Posted by anonymous
Dera help guide us through the often confusing and trouble-some Medicaid rules regarding home ownership. She provided timely legal assistance which resulted in a satisfactory review and eventual approval of my mother's application.
Posted by Tom
My wife and I used Dera to set up a living trust. Dera made everything easy and relatively quick. She covered all the things I expected and a lot I didn't think know about. The entire trust was presented in both printed and digital format and explained very clearly by Dera. She offers followups at no additional fees so the plan stays current and encouraged us to call at any time with questions (again at no cost). I'm very pleased with the work Dera did for us.
Posted by anonymous
Dera was very patient in answering all of our questions about wills, trusts and what probate would mean. She was very knowledgeable in helping us select the right estate plan and explained everything clearly so we felt informed about all the details of our plan.
Posted by Randy and Teresa
She was very thorough. She explained everything so that we understood it. She gave good examples of why things should be written a certain way to protect our assets. Once the plan was put together she went through each section and had us check it over to make sure it said what we wanted. She encouraged us to contact her with questions and said she would review it with us periodically to make sure nothing needs changing.
Posted by JANET
Dera explained everything about the estate planning process clearly, answered my questions fully, and was exceptionally helpful and user friendly!
Posted by Patrick
After our initial consultation appointment with Dera Johnsen-Tracy, my wife and I were both very impressed and decided to have our trusts, powers of attorney, etc done. This was just completed and we could not be happier. Dera took time and explained everything and was very up-front about the cost which seemed reasonable to us. Follow up is provide at no additional cost if needed, as are appointments every 2 years to update things if needed. This is something we should have done several years ago, and we could not be happier that we took care of this with Dera's guidance. She and her entire staff could not have been better as far as we are concerned. We are now very confident that we are prepared for the future with regard to finances, health care decisions etc. I would highly recommend Ms. Johnsen-Tracy for estate planning.
Posted by Lisa
I have dealt with several estates now as trustee and/or executor and have been putting off taking care of my own estate planning as it just felt a bit daunting. I should not have worried, Dera was extremely knowledgeable and made everything easy to understand and anticipated all of my questions and concerns.
Posted by BRAD
Dera did an excellent job on our estate plan. She combines her legal knowledge and expertise with a genuine caring attitude. She takes the time to get to know you and understand what you are trying to achieve. She suggested valuable ideas that we had not considered or even realized were possible. Doing our plan was relatively quick and painless. We had thought an estate plan was not necessary for our modest amount of assets but we were wrong. It was well worth the investment.
Posted by Jodi
My husband and I had no desire to learn all the legal language, nor did we want to guess at all the "what-if" scenarios that could come up upon our passing. Dera skillfully walked us through the creation of a will, warned us against potential court costs and how to avoid them, and clearly explained what could be a VERY daunting estate planning process. She made it an easy, painless process and I can't tell you how relieved we are to know our affairs and finances are all in order. I highly, highly recommend Dera - she is sweet, smart, and clearly knows her profession!
Posted by Bernie
We had Dera put together out Living Trust, POA's, and move are assets in the trust. The process was explained very well and we had more than ample time to ask questions. Dera and her staff put all of the documents in an attractive binder and put all of the info on a USB drive. Freindly and professional staff