Reviews

Gillian is a great choice for your will, trust and estate planning needs. Very comfortable dealing with her regarding all of the sensitive issues surrounding financial planning. Very knowledgeable and willing to research and consult with others when more information is required. Fees are in line with others, but service is superior.

knowing something about estate planning, I am very impressed with Gillian's expertise and genuine caring for my family and me. Her sincere concern for our future well being really touched me and reassures me that I am getting estate advice from the best source.

Gillian Stein was at all times extremely knowledgeable, professional and reliable. Her advice was constructive, honest and very helpful in making the necessary decisions. She could be relied upon to complete the case within the time period stated. I would have no hesitation in hiring her again when I have the need to.

Gillian took the time to go over my prior living trust. She pointed out errors that were done and gave me information to make changes to the new trust.