Liberty Brooke Upton

My wife and I had our first child and worked with Liberty to update necessary documents. She made the process very seamless and was a pleasure to work with. She listened to our wants and made helpful suggestions of how we could approach drafting our documents. Liberty was very knowledgeable but was a...ble to explain things to us in a way that was easy to understand. We would absolutely work with Liberty again for any of our estate planning needs in the future.

I would highly recommend Liberty to anyone looking for estate planning and/or tax planning services. My husband and I recently decided to put together our first set of estate planning documents, in large part because of the upcoming arrival of our first child. Liberty was highly professional, extreme...ly prompt and went the extra mile to help answer all of our questions and provide the best service. She walked us through a variety of options and the advantages/disadvantages of different alternatives, and truly sought to understand what would be best for us and to tailor our estate planning documents to fit our needs and wants. She made the entire process seamless and easy and we both look forward to working with her in the future again.

After some unexpected health issues and having to go in for an extensive surgery, I decided it was necessary to seek assist in my estate planning. It was a rather stressful situation and there was a definite time constraint in completing documents prior to my procedure. Liberty did an excellent job o...f breaking down the ins and outs of estate planning, making sure that I was comfortable with the entire process, and understood things each step of the way. She was extremely patient with walking me through each form and step in the process and ensured that I had all of my questions answered in a timely manner. Liberty took what could have been an added stress and turned it into a wonderful experience. She takes the time to really understand your needs in the process and collaborates with you to ensure you are crafting the plan that works best for you. Each detail was covered with thought and diligence and I completed the process with complete confidence in my plan and her understanding of my situation. I would highly recommend Liberty; she was a pleasure to work with and made the estate planning process seamless.