Katherine Anne Wertheim

I recently moved back to Minneapolis because my mother has been dealing with an illness that we just found out is terminal. Upon finding out that she had not written her will or health directive I immediately got some references from a friend who is a lawyer however, this issue is not his specialty. ...Third call on the list I got to speak to Katherine live, no leaving messages and waiting. I made an appointment for my mother to meet her and have a consult and we both left her office feeling like the greatest weight had been lifted. We immediately knew we were in good hands and that we could cross this task off our list. Katherine is more than we ever expected, very efficient and knowledgeable. She was courteous, respectful and so kind when addressing my mother with sensitive questions and extremely patient when we didn't understand the process. I could tell by my mother's face that she was really happy and this was a much easier process than she imagined because of Katherine's professionalism and enthusiastic manner, it was obvious that she was there to do the best job possible for us and she really enjoys her profession. We would absolutely recommend Katherine, no question. In fact my husband and I will be seeing her for our own future planning. I count this as one of my mother's good days. My mother thanked me and said I did a good job but all I did was have some really good luck on that third phone call.

We had legal documentation that we needed to sign. We wanted to consult a lawyer first before making legal decisions. I felt Katherine went above what she needed to. She addressed all questions in detail and was very thorough. She was very responsive. I felt she was a subject matter expert. Any ques...tions we had she was able to address without delay or waiting period. She was very respectful of our situation. She really understood the processes to have all of our documentation updated. I experienced what I was expecting, which is world class customer service. She was very personable at times where she needed to be. She was very warm and open. She was very proactive in her approach. She entertained various scenarios and determined what the best outcome would be. She was patient and took the time to go through all my questions. She was able to address everything in the first meeting, which I think is great coming from the world of customer service.

In preparation for my first child, I sought to prepare a will. Little did I know that it was not the best option for me. Katherine, while compassionate and understanding, guided me to a path that would actually be the best for my family. She worked within my budget to maximize the benefits allocat...ed to me and ensured that my family was properly covered. We went through all of the paperwork together ensuring that I understood everything as well as to ensure accuracy. The process was very efficient and our time was deeply respected. I could not have asked for a better experience!

I would recommend Katherine as an attorney without reservation. She recently helped my spouse and me with our probate matters, including a revocable living trust, a pour-over will, a health-care directive, and a power of attorney. These things are vital, as we have a 2.5-year-old, and we'd put off ou...r estate planning for far too long. Katherine was smart, organized, precise (which is important for anyone paying by the hour), and friendly. She explained complex concepts , listened to us carefully, answered our questions, addressed all of our concerns, and double-checked to make sure that we understood everything. She also was remarkably diligent in following-up with us. I've been practicing law for nine years (in-house, small firm, and government), and Katherine made it pleasant to be on the other side of the desk. (The only reason that I give her a four for "knowledgeable" is that having practiced for 2 years, it strikes me that she still has room to grow in that area.)