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314 Client Reviews

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Showing 56 - 60 of 64 reviews | General Knowledge

Posted by JOE | February 11, 2010 | Estate Planning

Professional Setup of Family Trust

Tom was recommended to us by our CPA. He tailored a Trust plan for us based on our family's needs, following an interview session during which he addressed all of our questions/concerns and even led us to explore areas that we were unaware of and hadn't considered (for our situation). I found him to... be exrtremely knowledgeable in his field and up to date with changes in law. Tom was extremely professional in his dealings with us and I am extremely satisfied with the results of my dealings with him.

Posted by John | February 11, 2010 | Estate Planning

A Knowledgeable and Efficient Estate Planning Attorney

Tom has been our personal Attorney for years. He is extremely knowledgeable in all areas from simple wills to complicated Estate Planning. Since Tom has done such a fine job for my family, I now use him almost exclusively to work with my clients to solve their Estate Planning needs. In meeting a new ...client, Tom is very thorough in learning all he can about the family dynamics and will suggest creative solutions for them. He follows up with clients every year to make sure that they stay up to date on any law changes. Tom has written and published several articles and booklets and is currently working on a book about Estate Planning. I would not hesitate to recommend him to anyone.

Posted by John | February 01, 2010 | Trusts

Tom Bouman Helped Us Setup Our Revocable Living Trust

Tom was very instructive as he went throught the ins and outs of what was required for my wife and I to create a revocable living Trust for our family. He spent several hours with us and made sure we understood exactly what the state of Arizona law required in a living trust. His explanations were ...clear and very easily understood. We new exactly what we had to do to provide him the data that he needed to create the document set. Tom also meets with us every year to review our trust and instruct us on changes in the law and what the impacts are on our specific living trust. He is a pleasure to work with and we recommend him if you are interested in setting upa revocable living trust.

Posted by Gerry | January 28, 2010 | Trusts

My experience with Tom Bouman as an estate attorney

Being old(er) and having been the victim several times of dishonesty when seeking any kind of professional help; I am very afraid/hesitant of many business professionals. Tom was recommended to me by a dear friend that I trust. After contacting him to make changes on a trust prepared for me shortly... after the death of my husband; I learned almost immediately that he was a warm, personable, and understanding gentleman with a lot of knowledge, professionalism, and expertise in his field. I was also to learn very quickly that Tom is not only excellent in what he does, but his compassion and honesty outweigh his desire to be concerned about fees. Tom initially was going to "look at & check out & possibly make a change or two" to a trust that I had already had prepared by someone local to me. When he read the trust, he called me and was very open with his assessment of what he was looking at. It was obvious that my greatest fear of getting someone to do a job properly had been fulfilled by the individual who did that initial trust. Tom quoted me a price to "look over" my trust and when he actually saw it, he knew that if I died, my children would be facing a nightmare with what had. Tom told me that he would totally rewrite my trust the way that I wanted it, one that would hold up in the courts, and that he would be there to back it all up when the time came to put the trust into action. With this information, he also informed me that since he had already quoted me a price for the initial review and minor changes to my trust, he would not charge me anything extra to do the entire document over. I had recently become a widow and my income was/is definitely not exciting as I live on SS. Tom had no way of knowing what my financial status was when he offered to do this for me at the initial quoted price. His compassion having seen what had happened to me with the first trust and his desire to help me exceeded his desire to claim a greater fee. It's been over a year now since Tom put my trust together and he has contacted me as a routine follow-up to be sure that everything is current. I, in fact, do have a change to be made that has come up over this past year, and I am absolutely delighted to know that Tom is there to take care of whatever it is that I need. I would recommend him to anyone looking for an attorney in his field as you will not find a more down-to-earth, kind, honest, professional, and experienced person to do the job. I live approximately 2-1/2 hours from his office and I would willing make that drive if and when necessary.

Posted by Maggie | January 28, 2010 | Estate Planning

Outstanding Legal Professional

I was referred to Mr Bouman by my financial advisor, to assist with planning and implementing an estate plan, to include: revokable trust, will, power of attorney, living will, and other documents required to ensure equitable resolution of my finances following my death. As a widow with no children..., it was imperative that all aspects of my estate be considered and addressed in the estate plan. Mr Bouman was very professional, courteous, understanding, and patient in thoroughly explaining the legal aspects of the various documents in terms I could understand. During the initial phase and follow-ups, he was always available to answer my questions and has kept my plan current and up-to-date regarding changes in Arizona laws and statutes. I have recommended him to numerous friends, who have taken advantage of his expertise and willingness to assist individuals in this most important area.

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