did not respond to my request when he stated he is very busy but will provide it to me the upcoming week (March – 10th) Mr [redacted] did not inform me during our phone conversation that he will need a release of information form from my clientSince then I have not heard from Mr [redacted] Mr [redacted] did not notify me of any sort of communication that he sent a release information form to my clientTherefore, my client’s account of the lack of services provided to her by Mr [redacted] was very clear and concise My client is clear minded and high functioning However, she was overwhelmed and placed in a responsible situation that she was not prepared for This was my client’s first time having to take over the managing of her family’s financial matter after her husband became extremely frail and cognitively impaired Mr [redacted] reviewed couple’s TRUST and estatesHe stated the TRUST was “not good enough and the estates was very complicated.” He suggested that client will need a new TRUST and he will make it where if her spouse passed away, client will qualify for Medi-cal Mr [redacted] was very unprofessional in his communication with my client Mr [redacted] even wrote very long and unpleasant emails to my client that included capital letters berating my client I have attached the emails (mostly) exchanged by both my client and Mr [redacted] for your review My client is an elder who is burden with taking care of her very frail and elderly husband In good faith, she was looking for someone to help her plan out her finances so that she is able to afford to pay for her husband’s care at home as long as possible and still have money left to meet her own needs when the time comes Mr [redacted] took advantage of a very vulnerable elderly by charging her a “retainer fee” of $4,of which he gave her a “discount” of $1, In November 2016, my client still have not receive any draft of an estate planDuring the same month, my client, her CPA and Mr [redacted] met at Mr [redacted] ’s office in RosevilleMr [redacted] only presented boards that he will be creating special needs TRUST and an LLC so CLT will qualify for Medi-calCLT never received a copy of the boardsAfter the meeting, Mr [redacted] proposed that client pay an additional $20,if she wanted him to work on her estate planning furtherPer Mr [redacted] , it will ensure there would be enough funds to get more appropriate attorneys and CPAs involvedFortunately, my client was suspicious of the charge after she paid it and immediately cancelled the transaction with her credit card company My client did not get the full $20,refunded back to her as Mr [redacted] kept about $from that transaction My client was just happy to get most of it back Mr [redacted] stated he stopped providing client any additional services since November and that client is awareTo this date, Mr [redacted] has not shown my client what he had done for the money she had paid him APS kept the case opened for months (beyond our usual months to keep a case open) in an effort to complete a thorough investigation Mr [redacted] was given what he had requested of me in order for him to release his documents to APS, but he never did He could have also provided such information directly to my client who would gladly share the information with my agency Mr [redacted] has no license to practice law according to the California Bar Association and his representation to my client and the fees he was charging her indicated to her that she was going to get good legal advice and services Mr [redacted] ’s conduct toward my client was very unprofessional and misleadingPer Mr [redacted] , their rate is $an hour but since client was referred by a financial firm, client received $discount and is expected to be charged $an hour I was fortunate to be able to refer my client to McGeorge Elder Law clinic to assist her in the matter regarding Mr [redacted] in order to assist her with her estate planningWhat McGeorge Elder Law clinic found on public records is that it is possible Mr [redacted] is not licensed to draft up legal documents including TRUST documentsI was given verbal consent from McGeorge Elder Law clinic’s assigned person’s contact information to this case if you have any questionsI will be more than happy to provide if needed Based on my conversation with Mr [redacted] , he stated he has a Juris doctor degree “law degree” (JD) and Master of Laws (LLM) in business law and minor taxation lawMr [redacted] did indicate that he is not a practicing attorney and not a CA Bar member but provides financial consultationHe further explained his office is a financial and business consulting firm specialized in Medi-cal recovery business formation and teach client to shelter assets from Medi-cal spend down As APS, while working with the elderly population, we have huge major concerns if Mr [redacted] is legally able to perform such duties as he has done to my clientAs a protective agency, we want to ensure that elders are not being scammed Thank you again for providing me this opportunity to submit my response! [redacted] ***, MSWSocial WorkerAdult Protective Services

