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Reviews
Top review highlights
Pros
1
Knowledgeable and Thorough Explanations
“Ben recently completed the set up of my revocable living trust. During the free consultation and the main information gathering sessions, Ben answered my many questions with his knowledgeable and precise answers in a professional manner.”
2
Efficient and Professional Service
“The Lawer takes care of you from A to Z. I don't need to worry anything. Special with LEGACY WEALTH PLANNING PORTFOLIO, He remind you what you need to do and instructions for taking care of your property.”
3
Caring and Personalized Approach
“Ben was a joy to work with. His patience in explaining the process to me was superb and much appreciated. He is very knowledgeable and yet can explain his knowledge using layman's terms.”
4
Responsive and Accommodating
“His office has done a great job in setting up a specially prepped section of the office for the in-person signing session. Ben and his staff are also very responsive through out the process; for example, promptly rescheduling the signing session that was impacted by the February snow/ice storm.”
Cons
1
Limited Informal Conversation
“Ben did mostly stick to business through out the process and not much chitchatting, very efficient. It would have been a 5+ star rating with additional brief soft anecdotal conversation.”
