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Posted by Glenda, a Estate Planning client, Flag
I had some lagging legal worries that were keeping me up at night but Mr. Bouman sorted them out very quickly and got them all completed. He also gave excellent advice on separate issues and I was able to take care of those myself. His fees were very reasonable and uncomplicated. I would highly recommend Mr. Bouman and feel secure knowing that he will be available to help me in the future.
Posted by John, a Estate Planning client, Flag
This is my second attempt to deliver my review. Tom, thanks for helping us in getting our existing revocable trust in conformance with Arizona law. It is a complex undertaking, but you made it- not easy, but certainly a lot smoother getting the job done. Sonia and I really enjoyed meeting you, and working with you. We'll be in touch to keep the trust current.
Best to you and yours.
Posted by Kelly, a Wills client, Flag
We were very impressed with how knowledgeable and efficient he was. He explained everything thoroughly and we received our legal documents quickly. We highly recommend him.
Posted by Lawrence, a Trusts client, Flag
I used Thomas Bouman for several different legal issues. All were accomplished in a timely fashion and included estate problems upon the death of a spouse, restatement of a family trust and the formation of a new trust and a gun trust. Thomas spent the time to make sure I understood the trust documents and provided additional written clarification of details as well as a copy on disc that could be reproduced.
At meetings in his office I never felt rushed and that Thomas anticipated the amount of time that would be required to fully explain the documents so that I would never leave not understanding the details.
I plan to consult Thomas on a regular basis in then future to review the status of my trusts relative to the ever changing laws and regulations that effect my estate.
Posted by a Estate Planning client, Flag
While researching numerous Estate Planning lawyers Tom Bouman stood out. His website tomboumanlaw.com is filled with information to assist his clients. His fixed fee schedule is fair and thoroughly presented thereby taking the worry out of hourly or hidden fees. From the first meeting Tom's professionalism and knowledge was apparent. With his guidance the plans for our Estates were met by a will for my husband and a living trust for myself. Tom is a caring, patient lawyer and took time to answer all our questions. We now feel confident that we have everything in order and taken care of for our Estates. I highly and heartily recommend Thomas Bouman.
Posted by Colin, a Estate Planning client, Flag
I started out unsure what I needed, but Tom did an excellent job of interrogating my situation in detail and explaining the options very clearly. Once we had a plan, he executed it quickly and efficiently. I've worked with enough other lawyers to be pleasantly surprised by how painless this was.
Posted by Carole, a Trusts client, Flag
Tom Bouman was recommended by our financial advisor. He did not disappoint. He was knowledgable on every aspect of law that seem to consistently change. Tom was reliable, easy to talk to on all information that we needed, he provided advice, and he is a down-to-earth person. I recently recommended him to about thirty friends in a local club.
Posted by Marilyn, a Estate Planning client, Flag
Tom did an excellent job of setting up my mother's trust. He was very patient with our questions and explained each of the components very thoroughly in several different ways. All of this was done in a very timely manner and at a set fee so there were no surprises. He made it a very easy process for us. Tom was recommended to us by a previous client that was also very pleased with the results of several more complicated trusts that he set up for them. I would highly recommend Tom for any estate planning needs.
Posted by a Trusts client, Flag
I went to Mr Bouman with a problem on a trust. He was very professional and explained every item. Answered all my questions and became my lawyer of choice. He is very responsive and knowledgeable on trust workings.
I would recommend Tom to anyone.
Posted by Jen, a Probate client, Flag
When my father died unexpectedly with no will, I retained Mr. Bouman to assist me with probate. I thought it would be much more difficult ( I live in Colorado and my father lived in Arizona), but Mr. Bouman made a really tough time in my life so much easier. He is kind, he knows what he's doing, he is always there to answer questions, and he really made one of the worst times in my life easier to bear. He has a flat rate so I knew exactly what I was paying and there were no hidden fees of any kind- this was especially important to me during this uncertain time. Mr. Bouman is an honest man, a family man, and an outstanding attorney. I will never forget the help he gave me, and although I don't ever want to go through the death of a loved one again, I would retain Mr. Bouman again in a heartbeat.
