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.

I went to Joe for my will and trust update. He was recommended by several of my work peers. He was so efficient!!! He clearly explained how the process would work. One easy consultation followed by document signing with my wife. 15 mins and done!! I really liked Joe's style and manner. I would... recommend him to anyone needing will & trust consultation. Thank you Joe!!

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.

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.