Reviews

Edmund and his team are wonderful. They are very professional, patient and very easy to work with. They made the whole process so easy and seamless, will definitely recommend them to anyone I know.

Edmund was great to work with. He got to know our family and situation in order to help us with setting up our trust. He was able to explain the pros and cons of each decision as well as give suggestions on what’s commonly done vs what he suggests for us. Answered all our questions quickly as well. Made the experience enjoyable (as enjoyable as figuring out what you want to happen after you pass away can be I guess haha).

I was referred to Edmund by a friend as I wanted to start figuring out our estate planning and living trust. I am so grateful that we connected with Edmund, because he made what felt like a daunting process simple, was extremely understanding throughout and very patient with us. He was very meticulous with all the details, and explained everything so clearly while answering all our questions. He always followed up in a timely manner and was always punctual for our Zoom meetings. Most of all, he was so kind, honest and compassionate from beginning to end and is just a wonderful human being in general. Thank you Edmund and your team for helping us set up our future!