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Frederick Putnam Davies

Frederick Davies’s reviews

     3.5 stars 4 total

Review Frederick Davies
  • Great Lawyer

    5.0 stars

    Posted by Peggy

    Mr. Davies did a trust for me and was very knowledgeable and very persistent, it took a while for me to fill out all the paperwork. His office as well as Mr. Davies himself have been very responsive to all questions that I had. I would highly recommend the Davies Law Firm.

  • Trust and Estate Planning

    5.0 stars

    Posted by Sharon

    My husband and I just had a Trust done with the Davies Law Firm. Mr. Davies was very knowlegable and professional. His Staff was very friendly and knowlegeable also. I would highly recommend his firm to prepare your estate plan.

  • very disappointing experience

    1.0 star

    Posted by a client

    Did a trust and also snuck himself in as a trust protector... did catch and fix before signing... agreeable before getting paid, but very difficult after he was paid. A very unpleasant experience. Wish I had gone elsewhere! Handling of an estate was a nightmare afterwards! Errors were constant and I ended up doing most of the work.

    Frederick Putnam Davies’s response: “I was surprised to receive this anonymous review. Although it is very difficult to respond without knowing who posted the review, I have the following response. I have never tried to "sneak" myself in as a Trust Protector. We review each and every document very carefully with our clients. If they have any changes, we make certain that the documents are 100% exactly what they want before signing, to include the Trust Protector provisions which serve a very important purpose in a trust agreement. In addition, all of our clients have free telephone calls for life. If this person was in fact a client, he or she could have easily contacted me or my office staff with any problems he or she might have had. No such person comes to mind for me or my staff. I do not believe that this review was made by one of my clients. The reason is simple... my client would have to be dead before the estate would need to be resolved. The same person could not be both my client and the person who would ultimately resolve the estate. The only thing I can think of is that the person who posted this review was a disgruntled heir who was disappointed with his or her share of the estate when my client died. Frederick P. Davies”
  • "Trust protector" for living trust

    3.0 stars

    Posted by a Estate Planning client

    Mr. Davies' office formed a living trust for me and my wife. During our discussions with Mr. Davies or his assistant, there wasn't any mention of a trust protector for the trust. The first time it was finally identified was when we came in to sign the trust documents. Even then, his assistant only said that Mr. Davies was named as the trust protector. The assistant did not describe at all the authority of the trust protector. Upon reading the documents afterwards, we found out that the trust protector had the authority to remove any of our trustees “with or without cause" under certain conditions (us being incapacitated). After some prodding (few unsuccessful attempts to seek clarification and filing a complaint with the Better Business Bureau), Mr. Davies agreed to modify the trust provisions for the trust protector. If you have a living trust or decide to get one, please read the documents carefully or have a trusted friend or relative read them for you to make sure the trust doesn't have anything you are not comfortable with.