Reviews

Where do I begin? The thought of having to make a plan if we were not here was daunting. David made the entire process from designing our estate plan to ensuring it was fully funded seamless. He made us feel like our children and legacy would carry on if something were to happen to us. David is meticulous and very knowledgeable. He answered any question we threw at him with ease and made us understand every step of the process. Thank you for a wonderful experience and giving us the comfort to know our family is fully protected!

David and his team can be summed up in one word....AMAZING! David is extremely thorough, a wealth of knowledge and provides you with a sense of comfort in knowing that in the event something drastic happens the people you care about most will be taken care of. He guides you through each phase with such ease and professionalism. Even the legacy interview, which I personally was dreading, was manageable with David there again guiding us through and making us feel comfortable and knowing that what we are doing is for the best interest of our family. I can't say enough about our experience with David - he is one of a kind and what he provides for families is so valuable and immeasurable. I just want to thank you for a wonderful experience! There is such a level of comfort that I can't explain knowing that we have this done and can rest easy. You do an amazing job!! Thank you!

Relief is the first word that comes to mind! We now have a plan in place for the “what happens if” scenario that no one expects! David made what could have been a very stressful process very simple – always making sure we understood what we were signing, making sure we were comfortable with the decisions we were making. We are proud to call him our family attorney.