Reviews

Contacted Elizabeth Caplan today for a free consultation regarding amending my Living Trust. So knowledgeable and answered all my questions and concerns fully. Liz is very easy to speak with, is a diligent note taker and LISTENS to the client's needs. I felt comfortable from the start. I would recommend Liz and Caplan Wilkinson's services without question

We engaged Caplan Wilkinson's services to create our family trust. Unlike many other estate planning firms that often follow a standardized and high-volume approach, Caplan Wilkinson offered a tailored service at an affordable cost. We enthusiastically referred Caplan Wilkinson to both our family members and friends, and they've also had a great experience.

Liz was helping us to set up a family trust. She clearly explained everything to us and made the process very easy.