Jessica Marchegiano

Jessica is an outstanding estate planning attorney. She has extensive knowledge in laws and regulations and I appreciate all the recommendations she provided to me and my mom as we created and finalized our trusts. She is a great listener with exceptional organization skills. I highly recommend Jessi...ca and her team.

I met Jessica after Cassaday & Company hired her to consult with their clients so investment strategies could be streamlined. I had an outdated estate packet from my military service days that had been prepared by a fellow veteran. Jessica and her team brought everything up to date, included more r...elevant documents, and made it all simple to review and update when needed. Jessica listened intently, and remembered details from an appointment months prior. I strongly recommend using her services. She's definitely worth it!

After serving as executor for my mother's estate and having to 1) find a lawyer in NY to assist with this, 2) find all of her various accounts as there wasn't any consolidated information (in fact, I found one account a year after the estate closed!) and 3) having to go through probate, I decided tha...t I should make it easier on my kids to handle my estate in the future. My financial advisor provided a reference for Jessica Marchegiano, ESQ. I had a brief introductory meeting with her and several other estate attorneys and decided she would be a great fit. Luckily for me, she was hired by my financial advisor's firm before I finalized my decision. She professionally handled all aspects of my trust providing advice as necessary with specific questions, she assisted with the transfer of my house title to the trust as well with all the necessary accounts within my advisor's firm, and provided me with a complete document, including the pourover will and medical power of attorney, within a few weeks. It was well organized and easy to follow. She was very easy to work with and even offered to meet with my kids (the beneficiaries) should they come to town. I will periodically review it and contact her for updates should they be necessary. I would not hesitate to contact Ms. Marchegiano for at least an introductory meeting if you are considering whether a trust is the right choice for you.

We worked with Kristen House of Jessica Marchegiano's team at JM Law during 2021 on our estate plan and could not have been more pleased with the experience. She was very professional throughout the process and was responsive to all of our questions. We feel that we have a solid estate plan and stron...gly recommend Kristen to others.

JESSICA MARCHEGIANO, ESQ. Estate & Legacy Planning, provided us a complete set of documents including will, living trust and helped us incorate our assets. The planning process was comprehensive and involved a number of family members. She was a joy to work with and completely professional. We would... hot hesitate to use her services again.