Posted by a client
David helped us put together our Estate Plan Documents. He was very patient with us even though we asked him to explain certain terms and concepts more than once. His guidance made a difficult process much easier and we were pleased with the final documents. We even got a compliment from a financial representative who received a copy of the Certificate of Trust, he said the document was very thorough and well organized. We felt the same but it was nice to hear our thoughts confirmed by someone who has experience with such documents.
Posted by Diane
When circumstances in my life changed David was able to navigate the confusing issues and make them understandable to me. He spoke plainly so I knew what was actually being conveyed in my estate plan. He asked a lot of questions to make sure I was being covered the way I wanted to be covered. And I actually changed some areas in my original plan because of the probing questions David asked so my wishes would be carried out exactly as I wanted. His high level of integrity made it easy to work with him.