Reviews

We recently signed the final revision of our living trust. It was something we had always needed, but continued to put off. We were really happy with the service Dave provided. He made the process painless, easy, and to the point. Really happy also with the cost, good value for the money. Highly recommended.

I’m extremely pleased with Dave in how he wrote our wills and formed our trust. He’s both professional and personable. He’s easy to work with, easy to talk to, flexible in scheduling, willing to answer all questions, and he has fast turnaround times. Plus, he’s reasonably priced.

David did a great job setting up my trust and updating my will. He was responsive, efficient, and provided valuable information. I have now asked him to oversee my business documents! Thanks David!

David prepared our trust documents in a timely and professional manner. Communication was excellent and he helped talk us through some of the more difficult items we were dealing with. The process was very thorough and detailed. We would recommend him for any estate planning task.

Jim was very professional and engaging for all of our needs. Very satisfied and happy to refer

I truly recommend everyone set up an appointment with David for estate planning, you will be very glad you did. He breaks things down in a very easy to understand way and you will have peace of mind knowing that your estate will go to the people you want it to go to and not to the State! I have read many horror stories about what happens when people don't take care of this, please make sure your loved ones are provided for in their time of overwhelming grief. I highly recommend David, I really can't say enough positive things about him, he is top notch and I am so appreciative of everything he did for us!

In today's world it can be difficult to find high quality interactions and communication. David was a pleasure to work with from beginning to end. He walked us through each step of the Estate Planning process; working diligently to ensure we understood different aspects along the way. He was genuine, knowledgeable, kind, responsive and we would absolutely recommend him to our family and friends without hesitation.

Outstanding people they get the job done. Thank you guys for everything you’ve done for me and my family. My son is finally home after 5 years…Thanks to you all❤️❤️ Have a great holidays

Was great to work with Dave. True professional and very organized. Explained how the will works so i could understand it. He has great support staff and would highly recommend him!

Dave was incredibly easy to work with from the beginning! I submitted an inquiry on his website and he personally responded later that day offering his help. Our experience couldn't have been better - he's extremely personable and flexible and had our documents worked up ahead of deadlines. Would recommend to any family or friend looking for estate planning help!

Very easy to work with got everything done in a very timely manner and was very pleased with the outcome. Thank you David I appreciate all your help.

David was extremely patient and helpful. He explained all the details and insured we understood the process. We were very appreciative of how quickly and easily everything was completed.