Reviews

My wife and I are 69 and 70 years old. We went through our fifth generation of the estate planning with Julia in May of 2024. I was a Certified Financial Planner for 20 years so I had extensive dealings with estate attorneys. We have never had our estate plan explain so clearly as Julia was able to do. She was able to very quickly and professionally review and understand our prior documents and find areas for improvement. The firm was most professional, responsive and competitive with their pricing. We have found an absolute gem in Julia Pullin. We highly endorse her for estate planning. Eric & Angela Weissgarber

Julia is great. She is efficient, knowledgeable and very personable. Really enjoyed working with her. Well done Julia

We hired Julia after she assisted my mother with her will and estate planning. She is very knowledgeable and explains all the legal terms for the average lay person. My husband and I are very appreciative of her assistance with our will planning and would highly recommend her to our family and friends. Everyone in the office is helpful and they make sure all forms are completed and filed correctly.