Corporate

Roger & Judith B. 

on Birdeye

a year ago

Trenton answered all our questions and helped put at ease for our beneficiaries 

Kevin N. 

on Birdeye

a year ago

Helpful and understanding. Didn’t feel any judgement. Haha. Very professional. I am very happy with all my interactions from beginning to end. 

Camilla M. V. 

on Birdeye

a year ago

My husband passed away last June 2023. The trust agreement we had was prepared by Cooper Adel Vu several years ago. Rather than go with different group/firm, I contacted them to see if they could help me. This group has made a difficult, emotional and confusing time much easier. I have dealt with different departments (trust, financial, probate and their tax accounting department) and they have all been amazing. So very kind and their patience has been extraordinary. At no point did they make me feel like an idiot when I as... read more

Tom S. 

on Birdeye

a year ago

It was a good experience. Ted brought us in and Courtenay did the writing up of the trusts. Everything was explained so we could understand. Our concerns were taken care of and questions were answered. My wife and I are very happy that we could get this done with people that specialize in this. Also, all the office people in the Chillicothe office were very friendly. 

Paula F. 

on Birdeye

a year ago

We were provided excellent professional services. Our estate planning was very detailed, organized and professional, along with a warm welcoming atmosphere. The process which was very involved was handled so well in such a professional organized manner, and was made easy for us as clients. I would recommend their services to anyone who is planning ahead and preparing for their future. We were given peace of mind for that we are very grateful. Thank you! 

Maari A. 

on Birdeye

a year ago

This law firm is very professional and efficient. I highly recommend them for any work regarding trusts and wills. They are thorough and honest. 

Elizabeth C. 

on Birdeye

a year ago

We are green seniors with lots of estate planning questions. Andrew was patient, listened and answered and directed. Thank you 

Brian C. 

on Birdeye

a year ago

Very well prepared, quick, and easy to work with. 

Larry S. 

on Birdeye

a year ago

Impressive, they handled almost everything! I anticipated having to go to the BMV and contacting my investment and other places I have accounts to move everything to the trust but they took care of it. I only need to visit my bank. The entire process was done in a Month.