Wendi offered great advice at each step of the process and was very helpful in clearly explaining what each legal part meant so we could make the right decisions for our family. This was a great experience. I didn’t know we could have so much fun talking about death!
I have worked with attorneys in the past in my career as a paralegal. I have not ever experienced an attorney who provides the level of communication, caring and amount of time spent in tending to clients as Wendi has provided to us. I cannot recommend Wendi highly enough.
Wendi and staff are very well organized and knowledgeable in bringing all the data together so it is processed and understood. We spoke with other attorneys and are very happy to have found Wendi. My husband and I are relieved to now have peace of mind with having such a daunting task now taken care of.
Wendi takes something that could be stressful and emotional and turns it into an easy process that gives us peace of mind. Everything is very organized and simple to follow. Receiving an asset spreadsheet with specific instructions on how to retitle everything into our trust was a huge help, and being able to videotape ourselves at this point in time was a really neat extra touch. Wendi is really friendly and approachable, and we feel that we’ve taken a hugely positive step in protecting our family’s assets.
Attorney who handles a tricky topic deftly.
Wendi came to speak (for free) at my child’s preschool regarding a Living Trust and Living Will. It was something we always intended to “get around to” once life was less busy. After hearing her speak, we decided almost immediately to hire her and get the process going. She explained everything to us in detail, asked us the “hard” questions with a very personable approach, and we walked out of our meetings with peace of mind. We cannot recommend her highly enough.
Best Specialist for Creating and Maintaining a Trust.
It was my husband’s idea that we needed to establish a trust. After meeting with Wendi, I learned about how to protect ourselves and our son from disadvantageous tax situations and probate court. Making decisions for the trust made us address issues that we may have never discussed otherwise until it was too late. For example, we may not have dealt with powers of attorney or a living will until after we were already incapacitated. Wendi made a time-consuming process much easier to complete through her check-lists, templates, and clear instructions for every task. The binder she put together for us is so thorough and makes something overwhelmingly complicated possible to understand and follow. If I need to remember anything about what we did, I know it is in the binder!