Posted by Richard, a Wills client, Flag
We went to Tom Bouman in order to update our will and to establish a trust. Mr. Bouman demonstrated extensive knowledge in this area. He has written numerous articles in order to make understandable the details of wills and trusts. We are highly satisfied with the written product that he developed for us, and he took time to explain the details of the will and trust. He was patient, easy to work with, and we would heartily recommend him to others.
Posted by Hector, a Trusts client, Flag
The NFA trust went smooth as glass, Thom was very thorough in explaining all aspects of this trust and answered all my questions. I plan to use his services on other matters, would highly recommend him.
Posted by Helen, a Trusts client, Flag
One of the most valuable parts of Tom Bouman's work on our Trust was the summary he provided us so that we could read it at our own pace prior to meeting with him to have a full review of our Trust. A very good experience.
Posted by a Estate Planning client, Flag
We have been in this marriage for 29 years, the second for both of us. Husband has five children, wife has four. All children get along now, but we considered the possibility of complications after the death of one or both of us. Mr. Bouman helped us create a Revocable Trust, with executors from each natural family, giving us a certain serenity about the future.
Posted by a Trusts client, Flag
Tom did a great job setting up my trust fund, he was very knowledgeable, and helped me through
the entire process. I would highly recommend him.
Posted by Bryan, a Estate Planning client, Flag
Estate planning seemed overwhelming, and Thomas Bouman helped us through the process by first listening to our concerns and questions. Then he explained the various options in an understandable manner, so that we could decide what we felt would work best for us. We found it easy to contact him with any questions, and he was efficient and thorough.
Posted by Kyle, a Trusts client, Flag
Thomas Bouman helped my wife and I set up our trusts. We had been putting this off for a very long time because until we met Mr. Bouman we had not been able to find an attorney that we felt comfortable with. We are really glad we met him and couldn't be more pleased with the work he did for us.
Posted by George, a Trusts client, Flag
Tom, did an excellent job is setting up our Family Living Trust. His illustrations to explain complex ideas were great in helping to understand. Tom was prompt in answering questions that came up in between consultations and the final product was great. I would highly recommend using Tom in establishing your family trusts.
Posted by John, a Trusts client, Flag
Tom Bouman did an excellent job of preparing and explaning various documents for my wife and me, including Living Trusts, Wills, and different Powers of Attorney relating to Health Care, etc.
I can confidently recommend Tom to others for similar services.
Posted by Mary, a Probate client, Flag
Tom guided me through settlement of Mom's estate by explaining things clearly and understandably -- no legal jargon or unnecessary complexity. He is on time for meetings. The fixed price process was fair and relieved a lot of stress for my Dad and the family. Tom responds promptly, provides assistance to the degree you request and keeps the process on track. I recommend him without qualification.
Posted by Patty, a Estate Planning client, Flag
My fiance and I meet with Thomas Bouman a few months ago to complete estate planning prior to our wedding. We spent a few hours one on one with him to review all of our wishes, he explained the general rational for estate planning and his recommendations for our specific situation. Within a couple weeks he had our documents ready and we reviewed them in his office. He was very professional and courteous. In addition, his website makes it very convenient. Overall I would recommend him to my friends and family.
Posted by a client, Flag
Mr. Bouman has worked on two estates for me in the last several months. One was for a surviving family member and the other for my personal estate planning. He is thorough, explains things well and is extremely knowledgeable in the areas I consulted him on. I appreciated his professionalism, attention to detail and dependability and timeliness in preparing the necessary documents.
Posted by Larry, a Estate Planning client, Flag
I have worked with a large number of Lawyers through the years with mixed satisfaction and success. I found Tom to be the most professional, knowledgeable and helpful of any lawyer ever worked with. Tom really listened to me, asked relevant clarifying questions and got the job done with little delay or confusion. He demonstrated the ability to explain complex legal concepts to me in easy to understand lay langrage. All commitments were consistently exceeded.
Posted by Gerry, a Estate Planning client, Flag
I haven't dealt with a lot of attorneys over my many years and generally didn't trust them. However, Tom has proven to me over the several years that I've known him as my estate attorney and know that he is honest, reliable, and down-to-earth in explaining what my needs are and how they should be handled. He is efficient and timely in everything he has done for me. I would recommend him highly.
