The process was smooth, straight forward and painless! It gave us an opportunity to take a step back and reflect on some important issues in our lives—and may change the way we look at and approach financial/family/estate matters.

“The process was smooth, straight forward and painless!  It gave us an opportunity to take a step back and reflect on some important issues in our lives—and may change the way we look at and approach financial/family/estate matters.”

Cathi, Chapel Hill, NC