Greetings:This is the first time that I personally have seen this “complaint”I don’t know exactly how it slipped through the cracks I our system, other than we were in the process of moving into new office space during the time that the complaint was allegedly forwarded to us, along with making some major staffing changesDuring that time period we were without computers or phone service for several days, all during the time the physical move took placeI extend my sincere apologies for missing this before and offering a response previously to this communicationWith regard to the actual complaint, we were in fact contacted by Ms [redacted] as she indicated regarding the situation with Mrs [redacted] Ms*** is correct in her statement that we had agreed to provide her with a set of our time and billing records on this matter and I did in fact attempt to respond to her requestNotwithstanding, there were several problems with responding to the request; they are as follows: Originally, we had been contacted by Ms*** only by telephone and from a number that appeared to be only a personal cell phone numberAfter attempting several times to reach her at the number provided to discuss her concerns to no avail, we began calling multiple numbers that were listed as the numbers of Sacramento County Adult Protective ServicesAfter either calling, or being internally transferred to other offices by operators, we had been unable to make contact with Ms [redacted] and NOBODY at Adult Protective Services was even familiar with Ms*** Finally, she made contact with me from the same cell phone number as before and she then explained that she was a Social Worker with Sacramento Adult Protective Services, yet, even after this phone communication, we were never provided with an office number, or any other contact information, (other than an address to send the requested material to), whereby we could verify the fact that she was actually with Adult Protective Services as represented Despite the fact that that we had a relatively long telephone discussion when Ms [redacted] finally reached me by telephone, she asked if I would be willing to provide her with some type of itemized billing statement, representing the actual time that we spent in attempting to provide assistance to Mrs [redacted] I agreed to comply with her request, but I also asked if she would place her request in written formI requested this for two reasons; a Hoping that it would contain more information, clearly establishing that she was actually a social worker with APS and not just someone acting on behalf of Mrs [redacted] , trying to falsely secure confidential information from us regarding Mrs [redacted] ’s affairs.b In order to have written documentation to provide Mrs [redacted] , clearly showing that an APS social worker was requesting such information from us, thereby enabling us to request a written release from Mrs [redacted] authorizing the release of her confidential information to a third party.During the time involved in working with Mrs [redacted] , she had repeatedly represented and complained to multiple parties, that it was our firm that had originally asked Adult Protective Services to become involved in her affairs and she had actually threatened to take further legal action against us if we released any more of her information to ANY third party about her financial and personal situation, particularly regarding her disdain for Mr [redacted] ’s children and family members and her demands to replace the Revocable Living Trust that was already in place and that had been executed while Mr [redacted] still had adequate mental capacity.Ms*** did email us a written request just as we had requested, I believe the very same dayWe in turn drafted a “release” for Mrs [redacted] to sign and return to us, authorizing the release of the requested informationWe had even put a pre-addressed, stamped, return envelope in our request, in order to make it as easy as possible for Mrs [redacted] to respond and return the releaseWe had sent this release to Mrs [redacted] twice and she failed to respond to either requestDue to the fact that Mrs [redacted] refused to respond to our request for a written release for the information to be sent to Ms*** and in light of the fact that MsHer at that point, was simply a “voice” on the other end of someone’s cell phone and whose identity we could not actually confirm when we called multiple Adult Protective Services offices and none of them even knew who MsHer was, we took no further action with regard to MsHerClearly, we were not going to send such personal and detailed information to someone that we are not exactly sure who they actually were, nor were we going to release that material without a written release from the client, especially in light of all the threats that were being made by Mrs [redacted] towards us.This past week we did send a large package of detailed file notes and client billing records to Mrs [redacted] ’s attorneyWith regard to Mrs [redacted] ’s claim that we took $4,from her without providing any services to her is absolutely ludicrous, as we actually have written off over $15,of Mrs [redacted] ’s bill with our firm, simply in our good faith attempts to resolve this