Based on 6 reviews
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I had a great experience working with Dera and her team. Dera did a great job of educating my husband and I on Estate Planning and created a thorough plan that will give me piece of mind. I will highly recommend her service. A great team to work with.
Dera Johnsen-Tracy is an outstanding person to work with. she is very knowledgeable, and her attention to detail is amazing. She would be a great asset to anyone looking for an estate planner!
I would add Professional, Competent, Thorough, Compassionate and Caring among others to the list of adjectives that describe Ms. Johnson-Tracy and her services.
I have recommended her to others because of the treatment I received in working with me to complete my Estate Plan. From the initial seminar where she explained the reasons, importance and benefits for having an Estate Plan to the presentation and explanation of my final document I could not have expected or received more.
I have had professional relationships with many attorneys in my past as a former Sales Consultant with IBM and personally with attorneys for my own legal matters. These experiences have given me a significant base on which to compare Ms. Johnson-Tracy. I feel very fortunate to have had this experience of knowing and working with her.
Dera and her team knew exactly how to setup our family living trust; we had no idea how comprehensive and detailed this kind of document needed to be. We were extremely impressed with her knowledge of all legal facets of family planning, and every concern we had was completely addressed. If you really want to protect your family and remove the burden of complex asset distributions, we highly recommend Dera Johnsen-Tracy.
I went to a presentation Dera gave on living trusts and then met with her for a free consultation. After talking it over with my wife, we decided to go ahead and form a living trust. Dera and her staff were excellent. They had everything laid out for us which made making decisions a lot easier. She followed up with us on things we were responsible for and presented the finished product in a nifty three-ring binder. Dera is pleasant to work with and takes a real interest in your trust. I feel I can come to her with questions. She is very knowledgeable and when we came across something she wasn't sure on, she did the research and presented us with the information. I am glad we pursued the trust and that we chose to work with Dera. She seems to be in her element and really shines!
Like many people in their late fifties-early sixties, my husband and I had made a will when our children were young but, as our lives changed, we never really got around to changing the will or planning for disbursement of our estate. My husband attended one of Dera's estate planning seminars and decided to move forward. We only had to meet with Dera once to review the paperwork and discuss what information was needed. Dera drew some very clear visual "flow charts" for us that demonstrated how our estate would be affected based on death or divorce of various family members. The entire process was simple to understand, simple to execute, and it's a complete package of estate care. We have one more meeting to sign the final paperwork. Now we're wondering why we waited so long because this was much easier than we had anticipated.