Reviews
Top review highlights
Pros
1
Highly knowledgeable and professional staff who provide excellent guidance and expertise in estate planning
“Extremely friendly and knowledgeable lawyers. This process could have been tedious, but Tom, Ron and McKenna made it as enjoyable as possible.”
2
Thorough and informative presentations/webinars that help educate clients on important estate planning topics
“The webinar was very informative. Scheduling a complimentary appointment. Looking forward to them helping us plan our later years.”
3
Prompt, courteous, and personalized service that makes the estate planning process smooth and stress-free
“Prompt and courteous service for preparation of new our new Will, POA, healthcare directive, etc.”
Cons
1
Some presentations may run longer than promised, which could be an inconvenience for some clients
“A well-organized presentation, but longer than promised.”
2
Use of legal jargon and acronyms that can be confusing for clients unfamiliar with the terminology
“We might suggest as a printed handout a list of 'lawyer' terms for various policies, government acts, investment options, retirement funds, programs, etc.”