matterMrs [redacted] did in fact pay our firm, (she didn’t pay me personally as she alleged), $4,out of a bill that was over $18,Those services were provided to her by multiple parties over a five month period and involving countless hours of time from members of our firm and other independent third parties that we had arranged at her request and upon her behalf, which now she refuses to pay for and claims that she never requested.Presently, we are attempting to work out some type of final settlement through her attorneyAgain we apologize for our failure to find this complaint and act upon it sooner and I appreciate your “reminder” today giving us another opportunity to state our position in this matter.Best regards, [redacted] Managing Partner, The Professional Offices of [redacted] & Wood, LLC

I am rejecting this response because:Much of what Mr*** writes is different from what I believe is true, or what my documentation shows I have entered in red the corrections, comments, and questions about what he writes, I have included an attachment I have included other complaints I had originally addressed to Mr*** in an attempt to inform him of my concers in Exhibt EB and EC I do not ask the Revdex.com to do anything about the complaints Exhibit EB and EC. Mr*** response does not adequately show why my initial complaint was invalid

I am rejecting this response because:Dear Ms. [redacted]:Thank you for reviewing my complaint filed against Mr. [redacted]  and his company on April 27, 2017. I have read Mr. [redacted]’s response to your inquiry. I sincerely apologized for the delay of my response. As I had spoken with you last week via phone that I was on sick leave due to a car accident.   I requested documents from Mr. [redacted] (we spoke via phone on March 3, 2017) to show proof of his work for the fee he charged my client including the contract for the retainer fee.  Unfortunately, Mr. [redacted] did not respond to my request when he stated he is very busy but will provide it to me the upcoming week (March 6 – 10th).  Mr. [redacted] did not inform me during our phone conversation that he will need a release of information form from my client. Since then I have not heard from Mr. [redacted]. Mr. [redacted] did not notify me of any sort of communication that he sent a release information form to my client. Therefore, my client’s account of the lack of services provided to her by Mr. [redacted] was very clear and concise.  My client is clear minded and high functioning.  However, she was overwhelmed and placed in a responsible situation that she was not prepared for.  This was my client’s first time having to take over the managing of her family’s financial matter after her husband became extremely frail and cognitively impaired.  Mr. [redacted] reviewed couple’s TRUST and estates. He stated the TRUST was “not good enough and the estates was very complicated.” He suggested that client will need a new TRUST and he will make it where if her spouse passed away, client will qualify for Medi-cal.  Mr. [redacted] was very unprofessional in his communication with my client.  Mr. [redacted] even wrote very long and unpleasant emails to my client that included capital letters berating my client.  I have attached the emails (mostly) exchanged by both my client and Mr. [redacted]  for your review.   My client is an elder who is burden with taking care of her very frail and elderly husband.    In good faith, she was looking for someone to help her plan out her finances so that she is able to afford to pay for her husband’s care at home as long as possible and still have money left to meet her own needs when the time comes.  Mr. [redacted] took advantage of a very vulnerable elderly by charging her a “retainer fee” of $4,995 of which he gave her a “discount” of $1,000.  In November 2016, my client still have not receive any draft of an estate plan. During the same month, my client, her CPA and Mr. [redacted] met at Mr. [redacted]’s office in Roseville. Mr. [redacted] only presented 3 boards that he will be creating 2 special needs TRUST and an LLC so CLT will qualify for Medi-cal. CLT never received a copy of the boards. After the meeting, Mr. [redacted] proposed that client pay an additional $20,000 if she wanted him to work on her estate planning further. Per Mr. [redacted], it will ensure there would be enough funds to get more appropriate attorneys and CPAs involved. Fortunately, my client was suspicious of the charge after she paid it and immediately cancelled the transaction with her credit card company.  My client did not get the full $20,000 refunded back to her as Mr. [redacted] kept about $25 from that transaction.  My client was just happy to get most of it back.  Mr. [redacted] stated he stopped providing client any additional services since November 2016 and that client is aware. To this date, Mr. [redacted] has not shown my client what he had done for the money she had paid him.  APS kept the case opened for 5 months (beyond our usual 3 months to keep a case open) in an effort to complete a thorough investigation.  Mr. [redacted] was given what he had requested of me in order for him to release his documents to APS, but he never did.  