All reviews

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10 Dec, 2020 by Lance
I was lost, but now I am found. After working over 25 years in the financial services industry I thought I had my finances in line. I was correct. However, the potential risk of not having a trust was an area that I overlooked. I attended the education seminar hosted by Williams, Allen, Casey LPA and learned enough to realize that I needed a plan. I was very impressed that the firm had a true process to estate planning and that it wasn’t just another service they offered. We set an appointment and we were introduced to Ray. Ray was very informative, and we met several times. Never once did my wife and I feel like we did not know what was being discussed. This is a very complicated matter, but Ray's approach makes Estate Planning easy to comprehend. It doesn’t hurt that Ray is just a nice guy and easy to talk to. I was more than impressed with both the firm and Ray with how they handled our situation and put us in a great position to lower the overall risk of our estate. After what I learned and what we accomplished there is no way I could have done this on my own. Thank you Raymond and everyone at Williams, Allen Casey.
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20 Nov, 2020 by Ken
Wow. Awesome. Caring. Compassionate. Responsive. Innovative. Proactive. Involved. These are words that do not begin to describe my experience with the organization and with all I have interacted. Upon the recommendation of trusted financial and legal professionals, my wife embarked on the journey to create a trust encompassing complicated personal and business components, which has turned out to be one of her best moves. Faced with a multitude of complexities, the firm has been able to put my daughter, our business interests, and myself in a comfortable, protected, and secure position upon her passing. Thanks to their efforts, we are all able to proceed and enjoy the fruits of my wife’s innovative and creative spirit.
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17 Nov, 2020 by Jim
I've been a client for a few years now and the whole team at William Allen Casey are simply the best in the business when it comes to estate planning -- not only Scott, Jen, and Ray, but all of their support staff is outstanding. They thoroughly educate their clients and help them make informed decisions throughout the initial estate creation and then continue to go above and beyond through additional educational programs throughout the years that follow. Their process is very refined and they make their customers feel very comfortable even while working through some difficult topics -- just very easy to work with. I couldn't be happier with their services! Specifically for Ray, his practical knowledge comes through very well in conversation and he uses his dry but witty sense of humor very appropriately to add levity to discussions when necessary.
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25 Jun, 2018 by Robert & susan
Ray Casey has recently joined the Scott Williams team. We have been impressed with his energy and interest in working with the personal needs of clients like us. Ray is now licensed in Florida which is something very important to my wife and I. We continue to be overwhelmed with the level of service and dedication to the Firm's clients. We are very pleased to have Ray on the team,=.

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05 Feb, 2021 by Paula
Jenn is an absolute wonder. She and her staff helped me through my mother's estate and setting up my own families trust. It's hard to find someone to trust with your assets, but after extensive research and reading reviews (plus - gut instinct) - it was a homerun. Jen returns calls and messages that same day or in some cases within minutes. Don't know how many people actually know about the work that goes into estate planning and setting up a family trust - It's a lot... 'trust' me. Jen went over every aspect of what the whole process encompasses. Sometimes it gets confusing, but she understands that it's a lot to take in and doesn't have any problem going over things with you again. Thank You Jenn for your time and patience ;)
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20 Nov, 2020 by Ken
Wow. Awesome. Caring. Compassionate. Responsive. Innovative. Proactive. Involved. These are words that do not begin to describe my experience with the organization and with all I have interacted. Upon the recommendation of trusted financial and legal professionals, my wife embarked on the journey to create a trust encompassing complicated personal and business components, which has turned out to be one of her best moves. Faced with a multitude of complexities, the firm has been able to put my daughter, our business interests, and myself in a comfortable, protected, and secure position upon her passing. Thanks to their efforts, we are all able to proceed and enjoy the fruits of my wife’s innovative and creative spirit.
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18 Nov, 2020 by Margaret
We conferred with Jen about drawing up our wills. We had definite ideas about how we wanted our affairs handled, but we didn't think we needed a Trust. Just a simple will. Jen was very patient and explained that what we wanted to do was exactly what a Trust was designed to do. Still, we just wanted a simple will. Jen did not press us and continued to try and make our wishes work with just a simple will. As we worked together, we began to see that she was right and eventually established a Living Trust. We have so much peace of mind now knowing that when the time comes, our affairs will be handled according to our wishes. I really appreciate Jen's patience and ability to explain things.
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24 Jul, 2022 by Carol jankura
Since 1999 I have been a client & am thankful for their advice, competence, friendliness, & hard work. They helped me so very much when my husband, Jerry, passed away in 2014.
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15 Mar, 2022 by Dolf kã¤mper
World class service. Helps with all the difficult aspects of aging.
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07 Dec, 2020 by Noel bartlett
My wife and I were introduced to Scott Williams in 1995 by one of our insurance agents, and from the outset realized not only how knowledgeable he was, but how thorough and caring. During the past 25 years, and continuing with the addition of Jen Allen and Ray Casey as partners, the pattern has remained the same. Annual reviews, follow-up to ensure the trusts are fully funded, educational programs for clients, trustees, and heirs have kept things current and reassuring to all. When my wife passed away in 2005, the settlement process was caring, and also quick and efficient. I heartily recommend this team, which includes a tremendous support staff.
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19 Oct, 2022 by Michelle/ sean
If you want a team that truly cares about your outcome then you need this lawyer. I thought my sons case was impossible to defend but him and Pat worked to get his side of the story told to the judge, thank you for being great at your job and being a great person in general
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20 Jun, 2022 by Anonymous
I was in need of advice and legal help and Dale really came through for me. Best lawyer around definitely!!! Very pleasant as well.
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18 Jun, 2022 by Anonymous
Dale is a great lawyer he has helped me with my case (DUI) and he is very knowledgeable and I will recommend him to anyone that is in my predicament!
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