Reviews

Top review highlights

Pros
1
Highly knowledgeable and thorough in estate planning
“Marianne is very knowledgeable and detail-oriented. We very much enjoyed working with her.”
2
Personable and caring approach
“Marianne and her team were wonderful to work with. They listened to our concerns and made recommendations to fit our circumstances.”
3
Efficient and organized process
“The entire process for writing our trust was clear and well organized.”
4
Excellent client communication and education
“Marianne explained things clearly and familiarized us with all the material in our trust.”
5
Trusted and experienced estate planning firm
“Marianne has been amazing to work with. She is exactly what we needed to walk us through the process.”
Cons
1
Took money but did not complete the work
“Took our money and have done nothing.”
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