Reviews

"I have to say, working with Kevin, and with Sandie, I have never been so impressed with a professional service. It is clear they truly love what they do and care about their clients. I am so glad to have worked with them, and I feel a sense of calm with having my planning complete, and I feel I've made some new friends!'

Kevin is always friendly and easy to talk to. He helps us with any questions or problems we may have and sets up any appointment we need in a very timely manner. Recently we had many questions of admitting an elderly parent to a private assisted living facility and he was also willing to do a conference call to the facility so the information the facility was giving us could be understood by us and arrangements were made to work to our best interest. This gave us a peace of mind that transactions were being done correctly.

“We were impressed that Kevin took as much time as needed to explain and go over details even though he had other commitments....”

Thank you for all your help in this endeavor.  Your office is very thorough and easy to work with.  We appreciate that and I am sure our son, the trustee, will also appreciate that when the time comes.

“Kevin has been very good with my clients, helping them get honest and easy to understand estate planning techniques implemented for themselves and families. Very reasonably priced and very quick at getting planning documents established. I would recommend him to anyone!”

“Mr. Davidson handled several cases for me, including estate planning and corporate formation. He is supremely competent and very conscientious. He is very thorough in researching the specifics of each case and does a superb job of explaining options in layman's terms...”