He could have also provided such information directly to my client who would gladly share the information with my agency.   Mr. [redacted] has no license to practice law according to the California Bar Association and his representation to my client and the fees he was charging her indicated to her that she was going to get good legal advice and services.   Mr. [redacted]’s conduct toward my client was very unprofessional and misleading. Per Mr. [redacted], their rate is $350 an hour but since client was referred by a financial firm, client received $100 discount and is expected to be charged $250 an hour.  I was fortunate to be able to refer my client to McGeorge Elder Law clinic to assist her in the matter regarding Mr. [redacted] in order to assist her with her estate planning. What McGeorge Elder Law clinic found on public records is that it is possible Mr. [redacted] is not licensed to draft up legal documents including TRUST documents. I was given verbal consent from McGeorge Elder Law clinic’s assigned person’s contact information to this case if you have any questions. I will be more than happy to provide if needed.  Based on my conversation with Mr. [redacted], he stated he has a Juris doctor degree “law degree” (JD) and Master of Laws (LLM) in business law and minor taxation  law. Mr. [redacted] did indicate that he is not a practicing attorney and not a CA Bar member but provides financial consultation. He further explained his office is a financial and business consulting firm specialized in Medi-cal recovery business formation and teach client to shelter assets from Medi-cal spend down.  As APS, while working with the elderly population, we have huge major concerns if Mr. [redacted] is legally able to perform such duties as he has done to my client. As a protective agency, we want to ensure that elders are not being scammed.  Thank you again for providing me this opportunity to submit my response! [redacted], MSWSocial WorkerAdult Protective Services

Greetings:This is the first time that I personally have seen this “complaint”. I don’t know exactly how it slipped through the cracks I our system, other than we were in the process of moving into new office space during the time that the complaint was allegedly forwarded to us, along with making...

some major staffing changes. During that time period we were without computers or phone service for several days, all during the time the physical move took place. I extend my sincere apologies for missing this before and offering a response previously to this communication. With regard to the actual complaint, we were in fact contacted by Ms. [redacted] as she indicated regarding the situation with Mrs. [redacted]. Ms. [redacted] is correct in her statement that we had agreed to provide her with a set of our time and billing records on this matter and I did in fact attempt to respond to her request. Notwithstanding, there were several problems with responding to the request; they are as follows:1.    Originally, we had been contacted by Ms. [redacted] only by telephone and from a number that appeared to be only a personal cell phone number. After attempting several times to reach her at the number provided to discuss her concerns to no avail, we began calling multiple numbers that were listed as the numbers of Sacramento County Adult Protective Services. After either calling, or being internally transferred to other offices by operators, we had been unable to make contact with Ms. [redacted] and NOBODY at Adult Protective Services was even familiar with Ms. [redacted]. 2.    Finally, she made contact with me from the same cell phone number as before and she then explained that she was a Social Worker with Sacramento Adult Protective Services, yet, even after this phone communication, we were never provided with an office number, or any other contact information, (other than an address to send the requested material to), whereby we could verify the fact that she was actually with Adult Protective Services as represented.  3.    Despite the fact that that we had a relatively long telephone discussion when Ms. [redacted] finally reached me by telephone, she asked if I would be willing to provide her with some type of itemized billing statement, representing the actual time that we spent in attempting to provide assistance to Mrs. [redacted]. I agreed to comply with her request, but I also asked if she would place her request in written form. I requested this for two reasons; a.      Hoping that it would contain more information, clearly establishing that she was actually a social worker with APS and not just someone acting on behalf of Mrs. [redacted], trying to falsely secure confidential information from us regarding Mrs. [redacted]’s affairs.b.     