James Oren Ross II

Oren Ross is a superb estate atty. We are a married couple in our late 70's. We have met three other attys thru the years to create & update our wills. Now, through Mr, Ross's expertise, we learned we need Trusts, not Wills in order to execute the wishes for our estate and avoid unnecessary taxes. We... are extremely detailed in handling our affairs. Mr Ross exceeded our expectations with the completed estate planner which instructs us on steps to take with financial institutions and more. Also, included are instructions for trustee after our deaths. This is the first atty who assisted us beyond creation of our Will/Trust. The estate planner is invaluable. We are 100% confident in counsel provided by Mr. Ross. We gained much knowledge through our meetings. If you seek an atty who considers your personal needs, addresses your questions promptly by email or phone, and provides exemplary service for a reasonable fee, Mr Ross is your match. We are so relieved to have completed this necessary step to update & finalize our last wishes.

Helped me to decide if a trust was needed for my assets. Explained the benefits and limitations of each option. Very efficient, process completed in two visits in less than two hours. Provided a comprehensive book of all the legal documents along with instructions for moving assets into the trust; ch...ecklist for heirs when the time comes

I contacted Oren Ross & Associates after watching Oren Ross' video on trusts. He was so down to earth yet such an expert on trusts. I'd been wanting a trust for a couple decades, but my husband felt a will was all we needed. Due to my husband's terminal illness and the fact we are both in our 80's, ...I wanted to simplify our estate with a trust. Oren Ross did not disappoint me or our son. He was considerate, respectful and reassuring. I picked this firm after watching his video twice and talking with him on the phone. I enjoyed and was comfortable working with Oren Ross & Associates. He answered my questions respectfully and on a timely basis. Oren Ross prepared our trust exactly as he explained it to me. All items and information were in an organized easy to understand binder along with information and forms needed to retitle investments and property to our trust. Now that we have a trust, I'm more at peace knowing our sons won't be facing a costly and lengthly probate. The transitioning of our estate will be almost seamless, which is a blessing for each of us.