97 Client Reviews
Showing 1 - 5 of 27 reviews | Trusts
Posted by anonymous | June 30, 2022 | Hired Attorney
Excellent
Held our hand and directed us through every little detail. So thankful our relationship continues to guide us through future life changes. Takes all guesswork and stress from setting up our trust.
Thank you so much for the kind review. We are thankful for client life-long relationships as your trusted advisor and happy to hear that setting up your trust was stress-free!
Posted by Farley | February 16, 2022 | Hired Attorney
Zimmer Family Trust
We hired the Zimmer Law Firm in 2007 to put together a trust. It is very complicated and they walked us through every step. Recently I lost my spouse and the entire staff were so helpful and handled everything I needed to do. It was like working with good friends.
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 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.