Thomas Valentine (Rated: 9)

I was co-trustee, met Andy and his staff before my father passed, and then Successor Trustee. There were potential family issues, and I had to consolidate assets because my Father did not. I lived local, set up an office in my home, worked numerous weekends, lost more than two months of vacation time, and 18 months after his death we were ready for final distribution. It was not a fun process. Looking back, Andy (and staff) has earned my respect for the objective and professional advice and assistance they provide. Thank you.