Reviews

Top review highlights

Pros

Exceptional thoroughness and flexibility in addressing clients' needs and considerations

“Helayne and her staff were exceptionally thorough and remarkably flexible, asking questions about things we had not considered.”

In-depth legal expertise and ability to explain complex concepts in easy-to-understand terms

“Helayne was very knowledgeable, thorough and professional, but most of all very caring. It is easy to see she is compassionate about what she does and works from the heart for her clients to ensure their best interests are covered. She explained everything in layman's terms, including answering our endless questions.”

Personalized and attentive approach, treating clients like friends

“Helayne and her entire staff continually demonstrated total dedication in responding to our questions and resolving issues as they arose. Helayne's outgoing personality, genuine interest in our specific needs, ability to explain complex legal concepts, and her sense of humor insured that we looked forward to each of our planning sessions. Best of all, we have made a friend who is committed to providing us with timely advice and legal assistance for the rest of our lives.”

Exceptional communication and responsiveness, including involving family members

“Helayne also made the effort to include our family from a distance so they felt more comfortable about our decision.”

Dedication to providing comprehensive and tailored solutions to meet clients' unique needs

“She does not have a cookie cutter approach to estate planning but rather tailors her approach to your needs. She was able to clearly articulate what the various vehicles would do and how the use of those vehicles would help us achieve our goals.”

Cons

Scheduling appointments with the staff can be challenging, leading to a longer process than anticipated

“Just one glitch. We could not seem to schedule meetings with her staff very easily. The whole process took longer than we anticipated.”