David and Wendy Kosterman (Rated 9)

March 6, 2019

My wife and I needed to update our trust and we were pleased with the services provided by Andy and his staff. Andy did his homework and was well prepared for our meeting.  He listened carefully to our needs, asked important question we had not considered, and created a diagram as we talked to ensure a common understanding. This diagram served as a blueprint to the high level structure of the trust, making the process easy to follow and in terms easy to understand, and at the same time helped us streamline and simplify the trust.  Andy and his team were very thorough and efficient and we were very impressed with the end product.