Extensive Process And Very Thorough

Jamie has done my estate planning for more than 15 years. He is very competent, capable, thorough and professional. I used to believe that an estate plan could be completed in a fairly routine, templated approach.

That’s certainly how most of the advertising I hear and see presents the process. That’s one of the things I was most impressed with in working with Jamie – the complexity and depth of his process.

Jamie asked questions I had not contemplated about scenarios I had never imagined, scenarios that all needed to be considered in my estate plan.

Jamie’s process of interviewing my wife and I, educating us along the way and breaking down the complicated estate planning concepts into simple terms (even to the point of drawing illustrations of the concepts) was unique and very valuable.

All of this made me feel very secure in the work Jamie did for my family and gave me peace of mind knowing that my estate plan has been finely tailored to the specific and unique requirements of my family and financial situation.