5 /5 Gary Green: Ive happily worked with the Pedersons for nearly 20 years. Grants dad drew-up my first trust in 2007. But life changes, as we know, and my trust needed a complete overhaul. Grant is a super guy and a consummate professional who brought order to my can of worms. He fit right in with both my tax pro and financial advisor, the kind of guys who treat you like a friend.
Grant turned my problems into solutions. He listened intently, hand-wrote copious notes, added value, answered questions, raised new ones, and baked in the right answers. He patiently explained sub-trusts and other legalese terms for this layman. Grants business is built on smart, and secure tech. I no longer need a ream of paper, or .pdf files. I just log into the easy-to-use portal anytime.
Grant created two dense spreadsheets to manage my personal items. He partnered with my financial advisor several times to help me make wise decisions. Grant boiled it all down to total assets, forecast assumed interest, what if scenarios, and projected distribution plan. I had the 1,000 foot view on a single page.
His work and team surpassed all expectations. Grant didnt leave me with just a trust, he handed me my legacy.