Reviews
4.9 Over 70 Reviews
trustpilot
He helped navigate and fill out charity approval forms that are fairly complex to the novice. In spite of some of the paperwork getting done kind of slow, in the end, David helped get our 501(c)(3) IRS approval in record time!
trustpilot
David was able to get my nonprofit approved by the state in 4 hours and the IRS in 4 weeks!! Record time for both!!
trustpilot
David has been nothing but pleasant and helpful since our first phone call! He is extremely knowledgable and knows how to help his clients every step of the way. He even offered to meet us closer to our home to sign our documents for our Trust, and we will be using him for Financial planning as well. He's the best.
trustpilot
We knew nothing about Trusts and Wills before starting this process. Our trust was complicated. David worked diligently to come up with a document that we are very happy with. His patience in answering questions (no matter how many times I asked them) was greatly appreciated. Additionally, he prepared and educated us regarding other documents we needed to get our affairs in order.
trustpilot
David demonstrates remarkable patience and adept listening skills, tailoring his assistance to our unique circumstances. He remains highly responsive and genuinely helpful throughout our interactions. With a deep understanding of the industry, he extends his support beyond the expected scope, proving valuable in various situations.
trustpilot
I recently worked with David to establish a trust, draft a will, and transfer property deeds, and I couldn't be more pleased with his exceptional service. David's expertise, combined with his friendly and courteous approach, made the process seamless and even enjoyable. His ability to explain complex concepts with humor added a personal touch that set him apart. I highly recommend David to anyone in need of estate planning services; his professionalism, responsiveness, and good-natured approach make him a standout choice. I would gladly use his services again in the future.