Allison L. Stevens

I worked with Allison to set up a Revocable Living Trust and Will. Let me be clear that I knew nothing about this process. During our first complementary meeting she answered all my questions and provided a lot of information and stories/examples. I contracted with her to complete the will and trust.... When we met mask-to-mask I was so impressed with how she seemed to know the documents backward and forwards. It’s an odd experience thinking about your own end of life and Allison made it all very easy and seamless. I highly recommend Allison.

Allison is extremely knowledgeable, professional, and personable. She drafted Revocable Living Trusts for my husband and me, which included some unusual provisions. Allison was very responsive and worked with us to meet our specific needs. Everything went smoothly, even with all of the challenges dur...ing COVID. We would definitely recommend her and will use her services again, if needed.

Estate planning is not at the front of one's mind when you are middle aged. Ms. Stevens contacted us about updating our trust. We discovered there were a number of important changes that we needed to make due to changes in our family. We have been so busy that we needed a few prompts to get everyt...hing done, but Ms. Stevens and her associates made sure that we got it all done. Her persistence is greatly appreciated.