Evans & Davis

Getting my estate plan in order was important to me, and I'm so glad I chose Evans & Davis. Dustin Davis was fantastic...he took the time to understand my specific situation, explained everything clearly, and made sure my plan was tailored exactly to my needs. The process was smooth, professional, and surprisingly straightforward. I walked away with all my documents and real peace of mind knowing everything is in place. Highly recommend Dustin and the entire Evans & Davis team!

The staff of Evans and Davis were very knowledgeable, caring, and efficient. They explained each step in the process of designing our family trust and answered all questions we had in a manner that gave my family confidence in what we were setting up. Ryan Raupe and his team were timely and responsive throughout the entire process. This was our first experience with a trust process and I would highly recommend this firm. We know that they will be there when we need them.

My wife and I have had outstanding service from Evans & Davis in creating our Global Estate Plan. We first created our plan in 2013 while residing in Edmond, OK. After moving to Ohio to keep up with our grandchildren, we restated our plan as it was somewhat out of date. They are professional, creative, courteous and so easy to work with; even though they are several states away; it was like they were just next door due to the use of tools like email and zoom calls. Even though they do have an office in our current state of Ohio, we continued to use the Edmond office since we already have a relationship with them. It worked very smoothly and we are very happy with the results. At the conclusion of our restatement we arranged for them to create an Estate Plan for each of our two daughters. Y

We wouldn't trust anyone else to take care of our Family Trust and Guardianship preparations and changes every year. Natalie is so good to keep up with changes that might come up and explain things in terms we can understand. Her team is friendly, helpful, and quick to call and email you back if the need arises.

Our estate is perhaps more complicated than most, and involving assets in two states. Lots of moving parts to the estate re planning. To that we added re deeding of properties and multiple LLCs. Evans & Davis was up to the task and very careful and competent in finding solutions and a new plan. We highly recommend this firm!