Posted by Sandy, a Estate Planning client, Flag
My husband and I were recently referred to Tom when we moved to Arizona and needed to update our estate planning. We had hired a recommended attorney in San Jose to create our initial package 5 years ago and we were basically happy with it--we just needed minor updating.
Tom could have simply made the minor updates we requested, updated the language to suit Arizona and current law, and been done with it, especially since he had quoted us a very reasonable, flat-rate, package-revision fee. Instead, he broached good questions, made recommendations for improvements, replaced existing language with language that was stronger legally, and generally delivered an estate package superior to what we originally had.
Tom's service was impeccable, he was personally responsive, he turned the package around quickly, and he is obviously well informed about estate law. You get the impression that he is, in fact, passionate about what he does. Although we just got our package about 2 weeks ago, I've already happily recommended him to several acquaintances.
Posted by Len, a Estate Planning client, Flag
We used Tom to prepare our original estate plan--he knew the answer to all our questions and did a great job. He kept us informed of potential problems over the years, and just (7yrs latter) did a total update. We are totally satisified.
Posted by Al & Angelita, a Trusts client, Flag
We were very satisfied with Mr. Bouman's putting together our Will and Trust. All our concerns were addressed to our satisfaction. I thought the fees were very reasonable for the amount of work involved.
Posted by Jody, a Estate Planning client, Flag
I was very impressed with the professional service we received. What I liked most about his service is that he charges by the job instead of by the hour, very refreshing concept.
He made all the legal stuff very easy to understand.
Posted by Peggy and Pete, a Estate Planning client, Flag
Mr. Bouman was very helpful in the estate planning process. He takes the time to explain thoroughly all aspects of estate planning - a very confusing issue for my husband and I. I am extremely grateful to our friend for reffering us. We will be using Mr. Bouman our future planning needs.
Posted by a Estate Planning client, Flag
We selected Thomas Bouman based on online reviews and we were not disappointed. We were more than pleased at how comprehensive his services for us were and how responsive to our individual needs he was. We recommend him highly.
Posted by Janet, a Estate Planning client, Flag
We are currently in the midst of creating our Family Trust with Thomas Bouman. It is obvious he knows the law and how it pertains to trusts, but I must say he presents it in a non-lawyer language so it is easy to understand. I felt emotionally overwhelmed everytime I thought of creating a trust, but he made the process as simple as having a conversation with a friend. His prices are very competetive also. All in all a painless experience!
Posted by Jennifer, a Estate Planning client, Flag
Tom Bouman is a great attorney. He really helped me navigate my way thru the unfamiliar process of planning my estate and setting up my trust. He was patient and took the time to really explain things, making sure I understood everything as we went along. The fees for his service are highly competitive and we completed my whole estate plan within the span of 3 weeks. Pretty awesome. I highly recommend him.
Posted by Alexander Leonard, a Trusts client, Flag
Tom is very thorough and informed. He is reasonably priced and I feel he really has the client's best interest in mind. He is the only lawyer I could find in southern Arizona that would set up a gun trust for me. It is definitely worth the money to have a lawyer set up a gun trust for you instead of trying to do it on your own! I would utilize his services again and would highly recommend him.
Posted by Shyla, a Wills client, Flag
I recently met with Tom Bouman to update my will. He is a wonderful wealth of knowledge in his profession. He is thorough and pleasant and very professional. I feel very well taken care of as Tom, because of his excellent knowledge, made sure that all my bases were covered. It is alway a delight to meet with him. He is very good at what he does.
Posted by Josephine, a Trusts client, Flag
Thomas Bouman did a great job in helping us to understand the processes and documentation of a trust fund. He was very patient in answering our questions and made sure we knew exactly what we were reading before we signed anything. Any type of legal process that involves lawyers, documents, and jargon could be overwhelming, but Thomas made sure to keep us in the loop and accommodate us in any way. I would most definitely recommend him to someone else.
