We want to thank you for developing our family trust. We are very pleased with the results and the way you guided us through the process.
Your educational approach was especially helpful. You guided us through the various types of trusts and aft.er seekir!g and discussing our objectives, we found it easy to select the proper one. Then you provided documents to help us understand important issues and actions we must manage and address throughout the trust's life.
The template you provided to organize all of the data and information needed made that task easy.
We found you easy to communicate with verbally and digitally. You were patient and prompt, never argumentative nor high-pressured.
Despite the fact the nation was reeling from the COVl 0-19 pandemic and businesses were dosing, you continued working with us by phone & email and came to our home when final signatures were needed. You actually made this a pleasant experience.
We were impressed witt, your action of filing appropriate documents and the presentation of the final trust document in a nice booklet with digital CD back-up.
Lastly, weeks later you twice fo11owed up to ensure all our financial transfers were complete and to see how we were doing in this COVID-19 environment. Your personal connection is especially appreciated. Do not hesitate to use us for references.
L.J. N., Jr. & A.N.