Based on 4 reviews
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There is a lot more to developing a Trust than I was aware of. John Potter made this as efficient and non painful as possible. We have seen other Trusts that did not have half the information as ours does. We felt the experience was informative and pleasant as possible.
John went well beyond what we expected! He patiently explained all of the details concerning our estate and answered all our questions. He helped us to establish a detailed plan for us and our children. John is pleasant, knowledgeable, thorough and accommodating. We highly recommend him! We particularly like John’s guidance with the personnel and emotional aspects of an estate plan. Much more than expected!!!
Excellent experience, easy to talk to, answers questions, pleasant personality, knowledgeable, reasonable price for services and commitment to client.
We have pleasured to do this for quite sometime and are very confident in that we found John Potter.
From the time we attended John Potter’s seminar in Charlotte, my wife and I knew that we were in the right track to finally completing the Living Trust that we have been putting off for years. John’s seminar brought up situations and matters that we had not thought of previously; wealth preservation for the benefit of our children and possibly our grandchildren was paramount to us.
John Potter has been terrific in the entire way in the process of establishing a trust and handling other legal matters. He’s been patient, honest, attentive, timely & very professional with trusted wisdom and guidance. Not only is he interested in the proper handling of your financial matters, he’s interested in retaining your non financial legacy for the benefit of your beneficiaries and beyond. He’s someone that I would not hesitate in referring to other for this most important matter in ones lives.