Samuel E Nuxoll

My husband and I worked with Sam to create our will and trusts this past summer and early fall. We were very pleased with Sam's professional, compassionate, and relaxed approach to what could be an emotionally difficult process. Sam had a very thorough conversation with us at the beginning, liste...ned to us carefully, asked questions about our goals and values, and took copious notes. He was extremely knowledgeable about relevant laws and provided sound advice about the various financial assets we had and their appropriate place in our trust. He also helped us to strategize about other matters, such as financial and medical power of attorney, not only for ourselves but also for our adult child. He was incredibly responsive to email and completed his part of the work quickly, efficiently, and accurately. He provided us with a carefully indexed and bound copy of our documents, which is helping us streamline the process of transferring our assets into our trust. I feel confident that he will continue to use his knowledge to support us in making good decisions about our estate. Working with Sam was a delight and we're so glad to have our estate plan in good hands.