Lindsey-Anne

“We were given Mr. Gaggos' name from our friend, who is also our financial advisor, so we knew we would be in good hands before our first meeting. We have been meaning to put together our estate and our will for a few years but never got around to doing it. We meet with him and everything was an absolute breeze. The first visit was in the office to gather the basic information of assets and who we wanted to appoint to handle our estate, our child, etc. Mr. Gaggos brought up several good ideas that we had never thought of due to his years of experience. Following our meeting, he sent us an email with access to an online tool where you review the documents, and can add comments, change things, etc. We had a final meeting in the office to sign all the necessary paperwork and all went smoothly. If you are looking for someone to assist with the task of your Will as well as a Trust, or anything related to your estate, then Gaggos is your guy.”