Reviews

Mary explained the basics of estate planning in a way we understood. She was able to personalize our trust to include our wishes and insured protection of our assets for our children.

I contacted Mary after my father’s passing. He had a trust in place but it hadn’t been updated and I was faced with a situation I didn’t know how to handle. I was emotionally exhausted, overwhelmed and uneducated when it came to executing my father’s estate. Mary listen to my concerns, explained the situation in simple terms, created a plan to move forward, drafted necessary documents and executed the plan. Not only did I feel confident the situation would be handled and work out to my advantage, I felt well taken care of as Mary is very patient and knowledgeable.