Bethany Canfield

Completing all those important POA and estate planning documents was considerably easier and a more streamlined process than I would’ve imagined. My communications with Bethany were always answered thoroughly and promptly. We were able to conveniently complete this process via phone and email with a ...final in person meeting for document signing. All of this wad done and accomplished at a far more reasonable price than I would have imagined. I would highly recommend Bethany to my friends and family members so they can have the same peace of mind that these important decisions and documents are finalized.

Bethany was very informative about completing estate planning. She provided the information that was required to complete the planning. Prior to meeting with her, she provided the draft of all the documents for our review. Any questions we had, she was prompt to reply through email. During our meetin...g to finalize documents, she reviewed questions that we had about the documents from my e-mails, and explained the purpose of specific portions of the estate planning in a very understandable manner. We were provided all of the signed documents in a neatly arranged binder, along with next steps for the trust funding. It was a pleasure to work with Bethany. She reiterated to us that if we had any questions now or in the future, to contact her. They also provide consultation to our sons upon our death to discuss administration of the trust.