Cassidy V. Petersen

I met with Cassidy Petersen recently to execute a trust. I didn't know much about this process, but Cassidy and her staff made it so stress-free! Cassidy was personable and knowledgeable, and explained the aspects of the trust clearly. The staff was professional and efficient, and made me feel com...fortable. Thanks to all for a great experience! I would highly recommend this practice!

We met with Cassidy to discuss estate planning/putting together a trust. We had put together documents in Michigan but had never funded the trust. Cassidy helped us revise and update our documents to be consistent with Florida Law. She answered all of our questions and provided clear instructions on ...funding our trust. We highly recommend Cassidy.

I couldn't be more impressed with her professionalism, knowledge and her great care in making sure the client is truly represented. Her thorough review of my grandmother's previous trust and her recommendations to better serve her were amazing. I recommended her to my mother-in-law and she was equall...y impressed and used her services as well. I would recommend anyone who is looking for a knowledgeable, empathetic, and informed lawyer to handle any or all of your estate needs, Cassidy Peterson is your attorney.

My wife and I had moved to Florida from Massachusetts a few years ago when I retired. I had put off my Estate planning and needed to find a good attorney to help us with this undertaking. We had a relatively complex estate with a diversity of assets located in many states. We found the Estate Plannin...g & Elder Law Center of Brevard online with excellent reviews. To that end we made an appointment and met with Cassidy and Robin Petersen. What we liked about these two professionals is that they were great listeners. My wife and I had children from our marriage as well as children from previous marriages adding some complexity to our own planning process. We also had different ideas, concerns and objectives with living wills and health care power of attorneys. We had multiple meetings with worked through lots of issues and got this important process done. As a former CPA, COO and President of a Private Equity firm I have worked with countless tax and law professionals in my career. As such I have seen great, good and not so good tax and law professionals. Cassidy and Robin are real pros! My wife and I both now feel extremely confident that if something happened to either one of us or worse both of us we have a great estate plan in place and two awesome people who would be there to help my wife or I or our children get through a difficult time. We also liked working with their very attentive and professional staff members who also worked on our plan! We highly recommend this Firm!