Reviews

Overall rating

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5.0 3 reviews

Lisa

star star star star star
02 Mar, 2020
I met Brian just at the right time; i had wanted to take care of my estate planning for a while and a friend recommended him to me. Brian was very clear in the process, his website also provided good information and he was helpful in offering suggestions and feedback where i had questions. He also was good at explaining confusing terms and patient as we went through all the documents. Brian was very affordable too. I've referred him to family and other friends and just sent another friend his name and number. I am very happy with the documents and can sleep better knowing those items are taken care of in the event something happens to me.
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Linda

star star star star star
18 Feb, 2019
Brian was very flexible with meeting times and being able to meet me in my home. He answered my questions in a easy to understand way and was extremely thorough.
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James

star star star star star
23 Mar, 2018
Brian was thorough and explained every option well. He revised language so we could have a truly customized plan. It was great to have a good understanding of the decisions we were making. We are confident that we got it right and are in good shape for the future.
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