Reviews

Top review highlights

Pros
1
Knowledgeable and trustworthy legal team
“Great people! Trustworthy and deeply knowledgeable legal team. We are so glad to have found them. They helped us a lot!”
2
Detailed and personable service
“This is a great firm. They are extremely detailed and personable.”
3
Proactive and thorough in estate planning
“Honest; Proactive thinkers; Bruce and Liz were there for me; made me think about things that I needed for my will and into the future that I didn't want to talk about…but had too…”
4
Reasonable and fair pricing
“I've worked with them for 13 years and appreciate their expertise." and "They are FABULOUS and I recommend them to anyone of any age for their wills; and estate planning, Sincerely Kathy Portman”
5
Highly responsive and available
“He is always available to answer my questions.”
Cons
1
Potential exploitation of elderly clients
“He takes his clients so much "at their word" that the goofiest things can happen with their bequeathals. Since his firm can charge for all changes, guess they don't care whether it makes any sense or not.”
2
Lack of transparency and oversight
“He sometimes met with their family member, who was the client, without any other family present, stating the client wished it, when the family might not have. He used the same person over and over as a witness and notary, not validating with the family any changes their loved ones (who may or may not have been of sound mind) may have made.”
Scroll to top