Reviews

Everyone at Shields and Boris were extremely helpful, courteous and accommodating. There was always someone there to answer my questions. Alicia was very polite and helpful in setting up meetings and explaining the process for an estate plan. I met with Jim Shields and his knowledge put my wife and I at ease. During the final document signing Jim took the time to fully explain all the documents in layman terms. Shields and Boris is a firm with exceptional professionalism.

Mr.Moody answered the phone firecrely when I called.

Very informative and helpful

We had a phone meeting before we made an appointment just to see if they had a plan for us. They were very informative & we ended up making an appointment. We appreciated this (free) service.

Very informative and helpful!

My interaction with the firm was awesome. Very caring professional firm. Highly recommend.

A tremendous amount of information to process. Very helpful to me to assist with gathering the proper documents and trying to determine what best fits our needs at this time. My husband and I definitely need to make some adjustments before we even begin the process in deciding what will be best for us and our adult children. Our biggest issue will be naming an executor (or trustee). We would want our son, but he lives out of state. However he has had experience performing this task where he lives. I have read that the state of PA may not accept an out of state executor/trustee. Our daughter has no experience although she is local. Really appreciate the workshop and would definitely be interested if there are any more available.

The webinar had some very useful information

The webinar was very informative. Presented at a pace that you could take notes.