Joseph walked us through and gave us the assignment to locate all our assets and other related matters to create a trust. When it was completed he had premade documents ready for us to deliver to our various financial accounts to convert our secondary or contingent beneficiary to the trust instead o...f forgetting having both spouse pass and then determine who should handle the account through the courts. He also made sure we had the health care and medical power of attorney documents. When completed he presented us a binder that my family can use to walk through upon the death of the second spouse. It simplifies and organizes all the things the representative needs to do upon our death. His Assistant Kathryn was super good about keeping us focused on our tasks and removing barrier to get things documented. He made it as easy as possible and I'm confident my family will not have legal difficulties with the estate when we are both gone.

It was excellent working with a lawyer who specifically works on wills and trusts in our estate planning. We have done this before and did not receive anywhere near the same professionalism. We left with great understanding and a well organized notebook containing our Estate Plans and procedures for... our children to follow in the event of our death.

My wife and I recently had Joseph set up a family estate trust and could not be happier with our choice of attorney. Joseph was very efficient, kind and patient. He explained everything well and we left with the confidence that he did great job at a fair price. We would not hesitate to recommend hi...m to anyone.