Reviews
Avvo
Carol
05 Dec, 2018
Alice was very professional and very helpful to us. She answered all of our questions and took the time to make sure we understood everything we were doing and signing.
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Tim & tara
13 Nov, 2018
Alice was very knowledgeable about the planning process. She helped with getting all of our items listed into our trusts. She is a very pleasant person and made the process enjoyable.
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Anonymous
12 Nov, 2018
Alice updated our documents and was very thorough and professional. She provided options and allowed us to choose the ones which met our needs.. We would hire her again.
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Larry
29 Oct, 2018
Alice was extremely well organized and thorough. She asked the right questions to understand our preferences and goals and explained things clearly (although the amount of information embedded in a trust restatement and its accompanying arrangements is always a bit overwhelming). She provided all the forms and follow-up details we needed and repeatedly asked if we had any questions. We did not feel rushed, either at the planning meeting or at the signing meeting.
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Anonymous
02 Oct, 2018
Extremely organized and thoroughly explained all details. Our questions were answered with dignity and respect. Promptly responded to our emails and messages. Alice was interested in getting to really know us. She is engagingand efficient. We are glad to have had Alice walk us through the steps of the estate planning. After our time together, we feel comfortable on the knowledge we gained because Alice took the time to explain he process to us and we now have the comfort knowing this important step has been well prepared. Highly recommend Alice.
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Rich
13 Sep, 2018
My husband and I worked with Alice on a new will and trust. Alice was extremely knowlegable and made the process smooth and painless. She could easily answer all of our questions and made sure that we were comfortable with all of the nuances and details. It was a pleasure working with Alice.
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Anonymous
05 Sep, 2018
Alice was very informative, explained everything in terms that were understandable, followed up when needed and made the whole process painless.
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Nancy
11 Aug, 2018
Alice is very professional and through. She is very knowledgeable and able to answer my questions. I enjoyed her input to update my estate plan.
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Anonymous
09 Aug, 2018
Trust amendment and review
Very professional, clear, and detailed. Very approachable and went above and beyond explaining us.
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Nancy
17 Jul, 2018
Alice helped us update our Living Trust. Alice was easy to work with and explained everything as we went through the steps to update our Trust. She answered all of our questions and never made us feel rushed. It was very helpful that she was able to meet with us after 5pm instead of during our work hours.
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Anonymous
14 Jul, 2018
She was punctual and professional. She did an excellent job of assembling our documents. She also did an excellent job of answering our many questions. Appears to be very knowledgeable.
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Sheryl
26 Jun, 2018
Very Friendly, Down to Earth - Stress Free....
Definitely would hire her.
Thanks Alice for your help!!!!!
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