Jay C. Fox

We were recommend to Jay by our financial planner to assist us with our estate planning. Jay is very knowledgeable and was extremely helpful in helping us navigate the intricacies and complexities of estate planning and the pros and cons of the various approaches to protecting our estate. Based on this process we moved forward with creating a family trust based on the protections it affords my wife and myself along with our children and grandchildren. Jay guided us through all of the steps, managed the formation of the trust and assisted us in moving our assets into the trust. I would highly recommend Jay to those in search of and in need of a highly competent advocate in this process.

I had created a draft trust which included several accounts, stocks and 3 properties I own in another state. Jay reviewed the trust and recommended several changes, all of which I accepted, and wrote another one specifically written for residents of Georgia.

Mr. Fox drew up a Trust for me. The process was new to me but something I felt I needed. Mr Fox explained everything to me and helped me to set up the Trust as well as a Will. Mr Fox was very helpful in getting me the information I needed to set up my investments with USAA. I am grateful to him for his patience with me. I would definitely hire him again should the need arise.