Susan I. Jean

Susan did a great job laying out a plan for my Estate/Trust. She did a super job explaining the details of the trust making sure I understood all of the details incorporated in the Trust. Susan made sure all of our questions were answered. I am very pleased with the details of the Trust knowing tha...t I have plans in place for me and my brother. I definitely would recommend Susan Jean.

The entire experience with Susan Jean was exceptional, from the initial scheduling of an appointment, the consultation, and completion of will. Susan was friendly and professional, and she made me feel comfortable. Susan answered all of my questions and seemed to have my best interest's heart. I ...am very thankful for the referral from my friend and I would be very willing to refer Susan to any of my friends.

I have had the benefit and pleasure of utilizing Susan Jean's estate planning services on multiple occasions as my personal and financial needs changed. Her warm, knowledgeable, and professional expertise are unmatched. She was able to help me put my complicated objectives into words, producing a f...inal product that thoroughly addressed all of my needs. I always felt confident in her advice because she knows estate planning in great detail. I was also impressed with her staff who was always accessible and attentive when I needed assistance. I have referred other clients to her and they have been equally impressed with her abilities. Should I need additional estate planning in the future, I will call Susan Jean.

Susan I. Jean has superior listening and communication skills which I consider the foundation to planning my estate. Her expertise in this area is excellent and she crafted a trust that addressed all my unique concerns and requests. I have recommended her to several friends; and like me, they are ve...ry satisfied with her work.