Reviews

Travis Perry assisted us with establishing a living trust, estate, and succession planning. He is always accessible and responsive to our specific situations, extremely proficient. Mr. Perry has been incredibly helpful during the transition after a death on our family, ensuring that the proper documentation was updated and administrative tasks were completed.

Travis has worked diligently on my parents and my estate planning. Having that combined knowledge has helped us move forward in a positive and proactive manner. I applaud his attention to detail, forward thinking and ability to listen and explain when things get complicated.