“The Speedwell Team did an outstanding job in updating our legal documents and adding a trust. Alex guided us throughout the process. As seniors we truly appreciated her patience in answering our endless questions. She was a delight to work with. Misha and Adriane rounded out the team and provided valuable input to the final documents. Additionally, the summary document and other instructions were very helpful. In fact, our Financial Advisor was very impressed with them! We highly recommend Speedwell, and we would not hesitate to use them again in the future.”

Robert