Reviews

Having experienced a family tragedy it became an immediate priority to finally do some long delayed estate planning. Kacey was familiar with the circumstances and went above and beyond to help me work through every possible worst case scenario understanding that these hypotheticals felt very real to me. She easily handled all of the questions I had for her. What to me feels like a very complicated financial situation with layers of partnerships and trusts she had no trouble whatsoever wading through all of the information I provided to her. I later sent another family member to see her needing only the most basic estate planning and Kacey could not have been easier to work with. Kacey is first and foremost smart but also compassionate and kind and it made me feel so good to know she cared about this process just as much as my family and wasn't just ticking off boxes.