Jennifer Marie Allen

Jenn is an absolute wonder. She and her staff helped me through my mother's estate and setting up my own families trust. It's hard to find someone to trust with your assets, but after extensive research and reading reviews (plus - gut instinct) - it was a homerun. Jen returns calls and messages that ...same day or in some cases within minutes. Don't know how many people actually know about the work that goes into estate planning and setting up a family trust - It's a lot... 'trust' me. Jen went over every aspect of what the whole process encompasses. Sometimes it gets confusing, but she understands that it's a lot to take in and doesn't have any problem going over things with you again. Thank You Jenn for your time and patience ;)

Wow. Awesome. Caring. Compassionate. Responsive. Innovative. Proactive. Involved. These are words that do not begin to describe my experience with the organization and with all I have interacted. Upon the recommendation of trusted financial and legal professionals, my wife embarked on the journey to... create a trust encompassing complicated personal and business components, which has turned out to be one of her best moves. Faced with a multitude of complexities, the firm has been able to put my daughter, our business interests, and myself in a comfortable, protected, and secure position upon her passing. Thanks to their efforts, we are all able to proceed and enjoy the fruits of my wife’s innovative and creative spirit.

We conferred with Jen about drawing up our wills. We had definite ideas about how we wanted our affairs handled, but we didn't think we needed a Trust. Just a simple will. Jen was very patient and explained that what we wanted to do was exactly what a Trust was designed to do. Still, we just want...ed a simple will. Jen did not press us and continued to try and make our wishes work with just a simple will. As we worked together, we began to see that she was right and eventually established a Living Trust. We have so much peace of mind now knowing that when the time comes, our affairs will be handled according to our wishes. I really appreciate Jen's patience and ability to explain things.

Having been a client of Williams, Allen & Casey for over a decade I always knew they were special. It wasn't until I lost a brother in an auto accident and a sister quickly to cancer in less than six months that I learned how compassionate and helpful Jenn Allen is to her clients. While my bother a...nd sister were not clients of the firm, when I asked Jenn to help my brother's teenage children and to help to get my sister's affairs in order so she could pass away without concern about her children - Jenn didn't ask how she could help - she just did. I will never forget what Jenn did for my family, and I have utmost confidence that my wife and kids will be taken care when I pass thanks to the scrutiny, discipline and hard work put in by the entire team at WA&C. What I know for sure is that I will never leave this team - ever - Jenn has earned my loyalty as a client and a friend. If you want someone who takes your personal interest at heart, who doesn't judge but will support you when times are difficult - Call Jenn.