Reviews

My husband and I recently retired and began thinking about our future. Our financial planner recommended putting our assets into a family trust. Not knowing where to begin, we asked if he could recommend a lawyer. He didn't hesitate - he gave us Amanda's contact information. We are very pleased with the work Amanda and her team has done for us. She was very thorough and professional during the whole process. From start to finish, we had our trust completed and in place in less that a month. She was always available to answer questions and emails. We highly recommend Amanda for any estate planning needs. We feel at ease, as we enjoy our retirement years, that our financial future is secure.

I needed some advice on estate planning. Amanda knew her stuff and is very smart. She really helped me in a crisis. Her work is stellar. She couldn’t have been more helpful. I don’t know what I would have done without her. If I had a question, she had an answer. She knew exactly what to do and everything was done in a timely manner. I have nothing but good things to say.

Amanda was very helpful in making sure we understood what was being discussed. We felt like she did a good job of explaining as well as addressing questions that we had. The other thing that we liked is there was no billing by the hour. It was just a flat rate for the service. The best thing about working with the firm was the effort they took to make sure we understood what was being discussed and addressing our questions. We were able to schedule an appointment easily. In terms of personal interactions they’re very professional and friendly.

It was always pleasant. We described our situation and Amanda identified several points we needed to consider. She was assisting us with several estate planning documents. She asked the right questions to determine what we really needed. She identified all the pieces we needed to put in place and consider for our second meeting during our first meeting. The process flowed very smoothly. The best thing was the sense that attention was being paid to what we actually needed in the process. I needed some form of vetting of the firm. The fact that Amanda was giving a course at the local level on estate planning under the auspices of the school district helped. I had to choose between three or four firms and went with this one.

After hearing Amanda at a seminar on the legalities of estate planning, we hired her to rewrite our will and other documentation she recommended. She was astute, professional and appreciative of the potential sensitivity of this type of discussion. Everything was done exactly as promised in a timely way, and the fee was precisely what she quoted upfront. She was an excellent communicator.

My husband and I had a great experience with Amanda from start to finish. After the birth of our first child we knew we needed to create an estate plan, but didn't know where to start! Amanda was able to guide us through the entire process ensuring we had a complete understanding of the implications of our decisions. She was very organized, professional, and detailed. We know have peace of mind knowing our estate planning is in place thanks to Amanda and her team.