Jonathon Lee Petty

Jon and Ramona are a great team. When we had our Estate planning put together, Jon was very informative and concise when explaining the many variables for consideration. This made the components easy to understand. We really appreciate their dedication to great service and look forward to continuing ...to work with them in the future!

Jon is very professional and knowledgeable in estate planning. We went through many scenarios in crafting our family trust. We are completely satisfied with his work. He made sure we covered all our bases understood what the trust was designed to do. We have recommended Jon to our family and frie...nds.

The estate plan Jon created for my family put my mind at ease and allowed me to enter very personal messages to my children. In the event something should happen to me, I left detailed instructions for their successor guardian, including why I picked them. He also created a detailed health care dire...ctive for me which included whether or not I wanted DNR. What I find sad is, people may not realize that some costly estate plans do not work. There are pitfalls with “cookie-cutter” and do-it-yourself documents and outdated plans. My plan with Jon was highly customized to fit my needs and he and his staff ensured my assets were properly titled to my trust.