Reviews

Top review highlights

Pros

Highly knowledgeable and professional legal team

“Extremely friendly and knowledgeable lawyers. This process could have been tedious, but Tom, Ron and McKenna made it as enjoyable as possible.”

Provides clear and comprehensive information on estate planning

“The webinar was very informative. Scheduling a complimentary appointment. Looking forward to them helping us plan our later years.”

Tailors services to individual client needs

“Jim Shields was able to answer my questions and solve some ticklish issues thoroughly.”

Offers a smooth and efficient process

“It was a extremely pleasant experience. Quick and simple, easy to understand.”

Earns high client satisfaction and trust

“I would highly recommend Jim to anyone who is interested in setting up an estate plan.”

Cons

Presentation length could be improved

“A well-organized presentation, but longer than promised.”

Terminology and acronyms can be confusing for some clients

“Many of the acronyms are unfamiliar to us, though the legal and pharmaceutical professions seem to be in love with them.”