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Reviews
Top review highlights
Pros
1
Exceptional customer service and personalized attention
“Kayleigh was professional, efficient, and really took the time to understand our needs. We'd recommend her services without reservation.”
2
Comprehensive and tailored estate planning solutions
“They presented various options and explained each in detail, to guide my decisions. She completed documents and held meetings in a timely manner.”
3
Knowledgeable and patient attorneys who explain everything clearly
“Kayleigh and her team took the time to listen attentively to my concerns and goals, ensuring that every aspect of my estate plan would align with my wishes and priorities.”
4
Smooth and organized process
“The communication was excellent and the work done timely and efficiently.”
5
Ongoing support and review of estate plans
“Love the included year to make small changes to the documents if needed, as well as the complimentary meeting with our Successor Trustee when the time comes.”
Cons
1
Scheduling appointments can be challenging due to high demand
“Appointments are limited and the process needs to be scheduled in advance, but that was the only difficulty we faced.”
2
Relatively high fees compared to some other estate planning firms
“They are a bit pricey, but the overall experience was top notch.”
