Linda is professional, kind, respectful, and efficient. I decided to meet with Linda after viewing the videos on her website. Her way of breaking things down, the clear explanations, and her straightforward manner on the videos was exactly what I appreciated throughout my working with her. Linda asked good and detailed questions, listened carefully, and presented options for planning my estate that afforded me greater clarity and depth of understanding. She broke things down, listed pros and cons, and offered options that suited my needs. I felt that Linda got to know me as a person in order to serve my interests as a client. I knew that I made the right decisions for my estate with Linda’s expertise and guidance, I never felt rushed, and know what my options are for the future. When I signed the documents, I knew that I understood the details of each page and they felt right for my situation. Part of the process is a review of the estate plan in three years with no additional cost, which in my situation allows me to take a few incremental steps. Linda followed up to be sure I had taken all the necessary steps to transfer my accounts to my trust, had received all the documents necessary from financial and government institutions, and to see if I had any additional questions. I offer Linda my highest recommendation.
Mon-Fri : 9:00am – 5:00pm