Mullen & Guttman

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.

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.

Following the unexpected passing of my father, my family found great comfort in the professionalism, compassion, and high quality of service provided by Mullen & Guttman during an incredibly difficult time.

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.

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

They even offer a free brunch to explain everything.

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.