My husband and I had New Year's resolutions to update our will and to create a trust for the first time. After all, we are in our early 60s--It was high on our priority list. We talked to many law offices and actually went through a preliminary meeting at a large, high-end firm in North Barrington. We were very surprised when this firm recommended we create documents way beyond our expectations. Plus, the added cost was beyond what we wanted to pay. I called Jeffrey Gottlieb's office (as well as other smaller firms) afterwards and then (with our busy lives), never followed through to make a decision. Weeks later, I received a phone call from a staff member at Jeffrey Gottlieb's office, not to pester us, but to let us know they hadn't forgotten about us. That impressed me and an appointment was set up to meet for an hour's appointment. My husband is very busy with his job and they were very accommodating to meet with us after hours.
We decided to have this office do the work for us. Kris and Laura were SUPER! It took time to get our financial paperwork in order and ensure we hadn't forgotten anything. They answered questions over the phone when I was unsure about something. Jeffrey Gottlieb and his staff handled the final signing of paperwork in a very professional manner. No "fluff" like the high-end Barrington office, but we didn't want to pay for fluff. It took almost a year to get this item off our checklist . . . but we have the most accurate, professional documents in a safe place, ready for our family when they are needed. Both my husband and I highly recommend Jeffrey Gottlieb and his wonderful, knowledgeable staff. We got all of the necessary paperwork done for a very reasonable price as well. Thanks Kris, Laura and Jeff!