After an unexpected death, Eric helped us with the transfer of property through a trust. He was able to provide an efficient review of the trust requirements and reliable recommendations for the transfer of real estate. Additionally, he provided guidance on setting up the property as a rental.
During the process, Eric provided the appropriate context for each document he requested and kept us informed as to what we could expect in the subsequent steps. In each instance, his responses were timely and extremely helpful. Throughout the process, we felt involved and informed.