Posted by John, a Estate Planning client, Flag
Based on a recommendation from a friend, we hired Tom in 2008 to do our Family Revocable Living Trust. Tom explained every step of the process as we worked together on our estate planning documents. He is an extremely knowledgeable lawyer and is able to clearly communicate all of the intricate in's and out's of this complicated process. My wife and I felt very comfortable making the decisions we had to make during the process, primarily because we were able to understand all that was necessary to decide on the specific content of our documents. Since we established and finalized the original estate planning documents, we have met with Tom on an annual basis to review changes in the law and how they may affect our trust. Tom has prepared one ammendment to the original documents and contiues to be a trusted advisor to my wife and me. We highly recommend you consider allowing Tom to do your estate planning for you. You couldn't hire a better lawyer.
Posted by a Estate Planning client, Flag
As "not a rich person" I was very happy to be able to have the services of a lawyer and to know that he will take care of my family if they need it after I am gone. He has especially been very helpful in explaining to me, without a charge everytime I have had a question. He has provided answers, as well as articles for me to read to understand the documents that I have had him prepare.
Posted by Tom, a Probate client, Flag
As administrator/trustee of my mother’s will/trust I looked for an excellent lawyer who charged a fixed fee. (It was strange to find myself as client rather than lawyer, particularly since I have taught estate planning as a law school professor for more years than I care count.) I hit the jackpot with Tom. He provided wonderful service for a fair, fixed fee.
Posted by RP, a Estate Planning client, Flag
Tom created a Living Trust for my father. It is impossible, here, to explain all of the circumstances; suffice to say that both emotion and time were issues. I cannot stress how sensitive Tom was to my father's needs as he proceeded to create a thorough Trust for my dad in an exceedingly timely manner. When my dad died, Tom was once again there for our family taking us through the steps necessary at a very emotional and difficult time. He is still responsive, when we have questions, over a year later. Tom will probably never really know how much his expertise and his responsiveness and sensitivity to our needs meant! (Additionally, even Tom's billing policy contributes to reducing stress and any awkwardness - once again, especially during trying, emotional periods. It also is part of what makes the client feel that he is more accessible than might otherwise be the case). We highly recommend Tom Bouman!
Posted by Bob & Carla, a Estate Planning client, Flag
We are very satisiifed with the services we have received from Mr. Bouman.
Posted by a Wills client, Flag
Mr. Bouman has been extremely helpful in clarifying my legal rights, particularly when making some difficult decisions. I've found him to be professional, courteous and competent in all my dealings with him.
Posted by Pamela, a Trusts client, Flag
Tom has done our trust twice (once was an update). He made excellent suggestions for our situation that we hadn't thought of. He listens well, communicates with us, and has been willing to answer the occasional question over the years without an actual appointment. He has also held our hands when we needed help retitling various items. In short, he's great and we highly recommend him.
Posted by Dino, a Trusts client, Flag
I contacted Mr. Bouman to amend my current Living Trust which was more than ten years old. After a thorough review, Mr. Bouman convinced me that I needed to have it completelely re-done to cover all aspects and to fully comply with the law. He also recommended (and I agreed) to have a Retirement Plan Trust prepared for prolonged tax deferral.
I approached Mr. Bouman after checking him in the internet and I was initially concerned when I saw that his office was not staffed. After the first consultation, however, I realized that Mr. Bouman was not only trust-worthy but also very knowledgeable on Trust issues and easy to talk to.
Posted by Kent and Mary, a Trusts client, Flag
Tom was very clear, patient in teaching us about trusts, and exceptionally efficient at preparing and reviewing the documentation
Posted by a Probate client, Flag
I was an out-of-state executor for an AZ estate, but the distance didn't get in the way. Tom's website was extremely helpful; communicating by email was fast and convenient; and his fee was very reasonable.
Posted by a Wills client, Flag
Tom was very informative and knowledgeable about the different aspects of wills, living wills, health and fiduciary power of attorneys, etc. I was very comfortable speaking with him and felt very assured that I now have all my documents in order. I would highly recommend him.
Posted by Paulette, a Trusts client, Flag
Establishing a trust was quite painless and very illuminating because of Tom's comprehensive knowledge, response and sensitivity to my requests. Tom addressed areas I had not considered but, through his guidance, I learned were crucial to the end result of my plans. Tom's thoroughness and demeanor bolstered my confidence in the process/product and my trust in him.
