Reviews

Top review highlights

Pros

Highly knowledgeable and experienced in special needs planning

“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.”

Caring and compassionate team that understands the unique needs of families with special needs

“The C&A team worked with us to create estate plans, wills, and a special needs trust for our then ”

Efficient and thorough in handling legal matters

“Katie set out a timetable to get the job done and then exceeded our expectations.”

Provides valuable guidance and education to clients

“Katie and her team were very caring, attentive, informative and very thorough.”

Responsive and available to clients

“They have been available to provide additional guidance to us as a family throughout the years.”

Cons

Potential lack of responsiveness in some cases

“Did not return my phone call at all. I tried to contact the”