Mullen & Guttman

My wife and I just wrapped up the process of making a Living trust and we were very impressed by the clear, concise and personal way Joel Mullen and his staff guided us through the entire process.

We finalized the documents at a third meeting, and were impressed with how easy it was to complete a process that my husband and I had procrastinated on for years.

I was impressed with the end to end support of Mullen & Guttman and now am in the process with my wife to have a trust build for our personal assets as well.

After a recent change with our father’s estate plan, Matt was helpful in answering our questions, updated the necessary documents in a very efficient manner, and helped us feel prepared to proceed as needed.

Matt and the team we’re great to work with and made a rather difficult, or complex at least, topic easy to understand and work through.

We had a free follow-up meeting to address several specific questions that we had thought of, well after the Trust was done.

We needed a revision to our Living Trust and were referred to Mullen & Guttman and feel very lucky to have found them.

Jamie did a great job explaining everything to us thoroughly so we felt very comfortable with our decisions.

They seem to strive to impress and exceed expectations from a presentation and legal knowledge perspective.

Mullen and Guttman were very instructive about the trust and took the time to review all critical sections.