5.0 stars 36 totalReview Cheryl David
Posted by Mike
I called Cheryl David, the attorney who drew up our trust quite a while ago and had all of my questions answered on the phone. The information and advice was very clear and very helpful in addressing my current and future financial and legal needs.
Posted by Kelly
Ms. David was very helpful in our consultation regarding Shared NC Real Estate inheritance and the requirements to protect both individual and joint interests. Her and her associates were knowledgeable, pleasant, helpful and courteous.
Posted by Gail
We had some clarification issues with my Trust set up by Cheryl sometime ago because my partner was apprehensive about what would happen if I were to die. (We're both in our 70's and 80's and I am the younger).
Cheryl was so sweet and patient with us, leading us back through the process and completely satisfying and soothing my partner,...I was so grateful,...
I told her that there was no problem or changes that had to be made because she, "had done such a great job to begin with,..."
Posted by Eleanor
I had a concern and wanted to discuss my Trust to ensure my family was protected. Ms David was prepared ,familiar with my trust and family issues. I left feeling reassured and confident that my Trust was in good hands.
Posted by Judith
We attended one of Cheryl's educational seminars and we were blown away at the knowledge of her and her associate attorneys. We scheduled an appointment with her and were treated like family! Definitely recommend her to anyone in need of estate planning assistance.
Posted by Sheila
My husband and I attended a seminar hosted by Cheryl David to get information and help with the papers necessary as a couple approaching the sunset of their lives.
We found the presentation extremely helpful as Cheryl and members of her staff covered many topics and we decided to arrange for a private consultation with her.
In this meeting she answered all our questions in language we could understand about wills, power of attorney, medical power of attorney, trusts, long term care, Hippa laws, life insurance etc.
She covered every aspect she thought pertained to our situation including items we hadn't realized mattered.
She was very friendly, easy to talk to and she gave us the feeling she genuinely cared about our situation. I would recommend Cheryl David and this firm to anyone needing advice on elder law and help with legal documents. A very positive experience.
Posted by Mary
Cheryl helped my family through a very tedious time with her kind and professional guidance. I can only say positive (and not enough) about Cheryl. She listened to our needs and helped us make sound decisions to protect our loved ones. What had been a tough situation initially resolved and ended well for all parties. Her approach was to consider relationships and the humanity of everyone involved first. She made herself available and never had to be reminded of our case's circumstances, even if it had been a while between conversations. She was always clear and comforting.
Posted by Dan
If anyone is interested in protecting your financial resources, Cheryl David provides the best method to do so. This has really helped us in planning our future and the future of our family. She and her organization deserve a "job well done" and is clearly cost effective.
Posted by cj
After my husband passed away unexpectedly this past spring, I knew I needed to create a will and a trust to protect my family. After a little internet research, I chose Cheryl David based on reviews and her picture, in which she appears to be approachable and caring. Compassionate, caring and competent is exactly what Ms. David is. Her staff, as well, were warm and thorough and all exhibited sensitivity during what has been an extremely difficult time in my life. I appreciate what they did on my behalf and the time they took to explain things. Additionally, I felt her prices were fair.
I am grateful knowing that me and my children are now legally protected should anything happen to me (which I don't plan on for at least another 50 years or so).
Posted by anonymous
Wow, it's over! It is huge process if your files are not kept up-to-date. My husband and I put off the organization of all our financial records. We had all the papers, just not organized. Cheryl and staff walk you through the process. Once you complete the work book, you know where everything is and it's all together. It's amazing how good I feel knowing my children will not my have a burden to hassle with after we both die. My children have already thanked us for having this living trust done. My thanks goes to Cheryl David and her great staff.