Mr. Zimmer & staff are very knowledgeable, very helpful and extremely efficient in walking you through all the steps required to set up a trust tailored to specific requirements. For us that meant two special needs trust arrangements under the complete estate plan. We especially appreciated how they ...organized and handled so much of the paperwork burden. The Binder they provide to keep it all organized & accessible is amazing! We also appreciated that they interfaced directly with our financial advisor to get what they needed. Mr. Zimmer offered many great suggestions to help us create a plan that truly meets our needs.