Reviews

We had a great experience getting our wills and trusts set up at Safe Harbor Estate Law. They knew exactly what we were looking for and had the experience to prepare the right documents and had a great personal touch.

Their smooth sailing process for organizing and guiding us through the estate planning process was seamless! We enjoyed the kind and professional service as well. Highly recommend this firm!!

Margaret is an excellent attorney. She is empathetic and truly passionate about helping others. I would not hesitate to refer anyone to Safe Harbor Estate Law because I know that Margaret and her team will take care of them!

I didn't want to deal with my mom's legal stuff after she passed. This was a great way to make it easier on me. Only thing I wished I would have is gone to the tax guy right away after so when tax time came around I wasn't scrambling to remember what we did. Grief brain is real.

Margaret was wonderful to work with. Very knowledgeable about arranging estate planning.

Margaret has great communication and truly cares about each individual. She is compassionate and knowledgeable.

Caring for someone with dementia is never easy, taking care of their finances and assets is even harder. So, I had no idea what I needed to do to make sure my grandmother wasn’t taken advantage of with family members and care facilities, so I started looking for legal advice and found Safe Harbor Estate Law. Safe Harbor is just what that name says, just a quick phone call with them made me feel like there was hope in getting everything of my grandmothers organized and taken care of. When I went into the office, I had ALL of my questions answered and left with more knowledge about elder law then any google search can pull up. I've been worked with the Safe Harbor several times over the year and will continue to work with them in the future. I would like to say thanks to Margaret and her amazing team!

Margaret and the rest of the team at Safe Harbor are simply awesome. Went way above and beyond for my family during a particularly difficult time - accomplished things I was actually losing hope were possible with my aging Mom. They've won my business and gratitude. I will always recommend them, and will be having them update my own personal documentation as well. Thank you to everyone on the team, you knocked this one out of the park.

After recently began developing mental health issues due to Chronic Lyme Disease spreading to my brain over the past 6 months my parents and I decided it was best to get a Power of Attorney established in case my symptoms worsen. Between my current health situation as well as the COVID pandemic in full swing at the time of this review, and after consulting with Safe Harbor Estate Law PLLC, we decided getting a POA in place was a wise thing to do. From there, we also decided it was a good time to get my Will established. Whether you have preexisting health conditions making you high risk for contracting the COVID virus, or just for the sake of peace of mind, during these uncertain times these are two legal documents that are more important to have in place than ever before. Even if you are a healthy 20+yr old I feel like getting a POA set up is very wise action to take especially in today's current climate given all of the existing uncertainties as well as not knowing what may develop in the near future. After researching and consulting with other Estate Planning Firms I felt like Safe Harbor Estate Law PLLC was the best option. Margaret, the owner, is extremely knowledgeable, honest, patient, and helpful. I also worked with some of her staff, Megan and Allison, who I felt like Margaret passed down her excellent traits allowing them to serve clients with the same expertise as Margaret provides. My experience with Safe Harbor Estate Law PLLC could not have been better. They patiently talked me through all necessary documents and gave great advice on matters I was uncertain about. When completed they give me very well organized packets/folders containing the legal documents which made it very easy to pass onto my family members who I choose to include in both the POA and Will. I can't recommend Safe Harbor Estate Law PLLC enough! Thank you to the entire staff for all of you help. As daunting as some of these legal documents can be, the staff put me at ease and made the entire process as easy as possible. They certainly go above and beyond to make this possible while other firms I contacted didn't seem to share the same great client services. Thanks, Brendan

Friendly staff, thorough, and easy to navigate estate planning process. We were on the fence as to whether or not we should try to create our estate planning documents using an online tool or other lower cost option, but I’m glad we went with Safe Harbor instead. It did cost more, but the piece of mind in knowing that everything is correct was worth it. As parents with young children, I would highly recommend both taking this step to make sure you have plans in place, as well as working with this team. Thank you for the great communication and excellent experience!

If you, your parents even your grandparents are getting in the 70 bracket. Well it doesn't matter how old you are or not. Call Safe Harbor Estate Law. Make an appointment and ask questions. The more you know now the better off you will be. My Mom and I were trying to get the house and lots of other important things figured out. But, my mom took a turn in the wrong direction. My sister and I lost our Mom in November. Thanks to Margaret and her amazing team. There are helping me get thing figured out.