Reviews

My wife and I finally got our Wills, POAs, and Marital Property Agreement completed. Patrick and his Paralegal Steven were awesome. They made the process so much easier than I thought and very efficient with their communications and turnaround of the documents. I have the utmost confidence that we are covered to the extent we need to be right now.

When it came time to finalize my estate planning, Patrick was highly recommended by my Certified Financial Planner. Pat and his team made the entire process very simple and had detailed answers to all of my questions. I would welcome the opportunity to work with him again, should the need arise in the future.

Both Patrick and Steven guided me through the process of updating my will and other legal declarations. They were patient with me throughout.

Patrick and his paralegal assistant, Steven, we’re wonderful in helping us update our Estate Planning. Our life circumstances had changed, and we needed advice on legal options in order to update our Estate Plan. They were great listeners and with us created a plan that is perfect for our situation and goals. We were appreciative with both their kindness and professionalism.

We feel so fortunate to have met Patrick and would highly recommend him and his firm. He made us feel very comfortable in doing our Will and other legal documents. This can be a sensitive time but he explains things throughly and very professionally. Thank you.

We were referred to Patrick from our financial planner, for work on estate planning. Patrick and Steven made this extremely easy and explained everything clearly and concisely. We left feeling like we had a solid and robust long-term plan and a new member of the team!