Reviews
Top review highlights
Pros
1
Highly knowledgeable and experienced in estate planning
“He is very knowledgeable — experienced and detailed -- very kind and nice to his clients.”
2
Excellent communication and customer service
“James was fantastic to work with, especially after making several unanswered calls to find other estate planning law offices prior to finding him.”
3
Thorough and detail-oriented
“James was extremely thorough and professional. He patiently guided us through each section and helped us find answers that worked for *us*.”
4
Responsive and timely
“Throughout the entire process, James was always prompt in responding to our questions.”
5
Provides comprehensive and organized documentation
“The final product was a beautiful, comprehensive set of documents with a clear roadmap and instructions for ongoing maintenance and funding.”
Cons
1
Fees may be perceived as high by some clients
“Even though James's quoted fees was the highest, I selected James after the consultations...”
2
Isolated incident of potential unprofessional conduct
“This guy is a joke he took my money $1,750 to set up an S corp and never did anything after 4 months...”