Andrew Gregory Morrison

We hired Mr. Morrison to establish a living trust for our estate. With a new child in our family, property in multiple states, and assets we needed to ensure remained with the family, it was important to us that a document be prepared which outlined all of our wishes. Mr. Morrison took the time to listen to our concerns. He was both friendly and professional. He provided an outline of our living trust and then once we agreed to the specific instructions, he drafted the document promptly and on schedule. Thank you Andrew for your professionalism and kindness, I look forward to recommending your services to all my friends and family as they are required.

Andrew led us through the creation of our Living Trust. Provided the support we needed to complete the steps we were required to do ourselves. Redirected us around the roadblocks put in our way by the unknowing individuals we had to deal with. Andrew was there personally whenever we required his support.

Mr. Morrison comprehensively explained the Joint Trust concept and process. He ensured that we understood each segment, our role in providing the required information, his role in ensuring that all Joint Trust legal requirements were met, and walked us through each step of the Joint Trust procedure. Mr. Morrison answered each of our questions in language we could understand and completed the Trust documents consistent with the timeline he originally proposed and we accepted. Most importantly, he walked us through the final Joint Trust documents section-by-section, ensuring that we understood each section and that we could easily locate information as needed. Mr. Morrison also advised us of information that only we could enter into the Joint Trust document and ensured that we understood what was required in those unilateral entries.

With 9 children and 7 grandchildren, we had never taken the time to think about an estate plan. Andrew advised us through the complexities very patiently with a knowledge and sensitivity to fully understand the things that were important to us, including our core values and things that would drive end-of-life and succession issues. We are very happy with the trusts he provided for us because at the end of the process, he made sure we understood what we had so we knew it fit our intentions well. Working with Andrew has given us great peace of mind no matter what happens in the future. It was not a "cookie-cutter" experience, but an effort on his part to deliver comprehensive legal documents that reflect our needs across the uncertainties and contingencies ahead. Bottom line is that he cared and it was demonstrated through every step of the process.

Andrew is excellent. He was intelligent and accurate with the information provided. He was also kind and patient and explained things in a way that I could understand. He also followed up with me to make sure I did the things on my action list which I greatly appreciated. Seriously, you will be very happy if you go to him! No need to keep looking!