Reviews

I had the opportunity to work with Teresa on estate planning. Teresa did an exceptional job leading me through the process and making everything understandable and straight forward. Where there were choices to be made, she made sure I understood the options and the implications of my choices. Teresa responded promptly to questions and met every deadline she set. I enjoyed working with her and have no hesitation recommending her to my friends and family.

Teresa breaks setting up a trust into discrete chunks of work which makes the process less daunting. and easier to complete without stretching out the amount of it takes to finalize your trust. More importantly, Teresa listened to me, learned how I live my life and, my distribution goals. In turn she made custom recommendations to create a trust which is personal to my life and memory. Teresa guides you through some difficult decisions. I always felt that she was working for my benefit rather than pushing to finish up. Another huge part of Teresa's service is to ensure that you understand how trusts work especially the changes that you can make to tweak it in the future. The real definition of a living trust. Teresa/Caplan Wilkinson provides simple to use tools to document your assets, your plans and final chapter care. I'm happy knowing that my trust is not fixed but will continue to age gracefully with me.

I highly recommend Teresa Wilkinson for any estate planning work like creating trusts and wills. She updated our family trust and will documents that were over 20 years old. There was a lot to update in the trust structure and wording and for me the new documents are much easier to understand. What stands about working with Teresa are her trustworthiness and thoroughness. We've known Teresa for many years and trust her implicitly. Knowing she's an expert in estate planning and elder law gave us complete confidence in choosing her as our lawyer. Teresa was extremely thorough during our interviews to cover all aspects like advanced medical directives and a number of topics I hadn't considered.