Lee Carpenter

I hired Lee to help me complete a task that had been on my to-do list for a long time: creating estate planning documents including a will, financial power of attorney and healthcare power of attorney. Lee also helped me understand the benefits of creating a testamentary trust for my son and sole hei...r to help manage his inheritance should I pass while he is still in his young adulthood. He prepared the documents quickly and advised me on how to adjust beneficiary designations on my insurance policies and financial accounts so that my wishes would be carried out.

Lee advised my wife and I how to establish our estate legal papers so that a trust would be created for an heir with special limitations. To me, this did not seem easy at the outset. But, Lee made everything clear and advised me of my options and their ramifications. I now have an estate lawyer who k...nows my needs, and all of the legal documents I need to cover my life events. And, I have great peace of mind. Lee is a terrific person, and I am very glad that I found him.

My husband and I had the pleasure of working with Lee preparing our estate planning documents. Lee came highly recommended and I can understand why. He made the whole process extremely easy, covering every angle we needed to think of. He offered suggestions from his rich experience and provided wond...erful guidance. I felt the pricing was for the work that was completed was very competitive. Overall we could not be happier with our experience and would not hesitate to recommend him if you are looking for something to work with on your estate planning.

Over four decades three different attorneys from three different law firms of good reputation worked with my husband and me to write our wills. Now, having worked with Lee, we found a professional who makes the will writing process smooth and efficient, has the ability to explain vague legal languag...e in practical terms and has sufficient experience to suggest options when complicated circumstances exist. Lee also has a fine sense of humor. When the time comes to update our wills we will continue to work with Lee.