Timothy F. Robertson

We work with a variety of different professional service vendors for a few different business and private matters. We rarely give endorsements like this. Hire this man! My wife and I hired Tim to establish our estate plan (revocable trust, healthcare proxy, power of attorney.) He also advised... us on our real estate holdings and helped us restructure that component in tandem with the estate plan and also gave us general advice and quality referrals to an insurance agent. My wife and I are very curious people and we don't sign anything we don't understand and Tim was extraordinarily patient in explaining the mechanics of our estate plan. He is also very tolerant and flexible. As an example, we made a small mistake and forgot to include a particular beneficiary on parts of our estate plan and we discovered it on the signing day when Tim had the 400 page legal documents printed and ready to sign. He said "no big deal" Went and changed it all and re-printed it and was totally nonplussed. Also, we interviewed other attorneys and oftentimes they would have a paralegal or junior associate do the initial call. Tim does the first call with clients for 1 hour and basically in that 1 hour he laid out the entire game plan. We interviewed 3 other firms in addition to Tim, and Time just blew the others out of the water.

My husband and I contacted Attorney Timothy Robertson in the middle of the Pandemic to discuss Trust options. He responded in a timely manner and explained everything in detail, he was very personable and easy to interact with. Attorney Robertson gave us advice remotely, was very patient with our que...stions, took the time to educate us on what each document meant an expertly guided us through the Estate Planning. The process was smooth, thorough and highly organized from start to finish. We highly recommend engaging the services of Attorney Robertson for anyone needing Estate Planning services. Thank you.

We hired Tim Robertson to prepare and execute a trust, power of attorney and health care proxy. He was extremely helpful during the this process, willing to answer our many questions and even guiding us beyond. It is never an easy time discussing these issues, but he made it simple, plus his rate i...s very fair. I am very happy we worked with him, 100% satisfied.