Amy M. Felt

My wife and I met with Amy a while back to ensure our assets were taken care of in case the worst happened. She did a thorough job explaining our options, listened to some previous experience we had, and helped us understand which choice made the most sense for us. She was very upfront about the proc...ess, explained the potential results of our decisions, and allowed us to make our own decisions in some of the more complex areas. It was a pleasure working with her and we would definitely recommend her to others!

Amy was an amazing partner for my husband and I as we worked through estate planning decisions; new trusts, updates to prior trusts and estate docs, completing research where needed, and all in short order. She asked the right questions, suggested many opportunities to strengthen our arrangements an...d be thoughtful in our decisions. She guided us with her expertise, listened to to our thought process, and ultimately let us decide what we wanted our estate plan to accomplish. Amy is extremely professional, knowledgeable, and down right likable. We'd highly recommend her and will continue to work with her as life unfolds.