Great Service at a Reasonable Cost

Chris prepared an Estate Plan for my partner and I. I work in the legal field but know very little about Estate Planning. Chris met with us on several occasions describing our options and asked many questions to determine our needs. She was patient, but touched base periodically to keep us on task. She made several recommendations and explained her reasoning thoroughly. She also provided insight into tax laws and displayed a strong knowledge of these and their ramifications. She responded promptly to follow-up questions and put together a comprehensive package for us. She provided clear and easy-to-follow instructions during the planning phase as well as during finalization of the documents and our responsibilites thereafter. I Greatly appreciate her desire to make sure my partner and I both understood our options and were 100 percent comfortable with our final decisions. Thanks to Chris, we now have protection in place for each other, our assets and our last days on earth. She provided great service at a reasonable cost and she has become part of our family through this process.

Prior results do not guarantee a similar outcome.