A five star review for Right Size Law and David Taylor. David drew up a will and a trust for me and I found his work outstanding. He was extraordinarily thorough; provided comprehensive yet realistic solutions to problems such as how to take care of pets; patiently explained why certain things were done as they were; met deadlines; and provided assistance beyond the scope of just writing documents. I opted to transfer items into the trust myself and David provided me with the necessary guidance at no extra cost. I needed a document notarized ASAP and David saw that it happened. I also appreciate David’s self-assumed follow-through: after a specified time period he will be contacting me to check on how I am doing in transferring items to the trust. I recommend Right Size Law and David Taylor without a moment’s hesitation for wills and other tasks associated with getting personal finances in order.
Right Size Law Attorney, David Taylor, is a great resource for couples, especially , who want to benefit from a comprehensive estate plan. This is David Taylor's strong suit. He and his staff are professional, attentive and easy to work with. Consider the many moving pieces associated with estate planning, it is a genuite asset to have David and his team on hand to take the lead.
David provided all the information and help we needed to complete our Estate Plan. He was very patient with our questions and guided us through the entire process. We wanted to make things as easy as possible for our children for when the time comes and are confident that we have accomplished our goal. We are relieved that our affairs are in order and can carry on enjoying our retirement with that knowledge.
Upon returning to DC in late 2022, when we were looking for a lawyer who was familiar with drawing up a trust agreement and "will' matters, a senior member of the executive board of the Waterfront Village (a primarily retirement group residing in southwest Washington, DC) highly recommended David Taylor of Right Size Law firm located on Capitol Hill. We finally got around to calling Mr. Taylor after Thanksgiving of last year and here we are - only a few months later - very happy with the outcome of our discussions with Mr. Taylor and pleased to highly recommend him and his staff for their effort in setting up our trust and preparation of associated documents such as wills and powers of attorneys. On a rating system of five stars, we would give Mr. Taylor and Right Size Law firm, five gold stars.
Several years ago, I took one of David's seminars on Estate Planning. Shortly thereafter David set up a Trust regarding property I own. I recently added a second property to the Trust. Now I am adding additional assets. All along David has instructed me on the process, answered many questions, (sometimes more than once) and made me feel very comfortable. I would recommend Right Size Law, PLLC to others who are interested planning their estates.
We found David Taylor to be responsive to our questions and concerns and helped us craft a plan that was specific to our needs. We were especially concerned about the coming years but were convinced that he will be there for us when needed. We would recommend him to our friends and associates who might be looking for professional services in estate planning in Washington, D.C.
