Jeffrey R. Saunders

We just had our estate portfolio completed by Jeffrey Saunders. He was referred to us by my sister and brother-in-law. They were very pleased with him and so are we. Very thorough and took his time to explain everything that was put in our portfolio. I would highly recommend him to family and friend...s. EXCELLENT experience

Mr. Saunders created our living trust in 2000. He keeps us undated for any law changes related to our trust. We recently have our trust updated. He takes the time to explain to us all the issues and answer all our questions to make sure we understand the new documents. He has a pleasant and friendl...y personality. We feel very comfortable to use his service. We give him the highest recommendations!

My husband and I contacted Mr. Saunders for an update and review of our will and trust. This was our 3rd revision which we do about every 10 years. Mr. Saunders was very thorough and comprehensive in explaining the nuances of a trust. He took his time with us, we never rushed or "just a number." ...His administrative assistants, Linda and Cindy, were very responsive, professional and followed through on obtaining details of the will. Moreover, the trust came in a beautiful binder with dividers that will make finding various aspects of the will easy to find. We highly recommend Mr. Saunders: he and his staff are professional, responsive with good communication and follow through. It was an excellent experience considering the complexity of the topic.

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.