He is quick on turn-around, as others noted. If someone wants a quick, adequate trust and ancillary…read moredocuments, he will be able to provide them. He uses a service that provides four types of trusts, and he explains the difference between each one in simple terms.
We had a trust and all of the related documents completed by the top firm in the area. Upon an independent review, one issue was pointed out to us. The firm that had been working with us was swamped so, based on all of Amir's reviews, we decided to have him make the revisions. We told him why we were there and that we would have his documents reviewed before we signed.
He was given the existing documents and told the points that were especially important to us and the part that we wanted changed. We got a draft very quickly. Great turnaround. But, he missed some key points. It was also frustrating that he sent them in a format that couldn't be converted to Word or PDF and set the link to expire in 5 days. When asked about it, he said it was the platform and necessary due to the size. First, I edit books and size isn't the issue. Second, we checked on the platform and the user controls the parameters.
We finally got the documents printed and hand wrote notes on them. We were irritated and frustrated by how little attention he paid to our requests to port over sections from the existing trust. He was hurt by our comments. For someone with his CV, I would expect him to know that business is not personal. But, he wanted us to apologize in order to move forward.
Because he appears wedded to his forms, he didn't draft the sections that we specifically requested up front. When we pointed it out several times, he asked us to write it. What we wanted was not unusual or difficult, but it didn't fit his forms. He couldn't copy it from the existing trust. That was mind blowing given how many hours he billed us for reading our trust.
When the documents were finally at a stage where we were satisfied, we told him that we were sending them for independent review, as we had previously stated. This seemed to upset him.
Two last issues: first, my husband thought he was sexist and dismissive of me. I am used to men looking at other men when answering my questions, so I didn't notice it. Second, I wanted to pay via electronic payment. Amir said he took Zelle. I accessed the app and asked him to put in his information. I asked him to double check it. My bank sets a limit on daily transactions. He said that was because of my credit score--others had higher limits. I took affront to this. My credit score is great. I sent the money to the info he provided. It bounced. I had to work with the bank to unwind the transaction.
I asked Amir to send me his Zelle QR code. Instead, he sent not one but two demands for the full amount to my Zelle account. Since a Zelle demand for payment in excess of the bank's limit cannot be made, I had to reject both. I tried to send him a payment for the allowed amount, but the flagged his request and my attempts to pay him as fraud and froze my account.
Because Amir refused to follow simple instructions, I had to spend hours with bank fraud investigators to have my account restored and verified. I have had my account at the same bank since I was in kindergarten and we were encouraged to save. My husband was counsel for banks and has banked there even longer than I have. Because we have joint accounts, his were frozen. This meant that our quarterly tax payment, health insurance, and other vital payments were being held.
All in, Amir turned out documents quickly. Was pricey compared to the firm we regularly used, and appeared to struggle with either taking directions from a woman, or drafting documents and following instructions.
