97 Client Reviews
Showing 11 - 15 of 96 reviews | 5 stars
Posted by Marlene | January 24, 2022 | Hired Attorney
Marlene and Roy estate wealth planning
We had a great experience with Barry and Ashley and all of the friendly staff. Very organized and detailed in their directions that were given to us to complete our process with ease. Recommend to everyone needing estate/trust/will/wealth planning.
Posted by anonymous | December 31, 2021 | Hired Attorney
Engaged, Knowledgeable, Focused & Timely
Barry and his staff delivered when it counted. The paralegal and support staff were patient listeners helping us with the Zoom technology.
We are happy to have been able to help with Zoom. It's a great tool that has been really helpful with our virtual processes including meetings and document signings. Thank you for the review!
Posted by Gayle | July 26, 2021 | Hired Attorney
Excellent service from a very personable man!
We needed a very complicated estate plan and Barry was extremely thorough making sure we had what we wanted. We had multiple Zoom meetings, emails, and a couple of in person meetings with him, his staff, and our own financial advisor to clarify and define our wishes. This was technically an update t...
Thank you for the recommendation Gayle! We will have as many meetings and communication exchanges as it takes until the plan is complete! Making sure that all advisors are on the same page (in this case a financial advisor) is crucial to the success of any plan, so this is a must as well. Your trust in Barry means so much to him and the firm. You've been a pleasure to work with and we hope to see you at virtual and safe in-person client events. Thanks again!
Posted by Wilma | April 08, 2021 | Hired Attorney
Ms.
I had a virtual meeting with Barry to discuss my irrevocable trust. His staff got me to the meeting step by step. As a non tech great grandmother it was a challenge. I had my questions ready in the comfort of my home and Berry had the questionnaire I had filled out prior to our meeting. It went b...
Thank you for the review! it's great to hear that multiple staff members were able to help you and you had a good experience. The technology is easy to use, and we are happy to give a helping hand if anyone needs it during the virtual process.
Posted by John | March 29, 2021 | Hired Attorney
Great process
My wife and I went with Zimmer to get our wills/family trust created. The process was easy to do and most of it was done at home via zoom meetings. We only needed to go into the office to sign the will (all the other stuff we could sign virtually which saved a TON of time).
Thank you for the review John. We are happy to offer a virtual option, which saves our clients time and keeps us all as safe as possible under the current pandemic conditions. We will continue to offer a virtual option in the future for all these reasons including convenience!