Miki Valente

Miki helped me prepare a comprehensive estate plan and all related documents to replace a plan that was over 20 years old and did not reflect my current family and personal situations. I had been avoiding this effort for years. However, the process that Miki follows helped me focus on the most import...ant issues and questions. Once I was able to address the in initial questions, many of which involved other family members, the process moved smoothly. It took less than three months. I am very pleased with the results.

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.

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.