Testimonials From Our Estate Planning and Probate Clients

Our law firm is proud to build and maintain a lifetime relationship with each and every client. Read through our recent reviews to discover the problems our clients were facing, the solutions we proposed, and how our custom estate plans gave our clients peace of mind.

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Overall, a very pleasant and efficient experience. Peter was excellent!

Date: 09/29/2021 Category: Estate Planning
We had a nice phone conversation.

Date: 09/29/2021 Category: Estate Planning
Extremely courteous. We also had questions, in which we received answers.

Date: 09/29/2021 Category: Estate Planning
Well organized and able to answer all questions to my satisfaction.

Date: 09/29/2021 Category: Estate Planning
Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon

Date: 09/29/2021 Category: Estate Planning
Informative and moved us forward.

Date: 09/29/2021 Category: Estate Planning
Peter is very professional and helpful.

Date: 09/29/2021 Category: Estate Planning
For my first interaction with the firm since ÇOVID, I had the opportunity for a phone consultation with Peter Keon. He was professional, curious, and answered each and every question I had. My family created Wills, Living Trusts and Estate Documents from them over the years, and Peter had the patience to review the status of each and every document today, offering insight and detail. I appreciated his willingness to answer 'basic' questions as well as those specific to my family's situation. I am grateful and appreciative.

Date: 09/29/2021 Category: Estate Planning
Peter Keon is a dedicated professional and tactful in discussing personal issues such as a family trust. He didn't spare time and effort in dealing with final decisions. Much appreciated!

Date: 09/29/2021 Category: Estate Planning
Staff answered all my questions.

Date: 09/29/2021 Category: Estate Planning
Staff Pleasant, attentive, prepared.

Date: 09/29/2021 Category: Estate Planning
Excellent Living Trust and Will review with Peter Keon. I learned a lot more on both my Living trust and Will and I know how I will proceed for my updates. Thank you very much for providing the time to discuss and answer my questions and concerns.

Date: 09/29/2021 Category: Trust & Estate Administration

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.