Bethany Canfield

Bethany Canfield provided an initial consultation regarding the purpose and benefits of Estate Planning. My wife and I decided to move forward and utilize her services. She provided an excellent estate planning organizing document that we completed which helped identify all our assets and key people...s' information. All this expedited the document creation process. Once we received the initial drafts, she made herself available to answer any of our questions and resolved all of our concerns. The final documents were updated in advance for our review, were signed at her office a few days later, and we had our completed estate plan and documents that day. All of her services were for a set cost which she disclosed during our first consultation. Bethany also discussed our estate plan with our financial advisor (zoom meeting which included my wife and me) to ensure he understood our estate desires and to minimize tax consequences to our heirs. She is very knowledgeable in estate planning, very efficient in getting through the whole process, and does it at a reasonable cost. I would highly recommend Bethany for your Estate Planning needs.

Bethany Canfield and her assistant were very easy to work with, and I really appreciate the respect I was shown in the office and by email and telephone. As a 78 year old woman and fairly recent widow, I can’t tell you what it meant for me to have things throughly explained and in a manner that I was... able to ask questions and understand everything. Thank you for wonderful service.