We were referred to them by a close friend and couldn't be more happy with our decision to have Laura help us establish our family trust. To start, they are very thorough. My wife and I have a 3 year old son so this was long over due for us to get a trust in place but weren't educated on the different options for our situation. They walk you through everything over the course of 3 meetings. Jonathan, Laura and Bonnie are fantastic to work with, answering every question and laying out the structure of the trust in terms that are easy to understand. From our initial meeting, we were sold on their firm. Their approach is professional and very family focused that we walked away impressed and assured that we had made the right decision. Even after everything is signed and in-place, their follow-up is awesome, making it easy to get questions answered or some quick advice. Bonnie - you're a rockstar! We would highly recommend them to any and all of our family and friends.
Dave J., Aliso Viejo, CA (Google user)
Dave J., Aliso Vijeo, CA