Posted by Connie
Tracy is very knowledgeable and answered our questions about wills, trusts, and what-ifs. She also explained how our will is handled in the case of both of us dying. The entire office staff is very helpful and courteous.
Posted by Jeff
Tracy provided an update to will to remove contain related to my mother's passing. I had description s in the will to ensure my mother would be cared for should die before she did. Unfortunately she passed away so the will had to be changed.
In addition it had been three years since the will was created so a review was in order.
Posted by Heidi
Tracy does a great job. She's been taking care of our family's trust for 5 years. We are very happy with what she has done for us.
Posted by Sandra
Tracy provided services for my husband and myself recently. She was very knowledgeable in what our needs were and what we needed to do to prepare for those needs. She was professional as well as very kind and respectful to both of us.