“As small business owners and parents of a young daughter, we always felt a lingering unease about not having our affairs in order—especially before traveling. We talked about creating a will for years but never made it happen. When we met Jim and learned about the benefits of setting up a trust, we knew it was time to take action. Jim and his team made the entire process simple, approachable, and incredibly thorough.

What felt overwhelming at first—making tough decisions about our daughter’s future, navigating legal documents, thinking through ‘what if’ scenarios—became manageable with their step-by-step support. They followed up with us, kept us on track, and truly helped us finish something we may never have completed on our own.

We now have a clear plan in place, and that peace of mind is priceless.”

Joshua & Laura Hale