Reviews

Working with Jeff on our estate plan was a very pleasant experience. He explains things thoroughly and in manner easily understood. He is personable and most knowledgeable. Jeff went the extra mile to bring our plan to fruition and we are happy and satisfied with the results. I can recommend him without reservation.

Jeffrey was congenial, precise and explained everything we needed to know regarding our will. He wasted no time in completing our will. We were very pleased with his work.

Jeff provided complete estate planning for me, including Last Will and Testament, Durable Power of Attorney for Management of Property and Personal Affairs, Durable Power of Attorney for Health Care and a Living Will. Through each step of the process, he was careful to respect my wishes and ensure that I understood each form. Although we had talked through each form several times, at the final meeting when the documents were signed and witnessed, he once again took the time to go over each form and validated that I was comfortable and understood the legal vernacular. I am very appreciative of the excellent service and attention that I received from Jeff and strongly recommend him to other perspective clients. I completed the process feeling very confident that I had done all I could do to make ensure an orderly transition to my heirs when the time comes.