Reviews

Dave carefully guided us through what could have been a divisive process (e.g., which side of the family gets the kids if we both die, how do we protect the kids if the surviving spouse remarries, what if one of the kids develops special needs, etc.). We both enjoyed it very much and now have a plan that really reflects our intentions. Equally important, we've developed a relationship with Dave that will ensure our estate plan continues to reflect our wishes as the years go by. We highly recommend Dave! Great staff, too!