Reviews

My husband and I requested to have an estate plan created for peace of mind and for the safety of our school-aged children. Mr. Moosbrugger made the process of setting up a Children's Trust, will and power of attorney plans simple for us. He was patient and attentive with all of our questions andconcerns. We appreciated his experience and ability to relate to us as parents of younger kids. It was an unexpected and pleasant surprise to find estate planning not so overwhelming thanks to the help of Mr. Moosbrugger.

Paul Moosbrugger answered our questions with a high level of professionalism. He shared all planning options regarding our estate. He was kind, patient and extremely prepared for all of our questions. I would recommend him to our friends and family for their estate planning needs.

I had the pleasure to work with Paul regarding updating my estate plan. I am very happy that I selected Paul to do this work. I had many questions and concerns and Paul was able and willing to help me with them. I know that if and when I need more help regarding this matter I will be sure to contact Paul.

Paul recently implemented our estate plan and advanced directives. We are so happy and feel so much more confident having this completed, and the experience with Paul and staff was absolutely first class. My wife and I appreciate the professional service he offers and will continue to recommend him to our friends and family. Thanks Paul!!

My wife and I worked with Paul to put an estate plan in place for our us and our kids (trust, will, power of attorney). Paul was very diligent in understanding our needs and worked with us to get our plan put in place. He didn’t needlessly complicate the process and did a great job of making sure we both understood what was in the various documents. We both highly recommend Paul.

Paul did an outstanding job to take care of me and my wife on our estate planning. In addition, he presented us with solutions on some other family planning options that would make a difference in the future. Paul made the process seamless.

My husband and I were so pleased with how easy Paul made it to implement our estate planning. We had been prolonging the process and Paul walked us through the steps and got us set up. He also helped us establish our wills. I'm so glad we had Paul to work with. Huge items crossed of our "to do list" with his expertise and ease in working with! I would highly recommend him!! We will return to him for any future needs.