Reviews

Top review highlights

Pros
1
Highly knowledgeable and experienced in estate planning
“Marianne is very knowledgeable, thorough, precise, pleasant, and has thought of everything!”
2
Personable and caring approach
“Marianne and her team were wonderful to work with. They listened to our concerns and made recommendations and accommodations for our circumstances.”
3
Thorough and organized process
“The process was well organized and seamless. It feels so good to have it complete!”
4
Clear and understandable explanations
“She explained things in a way that was very helpful. We left feeling confident about our decisions.”
5
Responsive and supportive throughout
“They answered all our questions and provided information to help us make decisions and get everything in order.”
Cons
1
Slow or unresponsive service
“Took our money and have done nothing.”
2
Potential for mistakes or oversights in estate planning
“Wish we had found Marianne sooner. After discussing our will/trust with Marianne, we have learned that our attorney made several mistakes/didn't address everything we needed in our estate planning documents.”
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