Offering the Confidence to Move Forward at a Very Difficult Time

In 2004 my husband and I went to Phil’s office to have him draw up our wills and trusts and to handle our estate planning. Over the next 14 years, Phil continued to execute any necessary changes in our documents.

Just last year in 2017, my husband passed away. He had managed most of the interactions with Phil over the years. I wasn’t as involved. I needed to call Phil.

Initially, I didn’t know where to begin or even what questions to ask. The way Phil presented everything to me was clear and logical. He made sure I understood where I stood and what my options were. He was knowledgeable, patient, and kind, which made a very challenging time easier for me to navigate.

Over the next several months, Phil counseled me through the processes of probate and estate administration. I knew that he and his team had my best interests at heart and that I could completely trust them.

Phil’s expertise and sound advice have made a significant difference in my life and have given me the confidence to move forward at a very difficult time.

Warmest wishes for the New Year!

June F. St. Louis, MO