In order to have written documentation to provide Mrs. [redacted], clearly showing that an APS social worker was requesting such information from us, thereby enabling us to request a written release from Mrs. [redacted] authorizing the release of her confidential information to a third party.During the time involved in working with Mrs. [redacted], she had repeatedly represented and complained to multiple parties, that it was our firm that had originally asked Adult Protective Services to become involved in her affairs and she had actually threatened to take further legal action against us if we released any more of her information to ANY third party about her financial and personal situation, particularly regarding her disdain for Mr. [redacted]’s children and family members and her demands to replace the Revocable Living Trust that was already in place and that had been executed while Mr. [redacted] still had adequate mental capacity.Ms. [redacted] did email us a written request just as we had requested, I believe the very same day. We in turn drafted a “release” for Mrs. [redacted] to sign and return to us, authorizing the release of the requested information. We had even put a pre-addressed, stamped, return envelope in our request, in order to make it as easy as possible for Mrs. [redacted] to respond and return the release. We had sent this release to Mrs. [redacted] twice and she failed to respond to either request. Due to the fact that Mrs. [redacted] refused to respond to our request for a written release for the information to be sent to Ms. [redacted] and in light of the fact that Ms. Her at that point, was simply a “voice” on the other end of someone’s cell phone and whose identity we could not actually confirm when we called multiple Adult Protective Services offices and none of them even knew who Ms. Her was, we took no further action with regard to Ms. Her. Clearly, we were not going to send such personal and detailed information to someone that we are not exactly sure who they actually were, nor were we going to release that material without a written release from the client, especially in light of all the threats that were being made by Mrs. [redacted] towards us.This past week we did send a large package of detailed file notes and client billing records to Mrs. [redacted]’s attorney. With regard to Mrs. [redacted]’s claim that we took $4,995.00 from her without providing any services to her is absolutely ludicrous, as we actually have written off over $15,000.00 of Mrs. [redacted]’s bill with our firm, simply in our good faith attempts to resolve this matter. Mrs. [redacted] did in fact pay our firm, (she didn’t pay me personally as she alleged), $4,995.00 out of a bill that was over $18,000.00. Those services were provided to her by multiple parties over a five month period and involving countless hours of time from members of our firm and other independent third parties that we had arranged at her request and upon her behalf, which now she refuses to pay for and claims that she never requested.Presently, we are attempting to work out some type of final settlement through her attorney. Again we apologize for our failure to find this complaint and act upon it sooner and I appreciate your “reminder” today giving us another opportunity to state our position in this matter.Best regards,[redacted]Managing Partner, The Professional Offices of [redacted] & Wood, LLC

While we adamantly dispute the veracity of the majority of Ms. [redacted] response to our initial response, we have in fact provided the consumer's legal counsel with a complete itemization of time and services provided to the consumer.  In that communication we stated that we were willing to sit down and try to reach some form of settlement with the consumer's legal counsel. As of this date we have not received any form of response from the consumer's legal counsel.Notwithstanding, we still are more than willing to discuss a possible way to settle this matter informally and will gladly discuss the same with the consumer's legal counsel. We may be contacted at [redacted].

Review: I could not find an Entry for Patston and Wood. As this is a complaint about [redacted], I had little options of where to post it. I paid, and have an invoice, for 2 items. (1) After death Trust administration, (2) Preparation of trust (my wife and I). Each of these items were $1250.00, flat rate. After paying for them, I feel it took a long time and we had no priority. It took 5-7 months for what I believe could have and should have been done much faster. I feel there were unnecessary delays and deception from Mr [redacted]. After my trust had been completed, I received an email from [redacted] stating he had not done any 'after death trust administration' nor had he been paid for one. When I called to ask if I was entitled to a refund for one of the two line items. He indicated 'No', and justified it by indicating he had spent a lot of hours regarding my trust and thought it was absurd of me to ask. When I tried to tell him why it wasn't absurd for me to ask, he indicated he would refund me the entire $1250.00 and bill me hourly for all the time he took. I felt I was being bullied and threatened. He still has certified copies of information for which he doesn't need. I believe this is the core of the complaint. Business name of Patston and Wood, address [redacted]Desired Settlement: 1. I would like a written apology.2. A refund of the 'After Death Trust Administration', which was not done as per [redacted].3. Return of Certified Documents.

