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Google Reviews
2 months ago
Nick provided outstanding service throughout the entire experience. He was patient, understanding, and took the time to thoroughly answer all of my questions. His knowledge, professionalism, and sincerity truly stood out. I would recommend him without hesitation.
3 months ago
Dominick comes very highly recommended by my husband and me. After the death of my father‑in‑law, we realized it was time to get our financial and estate planning in order, and we are so glad we found him. From the very beginning, Nick was responsive and thoughtful—answering our initial questions promptly by email and scheduling an appointment quickly.
Nick strikes a wonderful balance between professional and personable. He was exceptionally clear about what was included in the cost of our estate and trust planning, and his fees are very reasonable. We met with him five times in total. Each meeting had a clear purpose and a concrete outcome. My husband and I can be a chatty pair, and Nick kept us on task without ever making us feel rushed.
He answered every question thoroughly and explained the pros and cons of each option, making us feel confident and well-informed throughout the process. Nick guided us wisely as we selected powers of attorney and trustees, planned gifts for our beneficiaries and a few favorite charities, and even helped us designate a portion of our estate toward a special‑needs trust for my nephew, who is on the spectrum. He wrote this into our trust in a way that will not interfere with any state benefits—a detail that meant a great deal to our family.
We are deeply grateful to Nick for his expertise, patience, and compassionate approach. His advice, service, and manner made what could have been an overwhelming process feel clear and manageable. We recommend him without hesitation.
4 months ago
My husband and I have been with Nick for 5 years. He helped us set up our estate plan and checks in with us every year to see if things have changed. He is helping us move forward with setting up a trust. He is very professional but not stuffy. He listens patiently to any questions we have and answers them honestly and thoroughly. We highly recommend Nick for any of your estate needs.
3 months ago
My husband and I had a great experience working with Nick. He was thorough, informative, affordable and patient and was able to draw up exactly what we needed in record time. We highly recommend his estate planning services.
4 months ago
Nick is pleasant to work with and very informative. It was a pleasure and relief to get my estate plan in place with his help. Further, he follows up on our needs. His prices are very reasonable. I highly recommend him.