Reviews

Kelly met with me and my husband and reviewed everything with us. She was very thorough and made sure we understood everything in our documents. We feel very sure that our estate plan will serve us well, now, and into the future. If we ever need to make any changes we'll definitely be coming back to Kelly.

My wife and I consulted Attorney Lombardo about having simple wills and powers of attorney prepared. There was quite a bit of discussion about our beneficiaries, financial assets, and levels relative to the law regarding tax levels, and we had no apparent complications relative to our documents. We asked her to prepare the simple documents, with only levels of financial assets, not all details. After another visit was scheduled, presumably to review the documents prepared, we received a letter that indicated that she discussed this preparation with her associate, Attorney Cerato, and they were refusing to prepare these documents for us. She indicated that this was because we would not disclose 100% of our financial assets, even though they were below the inheritance levels of concern as we discussed together. Her focus on needing all financial assets and details were disturbing and made us wonder about her intentions. Other attorneys subsequently consulted, then hired, had no interest in the comprehensive details of our relatively minimal financial assets. Based on this simple task of preparing routine documents, with no unusual aspects identified or discussed, I would not recommend the use of attorneys Lombardo or Cerato.