Reviews

Top review highlights

Pros
1
Friendly, kind, and supportive staff
“Very friendly and supportive.”
2
Efficient and thorough in estate planning
“This firm is very efficient in all aspects of estate planning.”
3
Knowledgeable and patient in explaining the process
“She was very kind and explained it all well. She was new at it all but still very kind.”
4
Excellent experience in creating family trusts
“Excellent experience creating our family trust.”
5
Responsive and helpful in addressing client needs
“Great service in every area.”
Cons
1
Disorganized and forgetful about client details
“Doesn't remember appointments, who referred, or details discussed. Disingenuous, flippant, dispassionate. In summary, a mess.”
2
Potentially taking advantage of younger or less experienced clients
“I get the feeling they take advantage of people here.”
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