Composing an estate plan was new to me. It did not go the way I had expected. Establishing a Trust was more complicated than I had thought. Legal documents need to be interpreted and explained. Beliveau worked with me — answering my many questions, waiting for me to finish reviewing the documents, and even holding the signing outside in the winter so I could feel safe from COVID. We used telephone and email. It took 9 months, but we got it done.

David Beliveau worked on updating my will. I found David to be professional, knowledgeable, and comfortable to work with. He is a talker which worked for me because I had many questions. I was totally pleased with the whole experience, and I would recommend his services.