| "Thank you so much for preparing my Will and related estate planning documents. This event was put off for way too many years. The main things “done right” were:
You made me focus my decisions based on the present and the next couple of years, instead of trying to anticipate what “situations” might be twenty years down the road;
The professionalism of you and your entire staff
The timeliness of document preparation and responding to client inquiries by email or phone;
The outlining (in writing) of your expectations of your clients and what your client can expect of you;
And the outside reading/reference material provided to assist clients in determining what is important to them in their estate planning decisions." |
