Loretta McDonald (Rated 10)

August 29, 2019

Thank you so very much for your exceptional efforts to complete my Estate Plan as needed since my husband passed away in 2016. My desire to make the transition as easy as possible for my three children upon my passing.  Andrew, along with his assistant, Jessica, expedited the process (after discussion, explanation and agreement) so efficiently that I was able to carry the necessary documents to Alaska where I joined my three children on vacation and promptly got the necessary signatures and notarizations for finalizing my Trust.  I have never worked with more pleasant and efficient people and I very much appreciate you!  I would also like to thank Eric Schott for the recommendation.  I feel that a weight has been lifted off my shoulders!