Client Success Stories
My wife and I are pleased to recommend Mr. J. Oren Ross, II based on the Estate Planning documents he prepared for us. He worked to create a 3” thick ring binder containing all of our financial information, required end of life documents and of extreme importance to us a single binder that contains items such as life insurance value and contact number, bank and brokerage account, land deeds, etc. Having all information organized and understandable will lessen the burden on our children upon our passing. The Estate Planning documents takes all the guess work out of the picture; our survivors will know exactly how we want all things handled.
On a personal note we found Mr. Ross to be professional and understanding as to our questions which we did ask more than once. He keeps his appointment time and has his staff is available as witnesses, assembling documents, etc. during our final meeting so we left the meeting with the complete package.
We are positive that your experience will be as perfect as ours.
We are very pleased with the services of J. Oren Ross II in setting up our Living Trust. He gave a very thorough overview of the different kinds of trusts and their uses and the advantages of using a Trust vs. Probate. When setting up our Living Trust, Oren answered all our questions in plain understandable terms which made it easy for us to make decisions and proceed with confidence. With his help, we were able to complete everything we needed for our Living Trust and four Inheritance Trust documents. I really like the notebook that he put together for us to have all the documents and forms in one place.
We highly recommend Oren to anyone who is considering planning for their estate and making it easy on their heirs in dealing with asset distribution after their death.
I highly recommend using Mr. Ross if you are considering estate planning in the near future. He recently establishing a revocable living trust for me and I was more than satisfied. The binder that Mr. Ross provided is well-organized and detail-oriented. As an attorney, Mr. Ross is extremely proficient and knowledgeable in his field. He explained every detail in terms that, as his client, I could understand. My questions and concerns were always addressed with compassion and in a timely manner.
I would not hesitate to recommend Mr. Ross to friends and family in the future!
We had been thinking about creating a trust for our estate planning for some time. We had actually seen a few presentations, but decided to wait. When we saw the presentation from Oren, we were impressed with the detail and true Customer Service Orientation of what he said. We met with him and he made it easy & understandable. He was very open to explaining thoroughly all the questions we asked.
I would recommend Oren, 100%, for your estate planning needs! Thank you Oren for a great job.
Mr. Ross was very responsive to all of our needs and questions. Each of our meetings was very well laid out and organized. When we returned to sign our paperwork, everything was stacked in order. He went through it all page by page. If we had questions he explained in detail to insure that we understood each and every item. We had called with questions and changes before the final signatures. Mr. Ross returned our calls and answered our questions in a very timely manner and told us to feel free to call him back with any additional questions. We were very happy with the whole process as well as the finished documents.
Oren met with us at his office, we formed a very honest and fulfilling partnership for our legal needs moving forward in our lives. He was very forthcoming on what would be the best approach to meet our needs and wants so as to protect our estate upon one and then the others’ leaving . We feel so comfortable knowing that our estate, medical, and after life desires are now set legally. Again, Oren knows what’s personally and legally right for you to best feel good about your future.
We first met Oren Ross at a Financial and Estate Planning dinner seminar. Oren’s presentation convinced us we needed to take action with respect to planning our estate, even though we are middle income without a million-dollar portfolio. They handled the entire package for us - medical directives, wills, powers of attorney, and established a revocable trust that when the time is right, is easily transferred to an irrevocable trust. Oren and his team were professional and responsive to our needs through the entire process, from our first meeting, to signing of the documents, to follow-up information and activities. We look forward to continuing our relationship with Oren over the coming years until we eventually form the irrevocable trust.
My husband John and I met Oren at a luncheon invitation for Estate Planning. The seminar was very informative. We scheduled to have a private meeting at his office. Soon after the meeting I was diagnosed with cancer. Oren was very accommodating to speed up the process to get the paperwork finalized before my surgery. We are very thankful for his expedience and how thorough everything was explained to us. Oren stated we were the first to have our Living Trust completed in record time.
We are so happy to have chosen Oren and his team to complete our Estate Planning.