Thank you for ensuring the safety and protection for our son with disabilities.

We had a great meeting. We learned a lot to help care for our disabled son and how to protect him when we’re no longer here.

“Seminar was very informative. Gives great information for gathering thoughts about planning for the future”

“Seminar was very informative. It gives great information that will not only help my father, but myself”

Your office access all the right questions and present all the appropriate options to put together our Trust. We feel that Estate is well protected now and all Trustees have a well layout map to take care of things once were gone.

“Seminar was informative! It flowed well and time just flew by. The subject matter was so pertinent to our current situation and we look forward to putting our estate in order. That you for this opportunity.”

Your friendliness was such a comfort, of course your experience was perfect.

Three years later I am still working to close out an Estate account. If I don't call them to get status updates nothing would ever get done and of course they require full payment up front.