Nancy Jo Rose

Nancy created my estate plan and 3 trusts for myself, my spouse (we are a 2nd marriage) and our home together. She was amazing every step of the way with sound advice, great listening skills, and a vast array of knowledge and skills from years of experience in her professional life. She also advise...d and guided my daughter and son-in-law when his father suddenly died and they needed direction and legal help with this deceased man's estate. . I can't say enough about Nancy's vast skill set in teaching all of us what we needed to understand legally to make the right decisions. She is an excellent attorney, teacher, guide, consutant, and trustworthy professional person.

Nancy Rose created my trust and all the necessary supporting documents associated in addressing ones eventuality. I had put this important and necessary task off for years for whatever reason and time was catching up to me. Nancy walked me through the process, piece by piece, in an understandable ...effortless manner. She explained applicable law in simple terms and always made sure I understood how it applied to my situation. Nancy, responded to all my emails and my numerous phone calls in prompt fashion. As I possessed certain assets and investments, the crafting of my estate plan required some careful thought. Nancy's knowledge of estate law coupled with her background in accounting allowed her to arrive at some creative suggestions on how to address my particular situation. Her writing is clean and precise and I am extremely pleased with her end product. I highly recommend Nancy Rose.