Vidhya Babu

We had such a positive experience setting up our estate planning with Vidhya Babu. Vidhya was recommended to me from a local facebook group. My husband and I went into the process pretty much clueless and she was kind and patient in explaining all of our options but also making it as painless as poss...ible. I would highly recommend her to anyone!

Ten years ago, Vidhya developed a living trust for my wife and I and we remain in contact. I still go to her for any questions or concerns we may have regarding our trust or estate planning and she's always very responsive and helpful. If she doesn't have an immediate answer she will get back to us ...on a timely basis.

Vidhya was highly recommended by a friend. I did not have a will or trust because the task was too daunting. Vidhya's explanations made the process simple, and she is candid and knowledgeable. She was thorough and explained that institutions can interpret language about ownership in different ways. S...he suggested a portability return, and my tax person agreed. She responded to all my questions and was available to meet by my schedule. In addition to having a professional demeanor, she is fun to work with, and I enjoyed my meetings with her.