Reviews

Brian is very professional. He made getting the trust simple and even brought the paperwork to us. I highly recommend him!

Brian is professional and knowledgeable. He is very organized and responds quickly to questions or concerns. My husband and I have enjoyed working with Brian.

Daniela is awesome. She has depth and breadth of estate planning experience that truly helped us identify every potential contingency. What I am most impressed with is her continuous follow up (sending annual reminders - did you acquire/sell any new assets, do you have new dependents/beneficiaries, etc.). I would highly recommend her.