“Very professionally handled from start to finish. You asked great questions to be sure that I had considered all aspects of the trust which gave me additional confidence that the documents would be very thorough.”
“Prompt with great follow up, took time to explain all of the documents, and simply very professionally handled.”
Mr. Peters made what seemed like a daunting task easier by breaking things into manageable tasks. His approach also contributes to a clear understanding of what needs to be done and how each part will affect your heirs.
This experience, which I had put off for a long time, was so much easier than I imagined. Mr. Peters facilitates a smooth transition of assets into a trust, etc. I felt the terms used in the documents were clearly explained to me. His rates are reasonable considering that it is a fee for a lifetime!