Client
Kathleen prepared the trust and estate documents for us (spouse and myself) in late 2024. The process was very smooth, from the initial contact to coordinating over phone calls and reviewing the documents over her online portal. She coordinated with us patiently to work through all our questions and preferences. So happy that we selected her to work on our documents. Thomas was very helpful as well in getting all of this completed for us. Highly recommend contacting Kathleen for getting this much needed requirement done.