Thank you for making the process of creating our estate plan easy to understand. We appreciated that you took your time at our final meeting to review everything and walk us through how each aspect of our plan would work.
We found you to be relatable, friendly, and accessible. We have been able to turn to you on several occasions for legal advice for our extended family. We liked that you took the time to address how all of our assets would fit into our estate plan, such as 401(k)s and life insurance. It seemed like you anticipated our questions and always had a clear and thorough explanation.
Finally, we appreciated your flexible office hours, as well as offering to come to the house due to our elderly aunt having mobility issues.
- Jim and Nancy D. , Hamilton