Overall Rating
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5.0 /5.0

298 Client Reviews

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Showing 36 - 40 of 111 reviews | Trusts

Posted by Jeff | June 09, 2022 | Hired Attorney

Great experience

Stephanie displayed great patience in helping us set up this trust. Her knowledge and pleasant demeanor eased our anxiety in this process. We are very satisfied with the results and would highly recommend her.

Posted by William | May 27, 2022 | Hired Attorney

Great Experience

We engaged Stephanie for estate consulting and drafting of all of our estate documents. She and her whole staff were attentive, patient, knowledgeable and diligent in their advice. We had many, many questions over multiple sessions which Stephanie thoughtfully answered. Stephanie also provided strat...egies for addressing some of our unique situations and assets. We highly recommend Stephanie for trust, estates and wills. She is an expert in this field!

Posted by Sharon | May 04, 2022 | Hired Attorney

Exactly what I needed

I needed to get my future in order, (legally), to make all decisions simple for my daughter, and to avoid probate. That is exactly what Stephanie did for me. She has a great team: well organized, very knowledgeable, patient, understanding, and professional. Drawing up a Will and Trust can be very ...complicated and detailed. Stephanie, however, made this so very simple for me. I feel empowered. My daughter is happy to be free from “guessing” at all of those “future” decisions.

Posted by SUZANNE | December 06, 2021 | Hired Attorney

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STEPHANIE WAS INFORMED, HELPFUL, CLEAR AND CHARMING, SHE EXPLAINED CAREFULLY THE CHARACTER OF THE TRUST, ITS VALUE, AND THE DUTIES OF ITS TRUSTEE (S).

Posted by John | November 18, 2021 | Hired Attorney

Stephanie is the Best

My wife and I met Stephanie through a trust seminar that she was sponsoring. All the wonderful things said about her are 100% true. She is warm and personable as well as extremely professional. We met with her and her assistant Tessa. They answered all our questions and addressed every concern. ...Our trusts were complicated but Stephanie handled every twist we had. She completed the trusts on the schedule that she promised for the price we agreed upon. Her work is outstanding and I highly recommend her.

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