Brian M. Lum

I finally got around to doing my will and POA for health and I had been dragging my feet because I thought it would require some extra legwork on my part, but Brian made the whole process really easy and offered his insight into things I hadn't even considered. I'm thankful for the ease of doing busi...ness with him and having a very organized and well thought out plan that will make transitions for my family much easier in the event I leave this earth unexpectedly. Thanks Brian for your professionalism and knowledge in this area!

My mom and I were trying to finish up her estate planning. We met with Brian to ask some questions and possibly complete an action. Brian did a wonderful job of answering the questions my mom and I had. We proceeded to have him complete the last task. He gave us the steps he would take and the da...te we would be contacted. We got a call the morning he said we would. Perfect!

Brian very effectively prepared a comprehensive estate plan for us that met our needs completely. Brian answered all of our questions patiently and in a manner that was understood by both of us. We would not hesitate to use Brian's services in the future, and would recommend Brian to others. Kathl...een was Brian's middle school teacher, and so enjoyed working with him in a professional capacity:).