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 helped us with out estate planning. The first meeting was overwhelming, but she answered any questions we had. With our next meeting she had all the paperwork for us to sign and thoroughly went through it all while we signed. Within a little over a week we received our binder with all the ...paperwork.

We hired Bethany to update our old will and create an estate plan at the recommendation of a friend. All of our questions were answered quickly and while very thorough, was made easy to understand. The final review went very well and we left feeling extremely satisfied with the final product. And,... the overall cost was very competitive. Would definitely recommend.

Family trusts bring up so many uncomfortable topics of conversations with loved ones, but, Bethany Canfield and her staff made this process smooth and simple. Beginning with a free consultation by phone out of convenience for us, quick responses to our additional questions by emails afterwards, to he...r "personal data organizer" to capture our assets, this daunting task was not as difficult as we thought it would be. I highly recommend this firm for legal services; fees are quite reasonable and everything is explained in terms to easily understand.

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.