Brent Fairbanks

My wife and I met with Sean to update and revise our 15-year-old trust.

We appreciated Sean's depth of knowledge and patient explanations, as he walked us through how he would update our trust from an overly complex structure to be clean, streamlined, and modern.

Sean explained the legal details of our previous structure and why current law made that unnecessary. He clearly presented the various parts of our new trust, and described tweaks we could make when the tax laws inevitably change.

Sean analyzed the atypical situations that we have and provided appropriate legal structures. He encouraged us to get back to retitling our assets into the trust, a project that has always been "one of those days" for us.

Sean did not pressure us to make quick decisions, and was willing to work with our schedules.

We appreciated having a notary in the office, so we did not have to go to our bank or somewhere else to finalize the documents.