Positive: Professionalism, Quality, Responsiveness, ValueFor a very long time I had wanted to redo my will or possibly set up a trust, but I knew very little about it. I’m a Realtor and had known and liked Josh from past experiences with him. When I emailed him and told him I’d need “an education,” he got back to me saying that wouldn’t be a problem. And it wasn’t. He fully explained everything in lay terms, asked me what I wanted and listened very carefully to my answers, and took as much time as I needed to ask questions. He has extensive experience with wills and trusts, and that became very clear as he answered my questions and made very thoughtful and helpful suggestions. Never at any point in the process did I feel rushed. We recently completed all the paperwork and I couldn’t be more relieved….not only that it’s done, but more importantly that when the time comes I know he will guide my heirs through every step of the process. I very highly recommend Josh for any estate planning needs!!For a very long time I had wanted to redo my will or possibly set up a trust, but I knew very little about it. I’m a Realtor and had known and liked Josh from past experiences with him. When I emailed him and told him I’d need “an …More
For a very long time I had wanted to redo my will or possibly set up a trust, but I knew very little about it. I’m a Realtor and had known and liked Josh from past experiences with him. When I emailed him and told him I’d need “an education,” he got back to me saying that wouldn’t be a problem. And it wasn’t. He fully explained everything in lay terms, asked me what I wanted and listened very carefully to my answers, and took as much time as I needed to ask questions. He has extensive experience with wills and trusts, and that became very clear as he answered my questions and made very thoughtful and helpful suggestions. Never at any point in the process did I feel rushed. We recently completed all the paperwork and I couldn’t be more relieved….not only that it’s done, but more importantly that when the time comes I know he will guide my heirs through every step of the process. I very highly recommend Josh for any estate planning needs!!