Business

Response:

Patston & Wood was first introduced to Mr. [redacted] by “Mr. Y” on March 24th of 2015. Mr. [redacted]’s elderly mother had been recently diagnosed with cancer and on or about March 23rd of 2015 suffered some form of medical event that put her in the [redacted] Hospital in Elk Grove. “Mr. Y” was insistent that Patston & Wood send someone from our firm over to [redacted] Hospital, in an attempt to produce multiple estate planning documents for Mrs. [redacted], before her condition deteriorated further. As a result of “Mr. Y’s” request, both [redacted] and myself, proceeded to [redacted] Hospital in an attempt to assist Mr. [redacted]. Upon arrival, Mr. [redacted] explained that his mother, (Mrs. [redacted]), did not have any type of will, powers of attorney, or revocable living trust presently. After explaining our fee structure to Mr. [redacted], Mr. [redacted] and myself went down to the hospital cafeteria and started producing a multitude of estate planning documents for Mrs. [redacted] to execute before her condition worsened. After spending over three hours on this project in the hospital cafeteria and after calling for a Notary to come to the hospital, we were ready to go up to Mrs. [redacted]’s room to execute the following documents: · Revocable Living Trust · Pour Over Will · Trust Certification · General Assignment · Advance Directives · Health Care Power of Attorney · Living Will · Financial Power of Attorney · HIPAA Medical Records Release We had additionally sent Mr. [redacted] and “Mr. Y” back to Mrs. [redacted]’s house to locate certain other documents and records, specifically the deed to her home. Mr. [redacted] returned around 4:30 PM, but could not produce the deed to the house. While Mr. [redacted] and I were reviewing the documents just prior to going back up to the hospital room where Mrs. [redacted] was located, I received a call from a [redacted] family member stating that Mrs. [redacted] had taken a major turn for the worse and that we needed to get the legal documents executed immediately. We left the hospital cafeteria and proceeded to her room, only to be told by staff that she had just passed away. We gave our condolences to the family and left them with “Mr. Y” to deal with what had just occurred. At this point in time and due to the stressful nature of the situation, no funds had changed hands, nor had Mr. [redacted] signed a “Retainer Agreement”. Our normal charge to produce a complete Revocable Living Trust Package runs $2,495.00 and is payable in advance. Additionally, we bill our hourly time at the rate of $350.00 per hour for standard clients and $250.00 per hour for clients referred by “Firm X” or “Mr. Y”. See “Exhibit A” The following day “Mr. Y” contacted me and asked if I would be willing to meet with Mr. [redacted], in order to discuss how to transfer his late mother’s estate to the heirs and in particular to Mr. [redacted]. He additionally stated that Mr. [redacted] wanted to get his own estate planning affairs in order. I really did not want to meet with Mr. [redacted] again, as I found him to be quite arrogant and abrasive to start with, but at “Mr. Y’s” insistence I agreed to meet with him at my office that same afternoon, (March 25, 2015). See “Exhibit B” Mr. [redacted] spent over an hour in my office now stating that his mother actually did have a Revocable Living Trust. After discussing what he was going to need in order to transfer assets to the heirs, I told him that I would need a Certified Copy of his mother’s death certificate, a complete copy of her Revocable Living Trust and a copy of the deed transferring the house to the trust. Mr. [redacted] told me that he would assemble the requested material and then call for a follow up appointment. During the week of April 6, 2015, I was contacted by Mr. [redacted]’s brother in law, [redacted], who also wanted to schedule an appointment to discuss the same issues regarding his wife’s ([redacted]) late mother (Mrs. [redacted]) and the distribution of her estate. An appointment was scheduled for Monday, April 13, 2015, with both [redacted] and [redacted], (Mr. [redacted]’s sister). See “Exhibit C”. At that meeting it was decided that it would be best meet regarding the late mother’s estate with everyone involved present. A meeting was set for Wednesday April 15th at 2:00 PM. As planned, everyone met again on the 15th of April and 1.5 hours were spent discussing issues related to Mrs. [redacted]’s estate and trust, which I still did not have a copy of, nor was a copy of the deed presented. As of this meeting I now have 4.5 hours of time specifically related to Mrs. [redacted]’s estate distribution and have yet to receive payment from anyone regarding this matter. Notwithstanding, Mr. [redacted] did sign a retainer agreement and provided a check to Patston & Wood for his own estate planning work in the amount of $1,250.00, which is a 50% discount from our usual rates. See “Exhibit D” At this point I was becoming quite disturbed with Mr. [redacted], as he continues to call repeatedly with questions, but still has not provided the requested documents to move forward on his mother’s matter, nor has he provided any amount of retainer as repeatedly promised. Mr. [redacted] again