We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently.
– W&L R.
Keith & Janet are very easy to work with and great at explaining difficult legal terms to a variety of people. They are also kind and patient, which makes working with them a pleasure.
– C&L W.
I felt comfortable with the attorney and his assistants during the process of making changes in my estate plan. I especially appreciated his attention to detail and his willingness to work with my financial advisor.
This is the best legal process I’ve been through! No further suggestions. The process couldn’t have been more organized, thorough, or professional. Everything went smoothly. I’ve been dreading doing this for a long time. If I knew it was going to be this easy, I would have done it long ago.
– J&K C.
Personnel very courteous, friendly and efficient. Our experience with Davis Schilken, PC firm was pleasant and felt we were well taken care of. Received a clear explanation of all materials and procedures and at no time felt rushed through the process.
– B&C P.
Keith did an excellent job explaining all of our options for estate planning and was patient in answering our many questions.
– M&T W.
I requested a Certificate of Trust and it was delivered quickly – thank you! I like your policy of one initial cost, with a yearly follow-up option.
End of life planning is never easy. The attorney helped my father work through some tough decisions with patience and compassion.
I was grateful of the concerns from the attorney – “because it’s the right thing to do”.
Quick, professional service and response to calls.
– T&J D.
We found the experience very informational and easy to understand. The staff was very helpful in answering our questions.
– J&A M.
We have had two estate planning meetings with Keith Davis. The first one was over a year ago, when we were still “shopping” and the last one was last fall, when we actually outlined the trust plans. On both occasions we were very impressed at Keith’s presentation of the options available. His explanations, including diagrams and flow sheets were clear and to the point. At the document signing we met Janet and were equally impressed at her professional and very personable presentation. Since that time, she has been very patient and prompt responding to my myriad of questions. Our overall experience throughout this entire process was very positive. We would recommend his services to anyone.
– J&M F.
Outstanding service, making the very complex very understandable. Thank you again for the great support.
– L&K B.
I wanted to update my entire estate plan as my old one was out of date and needed revision. I made a decision to choose a new law firm and I am very happy about the entire process. Everything was well explained and easy to understand.
They made a long, hard process very easy and comfortable.
– E&M D.
Keith and his team were great to work with and knowledgeable, and very helpful and friendly.
– L&S S.
The process was well organized and educational. The options discussed were clearly explained and professional recommendations were precise. We believe we received excellent attention to our needs and desires regarding our estate. It was professionally done and has been followed up on to ensure we were satisfied with the results.
– J&S C.
The team is great – covered all bases, thorough and knowledgeable. A pleasure personally to work with and recommend to all my clients.
Thorough overall presentation in explaining the components of our trusts. We felt confident in deciding what to do with the various available options. We also felt very comfortable with Bruce.
– L&S M.
Doing business with Davis Schilken was a pleasant experience in light of the situation. Janet and Keith assisted us with the utmost professionalism and went beyond our expectations in developing a Living Trust for my Father and a will for my husband and I.
– J&S R.
We found Davis Schilken, PC law offices, particularly Francis & Tristine who worked with us, to be extremely efficient, knowledgeable, personable, helpful, courteous, and they go the job done.
– W&R R.
Answers to our questions were well thought out. The whole process allowed time for us to absorb what we were learning and formulate questions. I would like to commend Richard on his willingness to speak at our genealogical society. His thorough, organized presentations at those meetings convinced me that he would be the person to help us in our financial plan preparation.
– R&C S.
We thank the attorney and his colleagues for their continued help through this sometimes difficult process – thanks again.
– M&J B.
We were treated professionally with adequate time being spent on our misunderstanding of the whole retirement environment we will soon be entering. All the questions were answered helping us to understand the issues that we had not even thought of.
– D&M A.
We were so pleased that I have referred a friend and used the firm for my mother’s needs as well.
– B&Y M.
Thorough in explaining, patient with the process, and helped to simplify an intimidating process.
– B&P D.
Due to the combined efforts of Mr. Davis and my financial advisor, and their combined knowledge, the estate process assured me I am in very capable hands.
