Edward Samuel Clay

My family has worked with Mr. Clay and his staff for the past 18 years and everyone in the organization has provided exceptional service. Ed, Donna, Regina, and Sara have always responded expeditiously to our questions and concerns with thought and care. The expertise Ed and his staff have in estate ...planning and adminstration of trust and wills is unmatched. The annual review process is very thorough and the onsite client training sessions are fantastic. During these sessions, Ed takes the time to explain current law, reviews your and his responsibilites and future proposed legislation/regulations which impact your estate in layman terms. I would highly recommend estateplan.org services to anyone wanting to have a secure plan for properly registering and managing your assets properly while alive and a solid plan for how to transition assets per your wishes upon your death. I wish everyone could understand how much of a valuable service they provide, no way i could do this by myself!

I have been working with Ed Clay since Feb. 1999 when he established a family trust for us. My husband died in July 2023 and now he is involved in moving my husband's assets to my trust. I work with his assistant who completes the incomprehensible forms. His office is easy to access. Phone calls ...are answered. emails might take one day. A great office!