Reviews

My wife and I worked with Brandon Walecka in the beginning of 2017 to discuss wills and estate planning for our young family. (We have three boys ages 7, 5, 3.) We described to Brandon our plan and hopes for the future and he provided us with a few options, then clearly explained the distinction and benefits of each option. Brandon then walked us through the process step-by-step and patiently (and in plain English) explained what we were doing, why we were doing it, and what exactly each piece of the process meant. Brandon and team's work product was thorough, communication was clear, and the finished product was delivered on-time. Brandon has stayed with us through the process, as we designate assets for the trust, to confirm we documented it properly. We were completely satisfied with the services and feel more secure in our family's planning for the future. We will continue to stay engage with Brandon as they offer a review of the current will on a scheduled cycle to make sure our initial plan is in-line with our current circumstances.

After attending a free information seminar last fall and doing a follow-up interview with one of their senior attorneys, I hired Surprenant & Beneski to create a Living Trust for my elderly parents that will help protect their assets and provide for their loved ones as they wrestle with increasingly challenging health issues. Deep knowledge, empathy, responsiveness, and trustworthiness came through in all our interactions with Surprenant & Beneski. From setting up appointments, to explaining complicated legal principles, to following up with third parties on our behalf, everyone at the firm was always quick, thorough, and proactive with their responses, always well prepared, and always sensitive to our needs. I enthusiastically recommend Surprenant & Beneski to anyone looking for legal expertise in the elder law space.

I am an attorney. I needed to update my estate plan. The firm concentrates on elder / estate areas of practice. My experience was made pleasant and easier by the process, professionalism and responsiveness the firm exhibited. Thank you and kudos to Dan and Ashley for a job well done.