Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.

5.0 /5.0

73 Client Reviews

Avvo

5.0

(61)

Lawyers.com

5.0

(12 )

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5 stars 61
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Practice Areas
Estate Planning (35) Wills & Living Wills (13) Business (7) Trusts (6) Corporate & Incorporation (3) Limited Liability Company (LLC) (2) Patent Application (2) Power Of Attorney (2) Trademark Application (2) Contracts & Agreements (1) Employment & Labor (1) Family (1) Intellectual Property (1) Probate (1) Trademark Infringement (1)
What Clients Mention
Practice Area Knowledge (33) Recommendation (21) Case Results (14) Professionalism (11) General Knowledge (10) Communication Style (8) Character & Conduct (7) Responsiveness (7) Staff & Support (7) Cost of Services (3) Trustworthiness (3) Advocacy (2) Compassion (2) Punctuality (1)

Showing 36 - 40 of 61 reviews | 5 stars

Posted by Bryan Duhaney | February 24, 2021 | Hired Attorney

The Heart of a Teacher

After reading Jill Schlesinger's book, "The Dumb Things Smart People Do with their Money," I felt the need to put my estate planning documents together. Jill had a specific chapter on Estate Planning, which revealed several stories on how people failed to execute an estate plan. I had the basics..., but one document that the book recommended was a Living trust, which was something that I never thought to include in my overall estate plan. I immediately called my estate planning attorney that prepared my initial Will to understand the process. It took two meetings to convince me that he had no clue about a living trust. I searched and found Jim through the Fidelity Estate Planner attorneys to inquire. This was shortly before Christmas and Jim arranged a meeting to discuss the living trust. He was extremely patient in explaining the process and the scope to execute the will. Jim was able to do in one hour, what my previous Estate Planning attorney couldn't do in 2 months. After our meeting, I felt confident that Jim was the right choice and one month later, we executed the Living Trust. I was extremely pleased with the process and will use Jim in the future. Highly recommended.

Posted by Bryan | January 11, 2021 | Hired Attorney

Very pleased.

Very pleased. Prompt, personable, knowledgeable, professional. He also explained everything clearly. We were comfortable asking questions and getting clear answers, options and advice.

Posted by Ben | January 04, 2021 | Hired Attorney

Estate Planning

We received excellent service. Jim was professional competent and the work was done in a timely manner. He explained every detail answered every question we had and made us feel at ease. I would recommend him to anyone anytime.

Posted by Suresh | December 22, 2020 | Hired Attorney

Very Professional and Courteous firm

I contacted the firm after doing an online search and was very pleased to find a very professional attorney and equally prompt staff.

Posted by NBBlack | December 22, 2020 | Hired Attorney

Great Estate Lawyer

James Dossey took care of our estate planning and we were very pleased with the outcome. Professional, very knowledgeable. His staff was also great.

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