Reviews

Kathryn helped administer my mom's estate with the utmost professionalism, patience, and warmth. After my mom died last year, I had no idea what to do about her estate, of which I was a trustee. I went to the large law firm which originally drew up her trust, only to find that they were going to charge me a criminal amount for a processing this relatively straightforward trust. After starting work with them, I realized I had to switch, which was painful because I didn't want this to be more complicated than it needed to be. Kathryn was recommended to me by a friend, and not only did she complete the work much more efficiently for a reasonable fee, but she took the time to explain different aspects of the estate which confused me, and recommended certain decisions, whereas the big law firm and the banks I was dealing with did no such thing. None of them could answer questions like "What do people normally do with an inherited IRA?" whereas Kathryn could. Highly recommended!