James Oren Ross II

Upon attending an Estate planning seminar with my husband which was hosted by attorney J. Oren Ross II we hired him to prepare our estate plan. Successfully explaining in the seminar the legality‘s of wills, living trusts, proxies, Power of attorney in layman‘s terms that was reiterated in his offic...e. Mr.Ross prepared an estate plan that was comprehensively structured and condensed in a portfolio binder. The portfolio is a go to guide of all the important and pertinent documents needed to be forwarded to the survivors of interest. A record keeping system of our estate plan. Yearly Mr. Ross reaches out to us for updates and changes since the establishment of our Trust. Mr. Ross rendered services that are immeasurable and in an expeditious manner.

He was able to guide my husband and I on how best to handle our farm, house, and other assets as we age. Our situation was unique since we have no children and wanted to make sure that the farm isn't broken up. He also helped us write our wills to be able to be able to support our charities, farm, an...d those of our family that would inherit.

Our situation was little to no understanding of how to protect and pass our estate that we have diligently worked to build to our children rather than have others profit from our labors. This young man followed the elusive threads of titles and many other details so that all of our estate is now prot...ected for the future. He was very detail oriented and followed all threads to create an inclusive, legally binding, permanent trust for our heirs.