When my mother passed away, aside from dealing with that grief, I also was stressed because her affairs weren't in order. I had heard stories that the state could take up to a third of the value of the estate and that it would take forever to settle. From our first meeting, Jon Zitomer addressed those concerns and misconceptions. He was always very patient and even more thorough in explaining the process and making it easy to understand. There was a lot to do but Jon at every meeting would use his white board to explain what action was needed in what bucket. He always prepared an action plan that turned a complicated situation into bite-size steps. He referred me to a good tax accountant - there were tax issues - and even attended the first meeting. It was nice to know that I had Jon's thorough note-taking as a back-up in case there was anything I missed.
I was so impressed with Jon's work on my Mom's estate that my wife and I went back to him to put together our living trust, something we had been putting off for too long. Again, Jon thoroughness insured that all steps were completed and that the document read more
