My wife and I feel very fortunate to have found James. It was a pleasure working with him and he did an outstanding job of guiding us through the issues associated with updating our trust. The fee was reasonable and there were no surprises. We look forward to a long-term relationship with the firm, and we highly recommend him to anyone dealing with estate planning issues.
Outstanding service. James did our entire estate plan including trusts, pass through trusts, living orders and wills. We had a complex situation that required separate trusts for airplanes and another for a cabin we own. James did a fantastic job and I’m sure put in way more time than a normal situation. James didn’t charge any extra above his flat rate fee despite the complex situation. I highly recommend James without any reservations.