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.

As we are retiring I n a couple of weeks we wanted to have our will redrafted as it had not been done since the kids were young (30+ years ago) We were connected to Joe through a group legal plan we have through work. Joe and his assistant were prompt, helpful and clearly laid out the plan of action ...and helped us understand the finished documents in terms we could grasp. Joe and his office were a pleasure to work with.

We had an outdated estate plan and needed to make a number of changes. The last lawyer we used was not the greatest so we took a chance with Joe because his office was nearby and also based on positive reviews. It was a good choice. Joe obviously knows estate planning. Rather than just make the neede...d changes, he completely revamped our documents to clearly spell out our wishes. This new plan was clearly explained, understandable and next steps were easy to follow. All this was done in a timely fashion. We were very pleased