Trustworthy

My husband and I, both quite senior, needed an estate planner. Linda’s expertise and the time spent over several meetings to explain intricacies were much appreciated. She was especially helpful in sorting out our complicated beneficiaries situation. And she made sure we secured our documents by giving us a year’s subscription to DocuBank. Once the plan was completed, and we’d paid her reasonable fee, I phoned several times for advice, which she gave pro bono. Her assistant, Amanda, also was most helpful throughout the process.

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