Steven’s patient, unhurried approach to estate planning has earned consistent praise from families who appreciate his willingness to answer questions thoroughly—even after hours. Clients describe feeling genuinely comfortable throughout the process of establishing living trusts and life documents, noting how he tailors plans to their goals rather than pushing a one-size-fits-all approach. His team in Cary creates helpful flow charts and summary materials that make it easier for families to communicate their wishes to loved ones, bringing peace of mind to an often anxiety-inducing process.