Based on 4 reviews
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Posted by Debby, a Wills client, Flag
Keith was a professional but very understanding. It did not matter how many questions we asked he would take the time to explain them and even put it up on the dry erase board to help us understand. Responded very well. He was polite, very knowledgeable and made sure we were following what he was explaining. I would definitely and have already recommend Keith to our family and friends.
Posted by rayandsylvia, a Elder Law client, Flag
We had a question on an insurance policy and best way to take care of pre arrangement for funeral. He was very helpful and knowledgeable and answered my questions very satsfacterly. We have our funeral arrangements already taken care of and well on our way to getting the ins. taken care of. He also reviewed the trust and verified that thing were the same and made corredtions where necessary
Posted by john, a Elder Law client, Flag
Keith was informative and answered all of our conserns. We had him for our estate planning and we are very satisfied. We feel that he pointed us in the right direction for our journey into our golden years.
Posted by Donald, a Trusts client, Flag
We thought Keith was excellent in explaining how the various trusts work! He even went over it several times until we had no further questions. We feel confident that our assets are secure and that everything was done properly. Thanks Keith for providing this excellent service.