Very friendly and knowledgeable people. Extremely thorough during the process. Would highly recommend this team!

They make it simple for to understand why I should have a trust even if I don’t have much of inheritance to my children.

Overall my wife's and my have been excellent. Everyone we met and worked with was friendly and willing to help us understand the process. The only exception would be with the gentleman who provided our orientation to and guided our signing of the various trust documents. He was exceptionally knowledgeable - but has a propensity to excessively rush (even when asking him a question via telephone) the process. This made it difficult to understand - even close to the end when he asked if we had any questions. Which we did, but felt that "he was under a time constraint" and needed to finish the process so he could move on to other client's. We continue to have a few questions and are usually able to get excellent advice from the Executive Secretary.R/SSteve

Tom made the process of make our Living Trust very easy. I highly recommend Tom and his company for your Living Trust and more.