What Our Clients Are Saying

Real stories from families who trusted us with their most important decisions. We don't ask for reviews - these folks just felt like sharing their experience working with us.

M.T.
3 months ago

"Honestly didn't think getting a will sorted would be this straightforward. Had been putting it off for years cause it felt overwhelming. The team here walked me through everything without making me feel dumb for not knowing the jargon. They explained things in plain English, which I really appreciated."

Estate Planning
J.K.
6 months ago

"Lost my dad last year and dealing with his estate was brutal timing-wise and emotionally. These guys handled the probate process and kept me in the loop every step. They were patient with all my questions (and there were a lot), never rushed me, and genuinely seemed to care. Made a tough time a bit easier to handle."

Probate
R.P.
2 months ago

"Setting up a trust for my grandkids seemed complicated but they made it work. Love that I can update things as circumstances change."

Trust Administration
S.L.
8 months ago

"Had a messy situation with my brother over mom's estate. Nobody wants to go through that with family but sometimes you gotta stand up for what's right. They helped resolve things without it getting uglier than it needed to. Still not on great terms with my brother but at least it's settled fairly now. Communication was solid throughout."

Inheritance Dispute
D.W.
1 month ago

"Got my power of attorney docs done here. Quick turnaround and they made sure I understood what I was signing. Felt good to have that peace of mind locked down."

Estate Planning
A.C.
4 months ago

"Been running our family business for 30 years and needed to figure out how to pass it to my kids without creating drama or tax nightmares. The succession planning they put together was thorough - covered stuff I hadn't even thought about. My kids are on board with the plan and that's worth everything to me. Can't thank them enough for helping preserve what we've built."

Succession Planning
L.M.
5 months ago

"My spouse and I finally got our wills updated after like 15 years. Life changes and our old docs didn't reflect our current situation at all. They accommodated our schedules and even did a video call when my husband couldn't make it in person. Really flexible approach."

Will Preparation
B.H.
7 months ago

"The estate settlement took longer than I hoped but that was just the system being slow, not them. They kept pushing things forward and answered my emails usually within a day. Appreciated the transparency about timelines and costs - no surprises."

Estate Settlement
T.G.
9 months ago

"Managing a trust for my sister's kids after she passed. It's a big responsibility and I needed professional help to make sure I was doing right by them. The ongoing support and guidance has been invaluable. They check in regularly and make sure everything's running smooth."

Trust Management
K.N.
2 weeks ago

"Just finished up my estate plan and feeling relieved to have it done. They helped me think through scenarios I hadn't considered. The office is easy to find downtown and parking wasn't a nightmare which was nice."

Estate Planning
N.S.
10 months ago

"Thought I was getting screwed over in my uncle's will. Turned out the will was legit but they helped me understand my rights and options. Didn't end up pursuing it further but felt good to have someone look out for me and give honest advice even when it meant less business for them."

Inheritance Dispute
V.R.
5 months ago

"Legacy planning for our farm property. Wanted to keep it in the family but also be fair to all three kids even though only one wants to farm. They came up with creative solutions I wouldn't have thought of. Really listened to what mattered to us."

Legacy Planning

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