Posted by a Estate Planning client, Flag
Mr. Bouman was thorough and provided us with an estate plan that gives my husband and i tremendous peace of mind. He is very good at asking questions that assisted us in making decisions.
Posted by Tim, a Estate Planning client, Flag
Tom worked with an attorney from one of my charitable organizations involved in setting up a CRUT and our Living Trust. Tom also contacted an expert regarding a specific legal citations identified by the charitable organization's attorney and resolved this issue without further issues. Tom was great throughout this process and looked out for my families future's interests and I would highly recommend Tom to other individuals interested in Estate Planning, Wills, & Trusts.
Posted by Patrick & Marjorie, a Trusts client, Flag
Tom is an excellent attorney, very trustworthy & knowledgeable. He explained every aspect of the Living Trust & Second to Die Insurance Policy. My wife & I had been looking for an attorney to do this project for us for the past five years & Tom was the only one we felt comfortable with for this very important project. We have no regrets or second thoughts about any aspect of his work.
Posted by Sandra, a Wills client, Flag
Mr. Bouman was so helpful. He is extremely professional and knowledgeable. He answered questions I didn't know I needed to ask! All I had to do was express a thought or concern, and Mr. Bouman had several suggestions for me. I no longer need to worry about my will and health care directives, because Mr. Bouman found a way to include everything I wanted in the documents.
I felt completely at ease in his office, which by the way is easily accessible with ample parking (very important to me). I plan to continue to go to Mr. Bouman with legal issues, and will most certainly recommend him to anyone who needs a straight-shooting, gifted attorney.
Posted by JK, a Estate Planning client, Flag
Tom was very thorough and understands well what's required by the law, and what aspects have flexibility to tailor to family needs. Tom stays on top of IRS and other relevant changes to provide current, accurate documents.
Posted by Mickey, a Estate Planning client, Flag
Tom's assistance in our estate planning left us with a feeling of satisfaction and accomplishment of something we had been putting off far too long.
Posted by Linda, a Trusts client, Flag
Mr. Bouman is very professional but personable. He was highly recommended to us by friends and the past 3 years he has been very helpful (and patient) with us. Since he had established our general wills, we sent my in laws to him and he has created a thorough living trust plan for them that they are very satisfied with. We are in the last stages of developing our living trust for our family and are comfortable and pleased with the the way Mr. Bouman has walked us through each step. I have also seen the finished product of my in laws documents and am really impressed with the presentation of documents! I would encourage anyone seeking professional assistance to entrust their needs to Mr. Bouman. We feel safe giving information to him, knowing he is trustworthy and there to aide us in anyway he can. Mr. Bouman was even willing to answer questions I had concerning legal issues when my mom and dad passed away. It was a very difficult time for me and he was willing to take my calls while traveling on vacation!
Posted by Frank, a Estate Planning client, Flag
Knowledgeable, professional and personable. He made us feel at ease and took as much time as was necessary to explain things and have us realize what the reasons were for his suggestions. He was also very detail oriented.
Posted by Dennis, a Estate Planning client, Flag
I was referred to Mr. Bouman by my trust officer at Wells Fargo after I'd consulted a local attorney and been less than impressed.
My first contact with Mr.Bouman was by email. In his prompt reply he summarized his estate planning process, including the range of fees he charges. He later sent me a very complete bound brochure laying out in more detail the steps he uses in designing and estate plan.
On my initial appointment, I found Mr. Bouman both congenial and witty. That put me at ease. (I am a retired lawyer and am pretty familiar with the sort of person who can make a client feel comfortable.)
We went over my personal information in detail, including my how I wanted my estate to be distributed. During this interview, Mr. Bouman orally laid out my estate plan in general and promised he would deliver a complete description of my estate plan within two weeks, which he did.
At my second meeting, Mr. Bouman presented me with a draft of the provisions of my estate plan, including a pour-over will, powers of attorney and other ancillary documents. To my eye, these had been thoughtfully and knowledgably drafted. We agreed to certain revisions, and these were made on the spot. Thus I was able to sign off on my estate plan with only two meetings.
