Sarah J Jordan

We met Sarah during one of the free "intro to wills and trusts" sessions that she regularly hosts. She gave us a good overview about why wills and trusts were important and what was involved in having them done. She is very approachable and genuine and exudes kindness. She was upfront about the cos...ts involved. Months later we decided to move forward with the process of having wills and a trust done and chose Sarah to help us. She was very available and flexible with times to meet with us. She explained things to us in terms we could understand. My husband and I do not make decisions easily, and drug our feet a bit making the many decisions needed for our wills and trust. Sarah was very good about checking in with us periodically to see how things were going, without being pushy. She was very available to answer questions via email, text, messenger or phone call and met with us several times to answer additional questions and advise us on best options when there wasn't a clear choice. She was very patient through the whole process and never made us feel rushed. Ultimately, with her help, we came to decisions we were comfortable with. Sarah even went the extra mile and hand delivered our final documents to our home when they were complete. I would definitely recommend Sarah for anyone who needs help with wills or trusts

My spouse and I are extremely pleased with services provided by Sarah Jordan. She considered aspects of planning we had not thought of e.g. online presence and gifting of heirlooms. She was efficient and detail oriented giving us confidence in the results. Sarah is personable while professional, h...er follow through exemplary. I would highly recommend her to others.