Reviews
Top review highlights
Pros
1
Highly knowledgeable and experienced in estate planning
“Their scope of knowledge in estate planning is unmatched.”
2
Provides personalized and thorough service
“Kim anticipates every possible eventuality" and "they made the difficult, seem easy and painless"”
3
Excellent communication and client relationship
“She is incredibly gentle and thoughtful in her delivery, and her organization and thorough explanations ensured we all knew the detailed information inside and out.”
4
Efficient and organized process
“The Estate Planning process was organized and all of our questions were answered.”
5
Trustworthy and reliable
“We trust her completely, and we can confidently recommend her to anyone in need of estate planning.”
Cons
1
Potential issues with free consultations and availability
“Lied to me about free consultations, you have to pay, never called me back to schedule, then said they were 3 months out for consultation?!!”