5.0 stars 7 totalReview Kari Coultis
Posted by Becky
Kari was incredibly knowledgable and efficient in working with us in the complicated world of estate planning. She was careful to ask detailed questions to fully understand our wishes and find ways to meet our legal needs. I wouldn't work with anyone else!
Posted by a Trusts client
I have known Kari Coultis personally for a number of years. She has much integrity and that made me feel confident that my business with her would remain confidential. I know without a doubt that she will be professional in her assistance when I need to contact her. The final product she provided was thorough, concise, and excellently prepared. I have and will continue to highly recommend Kari to my friends and family.
Posted by Peach
Had to form a LLC in a very short time, Kari was very professional in all aspect of the contract, from writing to delivery of the contract.
Posted by Jeremy Alessi
Kari Coultis is a leader in her field of estate and elder law. She is professional and reasonable in her approach to multiple generations of clients. Her knowledge of legal, tax implications and financial concerns enable her to partner well on any estate planning team. Her generosity to the greater community is evident. Kari is highly recommended.
Posted by a Estate Planning client
Kari integrated very well into a family business and with a new financial advisor. She brought creative solutions to the table and helped to create documents with three families and two generations all with differing opinions. Her areas of expertise in estate planning, business entity planning and succession planning were most helpful. All work was completed on a timely basis when we had rigorous time lines to meet.
The only issue we had was the delivery of signed documents however, she also experienced some staff turnover at the end of our project and I consider the delay to be one time event.
I plan on referring more clients to Kari when the opportunity arises.
Posted by Linda
Kari was very helpful during our discussions of developing a plan that suited our needs. She is very professional, knowledgeable and responsive, I would recommend Kari for any one interested in seeing to their future needs.
Posted by Joe
For a blended family, setting up a trust can be trying. Kari explained everything very clearly, was very understanding, and gave us peace of mind. I can't imagine anyone doing a better job than she did for us.