After almost 30 years, it was time for us to revise our trust. At our initial meeting with Brian Chew of OC Wills & Trust Attorneys, my wife and I described the changes we had in mind and Brian suggested some additional scenarios for us to consider.

Throughout, Brian was thoughtful and patient as he explained in detail the complete process by which our original trust would be amended and the associated cost.

We met again one week later and Brian walked us through our amended trust and suggested ways for us to share this information with our children. We left satisfied and impressed.