Reviews
Top review highlights
Pros
1
Excellent legal expertise and strategic thinking
“Practical, smart, a great strategic thinker and a more than fair biller. Highly recommend!”
2
Effectively resolves client issues in a timely manner
“Jon has helped me quickly, and easily resolve two challenges in the past twelve months.”
3
Provides clear and personalized guidance throughout the process
“She provided me with an easy to follow workbook. Throughout the process, I appreciated how she made herself available to answer my questions.”
4
Advocates for client's interests and protects them from unfavorable situations
“He found a lot of loop holes in our partnership agreement that would have greatly worked against me and was able to provide the solution.”
5
Delivers comprehensive and tailored estate planning solutions
“Kendra delivered a comprehensive plan that addressed all our estate planning needs.”
Cons
1
Potential delays in completing administrative tasks
“Vanguard says request was returned Jun”
2
Lack of proactive communication on the status of ongoing matters
“I called Vanguard and they asked (for the first time) for my husband's death certificate.”