Gold Leaf Estate Planning
We had been dragging our feet with getting our wills in order and setting up a trust to make sure our kids are taken care of in the event that something happens to my husband and myself. We just didn't want to think about the worst case scenario. Zach was referred to us by a family friend. He drew up our Family Trust, will and healthcare directives. He was so caring and detailed while helping navigate us thru this process. He helped explain our options clearly and was always available for any questions we had (which were numerous). Even though we didn't want to have to think about worst case scenario- we are so happy we did and now feel at peace knowing that our boys will be taken care of. I've referred two other family members to him so far and would refer anyone else who needed...
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Sentiment Analysis
My wife and I are working with Zach on an updated will — once we started traveling, she got nervous.
Zach does a great job in staying calm and patient, while explaining different approaches to establishing a Customer based estate.
They were very knowledgeable about the whole process and treated us great.
Zach and Nicole were great at helping my late husband and I do our will and other estate planning documents.
They are an outstanding team to work with, very accommodating, and professional.
Top notch
They continue to answer our questions and help us around any problems we might have.
Zach was great to work with- very professional and he made the whole process easy.
He was very patient, taking the time to answer every question and explaining things until it made sense and we were comfortable.
We had a such good experience with Zach that my husband and I decided we had procrastinated putting together our own estate plan long enough!!
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