Katherine Anne Wertheim

Katherine was thorough and did a good job. It was not just us going in and having a wandering discussion about what we wanted to do. She did a really good job of driving the discussion home and putting things out there so we could absorb it and react in the way we wanted to. She’s also very goo...d at follow up, accountability and really having the discipline in terms of how the process went.

Katherine was a joy to work with. She was a great find and we were very fortunate. She knocked the ball out of the park. The experience was easy, pleasant, and non-intimidating. She didn’t put us on the clock and was very flexible. Overall a great experience. I would definitely call them back as a fi...rst point of contact for any legal needs I have. If they couldn’t meet my needs I would completely trust their recommendation.

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.

My experience with the firm was convenient and painless. They’re friendly, knowledgeable, and they worked with my insurance company. I had legal coverage through work. There are probably 15 law firms in the Twin Cities that offered the services I needed. Most of them were either very poorly reviewed ...or not reviewed at all. Jeffrey P. Scott & Associates was the exception. Katherine was great at being incredibly responsive and proactive with reminders. She was also extremely accommodating to my schedule.

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.