Jamie Shuster Morgan

My husband and I consulted Jamie Shuster Morgan to update our wills, healthcare, financial, and real estate directives. She was knowledgeable and accommodating to my husband’s housebound mobility issues. She gave us the pros and cons of options open to us, and prepared the requested documents promptl...y. Fendrick Morgan’s planning questionnaire enabled us to gather efficiently the information Jamie needed to prepare our documents. The binder provided with all our duplicate copies included a layman’s English summary of our wishes and an overview of where our documents are stored and the necessary people to call when the time comes that should help ease stress for either the surviving spouse or our children. I was so impressed with Jamie’s and the firm’s professionalism that I have already recommended them to several people who are or will be engaging them shortly.

I was pleased with my contact with JSM. On our first meeting she explained the process carefully, explaining why I did not need a trust; a will will do. When it came time to sign the papers she pointed out a number of small issues that should be changed. Then they were changed on the spot. A super jo...b.