Wills Simplified

Laura Lenihan 

on Google

2 weeks ago

David is wonderful to work with and made a the process of setting up a family trust easy. He is honest, caring and was patient answering my questions. 

Centralized Onboarding 

on Google

a month ago

We had the pleasure of working with Dave at Wills Simplified. He was very kind and most importantly knowledgeable and took the time to explain everything to us - sometimes more than once. We felt so comfortable working with him that we had him prepare a will/trust for our daughter and will soon do one for our son as well. It's so nice to know we can contact him at any time for follow up questions. We would HIGHLY recommend him! 

J Kent 

on Google

a month ago

Dave and his team provided education, answered questions, and produced estate documents when they promised. They worked with us every step of the way from initial consultation to signing of the documents. Thank you! 

Suzanne M 

on Google

2 months ago

Dave worked with my mother to get her affairs in order and I appreciated his thoroughness and patience with getting everything in place. She finally feels comfortable with what she has and not what she and her husband has. She’s worked hard all her 85 years (and still working) and wants to take care of those she loves and love her. Dave was never too busy to take a call or meet with her and even available for my questions. 

Suzanne Mikelis 

on Google

2 months ago

Dave worked with my mother to get her affairs in order and I appreciated his thoroughness and patience with getting everything in place. She finally feels comfortable with what she has and not what she and her husband has. She’s worked hard all her 85 years (and still working) and wants to take care of those she loves and love her. Dave was never too busy to take a call or meet with her and even available for my questions.