Based on 1 review
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Posted by a Estate Planning client, Flag
Doing a state planing it was something that we have been postponing for a while because our busy schedule. But Lisa made sure to accomated challenging schedules, keep us informed on the next steps and made all the process enyoable. She is a fantastic communicator and very knowable. Our state planing required different solutions because we are not citizens but our kids are. She made changes to incorporate. We really trust her.