It's been 9 years since our last estate plan update so we came back to make some changes. Bert and staff did an excellent job again of understanding our needs/wants in retirement years to craft the best plan. He also provided very helpful legal advice, of course, to ensure all the right things are prepared with our estate. Especially protecting one's assets and ensure the successor trustee has minimum hassle to handle one's probate. For your convenience one can make an online appointment now via the firm's website. Bottom line: if it's been awhile since you created an estate plan or life changes (marriage/divorce/children changes/business changes) contact the firm and update. read more