Mr. Bouman is a knowledgable estate planner. He informs the client of many considerations that wouldn't have occurred to the client. This is reassuring. I would unreservedly recommend his services to anyone seeking competent, thorough, and reasonably priced estate planning.
Posted by Jennipher, a Estate Planning client, Flag
Tom handled all of the updating of our wills and trusts in a timely manner and was very professional.
Posted by Wade, a Trusts client, Flag
My wife and I met with Tom Bouman to update our Estate plan. We have both been very pleased with the service and attention we have received, and are confident that our Estate will be handled carefully and properly in the event it should need to be carried out. Tom Bouman was recommended to us by a friend, and I would not hesitate to give him my personal recommendation.
Posted by Peter, a Estate Planning client, Flag
Tom helped my wife and I with our estate planning several years ago after we had our first child. He made things simple and straightforward to understand. We did a comprehensive estate plan and Tom helped not only get the documents in order but also made sure our accounts, assets, etc. were updated to complement our estate plan and the wishes we have for our estate. I would highly recommend him to anyone who doesn't want to go it alone creating their own estate plan. I caution the "do-it-yourselfers" to at least get a 2nd opinion and see Tom to make sure they are doing things right.
Posted by Mary, a Estate Planning client, Flag
Tom Bouman is a committed, trustworthy professional who is competent, trustworthy and excited about estate planning. He evaluates the client's self knowledge before guiding them into the concepts of a proper estate planning option by making the fundamental concepts understandable. He then gives expert advice on how to identify and set reasonable goals that reflect the client's desire to handle affairs. He practices exclusively in estate planning and keeps current on the ever changing laws. Regardless of the size of the estate, he very thorough in asking relevant questions that enable him to give solid counsel, education and analysis which determine the alternatives for planning goals. He makes very clear that his clients are under no obligation or pressure. He offers his advice freely, honestly and in language everyone can understand. My husband and I have found him to be a man of integrity. His services are fairly priced and he is timely with all written and verbal responses.
Posted by John, a Estate Planning client, Flag
Tom has been our personal Attorney for years. He is extremely knowledgeable in all areas from simple wills to complicated Estate Planning. Since Tom has done such a fine job for my family, I now use him almost exclusively to work with my clients to solve their Estate Planning needs. In meeting a new client, Tom is very thorough in learning all he can about the family dynamics and will suggest creative solutions for them. He follows up with clients every year to make sure that they stay up to date on any law changes. Tom has written and published several articles and booklets and is currently working on a book about Estate Planning. I would not hesitate to recommend him to anyone.
Posted by JOE, a Trusts client, Flag
Tom was recommended to us by our CPA. He tailored a Trust plan for us based on our family's needs, following an interview session during which he addressed all of our questions/concerns and even led us to explore areas that we were unaware of and hadn't considered (for our situation). I found him to be exrtremely knowledgeable in his field and up to date with changes in law.
Tom was extremely professional in his dealings with us and I am extremely satisfied with the results of my dealings with him.
Posted by Brandon, a Estate Planning client, Flag
Tom did an excellent job explaining the particulars of estate planning to us, making suggestions, listening to, and answering our questions. He is exactly the type of person you want planning your estate. I have recommended him to others, and would do so again without hesitation.
Posted by Michael, a Wills client, Flag
I have known Mr. Bouman both personally and professionally since his arrival in Tucson in 1995. He has worked diligently on preparing both my elderly stepfather’s Revocable Trust, General Power-of-Attorney, Health Care Power-of-Attorney, Living Will, and Personal Property Memorandum and mine separately over the past 4 years. In working with us, it has required his patience and understanding with us; and, his vast amount of knowledge of the laws and regulations that deal with this. The “end product” was exceptionally impressive both in the oral and written formats he presented to us.
Posted by Christine, a Trusts client, Flag
I have had a rewarding experience with Mr. Bouman. I was referred by a friend and upon initial contact with his firm the responsiveness was handled in timely manner. All of my issues were handled promptly and the overall value was worth the time spent utilizing his services. I give him high praise and has referred him to many of my friends.
