Reviews

Top review highlights

Pros
1
Extremely knowledgeable and competent in estate planning
“Extremely professional, competent, responsive and thoughtful--Chuck knows trusts and estates.”
2
Provides clear and easy-to-understand explanations of complex estate planning topics
“Excellent at making hard things simple to understand.”
3
Offers valuable and informative webinars and presentations on estate planning
“Excellent, understandable presentation of legal implications of improper estate planning.”
4
Highly recommended by clients and other professionals
“Very knowledgeable estate planner - highly recommend!”
5
Responsive and customer-focused
“Chuck knows how to take care of his clients.”
Cons
1
Difficulty in getting in touch with the lawyer
“Very difficult to get in contact with. If you want clients - at least bother to call back or even better - message. Email. Anything? Nope. Good business plan...”
2
Lack of preparedness for client meetings
“When the meeting began the lawyer took just a few seconds looking at the document to find the missing information so we had to cancel the meeting. Then why didn't he take a few seconds before the meeting? Why didn't anybody in the office look at the document before the meeting?”
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