Reviews

Jonathan did a great job in revamping and updating all of our estate documents. He was thorough, professional and most courteous in all of our dealings; on the phone and in person! He is outstanding in his ability to present everything in very understandable lay terms! We look forward to continuing to work with him in the years ahead, and we have already secured his services for other family members.

Jonathan listened to our concerns about moving to Florida and suggested putting our new house in a revocable living trust to avoid probate. He also prepared our wills and various power of attorneys to our satisfaction in a timely fashion.

My wife and I found Jonathan to be attentive to our specific needs and was careful to explain things in detail if needed. He is honest, courteous and trustworthy and understands the important details of trusts/wills etc. We both highly recommend him.