Our Mission. Our Values

Linda personally shepherded us, over a period of several months through the process of setting up a trust that included in-state and out-of-state property. She helped us solve co-op issues as well. Throughout, she provided a firm guiding hand, kept moving us along--it is hard to think about "after I'm/we're gone"--to achieve goals we had set together in our initial meeting. She was thorough, made sure all the "i's" were dotted, "t's crossed. In meetings, she made excellent use of every minute, covered everything. She kept in touch regularly, was available to answer questions especially by email, and just did an all-round topnotch job. Her advice was timely, consistent, and accurate. And her fees are reasonable, especially given that she herself oversees all the work and keeps in contact with you personally.