Overall Rating
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5.0 /5.0

298 Client Reviews

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Showing 116 - 120 of 204 reviews | Estate Planning

Posted by Pat | April 28, 2021 | Hired Attorney

Excellent & professional

It was a pleasure working with Stephanie. I felt very confident that I was in good hands, and that she’d be available for any follow -up required by me down the road. This was important to me because the process of establishing a Trust is comprehensive & a lot to take in at once. I can highly recomme...nd Stephanie for her knowledge, expertise, and patience in guiding me through this process. Tessa, also a very competent member of Stephanie’s team, was delightful to work with as well. I’m relieved to know this has been done correctly!

Posted by anonymous | April 16, 2021 | Hired Attorney

Absolutely the BEST

Stephanie exceeded all expectations and meets every objective that a client could ask. Stephanie was consistently communicative and very thorough with all of her work. She asked thought provoking questions and raised issues that most people might not even consider posing. Stephanie helped my wife an...d I strategize and create am estate planning that created asset protection, wealth preservation and ensured our wealth would be transferred according to our wishes. Even more importantly Stephani assisted my wife and I to establish relationships with other service providers who could provide value in other aspects of our life. This type of assistance is immeasurable. I can’t stress the importance of having someone with the competency level, the responsiveness, and the mental swordsmanship that Stephanie brings to the table. I would highly recommend her to anyone seeking to protect and preserve what they spent a lifetime trying to build.

Posted by Drew | April 09, 2021 | Hired Attorney

Easy and enjoyable experience

Stephanie was terrific in helping my wife and I setup a trust. We had no previous working knowledge in the area but by the end, felt like we knew everything we needed to. Stephanie did a terrific job making the process easy and enjoyable, while also providing an exemplary level of customer service.

Posted by Bill | April 07, 2021 | Hired Attorney

Estate Planning/Family Trust

Working with Stephanie was fantastic from start to finish! She was extremely friendly, fully engaged, never rushed, and took great care to ensure that we felt informed and confident in the choices we were making for our estate planning. Her expertise was clear and her guidance felt tailored to our ...specific circumstances (as opposed to previous attorneys we have worked with who provided very boilerplate services). Her office also went to great lengths to accommodate my hectic travel schedule when planning our document signing. We very much appreciated the personal touch that Stephanie provided and highly recommend her for anyone considering estate planning and trusts!

Posted by Brianna | March 29, 2021 | Hired Attorney

Excellent!

Stephanie is the absolute best for estate planning! She is friendly, caring, and organized. Our experience with Stephanie was simple and easy, and she pays close attention to the important details. Stephanie also cares very much about her clients and the work she does. We highly recommend Stephanie t...o all of our friends and family.

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