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Bj drook
08 Feb, 2024
Very easy process start to finish. I met with my attorney (Bennie Walls) initially to go over all aspects of estate management. I returned a few weeks later. Everything is provided in a binder that is conveniently tabbed. We went through the binder, signed paperwork and it was done. I'm left with a little homework: providing accounts, changing beneficiaries to the trust, etc. I expected that. Completely worth the investment. Highly reccommend!
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Nuchi vincent
08 Feb, 2024
We found the lawyer we worked with to be very personable, who took his time and explained everything clearly. He made sure he understood our goals and has set up a Revokable Living Trust for us. We highly recommend him and the firm.
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Carolyn schoonover
21 Dec, 2023
Wonderful experience. The staff were wonderful to work with.
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Raymond carr
14 Dec, 2023
Went in for an estate plan review. Bennie was a pleasure to meet with and addressed any concerns we may have had with our initial trust document.
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Eugene metcalf
07 Aug, 2023
I recently did a restatement of my Living Trust with Carrell Blanton Ferris. My original was done by Ferris but the combined firm is excellent, very professional and thorough. I attended one of their seminars to review the process with Bennie Wall and he is terrific and easy to work with. Mr. Wall did a superb job explaining all the changes since the original trust and in signing the new one. I would highly recommend this firm to anyone who is interested in establishing a trust.
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Stephanie smith
26 Jul, 2023
Friendly, efficient, and knowledgeable. I highly recommend them.
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Art foltz
10 Jul, 2023
Incredibly easy process to complete our family trust. Jonathan Osler and Hannah Sarvey were a pleasure to work with and provided friendly and professional service. Great follow-up after completion of the trust document to ensure our trust was fully implemented.
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Judy gilliam
17 Sep, 2022
Jonathan explained everything to me in a way that I could understand. Great experience with him and his staff.
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Cheryl christopher
15 Mar, 2022
Super nice. I was comfortable and he made me feel right at ease. The receptionist was very nice.
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Lauren rominger
24 Aug, 2021
Not sure how these people have so many 5 star reviews. The girl who answered the phone was rude and unhelpful. Not to mention the $1000 fee just for a consult to speak with them. My husband passed away unexpectedly and I’m raising our child on my own and all she could offer was that the service I needed that they provided was expensive with a oh well attitude. Total turn off. They will never get my business!
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Angelswatchn
23 Aug, 2021
I had the pleasure of meeting with Jonathan Osler and was so impressed with this very kind, witty, and bright young man. I met for a consultation and by the time I left he knew exactly what was right for my family and I.
I would definitely recommend this young man and his team.
I now have a peace knowing that all will be handled in my absence.
Tammy Warren
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D. c.
23 Aug, 2021
Jon Osler is amazing. It's not just that he is extremely knowledgeable about estate planning laws (one would expect this from an estate planning attorney), but he has the ability to explain complex issues in a way that you can understand them without being condescending or patronizing. His manner is very welcoming, it's clear that he really cares about you and that he will go the extra mile to make sure all bases are covered. He led us through the entire estate-planning process, took the time to answer all of our questions, set up conference calls with us and a successor trustee to answer his questions, and continues to help us even AFTER he had our check! I cannot say enough good things about Jon and our experience with him and his staff. Highly recommended!
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