Reviews

Ms Graham was responsive to any questions, materials for review or updating were received in a timely manner and the charges for service were reasonable. It is best to be comfortable using the internet for reviewing and sending documents.

Kate helped us establish a Trust and her services were exceptional! She provided us with clear and concise responses to all of our questions. I would highly recommend her for this type of assistance.

I found Kate by means of a Google search. I wanted someone relatively young yet with expertise, accessibility and nearby business location. Our meetings were prescheduled, on time, and pleasant. Kate was knowledgable, succinct and got right to the point. She came to our meetings prepared and gave us helpful direction with the patience that our case demanded.

I had a good experience working with Kate to create an estate plan - Kate was easy to work with, available to answer questions, and has experience such that she can make good suggestions - I recommend her!

We "found" Kate through reviews by others and were not mislead. We found her to be personable, responsive and extremely efficient as we revised our estate plan. We were entirely pleased with the process.

Kate is thorough, organized, and flexible. Thank you!

Kate was thorough and did an excellent job for us

Kate Graham did an outstanding job with our estate plan. She was very good at explaining everything and was extremely conscientious about making sure that each and every important point was understood by us. It was a pleasure working with her.

Kate was great to work with! She answered all my questions and was easy to work with.

Kate did an excellent job walking us through creating a trust for our family. She was very detail oriented and timely.

Working with Kate was excellent! She explained the options available to meet my individual needs, walked through all of the steps with me, and was responsive to my questions. We managed the paperwork almost entirely through online tools which was fantastic so that I could complete them remotely on my own timeline. I would highly recommend for estate planning needs and have referred friends to her as well.

I worked with Kate Graham on a somewhat complicated small estate. My brother-in-law passed away unexpectedly while in another state, with no will. Kate was an amazing resource for his adult daughter that resided in another state and six adult siblings. She guided us through the complexity of required paperwork filings, the process of selecting a representative for the estate, selling the home, transferring and distributing other assets, closing his business, finishing 2021 and 2022 business and personal taxes. Her knowledge and professionalism helped to reduce our stress during a sad and trying time.