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Living
Trusts Irrevocable Trusts Wills Health Care Proxy Durable Powers of Attorney Post Passing Administration of Wills & Trusts Retirement Account Distribution Strategies |
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Client TestimonialsBelow you will find just a small sample of the COMMENTS for our
customers: "All of our closest friends have living trusts. That is why we went to your seminar. I think we were the only ones who DIDN’T REALIZE THE BENEFITS IN SAME – and the cost was reasonable." "We were treated in a WARM, COURTEOUS and very professional manner. Our questions, which were ENCOURAGED, were answered clearly and precisely." "Our business was handled in a very courteous and professional manner." "We had this in mind for some time and it was your explanation of what this was all about that decided for us to go ahead." "How can you improve on perfection?" "Clear explanation, efficient process, we like the fact that you did all the information taking and discussions yourself (Bob note: not delegated to paralegal)." "We liked you at the first seminar – that was critical for follow-up." "It was extremely helpful to me that you were a good listener. It is helping my husband understand that it is time to get our affairs in order." "We were treated courteously (Bob: reference to courteous 3x) in a very timely manner. We came away with few if any questions that we didn’t understand and with the reassurance that if any question should arise just a phone call will provide the answer (Bob: we say you can call us in the future re: questions, we don’t charge for phone calls)." "Your assistant is superb. She explained everything very well and has great enthusiasm. I have a small concern that you are a single individual operation and it would be difficult to get service if you were out of service for any period of time (Bob: I give better service than 90% of businesses when they are IN service)." "I found the services relevant and appropriate and your follow-up helpful." "What impressed us most was the organization and attention paid to details. I am convinced the services rendered were not only worth the expense but also very necessary." "I’m a great believer in the simple short language expression in the legal business and I believe your accomplished that (Bob: our trusts are in the first person, with a minimum of legalese)." "…thank you for your time and PATIENCE (emphasis added)…I feel quite confident that my affairs are in good order for the first time in life. While I don’t have a great deal of material things, I shudder to think of what would happen to whatever I have worked for to be blown away in a flash by my relatives." "…you were always FRIENDLY and HELPFUL." "…patient…Just re-phrasing an answer sometimes gets the job done." "The most compelling word, to us, during the seminar was the word “procrastination.” We now have the feeling that our affairs are WELL-ORGANIZED…" "I like knowing COST UPFRONT." "Mr. Bernstein is very APPROACHABLE about sometimes repetitive and common sense questions…he is quietly reassuring about getting what we want done."  |