Reviews

I've worked with Carl on a few estate matters and have always been impressed with his knowledge and professionalism. I confidently refer clients who need estate planning to Carl.

Carl is both professional and personable. When my wife and I got married we made sure to get our estate planning worked out. Carl made sure that our short term and long term goals were all met and educated us about what we may need and good things to think about.

several years ago I received advice to start a trust for my wife's grandmother and part of that advice was that I didn't need a lawyer to execute it or implement it upon grandma'so passing. last year grandma passed away and my wife and I found ourselves lost and overwhelmed with all the paperwork and legal matters. Carl was awesome in helping us navigate the legless system to ensure the proper transfer of grandma's finances and estate. There were so many forms and notifications that had to be submitted and Carl handled them all. He was a true professional and advocate for my family!!!! I am confident that I could not have done it without his help.

Carl has worked with me and my colleagues on projects. We've found him to be easy to work with, honest, hard working, and very systematic in his approach. He's effective and honest.

Mr. Jones took the time to come to my home and speak with my wife and myself about our options. He also keeps us up to date with any changes in the law and reminds us every year that we need to update our schedules. This attorney is easy to talk to and has been great to work with since day one.