I was lucky enough to stumble upon Alex and Amy at the office building from which they operate their practice, at the very start of the Covid pandemic. My mother had passed away and my elderly father was in need of a Will and Trust as to preserve his assets and allocate them accordingly. It was a daunting experience for my father from the beginning, but Alex and Amy made him and I feel at ease from the very first second.
Alex handled the initial discussion and what my father's wishes were for the documents, and put me at ease immediately with his wit and discussions of various topics that interested us both.
Amy took over the discussion and tele conference with my father, even offering to meet him in person at his home, as he was home bound. We conducted various conference calls and Amy was fully understanding of my father's reservations, give his age and what the finances that he luckily had built up, meant to him. Amy answered every one of his questions with compassion and understanding, always offering to call or meet at any time, just to appease my dad and meet his needs, regardless if it meant working later than she'd anticipated.
In the end, we were able to distance and meet Alex and Amy for my dad to sign all the papers. The body of the documents (Will, Trust) were surely hard to put together as to capture my father's wishes, but Alex and Amy surpassed our expectations. The docs were clear and concise. My father was happy and more importantly, comfortable with the process, the outcome, and with Alex and Amy as his trusted advisors. Alex talked to him about the "old days" and Amy reminded him of the intent of each document.
I cannot praise Alex and Amy enough, as, together, they are the perfect duo to carry out one's wishes with regard to Wills, Trusts, or surely any other legal document. My father felt that his opinions were appreciated and valued at all times, which allowed him to relax moreso than we anticipated. For all their incredibly hard work and dedication, we cannot thank Alex and Amy enough. They are the best.