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Reviews
Top review highlights
Pros
1
Brianna is knowledgeable, professional, and thorough in explaining estate planning details
“She is well organized, explained all the details of our estate plan and our advance directive. She is very knowledgeable, respectful, punctual and accurate.”
2
Brianna provides personalized and attentive service, going above and beyond for her clients
“She went above and beyond my expectations. I highly recommend her for your estate planning needs.”
3
Brianna makes the estate planning process easy and enjoyable for her clients
“The process was enjoyable which says A LOT about Brianna and her service considering the topic/task at hand.”
4
Brianna is responsive and communicative, making herself available to address client needs
“She is very flexible on scheduling appointments. She is an amazing person.”
5
Brianna provides high-quality, reliable estate planning services
“Trustworthy, exceptional, high quality service and best in class customer service.”
Cons
1
Some clients had difficulty reaching Brianna or experienced delays in her responsiveness
“Unfortunately when we needed more assistance it was very difficult to get ahold of Brianna, and when she did respond weeks later she did not follow through.”
2
Brianna may not be able to accommodate all language needs, as indicated by one client's experience
“They don't help Spanish speaking only. I was told try someone else.”
