Samuel and Gayle Ventura (Rated 10)

December 21, 2020

We could not be happier with the services Andrew and his team provided to us in the process of restating our family trust.  Andrew made what we anticipated being a daunting process a very structured, organized and educational experience.  We went in expecting to make minor updated based on the fact that our children had reached adulthood, were married and had children.  In addition to helping us understand how to make those updated Andrew found a number of issued with our original trust that needed attention.  Upon completion of the process Andrew provided us a clear list of steps we needed o take with some of our financial, health and real estate accounts. The experience left us with a high level of confidence and satisfaction that our Trust was completed and accurate.