Reviews

About a year ago JM Law provided us with a complete set of Trust and related documents. The process was very well organized and designed to ensure complete professionalism, excellent feedback, exceptional service and detailed attention to our needs and particular concerns. It was, in short, a first class experience and one that ended in complete confidence in the product. I’d recommend these people to friends and family in a New York minute.

After serving as executor for my mother's estate and having to 1) find a lawyer in NY to assist with this, 2) find all of her various accounts as there wasn't any consolidated information (in fact, I found one account a year after the estate closed!) and 3) having to go through probate, I decided that I should make it easier on my kids to handle my estate in the future. My financial advisor provided a reference for Jessica Marchegiano, ESQ. I had a brief introductory meeting with her and several other estate attorneys and decided she would be a great fit. Luckily for me, she was hired by my financial advisor's firm before I finalized my decision. She professionally handled all aspects of my trust providing advice as necessary with specific questions, she assisted with the transfer of my house title to the trust as well with all the necessary accounts within my advisor's firm, and provided me with a complete document within a few weeks. It was well organized and easy to follow. She was very easy to work with and even offered to meet with my kids (the beneficiaries) should they come to town. I will periodically review it and contact her for updates should they be necessary. I would not hesitate to contact Ms. Marchegiano for at least an introductory meeting if you are considering whether a trust is the right choice for you.

We worked with Kristen House of Jessica Marchegiano's team at JM Law during 2021 on our estate plan and could not have been more pleased with the experience. She was very professional throughout the process and was responsive to all of our questions. We feel that we have a solid estate plan and strongly recommend Kristen to others.

Ms. Marchegiano helped us update our estate planning documents in December 2019. The last time they were updated was December 2005. This finished product was very timely, thorough, and complete. We were (and remain) very satisfied with her work. She is a great asset to Cassaday and Company and we look forward to working with her in the future. We have piece of mind--a wonderful gift.

After serving as executor for my mother's estate and having to 1) find a lawyer in NY to assist with this, 2) find all of her various accounts as there wasn't any consolidated information (in fact, I found one account a year after the estate closed!) and 3) having to go through probate, I decided that I should make it easier on my kids to handle my estate in the future. My financial advisor provided a reference for Jessica Marchegiano, ESQ. I had a brief introductory meeting with her and several other estate attorneys and decided she would be a great fit. Luckily for me, she was hired by my financial advisor's firm before I finalized my decision. She professionally handled all aspects of my trust providing advice as necessary with specific questions, she assisted with the transfer of my house title to the trust as well with all the necessary accounts within my advisor's firm, and provided me with a complete document, including the pourover will and medical power of attorney, within a few weeks. It was well organized and easy to follow. She was very easy to work with and even offered to meet with my kids (the beneficiaries) should they come to town. I will periodically review it and contact her for updates should they be necessary. I would not hesitate to contact Ms. Marchegiano for at least an introductory meeting if you are considering whether a trust is the right choice for you.

Jessica Marchegiano and other members of JM Law were highly professional and thorough in reviewing and bringing up-to-date our estate planning and in developing the appropriate documentation. In doing so, Ms. Marchegiano and others in her firm were methodical in their approach, attentive to our input, and highly informative and knowledgeable regarding current law and statutes. They listened to our wishes and then executed an approach and documents tailored to our circumstances. We highly recommend Ms. Marchegiano and JM Law.

Jessica& her assistant made the experience of sorting out our wills very easy. All our information was collected ahead of our zoom call and reviewed by the three of us to make sure it was all correct and defined. I would definitely use Jessica again. John Owens

Jessica did an excellent and very professional job with our trust. We certainly would use her again and recommend her to others.

Few things in life, other than your health, are as important as ensuring that those you love are provided for after you’re gone. It’s a responsibility that can be quite daunting given the complexities of the law, the legal profession and the fact that the plan that you create may have to function for years if not decades. Having had a number of estate plans and lawyers over the years I’ve come to the conclusion that one of the most important things you can do is to retain a team that you can trust. After you’ve departed, you have to rely on those you’ve retained to help implement your plan. It is also important to know that estate plans will often need to be adjusted over time to reflect changes in your family’s circumstances. I had an unhappy experience years ago when the law firm that drew up my first estate plan wanted to charge me more to make changes than the original plan cost. This was especially annoying as many of the changes were strictly boilerplate. I quickly decided I didn’t want to be held hostage to this firm. But, who could I turn to? Who could I trust? Fortunately, I attended a financial seminar that featured attorney Jessica Marchegiano. I was impressed by her presentation and later met with her for a detailed overview of what I thought I needed. Our conversation was in plain English. I felt comfortable with both her knowledge and approach and gave her the go-ahead. It wasn’t long before I received a bound estate plan. I am relieved that it’s done and am confident it will withstand the test of time.

Our revocable living trust needed review. (Life brings changes, and those changes need to be reflected in the estate planning documents.) Ms. Marchegiano consulted with us, suggested some changes, and prepared the revisions. Good experience start to finish.

Jessica updated my Trust documents recently and included many items that were not included before. She is very detail oriented and took into account the current tax laws that may have an impact if I did not include certain items in the Trust. Very happy with her work and recommend her unconditionally.