Client
My spouse and I recently worked with Andrew Otto on designing and formalizing a comprehensive estate plan and trust. It was a complex matrix, but Andrew was phenomenal throughout the process. He listens carefully, asks excellent clarifying questions and meticulously documents each conversation; followed with excellent summary notes and next steps. His insights and knowledge were extremely helpful as well. Their fees were very fair, and the final invoice was right where his quote said it would be. The firm was timely, communicative and highly professional, and we now have absolute assurance that our estate plan is working 100% in accordance with our wishes. We highly recommend Andrew and the firm!