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.

I contacted Miki as she was the estate attorney who worked on the trust of two friends of mine who died unexpectedly, naming me as trustee. I didn't work with her previously, but as she the one who drafted the trust, it was a natural choice. I had my first appointment the day after their passing an...d I was in shock, barely processing what just happened. She was very understanding and empathetic; I felt reassured I had a good partner to help me through it. It was an incredibly difficult case, with very uncommon challenges, yet she managed to provide calm and professional input and break down the complexities and the steps in a way that was easier to handle. What happened is still one of my greatest trauma and challenges, but I managed thanks to the help of trusted advisors like Miki. I could not recommend her more!