“Thank you so much for sending these documents along! Both Phil and I really enjoyed meeting you and Vicky last week, and we so enjoyed and appreciated working with both of you! We greatly appreciate your professionalism, flexibility, and willingness to work within our insurance budget. You truly made the whole experience so easy from beginning to end! We also appreciate your orientation to building a long-term relationship and partnership — we value this too. And you and Steve make a great team. It’s clear that he regards you and your work very highly, and we understand why! We will get to work now on transferring assets into the trust and putting copies of paperwork into our big blue book! Wishing you and your family good health all the very best during these challenging times in Arizona. And thanks a million for your wonderful legal expertise and assistance! We will be more than happy to refer others to you for legal services, and will be sure to keep in touch.”
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