What Our Clients Say ...
Alex C-
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What a great experience! We’ve been procrastinating on doing a will and trust for far too long, mainly because we were unsure of the process. When we had our first consultation all of our questions were answered and we gained valuable knowledge of why this is so important. Everyone in the office is friendly, professional, and attentive. We can’t say enough good things about the process.
October 2022
Eddie L -
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Easy process for estate plan, Jason is very knowledgeable about the process and explains clearly all your options! We feel we are organized and are confident, if anything were to happen, our heirs know what to do!
October 2020
Sterling T -
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You all are great professionals.
September 2020
Gabrielle M -
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You all are the best!
September 2020
Jacki B -
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I was very impressed with the attention paid to my personal questions and the solutions offered to changes that I needed to make to our living trust. Many thanks to Jason and Christine.
September 2020
Andrea B -
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Mr. Meredith revised my will and advised me how to approach unique situations for a very reasonable price. His staff were helpful and courteous.
from Google
September 2020
Sarah H -
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Jason and his team are amazing! They made a daunting task easy and understandable! Highly recommend.
from Google
August 2020
Andy N -
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I am a Financial Advisor by profession and have worked with Jason Meredith on several different estate planning needs for clients of mine. He and his team are professional, prompt, kind, and do an excellent job.
from Google
November 2019
Scott L-
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Jason is amazing and has an ability to simplify complex issues so that the solutions seem intuitive and simple. Finding Jason to do our families wills, estates, and trusts has been a true blessing. Highly recommend if you have time to wait for the best...
from Google
August 2021
