James Oren Ross II

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

Oren Ross made estate planning easy. He was very thorough in explaining everything in a way I could understand. I love the notebook which will make my passing a breeze for my sister. When I need some of the documents in a pdf forms for the bank I called and he sent them via email within minutes. I hi...ghly recommend this firm.

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.

Ken and I want to thank you for your professional expertise in helping us establish our Revocable Living Trust. The guidance, resources and advice you provided were most helpful throughout the process. Your video presentation at your orenrosslaw.com website clearly outlined the benefits and procedur...es, and the Welcome Guide you emailed was beneficial in helping us gather the appropriate information required. During our signing meeting everything was exceedingly well-organized and you briefly explained the contents of each of the documents we were signing. Within a few days you delivered our Estate Planning Portfolio. It’s in a 3-inch binder that contains our Trust Documents, Wills, Powers of Attorneys, Insurance information and instructions for Settlors and Trustees. We truly appreciate your efforts in making the process so easy, but we are most grateful for the peace of mind in knowing that our affairs are in order. When the time comes, our children will not be burdened with the time, expense and frustration of going through the probate process. They don’t realize it yet, but they will be most grateful for your services as well. I have no hesitation in recommending you to anyone in need of estate planning services.

We kept putting off getting our affairs in order because we thought it was going to be a difficult process. Working with James Oren Ross put us at ease with the process. He was very patient, answering all our questions in plain english. We ended up with a product that met all our needs and left our... meeting with everything we needed to finally get our estate planning in order.