Testimonials
Testimonials
“Drew at Anchor Trust Management helped us purchase our home with minimal issues. Probate is a long bumpy road, and Drew did an amazing job smoothing the path and left all parties satisfied. Drew’s knowledge and work ethic are a rare find these days!“
-Dan S
“Drew at Anchor Trust Management helped us purchase our home with minimal issues. Probate is a long bumpy road, and Drew did an amazing job smoothing the path and left all parties satisfied. Drew’s knowledge and work ethic are a rare find these days!“
-Dan S
“Drew was so very helpful in reviewing our current estate planning documents and advising us as to what needed to be updated. When it came time to sign the new documents, we asked if we could bring our 12 and 14 year old boys to educate them about the importance of estate planning. He was more than eager to have them join us. My husband and I appreciated that he engaged our boys, explained things to them, and asked if they had any questions. I would definitely recommend Drew to anyone who is need of estate planning. He was thorough and very knowledgeable. We plan to return for business succession planning when our boys need important documents when they are 18.”
“Drew Daddono and Anchor Trust Management were very helpful and professional in helping our family in dealing with the loss of my brother. We would highly recommend him to handle financial affairs. He kept us in informed about every step of the process which was most important since we lived out of the state. If needed, we would definitely use Drew Daddono again.”
“Mr. Daddono handled two separate situations dealing with my recently deceased mother’s bank accounts with efficiency and ease. In the first instance the bank was not going to give me the money that my mom intentionally left for me even though I had proper documents. The account was settled in my favor by Mr. Daddono by making phone calls to the beneficiary department of the bank and upon my next visit, they promptly gave me the money. I would not have gotten the money if he didn’t make those calls to the proper people who could make the right decision, even though I had spent near 2 hours at the bank trying different ways to make them see the truth. Mr. Daddono also handled a different account by writing up a petition and order for summary administration that was filed quickly. That order was approved and served to that account also. I was happy that the process was not the nightmare that I had always heard probate situations could be. Emails and phone calls were answered by him personally very quickly and just got the jobs done.”
“Drew was so very helpful with my mother-in-law. He researched her real properties and determined how to title them for the best protection. He put together a comprehensive package of documents to help protect her. Drew explained all the documents so there was an understanding and has a great sense of humor that made the appointment fun.”
“I’ve worked with Mr. Daddono regarding my Estate planning and Foundation. Andrew is exceptional- knowledgeable, professional and has a great personality. He thinks outside the box (to my benefit) and met the deadlines that I had established for his services and completion of my project. Thank you, Andrew!”