Reviews

Mr. zak was a refreshing surprise during a tumultuous year. He is well spoken, professional, and well versed in the process of updating our Trust. It was a joy to partner with him in this endeavor.

We have met with Robert on several occasions for our estate planning. He is always on time, professional, and answers all our questions to our satisfaction. He comes prepared and acknowledges he is always available via email if we have more questions or concerns. We would highly recommend him.

Robert was great to work with!!! He was knowledgeable, responsive and informative. I would highly recommend him.

Robert led us through the process of preparing our will and trust. He is very professional, knowledgeable, and through. At each of our meetings he came prepared, organized and able to answer our questions. He is friendly and made our meetings comfortable particularly when we were making some tough decisions.

Excellent expertise, extreme politeness, always kind & patient no matter how many times we did not follow-up on required tasks! He encouraged us to invite our adult children, 3 of 4 attended & enjoyed meeting with him/ appreciated info shared. Mr. Zak was able to answer every question throughout process. Some documents to i.d. steps to take, info required & info to dumb it all down, plus a check off list may be very helpful. I took notes but still don't understand some of the different aspects of trusts, however, it is set & we/ kids will be able to get info /ask questions as we need to. Robert Zak is an excellent professional to work with!!

Robert was very pleasant to work with and was able to explain our trust to us making it easier for us to complete.

Robert was very through, professional and explained each item in our trust at a level that made it easy to understand. He encouraged us to ask questions and he answered them all to our satisfaction. He reassured us that if any other concerns or questions came up not to hesitate to call him.