Kathleen A Nielsen

I was referred to Ms. Nielsen through another trusted advisor that provides services for me. Years ago I realized that to succeed in the finance, insurance, legal, fitness, etc. areas I needed to build a team around me for support in those areas of my life. Ms. Nielsen has become part of the team. ... I was pleasantly satisfied when we met. She is personable and welcoming. She was open about the process of estate planning and carefully considered my unique situation during our dealings. I was able to share my legal needs with her openly as well as learn about her background and experience to determine if she would be a good fit as a personal advisor. I had already drafted and signed the recommended estate planning documents including my Living Will, Durable Health Care Power of Attorney, Financial Power of Attorney and Last Will and Testament. I asked Ms. Nielsen to review the existing documents to make sure they were in good order and also to advise and revise my Last Will and Testament. Ms. Nielsen was willing to spend the time needed to sit with me to read through the documents, discuss my individual situation and advise me of her recommended actions. She was available by phone and email throughout the editing process until the document satisfied my legal needs and wishes and the State's requirements. The process was seamless and I feel relieved that my estate plans are now in order. I feel strongly that I can contact Ms. Nielsen with questions both related and unrelated to her practice areas and obtain either a direct solution or a referral to someone in her network that can address my concern. Her rates were reasonable, her office environment comfortable and easy to find and her service was friendly. I will look forward to working with Ms. Nielsen should the need arise in the future.