Reviews
Overall rating
Lee
30 Mar, 2020
I was impressed by his knowledge and experience. He did an entire Estate Plan with a trust, wills, power of attorney, advanced directives and several other necessary documents. He was fair in his pricing and extremely thorough. I would recommend him to my friends and family. I feel good k owing that my family won’t have to guess about my wishes.
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Diane
06 Oct, 2015
We had David set up a revocable trust recently and found him to be very knowlegeable and personable. His fee was reasonable and he was very efficient. What could have been a daunting task turned out to be very achievable. We had it completed in less than a month. He also answered some questions l had regarding my Parents' retirement issues etc. i can confidently recommend him.
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