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  • John helped my husband and I set up our will and trust and we had a great experience. John is professional and easy to talk to. He was very fast at responding to any questions we had over email. He spent a long time with us explaining all the different decisions we had to make and the implications of those decisions. He also went through our wills and trust after they were created and made sure we understood what they said in plain English. I had originally tried to set up our wills/trust using two different Will-maker software kits, but I had so many questions they didn't answer. I didn't feel like I really knew what I was doing. Even though going to see an actual lawyer is much more expensive, I feel like it is well worth the money. John was very thorough and made sure we were covered at every angle in our trust. He made us think about things we had never thought of before--such as incapacitation. I don't remember the will-maker software even mentioning that (maybe some do but the ones I used didn't). He also wanted to make sure our trust was as tax-efficient as possible. I highly recommend John if you want the peace of mind that your children and family are going to be okay should something happen to you and your spouse.
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