Husband and I needed to update our trust/wills and we chose Jake Carlson to handle the task. For us, his office is conveniently located. Also, his prices were better than some of his local competitors. Plus, he has great reviews! During our first meeting with Jake, we knew we had picked the right person for updating our trust/wills. With all the legal mumbo jumbo verbiage in trusts/wills, it was a breath of fresh air to hear it in understandable terms. Jake keeps it simple! Yes! He is friendly, personable and professional. You need someone who has excellent listening skills, and Jake fits the bill. Also, he completed our revised trust/wills within a week, which was awesome! Additionally, Jake provided very useful supporting documents explaining Arizona statutes on how to execute the trust properly. For example, if a company demands a copy of the entire trust, you can provide a certificate of trust with statute language noting the entire trust is not required to be released. While estate planning is not an easy topic to discuss, it is a necessary one. We are very pleased with the services provided by Jake! Much appreciated! and he likes Jeeps too, ha! :) read more