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5.0 1 reviews

Anonymous

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05 Oct, 2016
Recently, while consulting our financial advisor, it was learned that we had no Will, no Advance Health Care Directives, no POA's, nor a Special Needs trust for our disabled adult son. Our advisor pointed us straight to Chris Toews and Ann Murphy, whose firm, Toews & Murphy in San Luis Obispo, specialize in all of the above. Initially, we met with Chris so that we may ask questions and get some understanding of how it all works. Chris was so knowledgeable! He was not in a hurry, offered expert information to us and put us completely at ease. Because there were so many unfamiliar documents, his partner, Ann Murphy met with us at a later date when the documents needed to be signed and notarized. She carefully explained all of the documents, again, taking her time and never rushing us, and made the task very informational, and enjoyable. The front office staff is also outstanding, cheerful, and efficient, making it a pleasure to call the office. The entire experience with this firm made my husband and me feel as if our concerns were the most important things on their calendars. At the end of the process, and in a short amount of time, we were handed a beautifully bound compilation of our new Family Trust, with each part delineated and organized for us. We cannot say enough about how we were handled by the Wonderful Team at Toews & Murphy! Highly recommended!
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