Jonathan and his team are fabulous to work with and paid special attention to what you need.
We met Jonathan in 2019 after being recommended by our investment advisor to update our trusts, wills and related paperwork. My wife and I truly felt that Jonathan...
Read MoreJonathan and his team are fabulous to work with and paid special attention to what you need.
We met Jonathan in 2019 after being recommended by our investment advisor to update our trusts, wills and related paperwork. My wife and I truly felt that Jonathan and his team took time to get to know us and helped us craft our documents to fit what we wanted to accomplish. BTW, Jonathan and team didn't just do what we asked, but more importantly asked good questions on what we were trying to achieve and shared their experiences on some of the ramifications of what we asked for. We felt they were partners looking for good and thoughtful solutions. In the end we were very pleased with their work.
We developed the relationship in Portland, but later moved to Bend, Oregon and are glad to see Jonathan opened an office there too.
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