Miki Valente

Miki has handled our family's estate planning needs for over ten years and we've found her to be extremely knowledgeable, thorough, professional, warm-natured, and an excellent communicator. She is a great listener who cares about our family's specific needs, thinks broadly, with both a short and lo...ng-term perspective, and creates detailed plans and documents that give my wife and me the peace-of-mind that our estate and life plans are comprehensively covered. We have recommended Miki to other family and friends and are sincerely happy with the support and services she has provided over the years.

Since 2011, Miki has guided our family through the creation of several trusts and administration of the closeout of several estates. She knew exactly how to handle each situation and guide us with confidence and care. She kept us updated the whole way through, always taking time to explain what was h...appening and why. Beyond her professionalism, she was kind, patient, and genuinely empathetic — qualities that made a difficult time feel much more manageable. I recommend Miki to all needing trust planning and administration of estate closeouts. Miki was truly wonderful to work with.

Miki worked with my parents going back decades, and they were always satisfied with her professionalism and results. When they passed within weeks of each other, it created an unexpectedly complex process of resolution that Miki handled with aplomb. Her expertise and experience were essential in this... atypical situation, but her prompt and clear communication would be an asset under any circumstances. She provided a step-by-step process that turned the bureaucratic and legal labyrinth into a manageable series of tasks. At times she knew the requirements better than the people responsible and was able to straighten them out with a quick phone call. Along with her calm and friendly demeanor, the confidence she inspired that the byzantine requirements were being properly met made a difficult time much easier. I would absolutely work with Miki again in the future (hopefully under happier circumstances) and recommend her without hesitation.