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Cooper, Adel, Vu & Associates review summary

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5on Google,Jul 27, 2021

Kathy

WE enjoyed working with both Dan and Jill - very personable, friendly, knowledgeable and patient! They explained things thoroughly to us and didn't mind repeating things 2 or 3 times until we understood. They have a thorough understanding of Elder Law and we feel very good about the trusts and wills that were drawn up for us. They alos suggested we talk to their financial advisors, which we did. Jacob was amazing and also very knowledgeable about taxes and how to save us money. We are going to return so he can advise us on our investments.

5on Google,Jul 27, 2021

Brenda

The entire staff at Cooper, Adel, Vu & Associates, LPA in Medina was not only professional but personable and caring concerning my estate planning. They were also prompt with appointments and emails, and attentive to my concerns and questions regarding how to address this very important issue. Lauren was very informative and well prepared for every question I asked. She was focused on my goal of getting "my house in order". Tom presented the notes and followup details to me, including any documentation involved, immediately at the end of our meetings. Sarah was professional and welcoming as I entered their office each time I was there. I highly recommend this firm to anyone who is looking for guidance at a time when you don't really know where to turn. With Sincere Thanks and Respect, Brenda G Hammond

5on Google,Jul 23, 2021

Doug

Very professional and we were comfortable from the moment we walked into the office.

5on Google,Jul 22, 2021

Dave

We recently established a family trust with guidance from Cooper, Adel, Vu & Associates. The entire process was thoroughly explained and efficiently executed under the guidance of Ms. Jill Besl. Jill did an outstanding job and patiently answered all of our questions and concerns. We encourage anyone interested in trust planning to use this service.

5on Google,Jul 20, 2021

john

My wife and I worked with Jill Besl on most interactions. She was so very helpful in answering all of our many questions. She got back to us with the answers to those questions that needed input from others in the firm. The entire staff was very professional and personable to guide us through what seemed to us to be a complicated process. There are so many details to cover. Overall, it was a positive experience, and a relief to have had present help to get organized and know that we will have future help when needed.

5on Google,Jul 20, 2021

brian

Very helpful with revisiting our estate planning

5on Google,Jul 18, 2021

Raymond

Dan, Jill and team were awesome! They took the time needed to create a plan tailored to our situation and came thru! Recommended.

5on Google,Jul 13, 2021

Mark

Knowledgeable, friendly and courteous. We are so thankful that we found out about this group and what they can do to help secure our family's future. I have already told 6 of my friends about what they can do for them.

5on Google,Jul 12, 2021

debbie

Jill and team have been very exceptional to work with in developing my estate plan. They answered all of my questions and attention to detail was superb. They are honest and trustworthy and covered every option with protecting my estate and giving a straight forward plan for my heirs to understand and implement. Very nice people! Very personable and professional and they walked me through my plan. They gave me the documents in a very easy to follow binder.

5on Google,Jul 12, 2021

Steve

We have not set up an estate plan before but had some idea of what to do. They were very professional in educating us based on our situation. Always accommodating, professional and responsive. I highly recommend them!

5on Google,Jul 02, 2021

Gregory

Jill was very professional and a joy to talk to. She shown great knowledge and understanding of the procedures involving our trust. I would recommend this company to anyone

5on Google,Jul 02, 2021

David

We had new wills created with this firm. The price was fair and the process was exceptionally smooth, with the documents created in an accurate (no changes required) and timely manner. We could not have had a better firm do this work. They achieved all of our objectives in a very friendly manner. We strongly recommend them!!!

5on Google,Jul 01, 2021

Gini

Recommend them highly. Very helpful and knowledgeable in setting up a complicated trust. Easy to work with. I have given their name to friends and relatives.

5on Google,Jun 30, 2021

kris

Dan and Jill were terrific to work with in setting up our Trust. They are very knowledgeable, easy to work with and very helpful. They answered all of our questions and concerns and it was at a very reasonable price. We are very happy with their services !

5on Google,Jun 26, 2021

Jeri

We worked with Andrew Kizewic at the Chillicothe location and were extremely pleased. He is personable, helpful and knowledgeable. Andrew listened and guided us to create a plan that would meet the needs of our family. We are confident that our plans will be met and easily executed in the future.

5on Google,Jun 25, 2021

John

I attended a seminar put on by Dan Vu. It was very informative and sparked my interest in Succession Planning, and Retirement Financial Planning. During our initial consultation the firm presented a very detailed plan for both of these tasks. We set up a series of meetings with specialized lawyers for each task. They are very knowledgeable and were able to answer all our questions with impressive level of detail. We were able to complete both tasks in just two meetings. The guideance provided for the information we needed to gather was right on point and the checklist format made it very easy for us to collect these documents and present at the meetings. I highly recommend Cooper, Adel, Vu & Associates. The office is very professionally managed and one of the most efficient operations I have experienced. The value and quality of work provided also exceeded my expectations. Professional, Friendly, and Prompt in all aspects of this process.

5on BirdEye,Jun 17, 2021

Colleen

From start to finish our experience was great, we met with both Daniel and Jill and felt comfortable with both of them. What we liked best was that everything was explained clearly, they were upfront about the cost and there was no pressure to go forward setting up the trust, it was simply there for us if we wanted to do it which we did. Everyone in the office is professional and courteous and takes their job seriously, we also had some fun talking and laughing with Jill since we worked very closely with her. This was good investment of our time and money.

5on BirdEye,Jun 17, 2021

Tina

Very pleased with Ted & Mark’s efforts to put together a Trust for our family. We found them personable & very professional. We would recommend this Attorney group without hesitation. Thanks- Joseph & Christina Bobek

5on BirdEye,Jun 15, 2021

Linda

Very glad to update our trust info. Appointment was quick. Questions wete answered.

5on Google,Jun 10, 2021

Marna

My husband and I were very pleased with our experience with Cooper, Adel, Vu and Associates. Everyone involved with our account were very personable and knowledgeable and were able to answer all our questions. This is really not something one likes to think about but it feels good to have our "ducks in a row" and know that when we are gone, our sons won't have to worry about what needs to be done. We would definitely recommend this firm to handle your legal and financial needs. A special thanks to Jill Besl, Daniel Weingartner and Daniel Vu. You all were wonderful to work with.