Posted by Stan
Susan drafted a family plan for my wife and me---will, revocable trust, healthcare directive, and various related documents. She took the time to understand our situation and wishes and to explain why it is advisable to address things one way versus another. She has a talent for explaining clearly and instills confidence while doing so. Our current situation is not overly complex, but Susan demonstrated deep knowledge of potential complications and crafted a plan that will accommodate various scenarios. She was easy to work with, flexible on when and where to meet (our home, her office), and cared about our family.