We were needing to update to our 25 year old trust. We Chose Jim based on the reviews on Yelp, after talking with him on the phone we decided to go in for a consultation. We had a couple of difficult emotional decisions we needed to sort through. Jim listened attentively, helped us navigate our reasons and ultimately we were able to be at peace with our decisions. Jim is very knowledgeable about estate law and helped us avoid any pitfalls surrounding our estate and our durable powers of attorneys. He also put in place many protections we were totally unaware of. We started this process at the beginning of COVID-19, he and Courtney created a safe space each time we and our witnesses met with them. Jim is down to earth, friendly Knowledgeable and above and beyond caring. We now feel our estate is well protected.
By: James Filippi
