Reviews
Overall rating
Jude aiello
31 Oct, 2022
Sarah was extremely patient and helpful. I would highly recommend her, she is a true but down to earth professional!
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Amy power
07 Oct, 2022
Sarah was wonderful! Very welcoming and kind. She walked us through everything in great detail and was very patient when we asked additional questions. She was also very flexible with our meetings and worked around our schedule. Would recommend her to anyone!
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Ari perelman
23 Sep, 2022
It has been a pleasure working with Sarah. We've been needing to do estate planning for a long time and Sarah helped us come up with a great plan. She did a great job of explaining everything and making us feel very comfortable with the process and final result. I highly recommend working with her.
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Emmy
23 Sep, 2022
I cannot say enough wonderful things about Sarah. She guided us through the process of estate planning in anticipation of the arrival of our first child. She made things easy and clear to understand and answered so many questions throughout the process. We now have so much peace of mind as we enter a new chapter in our lives.
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Jason langberg
06 Sep, 2022
Sarah came highly recommended to us and didn't disappoint. She's knowledgeable, professional, responsive, reliable, thorough, and friendly. She did an excellent job preparing and neatly organizing all the documents we needed and then explaining complicated information in a way that we could easily understand. If you need a good estate plan for a very reasonable rate, contact Sarah!
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Julia loyd
18 Aug, 2022
Your only concern in hiring Sarah to help with your estate planning needs should be whether you'll bore your friends by constantly talking about how happy you are to have it done (finally)! Sarah makes a complicated process as easy and painless as possible. Estate planning feels like the ultimate to-do list item, we all mean to do it and never quite feel the urgency to check it off. We are so glad we did and especially glad we chose Sarah to help us so we can feel comfortable our loved ones will have the info they need should the inevitable become more immediate than anticipated!
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Ann sneesby-koch
12 Jul, 2022
Sarah was unfailingly patient, knowledgeable, and professional in helping us draft and finalize our Estate Plan. She made a very overwhelming and intimidating process very smooth and understandable. Our experience working with Sarah could not have been better. Highly recommended and we will recommend her to others for estate planning needs.
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Pap “sam” d
17 May, 2022
Wonderful job
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Theresa mendoza
09 Apr, 2022
We are glad and happy that we found Sarah to prepare and finalize our estate plan documents.
Since working with Sarah, we found her to be very knowledgeable, professional, pleasant, patient and thorough who explained and clarified the pertinent issues associated with our estate plan. We highly recommend Sarah if you need someone with the important estate planning services.
In addition, the fees for her services are competitive, reasonable and worth the investment.
Sarah, thank you for assisting us with the preparation of the estate plan documents. You made it easier for us to understand the issues which could have been so complicated otherwise.
Mario & Theresa Mendoza
March/April 2022
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Mary ann weiss
22 Feb, 2022
Sarah was so great to work with. My husband and I took a very long time getting our documents in order and had multiple questions along the way, and Sarah was nothing short of professional, knowledgable, kind and patient. We felt like we were in caring and genuine hands the entire time. Cannot recommend Sarah highly enough!
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Sarah findle
22 Dec, 2021
Sarah was so easy to work with and made an intimidating process so easy and efficient. She makes her self available for any question big or small. I would highly recommend her for estate planning services.
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Peter sauer
17 Dec, 2021
Estate planning had been on our family to-do list for years. We are so fortunate to have found Sarah. She made the process seamless, answered all of our questions with clear expertise, and is a genuine pleasure to work with. We look forward to working with Sarah again and highly recommend her!
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