Safe Harbor Legal Solutions

A totally professional experience with every member of the Safe Harbor team. The purpose of the various documents was thoroughly explained. I understand exactly how these documents will work together under various scenarios. I was able to tailor various sections of the trust to match my circumstances. I received guidance and possible options to address some scenarios that were of concern to me. My trust documents reflect how I want my estate to be handled. The checklists and specific information of how to transition my financial accounts into the trust was especially helpful. Thank you Safe Harbor team.

User friendly and competent. They made an emotional task easy with clear advice. We had a special request for a timeline and they were able to accommodate us. We would recommend their services with no reservations.

If I could give Phil and the staff at Safe Harbor more than 5 stars, I definitely would. The team is welcoming, caring, professional and attends to detail. Phil is very knowledgeable and clearly understands the challenges of senior estate planning. He listens, provides solutions and takes care of all necessary legal documents.

From initial meeting to completion to meeting with our children, Phillip and his team made the process not as overwhelming. We had dragged our feet for awhile and we wish we wouldn't had waited so long. We are grateful for Phillip and the entire Safe Harbor Team! We already are and will continue to refer all our friends and family to you! With gratitude!

We have very successfully worked with Phil George and Safe Harbor to review and revise pour 20 year old trust and associated documents and are pleased to have completed everything and have our documents properly signed. Phil was very knowledgeable and professional working with us. He clearly answered our questions and explained what we needed to know and how to handle our family members. He was also very friendly and nice to work with. We felt he was a friend who wanted us to be safe in the future and wanted us to understand how to manage the future. Phil and his staff worked to get our work done in a timely fashion, and he gave us time to reflect and meet the needs of our family participants. We look forward to working with him in the future as he helps us all understand how the trust will work. We were lucky to have found him and recommend him and Safe Harbor highly.

Phillip and his staff are very thorough and competent professionals. He has a diverse background and a strong eye for detail. He is organized and has a wealth of experience which permits him to give you access to the details you need to understand the estate planning proccess.He has implemented a good estate planning process which easily facilitated my wife and I in the development of a complex estate plan. He is a solid and knowledgeable lawyer, whose practice exemplifies the best customer service methods. He is a pleasure to work with: collaborative, patient, thoughtful. Phillip took the time to understand our needs, answer questions and then he set about developing documents to achieve our goals and concerns.

My wife and I really enjoyed working with Phil, Sheila and Cynthia on our estate planning. They made difficult subjects easier to understand and helped us, we believe, make better plans for the future. Thanks very much. All the folks at Safe Harbor are the best.