For anyone thinking about or seriously interested in setting up a Living Trust, I can't recommend Jaime Kahn enough! Jaime makes what would normally be a very complex process, very simple. He is very responsive, attentive and a great communicator! He is also very patient, responding to every question, no matter how how basic they may be. It is rare to find people that really care about the client and I can say without a doubt, Jaime cares for all his clients, treating them as if they were family. Highly recommend, 10 out of 10
January 2025
We've had Jamie helping us with our trust planning documents since 2009. He's always been very accessible, helpful, patient, and knowledgeable. We just did a big overhaul which was a lot work, and required lots of updates and a fair bit of discussion. He was extremely helpful in making us feel confident about the best way to setup our documents and how things work. We highly recommend Jamie and Four Peaks Planning.
December 2024
3 years ago we used Jamie to setup a family trust. He made the process easy, and so much more affordable than many other options out there. His review of our situation, and conversations with us to draw out the necessary info, was very effective and provided us with an estate plan that lasts even as our lives change each day.
Each year since, he has sent us an annual reminder to review our documentation to keep things up to date.
Today I reached out to him to ask about setting up a power of attorney for my mother in law. This was a chance for Jamie to make a few more bucks off of me (and he did offer to draw up the form, if we... read full review
For anyone thinking about or seriously interested in setting up a Living Trust, I can't recommend Jaime Kahn enough! Jaime makes what would normally be a very complex process, very simple. He is very responsive, attentive and a great communicator! He is also very patient, responding to every question, no matter how how basic they may be. It is rare to find people that really care about the client and I can say without a doubt, Jaime cares for all his clients, treating them as if they were family. Highly recommend, 10 out of 10
We've had Jamie helping us with our trust planning documents since 2009. He's always been very accessible, helpful, patient, and knowledgeable. We just did a big overhaul which was a lot work, and required lots of updates and a fair bit of discussion. He was extremely helpful in making us feel confident about the best way to setup our documents and how things work. We highly recommend Jamie and Four Peaks Planning.
3 years ago we used Jamie to setup a family trust. He made the process easy, and so much more affordable than many other options out there. His review of our situation, and conversations with us to draw out the necessary info, was very effective and provided us with an estate plan that lasts even as our lives change each day.
Each year since, he has sent us an annual reminder to review our documentation to keep things up to date.
Today I reached out to him to ask about setting up a power of attorney for my mother in law. This was a chance for Jamie to make a few more bucks off of me (and he did offer to draw up the form, if we... read full review