Allison L. Stevens

Allison was very helpful in advising on the many issues involved with our trust and the required changes due to my wife’s passing. She displays the correct knowledge, empathy and courtesy when dealing with issues that involve end of life decisions that can be difficult to come to terms with. Overa...ll the process was dealt with very professionally with a clear understanding of my needs and ultimately my responsibilities with the changes to my trust completed and presented in binder that is easy to file and access at home.

Allison prepared our estate planning documents, and provided a detailed, and organized notebook of the documents for our reference, which included guidance for our survivors as well. We also received an electronic file of the document which is handy for sharing with our daughters. Very pleased with... Allison and the service rendered.

Ms. Stevens was referred to us by family to put together a trust to protect our home. She was extremely patient and knowledgeable with all our questions. She worked with us on tight & hectic schedules and it didn't take as long as I expected. I especially appreciated the flexibility with filling out ...forms at home and when I had a question she was fast to respond! We would definitely use her again and refer her to others.