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Reviews
Top review highlights
Pros
1
Highly knowledgeable and experienced in estate planning and elder law
“I have found Monty to be very knowledgeable and straightforward through the years in his approach working with us.”
2
Compassionate and patient in dealing with clients, especially elderly clients
“He always took the time to make us feel like family and was very patient in really listening to my 90-year-old dad every time he had questions.”
3
Proactive in guiding clients through complex legal processes
“Monty and his staff were very patient and took the time to explain to me and my dad what needed to be done especially when it came time to apply for Medicaid.”
4
Reliable and efficient in handling estate planning and administration
“Upon my parents passing, I feel that I could not have successfully fulfilled my parents' wishes without Monty and his staff's professional help. It was very smooth as everything was preplanned and placed into a Trust.”
Cons
1
May sometimes rush through client questions without fully understanding the context
“He's too much of in a hurry to really read the question. His response was too brief and I base my review on his inability to spend a couple minutes reading my question.”