requested yet another meeting regarding his late mother’s matters and finally produced what he believed to be the deed to the property (which it was not-“Exhibit G”) and only two pages out of his late mother’s Revocable Living Trust (Exhibit H). This meeting is not only a repeat of everything that had been covered at prior meetings, but we were once again essentially given none of the requested documents to work with regarding her assets and estate. As of the end of this meeting Mrs. [redacted]’s matter had generated a bill with the firm for 6.25 hours of time directly related to his late mother’s trust estate, (which we still did not have a complete copy of), and an additional bill for 3.75 hours, (“Exhibit A”), for the time spent at the hospital. Furthermore, Mr. [redacted] had an additional amount now payable for his own estate planning work in the amount of $1,250.00, which is a 50% reduction of our normal charges. This came to a total amount owed to the firm of $2,500.00 relating to his mother’s work and another $1,250.00 for his requested estate planning documents. This is a total amount now payable of $3,750.00, of which nothing had been paid, nor had he returned the retainer agreement that he was originally provided with to execute. See “Exhibit E”, “Exhibit F”, “Exhibit G” and “Exhibit H” Mr. [redacted] had agreed at the Saturday, April 25th meeting to come in on April 28, 2015 to discuss his bill with the firm and provide the documents from his mother’s estate that we had requested. When Mr. [redacted] came in, he was quite hostile and upset, feeling that we were not moving forward quickly enough regarding his mother’s estate. Once again, I explained the following: 1. He had never provided us with a true and accurate certified copy of his mother’s Revocable Living trust as promised and as we had repeatedly asked for. 2. He was upset that we would charge him for time that we put into drafting documents on an emergency basis for his mother at the hospital. He felt that because she passed away and the documents were never signed, that the estate owed nothing to Patston & Wood for our professional services. I explained that we had performed the work regardless and were only charging for our actual time and at a greatly discounted rate. I ultimately wrote off the entire $875.00 in hourly charges for the 3.5 hours from the hospital. 3. We couldn’t move forward with the legal aspects of the “After Death Trust Administration”, because he has never provided a Will to file with the Probate Court, nor do we have a deed showing that her residence was in fact held in the trust. He was told that if the house was not in the Living Trust that it would have to go through Probate, which we would have to refer him elsewhere to provide such legal services. 4. I explained that he had not made even a minimal payment on his bill, which is now a month old, nor has he provided us with the estate planning workbook that we needed to move forward on his Revocable Living Trust, which we had not been paid for. 5. I explained that there were now issues with his sister and brother in law regarding Mr. [redacted]’s intent to take possession of his late mother’s house and the distribution of her other assets. I told him that all parties needed to meet once again to discuss these issues. At this point I told Mr. [redacted] that we would not provide any further services until such time that he paid at least a portion of his bill that now totaled $3,750.00 without including more charges for that day’s meeting, which would have brought the bill to $4,125.00. After a good deal of discussion I reluctantly agreed that if he would pay the following amounts for the remaining work needed on his own estate planning and that we would be doing nothing more regarding his mother’s “After Death Trust Administration. We agreed to settle his late mother’s bill for a total of $1,250.00 and that we would draft and complete his own estate planning documents for an additional $1,250.00. After extensive discussion we ended up accepting $2,500.00 on this date, for a $4,125.00 bill that had already been discounted by another $1,250.00 for his estate planning documents and the hourly work for his late mother’s estate that was already discounted by $100.00 per hour as well. Mr. [redacted]’s Revocable Living Trust documents were completed to his satisfaction and executed several months ago. Now he is wanting a refund of another $1,250.00 after we have written off $1,625.00 dollars already and now is also complaining about the quality of his own documents. As a result of his displeasure about not being able to intimidate this firm through threats, extortion, hacking into our computer systems (I am sure at the direction of “Mr. Y”, stealing electronic files for “Mr. Y” from our computers, sending pornographic photographs to members of this firm electronically, he now is also contacting your office and along with “Mr. Y” has launched a vicious and defamatory attack against this firm. On Wednesday, September 30, 2015, Mr. [redacted] contacted me via email ( Exhibit I) requesting that we transfer the ownership of his late mother’s house in entirety to Mr. [redacted], thereby effectively disinheriting his late