Posted by Ken, a Trusts client, Flag
I had Tom set up a Living Trust for me. He was very professional and knew exactly what to ask. The whole process only took 2 meetings and a couple of phone calls. The price was very good. I paid exactly what was quoted during our 1st meeting. I would definately recommend Tom Bouman.
Posted by John, a Estate Planning client, Flag
Tom was very instructive as he went throught the ins and outs of what was required for my wife and I to create a revocable living Trust for our family. He spent several hours with us and made sure we understood exactly what the state of Arizona law required in a living trust. His explanations were clear and very easily understood. We new exactly what we had to do to provide him the data that he needed to create the document set. Tom also meets with us every year to review our trust and instruct us on changes in the law and what the impacts are on our specific living trust. He is a pleasure to work with and we recommend him if you are interested in setting upa revocable living trust.
Posted by Judy, a Estate Planning client, Flag
Mr Bouman prepared my Estate Trust and I was more than pleased with the finished product. Every situation that might arise was covered and I feel totally comfortable my estate will be carried out per my wishes. The trust was prepared in a very timely manner and the fees were very reasonable. I have recommended Mr Bouman to my friends and they have been pleased as well with his services.
Posted by Terry, a Estate Planning client, Flag
Tom was referred to me by my step-father and his financial broker as an estate lawyer that I could use to handle my mother's estate upon the death of my step-father. I took their advice and began consulting with Tom after my step-father passed away. He set up my mother's estate, wills and powers of attorney for me. Upon my mother's death he handled all of the transfers of money and other holdings in conjunction with my financial broker and accountant. All of this went smoothly and did not require probate. My wife and I have since used Tom to set up our estate planning and wills. We are extremely happy with where we are at with our estate planning. Tom is working in conjunction with our accountant and new financial manager. Also, our new financial manager has recommended Tom to participate in one of their programs they offer to their clients. They have fed back to me how thorough he is in setting up clients estates and his ability and willingness to coordinate with them and out accountant. He has also been available whenever we needed him. Tom has also kept us informed in changes in the law that concern our estate and has helped us modify our estate planning as we have grown older to meet our needs and our benefactors needs.
Posted by David, a Estate Planning client, Flag
We had been given Tom's name by our insurance rep approximately 2 years prior to contacting him. Tom's name and phone number were on my desk for those 2 years and since we trusted our insurance person, we had no doubts that we would call him. We were very glad we did and were very impressed with the manner in which he talked us through what all needed to be done. We will definitely return to him if the need arises.
Posted by Jay, a Trusts client, Flag
Tom prepared a revocable trust for me in 2004. He then amended the trust in 2006 and prepared a second trust for my wife. His work was thorough, was completed quickly, and was presented to my wife and me in a professional manner.
We have received annual letters from Tom and will be updating our trusts again in 2010.
Posted by Dennis and Kris, a Estate Planning client, Flag
Tom Bouman provided us excellent and efficient service in developing our estate plan. Our plan had many different aspects to consider. Tom identified issues we had not thought about. He was very deliberate and knowledgeable, asking many questions and presenting us options for how to handle these issues. His knowledge and expertise in estate planning law ensured the needs of our family were addressed. He took the time throughout the estate planning process to ensure we really understood the outcome of our decisions. The advice and counsel he provided us gave us the assurance we had addressed all necessary issues related to our situation. We had worked with other estate planning attorneys in the past and never felt that we really understood the contents of of the estate planning document. After our final review and signing of all pertinent documents, we left Tom's office, with our estate plan in hand, feeling really good about what we had just accomplished. We would highly recommend Tom for your estate planning needs.
Posted by Roy, a Estate Planning client, Flag
Spent a lot of time explaining terms that he uses and why he set the estate up as he did. Appears very thorough and knowledgeable. I continue to use his services.
Posted by Fred, a Estate Planning client, Flag
After having put off doing an estate plan for many years because of the percieved complexity.....f we met Tom. He was very profestional yet able to bring the many facets of estate planning down to a level we could understand. We knew a little about estate planning but Tom brought many new and powerful aspects to our attention. We ended up with a much more powerful estate plan than we ever imagined. Under his quiet and soft spoken exterior lies a vast wealth of information that assisted us in getting to the place where we finally have peace of mind.
