Reviews

Chuck was able to give an excellent presentation on Estate Planning for my CPE course. He is able to explain the complex process clearly so others can learn.

Just finished listening to a great and engaging webinar today by Chuck. Very informative and provided great insight into estate planning and all that entails.

We went to a presentation that Chuck did and decided to have him review what we thought were trusts we had done in 2006. Turned out they were wills, not trusts. Chuck did an excellent job of explaining things in layman's terms. In addition, he did a thorough job of going through everything and provided us with detailed instructions about how to get our assets set up so our kids won't have the hassles of probate court. Everything is organized and spelled out for them. We even got to leave them a DVD! Chuck is excellent; we whole-heartedly recommend him!

Mr. Roulet drew up our Family Trust along with our will, health care directive, and durable power of attorney. He is very professional and knowledgeable in this field. He was easy to work with and answered all of our questions. We felt very comfortable in working with him. We did refer a family member to him and he drew up their family trust also. If any of our friends or other family members ever need an attorney in this field, I would refer them to Mr. Roulet also.

We feel very lucky that we were introduced to Chuck. He is incredibly knowledgable and really listened to what our concers and priorities were. We now feel so much better knowing our estate plan is in place and our child will be well taken care of if something happens. As a father, Chuck really understands what is needed and important to plan for. He never talked over our heads, and he didn't push us into anything. Everything was our choice. He explained everything so we could understand what he was talking about and encouraged us to ask questions.

I just want to say that Chuck is great to work with when it comes to business & estate issues. He is very detailed and always has the client in mind. Chuck is very flexible and I would recommend him to everyone.

We have investigated a living trust before but not taken any action. Then we listened to Chuck speak before a group on trust and wills. That's when we decided that we would be comfortable with Chuck. Our one-on-two interview exceeded our expectations. We were completely at ease drafting our blended- family trust. The completed project was exactly what we wanted. His follow up and availablity reinforces our five-star, excellent overall rating. Highy recommended.