Based on 1 review
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Posted by Adrian, a Trusts client, Flag
We asked Catherine to help us draft a will, and to help us set up a trust. She explained the process to both of us and was more than willing to answer any questions we had. Before our first meeting we filled out a detailed questionnaire and when she arrived at our meeting she had already put together a tentative will and trust document which showed that she had seriously considered the information we had given her, and the preferences we had expressed. We were both extremely impressed at the effort she had made to think through our situation and to provide us with the best possible solutions. I should also say that Catherine offered to meet us on a weekend morning which made the whole thing so much more convenient because we both work and couldn't meet during work hours. At our meeting we reviewed the documents and Catherine explained them to us; she made sure that we had everything exactly as we wanted it. She was more than happy to tweak the documents until we were completely satisfied. Overall, we've had a wonderful experience with Catherine - and we're extremely happy with the will and trust documents she has produced for us. We highly recommend her.