Reviews

A little long, but worth the read… I was researching Estate Planning and looking for comprehensive plans that complied with any legal requirements of the State of Indiana. Sorry Google search, I decided against using the DIY approaches that I found online. Legal documents addressing your wishes if you become incapacitated or pass are too important for that risky approach. We met with Julie Fred in early 2019 to discuss our Estate Planning needs. She has great communication skills and is very thorough in her work. She brought up topics that we hadn’t thought about and discussed options regarding the decisions going into our Estate Planning. Julie developed Estate Plans for my mother, my wife, and me. My mother suffered a debilitating stroke in late 2020 and passed in 2021. Julie guided us through asset protection and the transition from Medicare to Medicaid for long-term medical care. I could not have accomplished this feat by myself. Looking back now, the family has a measure of comfort in knowing that mom’s Estate Plan allowed us to carry out her wishes during those difficult times. My wife and I are now retired and enjoy more time with the family – especially the grandkids. We recently met with Julie to review and update our Estate Plans. I’m glad we did as Julie made changes to reflect where we are in our walk of life. A little planning goes a long way.

Julie and her team assisted my wife and I with personal legal documents. The process was smooth and as clear as legal work can be. Both my wife and I were pleased and impressed. We both recommend them.

I loved our experience with Julie and her team. We abruptly moved a relative to Indiana, and we wanted to look at wills, POA, and healthcare. Julie looked at our needs and only encouraged us to update what was needed. Honesty, integrity, and compassion. We will be using her office for any of our future estate needs.

Everyone there is so friendly and super knowledgeable! They made a stressful process so easy and explained everything so I could understand. Would definitely recommend!!!

Julie did a great job. She was able to get everything she said she would be able to accomplished. I’m ecstatic w the results, best attorney in Morgan County. By far.

We went to Julie upon a recommendation from our financial advisor and we are so glad we did! Julie understood our complex situation and was able to help us plan accordingly. This was not a simple process but it never felt overwhelming to us with Julie. This was great service and I highly recommend seeing Julie. Thanks!

Julie is extremely pleasant, professional, and more than competent. I highly recommend her and her staff.

Julie Fred helped my family get through a difficult time when we had to go to court. She is definitely someone you want in your corner!

Julie is very knowledgeable and helped guide me through everything I needed to get my small business formed and operating. Very good experience, I highly recommend.