Everyone is very warm & friendly. For someone who has not had a lot of experience in these matters, I was quite comfortable in their presence. Did not feel pressured. Would recommend this firm to others.
As often happens, I found myself in an urgent medical situation and needed to get my affairs in order in a matter of days. Already in a high stress situation, Keith/Janet/Cindi all responded to the urgency with calm, decisiveness, and unbelievable kindness and professionalism. I was able to relax and concentrate on my health issues knowing my estate was being handled for me. I will always be thankful to all those involved.
The attorney was wonderful to work with. I loved the way he explained things in examples that were easy to understand. He was very professional and never treated us like he was better than us like some lawyers tend to do. Thanks for a wonderful experience.
– E&M Y.
It was our pleasure to work with Davis Schilken staff. Everyone was very polite and helpful. Keith was very thorough in covering every area necessary in compiling the estate planning portfolio for us. It is very thorough and leaves no questions unanswered.
– D&J B.
Davis Schilken gave me very clear information regarding options for my will. I felt very comfortable asking questions. I now have peace of mind.
The time spent with me and the sensitivity to my life circumstances was of great comfort!
Excellent service, very willing to go the extra mile to get services completed quickly.
– T&J D.
We have dealt with Davis Schilken as trustees on other trusts, and also as clients with our own trusts and we have been very satisfied with the help and expertise we received.
– L&D B.
They understand the complexity of same sex partnerships.
– C.W. & D.B.
Keith was both affable and professional, and took care of our needs in a very thorough manner.
– R&D G.
If something were to happen to me tomorrow, the only thing I’d regret is not cleaning out the underwear drawer. I loved my attorney, I understood what was said, and ultimately got what I came for, a great estate plan. Thanks!
We were very satisfied with the service we received.
– G&E S.
Gary Potter’s goodness, integrity, intelligence and friendship have been a big part of my success and happiness for almost 40 years. To me his is a superstar for his friendship, guidance and loyalty. Thank you!
Carl took care of our relatively small trust very well indeed. We are quite satisfied.
– R&H A.
My wife and I have known Gary Potter both professionally and personally for over 30 years. I have been in the Financial Planning and Insurance business during that time. Gary has been extremely helpful to us with not only our Estate Planning and Documentation, but also numerous business legal and tax situations. Additionally, I have referred numerous clients and friends to Gary. Every one of them have been most appreciative of the referral and Gary’s helpful advice and planning. We continue to endorse Gary as a most competent advisor and a true professional gentleman.
– J & N G.
Great class, enjoyed speakers and material. Appreciated case stories. Very informative with good discussions. Interesting stories, a great way to learn and remember. Thank you for putting this class on.
– L.W., CPA
Outstanding instruction on professional issues. Good anecdotes for understanding concepts.
– S.M., CPA, CFP
This course is an excellent investment of time for financial planners, CPAs, investment advisors, insurance agents, attorneys, and other professionals who advise their clients on estate planning, financial planning, and risk management.
– K.K., Financial Advisor
These classes are an excellent opportunity to obtain an updated and/or expanded knowledge of estate planning. The presentation is understandable and their willingness to answer client-specific questions makes the program especially helpful.
– G.H., CPA
A great course in content and presentation. One of the most useful courses I’ve taken.
– M.P., CPA
This course was a very meaningful educational opportunity. The instructors used outlines that were easy to follow and presented the information in an easy to understand language. Good planning techniques were presented by a knowledgeable team. All presenters worked well together and you could tell respected each other and the knowledge they each have. The two days were time very well spent.
An excellent team of attorneys and support staff at affordable fees making complex issues understandable.
– G.L., Financial Advisor
The most complete estate planning seminar I have been to in my 44 years in the life insurance business.
– D.L.J., Insurance
Keith is the most knowledgeable estate planning attorney with whom I have worked with over my 23 year career. His educational workshops are the best I have attended.
– R.W., CFP
Best presentation by an attorney I’ve ever experienced. Vast knowledge of the subject of estate planning presented in a clear, understandable fashion that kept my interest throughout the two day seminar.
– J.W., CFP
The Davis Schilken course was presented very efficiently and was entertaining. I feel the information provided will help me with my practice.
– S.B., CFP