Posted by LJ, Flag
Tom was excellent to work with. He handled my mother's affairs very professionally. One thing both Denise and I appreciated is the non-condescending way he explained what everything was for. He was available for modifications as circumstances changed. Denise and I were so pleased we had him take care of and up date our wills and trust. We're happy clients.
Posted by Maggie, a Estate Planning client, Flag
I was referred to Mr Bouman by my financial advisor, to assist with planning and implementing an estate plan, to include: revokable trust, will, power of attorney, living will, and other documents required to ensure equitable resolution of my finances following my death. As a widow with no children, it was imperative that all aspects of my estate be considered and addressed in the estate plan. Mr Bouman was very professional, courteous, understanding, and patient in thoroughly explaining the legal aspects of the various documents in terms I could understand. During the initial phase and follow-ups, he was always available to answer my questions and has kept my plan current and up-to-date regarding changes in Arizona laws and statutes. I have recommended him to numerous friends, who have taken advantage of his expertise and willingness to assist individuals in this most important area.
Posted by Roy, a Trusts client, Flag
Tom Bouman updated our 1999 Family Trust to bring it up to 2008 and Arizona laws and standards. He was very organized and detailed as to our our options and costs in creating this document. His annual review makes my wife and I very comfortable in the assurance that our wishes wil be implemented due to this Trust.
Posted by Kathryn, a Estate Planning client, Flag
Mr. Bouman helped my husband and me update our estate plan when my husband was ill. He then walked me through the necessary steps after my husband's death. He was responsive and cordial and took the time to explain everything carefully and clearly.
Posted by Gerry, a Trusts client, Flag
Being old(er) and having been the victim several times of dishonesty when seeking any kind of professional help; I am very afraid/hesitant of many business professionals. Tom was recommended to me by a dear friend that I trust. After contacting him to make changes on a trust prepared for me shortly after the death of my husband; I learned almost immediately that he was a warm, personable, and understanding gentleman with a lot of knowledge, professionalism, and expertise in his field. I was also to learn very quickly that Tom is not only excellent in what he does, but his compassion and honesty outweigh his desire to be concerned about fees.
Tom initially was going to "look at & check out & possibly make a change or two" to a trust that I had already had prepared by someone local to me. When he read the trust, he called me and was very open with his assessment of what he was looking at. It was obvious that my greatest fear of getting someone to do a job properly had been fulfilled by the individual who did that initial trust. Tom quoted me a price to "look over" my trust and when he actually saw it, he knew that if I died, my children would be facing a nightmare with what had.
Tom told me that he would totally rewrite my trust the way that I wanted it, one that would hold up in the courts, and that he would be there to back it all up when the time came to put the trust into action. With this information, he also informed me that since he had already quoted me a price for the initial review and minor changes to my trust, he would not charge me anything extra to do the entire document over.
I had recently become a widow and my income was/is definitely not exciting as I live on SS. Tom had no way of knowing what my financial status was when he offered to do this for me at the initial quoted price. His compassion having seen what had happened to me with the first trust and his desire to help me exceeded his desire to claim a greater fee.
It's been over a year now since Tom put my trust together and he has contacted me as a routine follow-up to be sure that everything is current. I, in fact, do have a change to be made that has come up over this past year, and I am absolutely delighted to know that Tom is there to take care of whatever it is that I need.
I would recommend him to anyone looking for an attorney in his field as you will not find a more down-to-earth, kind, honest, professional, and experienced person to do the job.
I live approximately 2-1/2 hours from his office and I would willing make that drive if and when necessary.
Posted by Hakim, a Estate Planning client, Flag
My brother passed away in Tucson in Spring '09. I served as his personal representative for the estate from California. From my first meeting with Mr. Bouman, I felt he was an extraordinary attorney-- in his understanding of the issues of the estate, his concern and personal interest, his competence and his prompt attention to every detail. His directions and instructions to me were flawless. He located a real estate broker for some property owned by the estate; the house was sold within 3 hours of listing, in the worst market in history. His fees were completely reasonable. He is highly skilled at wealth building and estate planning. I give him my highest recommendation.