Jeffrey R. Saunders

In 1999 we had Mr. Saunders create our living trust. I don't remember how we came to engage him but we never looked back to say "why?" We were impressed with the process he used to acquire our information, the completeness of the preparations, and the explanation of duties and necessary thing to do ...(check list). When my wife passed away I needed to update my trust; something I should have done much earlier before her passing. Mr. Saunders professionalism didn't chide for not doing something, (his office had sent several reminders) but rather he had a solution figured out and presented it right away and we were able to put a plan into action quickly. The sincerity in the way he and his staff treat clients makes you feel like friends; not just a numbered client. He always took the time to explain things, and believe at 80+ this head can get awfully "thick". His to do lists where a big help.

Jeff prepared my original estate plan in 2000 and continues to provide extensive support with periodic reviews and updates as required. I took a chance on Jeff after attending his seminar years ago and have no regrets. His knowledge, professionalism and thoroughness give me confidence that I made t...he right decision.