Julianne B. Naff

Ms. Blake was a pleasure to work with. My husband and I were so pleased with how Ms. Blake made the process of putting together a living trust so easy for us. We feel very confident in our decisions concerning our trust. Ms. Blake explained and handled all documents necessary. To have our living... trust in order is comforting. We look forward to working with Ms. Blake for any future family needs we may have. I would recommend Ms.Blake's expert advice and services for anyone with estate planning needs. Sincerely, Diane

My wife and I are very happy with Julianne's excellent customer service and the resulting documents that she drafted. She patiently answered all of our questions and proactively brought relevant issues to our attention that we wouldn't have otherwise thought about. She actively coordinated with our... financial adviser on the more complex topics. We wouldn't hesitate to recommend Julianne to anyone who is considering setting up a Will, Trust and/or other estate planning documents.

My wife and I needed someone to help us with estate planning. Julianne ultimately helped us create a will/trust package that we are confident will serve those we leave behind well. We have a somewhat complicated financial situation and Julianne navigated through it with us very effectively. It took m...ultiple meetings to work through exactly how we wanted things set up and Julianne was very patient with us. We have also had a change since the original trust was created and a few questions related to account re-titling and beneficiary designations and Julianne has handled those requests very well. We are very pleased with our estate plan and hope that Julianne will continue to be around to help us keep it up-to-date as our financial situation evolves.

Mrs. Dalton was most professional, courteous, and compassionate in the way she dispensed the service of compiling information and drawing up documents for my father's Will and Power of Attorney. She made the process easy and even came to Raleigh Court Health and Rehab to make it possible for my fathe...r to participate in the consult. She explained all the implications of the Will to my father and the Power of Attorney to me. She was also able to give me easy to understand instructions for implementing the POA and future services that the family may need. This was most appreciated as my father's medical situation was unexpected and our need for her services was urgent. And, I was unexpectedly pleased to find out that the administrator of the rehab hospital was also using Mrs. Dalton as his attorney for the same services.