Overall Rating
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5.0 /5.0

298 Client Reviews

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Showing 6 - 10 of 12 reviews | Trustworthiness

Posted by Henry | October 03, 2022 | Hired Attorney

Best Estate Planner Eva!

Stephanie & her team have an efficient process to save you money & charge you a one-time, clearly displayed fee for all-in estate planning services. They start out with an informative info session where she sits with you personally to answer your burning questions & determine your estate planning nee...ds. After using her services, my mind is at ease for when I pass & know my wife & twin children will be taken care of when I'm not here. You cannot buy that peace!!

Posted by Austen | October 16, 2021 | Hired Attorney

Kind, thorough, made it easy

Stephanie was so helpful and approachable during our estate planning process. She helped make a really complex legal landscape easy to understand, and helped us make tough and emotional choices about worst case scenarios (and life’s inevitabilities) that left us feeling confident that our loved ones ...wouldn’t be guessing or confused. She’s also really kind and personable — you never feel dumb or silly or annoying by asking questions. I can’t recommend Stephanie and her amazing team enough.

Posted by Roosevelt | August 12, 2021 | Hired Attorney

Retired Army Officer

We hired Stephanie to set up a Revocable Living Trust for our family. We are beyond satisfied with the service she and her team provided. To provide context to my review I am a retired Army officer and a retired contracts professional. My experience has taught me the value of caring for those entr...usted to you, and similarly the importance of a tailored, well written and legally sufficient document for the purpose at hand. With respect to client care Stephanie made us feel like we were her first priority (her hand-written notes are a nice touch). She was patient, kind and genuinely nice which added to our comfort level with her. Her prompt and clear communications also indicated her priority for client care. Stephanie's handling of our case made an otherwise complicated and emotional undertaking a simple and easy task. As a professional Stephanie shines. She is thorough, detail oriented and takes a lot of notes (she doesn't miss anything). Equally noteworthy is Stephanie's ability to explain legal jargon into simple terms for the layperson to understand. This was best exemplified at the interest dinner meeting where she explained the differences between various estate planning methods by telling vignettes that everyone could understand and make informed decisions. With respect to the final trust document, we are totally satisfied that it is tailored and reflects our desires and needs exactly. In summation, we had a most positive and productive experience with Stephanie. The level of client care and professional work ethic is exceptional. She is trustworthy and competent. We will not hesitate to use Stephanie again.

Posted by anonymous | August 11, 2021 | Hired Attorney

Recently divorced with child

I felt as it Stephanie as a Fiduciary from the start. I did speak with other lawyers about estate planning and received quotes. In the end I followed my gut and was very pleasantly surprised. I feel like she has my family best interests and would highly recommend her to anyone. Very professional and ...patient. Felt totally that my family is in good hands now and for future.

Posted by Wil & Bel | October 22, 2020 | Hired Attorney

Clients Happy and at Peace

We heard about Stephanie from a co-worker and then joined one of her webinars. She was extremely knowledgeable and easy to follow, if that’s even possible when listening to legal talk. Stephanie was very professional and personable on the webinar, but her reason for becoming an Estate Trust and Wills... lawyer was what gave us the peace of mind to hire her. She provided feedback and explanations along the way to ensure we were at ease with every decision we made. My husband and I just signed our contracts and couldn’t be happier and comfortable with our Estate Trust portfolio.

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