Katherine Anne Wertheim

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.

Katherine is intelligent, professional and engaging. We enjoyed working with her! We had never worked with a lawyer and she was approachable and explained things in a way we understood. She helped us with wills, guardianship and living wills. We will work with her again and would highly recommend her....

We sought Katherine's advice for making wills. She listened to what we wanted, explained the process and the choices, helped guide us through a series of decisons, and quickly helped us complete a task that we had been putting off for years. She was very compassionate and understood how difficult t...he decisons were, but she was also clear and matter of fact about why the wills needed to be made. She was organized and followed up to make sure that we followed through. I'm so glad we got this done!

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.)