The experience was great. David is professional and knowledgeable, but also approachable and easy to work with. I think the main benefit was that David’s expertise allowed us to just say in plain words what we wanted to have happen if we weren’t here, and he turned that into a legal plan with wills, trusts, etc., to make it happen. The whole process and the way David approaches it also allowed us to consider things we may not have otherwise thought of. We were then able to plan for those contingencies.
Chris and Heidi, Westford, MA
March 21, 2019