Reviews
Overall rating
Thuan tran
06 Mar, 2023
Jerimy and his team were amazing to work with for our estate planning needs. They patiently explained all the documents to us (numerous times), and were very detail oriented and accommodating during the process. We truly enjoyed working with them and would highly recommend them to everyone we know!
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Jerry kauffman
09 Feb, 2023
Great experience setting up our trust. Very organized, well thought out process for those of us that need help understanding the type of trust we needed. They are patient with us newbies and walking us through to the end goal. Well done Jerimy and team. Highly recommend them.
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Just do it
06 Feb, 2023
Ryan hamlin
03 Feb, 2023
Jerimy was super easy to work with and a true professional. We had a somewhat complex trust to put together and he was able to easily answer all our questions and complete all documentation/planning for the trust. Highly recommended!
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Amanda trowbridge
28 Jan, 2023
Charlotte is amazing at her job and makes it a priority to keep you informed of everything that's going on. Her and her team are very organized and make sure every detail is taken care of. I feel Blessed to have had her as my lawyer. If you need a lawyer please get in touch with her and you won't be disappointed.
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Baba konatham
28 Jan, 2023
Ms. Charlotte is a very knowledgeable attorney and earned my strong recommendation. My case was transferred into her office. Despite short notice and little background, she was able to quickly understand my case and give valuable suggestions in us reaching a meaningful settlement with insurance companies. She is a strong advocate and presents all options to you and recommends the best course of favorable action. She and her staff are professional, easy to work with and super prompt with attention to detail.
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Sarah li
07 Jan, 2023
We highly recommend Jerimy and team for their high quality and professional services. All the staff are also so friendly and we're so grateful.
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Charlie mehrmann
05 Jan, 2023
Kirk hilken
02 Jan, 2023
Excellent experience with Jerimy and his team. They are thoughtful, organized, and thorough. My wife and I appreciated their help and attention to detail in setting up our family trust and wills.
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E
14 Dec, 2022
I had Jerimy and Kendra had my trust done. I made an appointment with him to get the health care will. aka “pull the plug”. His depth of knowledge and experience steered me towards family trust(NOT upselling it and thinking about my family). Him and his team were on it! Educating us on how everything works to what if situation. Start to finish was timely and every little questions that we had, he got back to us very quick and got everything taken care of!
I know I’m a “small fish in the sea” but there’s no small or big clients with him.
Top notch and I can’t speak highly highly highly enough and recommend going with him!!!
Once again, THANK YOU to Jerimy, Kendra and his office staff! You guys are THE BEST!
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E
13 Dec, 2022
I had Jerimy and Kendra had my trust done. I made an appointment with him to get the health care will. aka “pull the plug”. His depth of knowledge and experience steered me towards family trust(NOT upselling it and thinking about my family). Him and his team were on it! Educating us on how everything works to what if situation. Start to finish was timely and every little questions that we had, he got back to us very quick and got everything taken care of!
I know I’m a “small fish in the sea” but there’s no small or big clients with him.
Top notch and I can’t speak highly highly highly enough and recommend going with him!!!
Once again, THANK YOU to Jerimy, Kendra and his office staff! You guys are THE BEST!
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Greg bruce
06 Dec, 2022
We wanted to set up a revocable family trust and worked with this firm to do so. My wife and I are very pleased with the work they did for us. Our main contact was Kendra, and we met Jerimy during the paperwork signing. Both are very knowledgeable, professional and friendly - we highly recommend them.
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