Being the executor of a Family Trust is nerve wracking

Being the executor of a Family Trust is nerve wracking enough, but even more so when you are the executor of your good friend's Family Trust. This is where Jim [James F. Roberts] and his staff of friendly and knowledgeable people come in. Jim walks you step by step through each process from beginning to end and is available in the interim by phone, email, or office appointment. Any and all services needed are available in Jim's office, thus making it virtually a one-stop-shop for any needs regarding the process of a family trust.

Dennis Walkwitz - Orange, California