Reviews

Top review highlights

Pros
1
Provided in-depth legal expertise and personalized guidance
“Jim was very nice, down to earth, and demonstrated an in-depth knowledge of the rules and regulations pertaining to the NFA including potential changes being proposed to the existing laws.”
2
Responsive and attentive to client needs
“Jim recently responded immediately to a couple of urgent situations. Both required further investigation and consultation on his part to give me the specific, individual advice I needed.”
3
Thoroughly explained legal processes and options
“Jim asked questions about me and my circumstances so that my will was completed exactly how I wanted it to be; I feel like if I pass away, there will be no questions about how my estate should be handled.”
4
Provided exceptional value and quality of service
“To say that represents an incredible value is an understatement!”
5
Highly recommended by satisfied clients
“I highly recommend using him for NFA trusts. He may be equally adept with other forms of estate and trust planning, but that wasn't the purpose of my transaction, although I will certainly reach out to him about family trust planning in the future.”
Cons
1
Lack of defined billing and invoicing process
“I found the lack of any defined billing a little disconcerting. There was no invoice to pay or receipt for payments.”
2
Occasional issues with follow-through on paperwork
“I also felt like the assistant failed to follow through on some paperwork issues but nothing major.”
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