Based on 1 review
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Posted by Craig, a Trusts client, Flag
Catherine assisted my parents in setting up a new "Living Trust". She and her staff were responsive to our questions and very knowledgeable regarding trusts. She was able to identify numerous "holes" in my parents current paperwork and made sure that all documents were up to date and correct. In doing so, she was able to give my parents the peace of mind they needed regarding their wishes once they pass on.