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Chat withState: Wisconsin
Acquired: 2009
No misconduct found
5740 Grande Market Drive., Suite D, Appleton, WI, 54913
35 Client Reviews
Showing 1 - 5 of 6 reviews | Trusts
Posted by Dan and Kathy | May 21, 2026 | Hired Attorney | Trusts
Our Trust Documents
We found Carissa and her staff to be exactly whom we were looking for when we needed to create our Trust. She was very knowledgeable, efficient and professional. We thought her most valuable assets was her attention to detail. Additionally, she informed us at our first meeting exactly how the process...
Posted by Roger | November 20, 2023 | Hired Attorney | Trusts
Carissa
We recently moved to Wisconsin and needed our trusts and other documents updated. We had some things to change. Carissa was very thorough with the review and suggested changes that would save our heirs money in taxes. She was knowledgeable, helpful, and explained things as she went along.
Posted by anonymous | January 28, 2022 | Hired Attorney | Trusts
Estate planning
Carissa was excellent, very patient when explaining the advantages of a trust vs a will and what would best meet our wishes. We had lots of questions and she answered them all. After our trust was signed, she also helped with changing our accounts. Excellent!
Posted by Mike | May 21, 2021 | Hired Attorney | Trusts
Living Trust
Carissa was very thorough in explaining the trust process and what it entails from initial set-up to final execution. I am very confident that my questions and concerns have been answered and addressed.
Posted by Judi | October 09, 2019 | Hired Attorney | Trusts
A comfortable experience.
I was dreading setting up a trust as legal things make me feel uncomfortable. The experience that I had with Carissa turned out to be a good one. She is a very competent and professional woman. I believe that I now have a very complete plan for the future. Carissa helped me to understand the enti...
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