Whether you need a comprehensive trust, a simple will, or just want to review your plan to make sure it still works, you will be treated with the attentiveness and care you deserve. In our initial meetings, we provide potential options and allow you to choose from what makes sense in your situation. We don’t pressure you into unnecessary options at a higher price point, but offer tiered solutions to meet your planning goals. We also offer trust and probate administration services for those who have been thrust into an unfamiliar role and who need help. Our services range from helping a Personal Representative or Trustee to administer an estate to helping a beneficiary ensure his or her rights are protected.
I am very pleased with Steven Jackson and have already referred him to a family member. Steve is extremely knowledgeable, professional and easy to understand and work with. I strongly recommend Steve Jackson for Family Estate Planning.
March 2021
I had my own financial planning and tax business for years and wanted a trust attorney who was knowledgeable in those areas. Steven fit the bill. He put together am excellent plan that addressed all my needs. Additionally, he is low keyed person who.makes you feel at ease. My wife Helen and I highly recommend him.Steven
September 2019
He was able to answer my question over the phone, was very helpful and if I run into a problem I will definitely be calling him back.
