Reviews

I had the good fortune of working with Glen Holmberg for nearly three years. He helped me in my capacity as a family estate executor. Glen did a remarkable job. Efficiency, accompanied by courtesy, is a rare combination in today’s world. He was diligent in producing accurate information and advice about the broad range of topics encountered while carrying out my duties. Glen’s expert approach made a difficult task manageable, and his eye for detail and honesty aided in the successful closing of a complex estate. The confidence that I placed in Glen was justified, and I recommend him with complete confidence. Please give him your consideration, you will find him worth it.

Glen helped us with setting up a will/trust and he was fantastic. He worked with our schedule and did everything we asked.

I reached a point in my life that I felt I needed to get my affairs in order, particularly as a single mother. I worked with Glen to create a will, a living will /health-care proxy, and a trust for my son. Glen patiently walked me through the planning process, describing available options and strategies that made sense for my situation. I greatly appreciated his knowledge, thoroughness and responsiveness to my questions and requests. I could not recommend someone more highly. He is a consummate professional who is passionate and knowledgeable about his work and clearly takes his position very seriously. At the same time, he is incredibley personable and caring, understanding that some of the necessary decisions are not easy to make. As a result of working with Glen, I feel comfortable that if something were to happen to me, my affairs are in order and my son will be taken care of.