Sarah J Jordan

Sarah Jordan's estate planning practice is wonderful. We started the process with free online training provided by Sarah on the various estate planning documents, terminology, the process, etc. (because of Covid-19, the in-person training is online). After the webinar, my husband and I each complete...d questionnaires at our own pace. Once we submitted our information to Sarah, she called us to go over our responses, and to recommend a plan going forward. After the planning call, the documents were drafted, we reviewed them, we had another call where Sarah went over every paragraph for every document in detail. She answered every question, was professional, and responsive. We're relieved and grateful to know that our families will have instructions and a plan about how our assets will be distributed after we're gone.

Sarah Jordan was highly recommended in my local Facebook group when I asked about needing my will put together. Someone added a link to her wills workshop that she does a couple times a month. It was free so my husband and I signed up. The free wills workshop was very informative. We learned a lo...t about why we needed a will, what contingencies we needed to plan for, and what the difference between power of attorney and a health care directive, etc. Mostly though, we got to know Sarah and how she explains things. She has this quality about her, she made us feel comfortable with her, like working with a friend and not some stiff lawyer stranger in a suit. We contracted Sarah to create our legal documents. The worksheet she gave us during the workshop was basically the starting point, but working with her one on one, she was able to customize our wills based on our personal wishes and long-term planning. We ended up meeting with her 3 times over the course of a month to get it all finalized. We are very happy with the end result, though hopefully it is something nobody will have to actually use for a very long time.

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

Sarah was fantastic to work with, and we highly recommend her! She started with a free consultation at our home and was prepared and thorough throughout the process of getting our will and trust documents prepared. Communication was quick and she answered all our questions. Working with Sarah on thes...e important legal documents was time and money well spent.