Nancy Jo Rose

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.

I asked Nancy to do my family trust because I knew she had the expertise to develop an estate plan for a complex family situation. She was thoughtful and compassionate and was able to address issues in a blended family in a way that gave my husband and me confidence that we had achieved what we neede...d to do. Nancy fully lived up to her excellent reputation.

I came to Nancy to get my living trust done. I’d been putting it off because frankly who wants to think about that! Nancy made it easy and comfortable. I know have that off my “to do list” and peace of mind. I had a provision included that was a difficult personal decision and Nancy walked me through... it with compassion and care. I can have peace of mind knowing everyone and everything is taken care of.

Nancy was a pleasure to work with. She updated my living trust with prudence, quickly and thoroughly, and helped me answer many hard questions about estate laws under an extremely stressful time in my life. Her attention to detail left me feeling confident in the decisions I was making, and I can no...w rest assured I have ended up with a trust that represents my wishes. I highly recommend Nancy, I feel so lucky to have found her.