sister’s husband, [redacted], from receiving his rightful title to the property. I made it very clear to Mr. [redacted] that I would NOT do this under any circumstances and that should he do so on his own he risks criminal prosecution. I was also then contacted by an attorney representing Mr. [redacted] and Mr. [redacted]’s late sister’s ([redacted]) estate. The attorney was very candid about what Mr. [redacted] was attempting to do and wanted confirmation from Patston & Wood that we were not representing Mr. [redacted] at that point, and that we would not assist Mr. [redacted] in his attempts to unlawfully seek title to his late mother’s home. In response to the attorney’s query I offered the communication marked as “Exhibit J”. Mr. [redacted] and Mr. Y both were VERY angry over the fact that we refused to transfer the property to him as he was demanding. He also pointed out the statement in “Exhibit J” highlighted in yellow stating that we had not performed and “After Death Trust Administration” regarding his mother’s estate and thereby demanded a refund of the $1,250.00 paid to Patston & Wood on April 28, 2015. I attempted to explain to Mr. [redacted] that the term “After Death Trust Administration” is a very broad term and in a strict legal sense, attorneys normally deem “After Death Trust Administration” to include lodging of the decedent’s will with the Probate Court and publishing notice of the decedent’s passing in the daily journal. I also attempted to explain to him that he never provided us with his mother’s will despite our repeated requests and that the $1,250.00 paid on April 28, 2015 only brought his hourly bill, relative to his mother’s estate current as of April 28, 2015. That day’s payment is the ONLY payment ever paid to this firm and as already stated above, we had already written of a major portion of the charges up to April 28th. He additionally twists the meaning of my words indicating that we did not prepare her CURRENT estate planning documents. This reference is made to her EXISTING TRUST and EXISTING ESTATE PLANNING DOCUMENTS, not the ones we prepared at the hospital that were never executed. No matter how I attempted to explain the above accounting and billing to him, he was simply too irate and intimidating to make any progress with. Additionally, I then received additional emails and phone calls from “Mr. Y” demanding that we refund “his best friend’s money”. In an attempt to help him understand exactly what he had been charged and for what services, I then emailed “Exhibit K” to both Mr. [redacted] and Mr. Y. Despite my attempt to help him in understanding his billing, Mr. [redacted] showed up at our office unannounced and aggressively demanded a refund from one of our staff members. When I attempted to call and discuss the matter with him later that day, he was very menacing and abusive on the phone. I had him on a speaker phone with other staff members hearing the discussion. Later that same afternoon I received “Exhibit L” from Mr. [redacted], which we feel to be quite ominous and intimidating. I have highlighted in yellow parts of the communication that we felt to be quite troubling. He has completely manipulated and twisted my words to mean something other than they actually mean. In one final attempt to find some form of resolution to this situation, I called him one more time to work out a solution. He was extremely hostile and threatening and even when offered a refund of $1,250.00, Mr. [redacted] said that it was not adequate and he needs far more than that, but doesn’t know exactly what. He stated that it isn’t about money, but that he wants us out of business because of what we have done to him. He also indicated that he wouldn’t settle the matter without talking further to his wife and “Mr. Y”. Why on earth does he need to talk to “Mr. Y” about anything? It is because he and “Mr. Y” both want this firm gone because we are a serious competitor to “Mr. Y’s” business, who also employs Mr. [redacted] as some form of computer specialist. Immediately after my last discussion with Mr. [redacted] took place, a large number of hostile acts have been directed at this firm. I don’t care to discuss those incidents, as they are being investigated by the proper agencies. Notwithstanding, “Mr. Y” and Mr. [redacted] are the ONLY “persons of interest” in those investigations at this point. Mr. [redacted] is in no way a damaged consumer as he portrays, he a despicable man that attempts to get his way through his vocal display of anger and intimidation towards others, while he assists “Mr. Y” to cover up his unlawful business dealings. Respectfully submitted, [redacted]

Consumer

Response:

I am rejecting this response because:Much of what Mr. [redacted] writes is different from what I believe is true, or what my documentation shows. I have entered in red the corrections, comments, and questions about what he writes, I have included an attachment. I have included other complaints I had originally addressed to Mr. [redacted] in an attempt to inform him of my concers in Exhibt EB and EC. I do not ask the Revdex.com to do anything about the complaints Exhibit EB and EC. Mr. [redacted] response does not adequately show why my initial complaint was invalid.