Reviews
Top review highlights
Pros
1
Excellent expertise and professionalism
“Excellent expertise, extreme politeness, always kind & patient no matter how many times we did not follow-up on required tasks!”
2
Thorough and clear explanations
“Robert was very through, professional and explained each item in our trust at a level that made it easy to understand.”
3
Responsiveness and accessibility
“He reassured us that if any other concerns or questions came up not to hesitate to call him.”
Cons
1
Some aspects of trusts may still be confusing
“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.”
2
Recommendations for additional resources or checklists
“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.”