Reviews

Dan did my parent and grandparents' estate documents. We had him also do ours which included a will, living revocable trust, power of attorney, health care power of attorney, joint marital property agreement, etc. The documents cost nearly $3,000 to prepare once additional fees were assessed for deed transfers which was about double what a colleague of mine had mine done for. However, we were willing to pay the extra amount to have things handled properly. Also we knew that he was familiar w/ my family's assets and documents and we held some joint properties so we thought it was worth the price. After the documents were completed we realized that an asset that was jointly owned w/ my parents was left vulnerable in the event of my death and would not securely pass to my children. Instead it would go to my husband even though my parents told him that it was to stay in the bloodlines (i.e. me, my children, etc.). When I questioned it, he said that that is what I told him to do and that he made notes to that affect. However, we never discussed how to handle that asset and I knew my parents had told him that it should remain in the bloodlines. He charged my family several hundred dollars to rectify the matter. When I asked him to share some responsibility in the matter and reduce his fees, he refused. Dan is polite, personable, and good at returning calls. However, I would not recommend him because of how this matter was handled.