We consulted Mr. Alexander on the matter of a Special Needs Trust for adult son as well as all matters involved in planning our estate. Our initial conversation, because of COVID restrictions, took place over ZOOM. In spite of the "impersonal" nature of interaction, we felt very comfortable with Mr. Alexander's recommendations, explanations and advice.
Our situation is not extraordinary; many middle-aged parents have adult children who require a Special Needs Trust. Mr. Alexander and his staff made us feel that our situation was deserving of personal attention. Through every step of the process, we have felt that our needs, input and our son's situation were being taken into consideration by every staff member we encountered.
In circumstances such as ours, our son's interests are a priority. It is always a concern, when meeting someone new, whether he will feel comfortable and relaxed, especially if there will be a prolonged interaction. Mr. Alexander and his staff provided us with a very easy atmosphere in which, in spite of the importance of the proceedings, there was no tension that could cause our son any discomfort. The demeanor of everyone in the office is professional and kind, respectful and welcoming.
The documents prepared for us were very thorough and, in spite of the legal language required, were easy to understand because Mr. Alexander and Ms. Truelove made sure that every question we might raise was answered clearly and concisely.
We are very, very happy with our experience. We highly recommend W.G. Alexander and Associates. They made what had seemed a rather ponderous item from our "task list" so very easy! We are very grateful for the wonderful service and excellent guidance we received, and for the fantastic environment in which we conducted our business because it helped our son greatly to be surrounded by kind, compassionate, knowledgeable professionals who work with accuracy and expediency to make things easier for all of us.