Reviews
Overall rating
Jeanie p
15 Apr, 2024
The entire team at Clancy & Associates is wonderful to work with. In addition to being experts in the field, they were organized, communicative and so very kind and compassionate.
Katie, Kate, Violet and Elizabeth all worked incredibly together as a team and helped make the guardianship process seamless. They also helped ensure trust documents were up to date and accurate to provide peace of mind for our family. I highly recommend Clancy & Associates - they are exceptional and a gift to the clients they serve.
Read more
J m
12 Apr, 2024
Jillian was fabulous to work with on my home closing. She was prompt with replies, thorough in explanations and patient through the process. I would use her services again in a heartbeat and trust her with my closest friends and family.
Read more
Susan ramirez
11 Apr, 2024
So thankful to Clancy & Associates for working with us to prepare a Special Needs Trust for our son. I had been dreading this process and the expertise and information Katie provided made it a thousand times easier than I expected. I feel that partnering with this firm is one of the best decisions we have made for our family.
Read more
Dave evans
25 Mar, 2024
We did an estate plan review and made a few revisions to reflect the changes in our family. These included a revision to a Special Needs Trust. They were prompt, professional and, their wider knowledge of disability issues makes them valuable to us and our broader family.
Read more
Anne maitland
12 Feb, 2024
My husband and I were extremely pleased with the skilled guidance and service we received throughout this process - I never felt awkward asking questions, and Katie and her team were proactive in making suggestions...providing many answers to questions we did not even know to ask. Highly recommend!
Read more
Christopher murschel
22 Dec, 2023
We are so glad we found Clancy & Associates Ltd to help us with our estate planning. 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. 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. Highly recommend Clancy & Associates Ltd.!
Read more
Wally hreska
28 Nov, 2023
We've put off "setting things in order" for a long time. While attending a fair for students with disabilities, I've sat through an eye opening presentation by one of the associate from the firm. We worked with the Clancy team to set up a trust, a special need trust, estate planning, etc. They were professional and informative through the entire process. Highly recommend them, as there is a personal touch to their service.
Read more
Jenny sagrati
30 Oct, 2023
Clancy & Associates goes above and beyond to educate and help special needs families, like mine and the families I work with! Their firm is very knowledgeable about all the future planning needs of families who have children with special needs. They understand and are able to empathize regarding the challenges faced by special needs families, since attorneys at the firm have family members who require extra support.
Read more
Andrea friedmann
18 Oct, 2023
I got great guidance from Katie and Violet, I never felt rushed, and received everything I needed in a timely manner, at a reasonable price. I highly recommend Clancy and Associates when planning for the next generation.
Read more
Kathleen oury
29 Sep, 2023
Excellent, Supportive, Knowledgeable, Kind, Staff. They are like family now. Have been so wonderful with our son who has Autism. Could not have navigated this legal process without them. We needed a will, special needs Guardianship, and everything was done professionally, and with compassion. Incredible Team!!
Read more
Heather ritter
21 Sep, 2023
I don't know what we would do without the Clancy team. I'm a very organized person and detail oriented but the fact that they do all the thinking for me when it comes to the needs of my son is so assuring. I'm so grateful for all of them. They tell me what I need to think about instead asking me what I want them to do for us. They are the best.
Read more
L.m. sojka
17 Sep, 2023
Highly recommend Katie Clancy and her team! We found Katie to be knowledgeable, understanding, patient and a great resource!
Read more