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Chat withState: Florida
Acquired: 2018
No misconduct found
8 Client Reviews
Showing 1 - 3 of 3 reviews | Trusts
Posted by Judy | May 04, 2023 | Hired Attorney | Trusts
Help for a novice
I met with Cassidy for help in estate planning. She guided me in setting up a living trust which will take care of my will, power of attorney and medical situations. She answered my questions and explained things so that I understood the process. I recommend her highly for estate planning.
Posted by Kelly | June 29, 2021 | Hired Attorney | Trusts
Great experience at this practice!!
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...
Posted by Carol | October 16, 2020 | Hired Attorney | Trusts
Excellent, Knowledgeable
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 ...
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2018
Melvyn Trute, P.A. Trust Award, Melvyn Trute
2018 - 2023
Attorney at Law, Estate Planning & Elder Law Center of Brevard
2017 - 2017
Law Clerk, Raymond James Trust
2017 - 2018
Law Clerk, Hitchcock Law Group
2016 - 2018
Lexis Associate, Lexis/Nexis
2011 - 2017
Paralegal, Estate Planning & Elder Law Center of Brevard
2018 - Present
Brevard County Bar AssociationMember
2018 - Present
Vassar B. Carlton American Inn of CourtAssociate Member
2018
JD - Juris Doctor
2018
MBA - Master of Business Administration
2014
BS - Bachelor of Science
Legal Answers
What can I do to have stock that is in my mother's name changed to my father's name?
14 Jan 2019
How does inheritance of a property work?
12 Jan 2019