Reviews

Brian is knowledgeable., responsive, and organized. He (and his office) completed our documents in a timely manner, and he has been readily available to answer all of our questions - something I genuinely appreciate and respect. My wife and I highly recommend him for your estate planning needs.

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.

Walter is amazing. He had done my Estate Plan and it was the best experience ever. I didn't know a whole lot about the process and he was so knowledgeable, trustworthy and made it so easy. The greatest feeling was the peace of mind he gave me and my family with having it complete. I have to say the education, knowledge and peace of mind with working with Walter was the best thing I ever did to make sure everything I work so hard for is secure with my loved ones. Thank you Walter for a great experince, I would reccomend you to anyone. Best Service you can receive!