This is a great place to get a trust and/or will set up. Alan is very thorough. We were sent home with a notebook with dividers and he identified the section we needed to take to the bank for get our accounts set up in our Trust name. It's painless and Alan took care of everything. We just completed a simple form and he did the rest. I recommend this place for your estate planning needs.

Very professional and friendly.

Allan is very knowledgeable and does a great job!

Totally professional in every way. No pressure about anything. Cost for services is clearly stated. We did not realize we couldn't use credit card, and he said no worries, just mail a check. He also said, " If you have a question just call. I'd rather you call than worry." Absolutely terrific experience.