Reviews
Overall rating
Erica
01 Oct, 2022
Julia is smart, hard working, reliable, trustworthy, pleasant to work with and extremely flexible with our challenging schedule changes. We feel fortunate to have found her and highly recommend her. We will continue to work with her for years to come.
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Paul
09 Jan, 2021
Many years ago I had chosen SS&B to help establish the first estate plan for my wife and I. Recently at the passing of my wife, I needed to update all of these plans. Obviously having just lost my wife of almost 40 years and having to pull out all of those documents that we had created together added a bit of stress to a difficult time, added to the stress we had all been facing during the COVID pandemic of 2020. Attorney Abbott and her entire team not only helped direct me through all of the steps need to make my transition to this new estate plan, but also worked with me to be sure all of the questions were asked and answered thoughtfully knowing that my brain had difficulty focusing on almost anything, no less the redoing of my estate plans. Her calm and supporting presence though this made a difficult time bearable. She was working to support me not only to complete this new plan, but also as a person. She would take the time just to talk and not just dive into the needed work on the documents. She was the person, and they were the team that was needed for me to get through this most necessary process. I hope and doubt I may ever have to go through a situation like this in the future, but feel confident that I would immediately reach out to them if the need did arise.
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Anonymous
23 Oct, 2020
Attorney Abbott was a pleasure to work with during the estate planning process including establishment of a trust. She was very accommodating during this unique time of COVID offering to conduct meetings via Zoom, at her office, or at our home and ensured safety measures were in place when it came time to execute the documents. She was thorough when we needed a deeper understanding of specific items, but did not belabor topics unnecessarily. She was very easy to talk to and offered advice and perspective based on her understanding of our wishes and circumstances. I would highly recommend her services.
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Justina
22 Sep, 2020
It was a pleasure working with Attorney Abbott. She is knowledgeable, personable and welcoming. She worked with me through the whole process from the beginning until the end. She has answered all the questions I had and she made me feel comfortable to be myself and to ask more questions. It was great working with her and my experience was excellent. I recommend her without hesitation.
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Christina
03 Sep, 2020
Attorney Abbott, Julia, was excellent to work with. I first met Julia through Jane Does Well when she spoke to our group over Zoom. I was recently divorced and my father had just passed away. Julia's message to us about the importance of getting your affairs in order really resonated with me and therefore I hired her as my estate planner to draw up my Will and Trust. She was thorough and kind as she walked me through the process. I rest easy now knowing that my children are taken care of should anything happen to me (prematurely). I'd absolutely refer Attorney Abbott and her team to all my friends. Thank you!
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Michael
27 Aug, 2017
My wife and I used Julia to update our estate planning documents. She quickly understood our goals, gave us well thought out alternatives and was very responsive and professional.
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Peter and ginny
17 Aug, 2017
Attorney Abbott was very professional in assisting us with our estate planning. She is knowledgeable and extremely professional. All work was completed in a very organized manner. She was accessible and responded to all questions and concerns via a phone call or email in a very timely manner. We are grateful for her welcoming and kind demeanor with which she shared her expertise with us. Ms. Abbott is a true professional. We highly recommend her.
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Brian
10 Apr, 2017
Julia helped me navigate through a fairly complex estate planning process including the associated wills and power of attorneys. Julia was instrumental in explaining my options and providing industry insight into what might be best for my specific circumstances. I have maintained a relationship with Julia for 8 years since and we have made adjustments to the plan as necessary, including a number of proactive recommendations from her.
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Ingrid
07 Apr, 2017
I hired Julia Abbott to help me with my estate planning. (Will, health care proxy, etc.).
I was impressed by her professionalism, knowledge and compassion.
I would highly recommend Julia Abbott!
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Erik
23 Jan, 2017
Julia Abbott is a great lawyer and an even better human being. Her non-nonsense approach to trusts and estates law has been invaluable to me, and when I needed help outside of the T&E realm, she helped me find the right lawyer. I have referred many colleagues to her and will continue to do so. Highly recommended.
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Gavin
20 Jan, 2017
My wife and I used Julia for our estate planning after having our first child, and she could not have been better at patiently explaining all of it to a couple of novices. After we had our 2nd and 3rd child, we had no hesitation to use her again for needed updates to our plan. I give Julia the highest recommendation possible. you will not be disappointed.
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Thomas
13 Jun, 2016
My wife and I had the pleasure of working with Julia back in 2013. Like many individuals, we were overwhelmed, intimidated and confused about the estate planning process. Julia is incredibly well informed on the variety of approaches one could deploy. More importantly she took the time to listen to us, to assess our goals, our challenges and fears. This positioned her to leverage her skill and insight to tailor solutions that were perfect for our needs. I have since recommended others to Julia, and I am happy to report that they enjoyed the same experience.
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