Based on 7 reviews
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My husband and I had the pleasure of working with Maria Schmidlkofer this year when we decided it was time to do some estate planning. The whole process of planning & designing our trust went very smoothly. Maria was excellent at explaining all of our options in designing a trust, and made the whole process very fluid and easy. She is extremely professional and knowledgeable, and also very kind and patient. She really took time with my husband and I, and we both felt truly cared for throughout the entire process. Her team is also extremely professional and knowledgeable, and they work together cohesively. They were all timely in responding to any questions or concerns via phone and e-mail, and it was easy to schedule our appointments with their office. Maria made it a priority to understand what our goals were in planning our trust, an executed our trust precisely and thoughtfully. I would highly recommend Maria and her team to anyone who is interested in estate planning. Her expertise in estate planning combined with her sincere and kind approach exceeded all of our expectations.
Maria was excellent! Friendly, helpful, knowledgeable, flexible, an excellent teacher and extremely professional. She explained our options, laid out the costs, helped us make the best decisions for our situation and designed an outstanding Estate Plan. We couldn't have been happier. Her staff was courteous and timely with responses and their office was warm and welcoming.
Very knowledgeable and guided us well through estate planning process. Good listener.
Maria was generous with her time in getting to know us in order to personally design our trust. We felt very well taken care of and know that she is here for us and our family as needed.
Maria guided us through a fairly complex estate planning effort. We were impressed with her
expertise and experience. She was thorough yet careful not to hurry us as we established
goals in estate planning and explored alternate ways to meet those goals. We were
very satisfied with the outcome and are comfortable that our wishes will be carried
out explicitly. We would recommend her highly for others concerned with similar needs.
Excellent advice explained in understandable terms. They take care of every detail. I felt like we made a good friend as well as secured an excellent lawyer to secure our estate for our family.
Maria is not just a "cookie - cutter" estate planner. During the initial appointment, she listened and ACTUALLY got to know us and our specific family needs. She designed our plan with us there, on a board for us to see - no template.. just us talking to her about our wishes. Our finalized plan pertains to our family, and our family alone. I am confident in the longevity of our planning and would recommend Maria to anyone who needs estate planning.