Reviews

My husband and I completed our estate planning with Perry Coumas. I can’t recommend him or the service more highly. Everything was thoroughly and concisely presented to us in a way that made our decisions and what to expect very clear.

Our attorneys for many years. Very pleasant and extremely efficient admin in Valencia.

I can’t say enough good things about Cindy Fenninger and Valencia Olgetree. My family’s estate planning was handled with professional, kindness, consideration and patience. Estate planning has a stigma; it is not something anyone is eager to do however, it is essential. Our experience was SUPERB. These ladies are EXCEPTIONAL. THANK YOU AGAIN FOR EVERYTHING!

The advice for our wills and trusts from Ms. Fenninger was clearly explained, professionally presented and took into consideration all our specific needs and concerns. We never felt rushed but never felt a minute of our time was wasted. We could not have asked for a better experience.

My husband and I recently did our estate planning with Perry. I would highly recommend Perry, he really listened to our needs and was able to suggest improvements to what we needed. I am very confident that our estate is now where it needs to be. Perry and Valencia are both easy to talk too and more than willing to go the extra mile to help their customers. I would highly recommend this firm for your estate planning

Estate planning can be daunting, especially when life circumstances change, but Perry made it an easy mountain to cross. He discussed my options and answered any questions I had thoroughly (and I had a lot of questions!). This is an important "life" step that must be taken, and everyone at this firm made it as painless as possible.

I first used this firm over 25 years ago when my elderly mother moved from Ohio to North Carolina. Now it is my turn to use them for estate services. Perry Coumas has been very easy to work with. I would highly recommend him.

We met with Cyndy to discuss updating our will. We were referred by our financial advisor and couldn't be happier. From the first contact to set up our appointment to the signing of the final documents, O&F was efficient, cordial, professional and competent. I highly recommend O&F for your Estate review and planning.

Cyndy and her team recently provided some estate planning for our family. Cyndy and her team took what seemed like a rather complicated set of directions to create a set of trusts and living wills for properties and other financial assets to span three generations of family and made the process simple and understandable. Their work was thorough and covered other aspects of the planning process that we did not consider. More importantly, Cyndy and all the ladies in the office were empathetic, bright, patient and really charming. Cyndy and her team came highly recommended to us from a friend and they did not disappoint.

This firm was recommended to us by our financial manager, and we are happy we took the recommendation. Perry Coumas was personable and easy to work with. He helped us think through our particular needs, and we believe the documents he prepared will take care of us and our family. We would recommend this firm to our friends and family for estate planning.

We have had two excellent meetings with Perry. He is very good at explaining legalistic terminology and communicated well with our son who is intellectually disabled. Valencia was also very welcoming at our meeting today for signing of documents.