Reviews

Casey drafted a trust and will for my family, he was quick, professional, and able to answer all of our questions. Would recommend him to anyone looking to get estate planning done.

We hired Casey on the recommend of Mountain Ridge Assisted Living where my parents resided. We consulted with and hired Casey on Sept. 17, 2018 at which time Casey was supposed to do the paperwork to get them signed up for VA financial benefits as my father was a WWII Veteran. My mother passed away on Nov. 16th, 2018 and my father passed away on Jan. 5th, 2019. Casey did not file the paperwork until Jan. 14th, 2019, consequently the benefits were denied. We found that out only because we went to the Veterans Affairs office ourselves. Casey did refund $5000 of the $5500 we paid him, but if he would have done the job we hired him for then my parents would have had the benefits they deserved. We recommend you go straight to the Veterans Affairs Office in Salt Lake City and skip the attorney.

Casey helped me with all of my tax planning. He was wonderful to work with! He was very punctual and friendly. Casey was highly knowledgeable, answered all of my questions, and offered up many great suggestions as well. I appreciated that he was easy to get ahold of. If he happened to miss my call, he was quick to return it. I would highly recommend Casey.