Reviews

David provided me with outstanding professional service regarding development of my trust and will. I have been avoiding the task for too long and he was very patient in walking me through each step, being sure I understood all documents. I am a single woman with two children and it is very important to me that if something unexpected was to happen, I have my business in order. He is very calm, a good listener and thoroughly addressed my needs and concerns. David made it a painless process and has given me great peace of mind. I give him my highest recommendation.

I have heard the horror stories about what happens to your estate if you do not have a plan, and I hated the idea of making my family suffer through the probate process before they could get any inheritance from me. It was a no-brainer to get our estate plan handled so that should the inevitable happen sooner than expected, the last thing our family would have to worry about is who will take care of our kids and what happens to our stuff. Estate planning is one of those things that people tend to procrastinate doing, but Lorilee made the process easy and much more comfortable than we ever could have expected. She was thorough, patient, and explained things clearly. I was so pleased with my experience with Lorilee that I have referred her to many other people in my life (including family members, friends and my employees) so that she can help them, too. I cannot recommend her services highly enough.

I contacted Lorilee for a trust & will. I had been putting off doing what I knew I needed to do. She was such a great help in navigating some confusing and emotional pieces that needed to be completed. She was very patient with my questions and very thorough. I am so glad that I had the chance to work with her! Now I can live my life knowing that should anything happen, my family will be okay. I highly recommend Lorilee for estate planning!

Some times it takes a tragedy in your life to get you to think about what your loved ones would be left to deal with in the event of your untimely demise. After a friend died in a boating accident leaving a wife and 4 kids behind to deal with the aftermath, it spurred my wife and I to get our affairs in order. There was no question at all as to who we would have help us through the process of setting up a will and trust....Lorilee DeSantis. We attended a free seminar (put on by Lorilee) on the importance of having estate planning in place. After attending, we set an appointment with Lorilee to discuss our situation and I have to say that the level of professionalism and comfort that her and her unsurpassed staff provide is second to none! The communication through the whole process was great and they were patient when we needed time to think about some difficult questions that arise from this process. Do not hesitate to talk with Lorilee about your estate planning.....life can be shorter than you think...do your self and your family a favor... Call her today and sleep better tonight.

Lorilee and her staff were excellent to work with. Diligent and responsive with any questions I had. Informative through out the whole process. I would recommend her for your family law or estate planning needs every time.

I have used Lorilee DeSantis both personally and as a local Financial Advisor, I have also referred others to Lorilee, and could not be happier with the level of service and quality of work she consistently provides. She knows her business well, will guide you through the process as painlessly as possible and will get the job done quickly and reasonably. Thank you Lorilee.

My wife & I used David for documents relating to a personal loan and we couldn't be happier! We were impressed with his expertise, his efficiency and of course, how nice a guy he is! He handled the matter quickly and was extremely thorough and persistent, which we very much appreciated. I recommend him as highly as I can and encourage all I meet to use his services for real estate, wills, estate planning and probate.