Jennifer Jo McKenna

Jennifer as well as Holly were very professional and a pleasure to work with. They were very helpful at any time I needed questions answered. I live in Massachusetts and was dealing with the loss of my dad who lived in Missouri so all of my business was done over the telephone or through email and ...Jennifer made the process very simple and stress free.

While I have not hired Jennifer, the time and service gave would lead one to think I had. The one who took my initial call was friendly, helpful, and set up our appointment at a satisfactory time. The inquiries had to do with a elder with dementia, family dynamics, and legalities-including finances.... As could be expected, Jennifer is a great listener. Further, she has personal experience in dealing with someone with dementia and the evolving host of challenges and logistics therein. This enabled her to truly relate in such a way that shows she really knows all the aspects involved. In truth, her advice was not steered toward hiring her for this issue at this time. Rather, her advice was steered to finding a more amicable and less complicated solution among family members. More specifically, the inquiry circled around the income/finances of a family member with dementia and the logistics of an equitable distribution while also managing the logistics of caregiving. Our discussion revealed her valuable insight. I would recommend Jennifer for issues of this type. Further, I’ll be glad to trust Jennifer to handle the legalities and related aspects my own trust.

Jennifer was great. She's friendly and easy to talk to, yet very professional. She was able to help us with these important documents and make sure they were exactly as we wished. All questions were answered in a way that was easy to understand. Jennifer gave us peace of mind in making our final wish...es known.

My husband and I worked with Jennifer and her team to develop our estate plan. Jennifer was professional, personable, and immediately instilled confidence in us that she would stand up for our best interests and be honest and direct with us. For a topic that is not so fun to think about, Jennifer m...ade the process enjoyable and easy. She's so organized and goes above and beyond to provide you sample documents and templates to use so you have minimal work to do. At the end, the entire estate plan packaged in a nice binder with section dividers and electronic versions of everything. Jennifer was always available to answer questions and responded promptly to phone calls and emails. I'm actually going to miss chatting with her! :-)