Reviews

We hired John to complete our estate planning. He did a great job listing out our options on what we could do so we could make an informed decision on which approach to do. It was also clear on what the costs would be to complete the work. After we decided he had an excellent summary to help us identify our assets and other pertinent information to complete the documents. This was completed quickly and accurately. After a review we identified a change we would like to do. He quickly updated the documents and sent a final draft. We then set up an appointment to sign and notarize and received all documentation as well as next steps we needed to do. I sent an e-mail while changing some personal documents and the response was quick and clear. Extremely pleased with John's work and process to complete things quickly and clearly.

John has done a great job of helping my wife & I organize our trust as well as helping me to organize a guardianship for my brother. You have helped me in a multitude of ways, have made yourself available for questions and support Ed us along our journey. We have recommended you to three couples who are friends of ours for their estate planning.

Came to our home and after gaining our. Input, recommended a plan we needed at a reasonable rate Completed and returned to our home for a thorough review.