Reviews

Mr Denison was not good with follow through. Recommended a trust for my mother when she didn't need one. Referred to her trust in legal paperwork as a "living" trust after she died. He stopped returning phone calls regarding completion of estate. Did not instruct trustee on need to do accounting for trust.

We engaged Joe Denison to help us do thorough estate planning including the establishment of two pour over wills that reference two separate trust that contain our major assets. He has been very responsive, patient, helpful, and caring throughout the process. Despite having major surgery during the time of this engagement, he was able to continue with the help of his wife who is his partner in his practice. His attention to details and desire to make sure all was done according to our wishes has resulted in an estate plan that we are very confident will meet our needs and desires to provide our family with an easy transition when the Lord decides to take either or both of us home.