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Reviews
Top review highlights
Pros
1
Highly knowledgeable and experienced in special needs planning, including estate planning, trusts, and guardianships
“Katie Clancy is smart, trustworthy and an excellent listener. She made the process easy by gathering information in advance and clearly walking us through our options.”
2
Compassionate and understanding approach when working with families with special needs
“Everyone on staff is friendly and helpful. This has been an overwhelming process for us, but everyone at this office is very knowledgeable, took time to answer all of our questions, and I feel like our family is in good hands.”
3
Comprehensive and tailored services to meet the unique needs of each client
“Katie took the time to understand our situation and put together an estate plan. Katie explained that with proper planning, a special needs trust can help provide a pathway for helping our special needs son in a variety of ways.”
4
Excellent communication and responsiveness throughout the process
“Katie and her team were very caring, attentive, informative and very thorough. I believe Katie and her team will be a valuable resource down the road for our family well beyond just the estate planning aspects.”
5
Reasonable and transparent pricing
“The fees involved and timeframe to complete the work we requested were very clear upfront, and there were no surprises later.”
Cons
1
One reviewer reported difficulty in reaching the firm and receiving a callback
“Did not return my phone call at all. I tried to contact the”
