Posted by Karen
My parents named me the successor trustee of their Trust long ago. I was confident I could handle this difficult task, yet I found myself overwhelmed and unsure of the correct steps to take when my father passed away two years after my mother's passing.
I feel very fortunate to have found Annette. She is direct, ethical, knowledgable, efficient, responsive and .... A big bonus! She has a great sense of humor which greatly helped to lighten my occasional anxiety. She also provided wise counsel for a sibling and me when a small but troublesome disagreement came up.
Annette was a pleasure to work with. I highly recommend her services.
Posted by Fred
We used Mrs Dawson-Davis for modifying our living trust. With one meeting we cleared up all the issues and shortly thereafter received all the necessary paper work for review. Since we were leaving on a 3 week vacation she met our time frame and we signed all the paper work prior to having to leave.
Mrs. Dawson-Davis is very knowledgeable and pleasant to talk to with reasonable fees..
WE highly recommend her for your estate planning needs.
Posted by Gail
We found Annette Dawson-Davis to be very professional and detail oriented. She prepared our Trust in a timely manner and corresponded with us throughout the entire process. She has a delightful personality and gave us lots of good advice. We will definitely recommend her to others.
Posted by Max
Annette wrote my trust documents and guided me thru the process. I think it was a pretty standard situation, but there were a couple of things that she had to research. She was on time with her part, but did not rush me. She was recommended by a friend and I am glad I went to her. Job done, cost as agreed.
Posted by a Estate Planning client
Ms. Dawson-Davis set up our family trust. She was very patient with us and helped up think through the specifics we wanted to incorporate, as well as cautioning us about several things we had thought about doing but that could have led to problems down the road. Her advice led us to take several actions which were necessary to resolve some financial issues that had existed for some time but that we had ignored. In all of this, she was helpful, friendly, courteous, and just a pleasure to work with.
Posted by Kathleen
I would highly recommend Ms Dawson-Davis, she assisted me as I encountered multiple problems as a POA for a friend before and after he passed away. She gave me ethical and successful advice. She displayed a passion for helping when i was in a stressful situation. She went above and beyond for us when we needed her the most.
Posted by Dora Bruce & Family
We needed to update our trust documents, so we interviewed several lawyers. We chose Annette Dawson-Davis, she was recommended by our Financial Planner after meeting with her, we do not regret it. She is straightforward, and personable. She explains everything very well, and she leaves you with a well organized binder containing the documents and disk. I would feel confident that my children will be helped well by Annette.
Need more reasons:
1. She knows her stuff.
2. She packages estate planning into a crisp and clear process, with a well-defined deliverable in just two meetings.
3. Pricing is simple and straightforward -- and significantly less than the hourly estimates we received.
4. She's quirky and fun, and you need that when talking about your death.
Thank you Annette.
Posted by a Trusts client
Annette helped us with our Living Trust. She met our specfic needs and charged fairly for her work. She did not "create" unnecessary work in order to charge a higher fee. She was very honest and kept things simple. She was knowledgeable but honest at the same time when she did not have an immediate answer to some of our questions. She was willing to consult her contacts and did not charge extra for this service. She delivered a very professional product in a timely manner. I would highly recommend her services.
Posted by Wilma
I did not need the services of Annette Dawson-Davis for very long, but during that time I found her to be very responsive to my questions and my needs. She went beyond what was expected in terms of directing me through the quagmire of settling my sister's estate. She was friendly and concerned yet always professional in her dealings with me. I would happily recommend her services.
Posted by Jack
Annette reviewed my outdated Trust and made the necessary modifications to bring it up to date.
This was a process that required a few meetings and telephone calls which were handled efficiently.
I've had occasion to email her with an occasional question and always receive a reply within 24 hours or less.