Client
My husband and I just completed our estate planning with Dana and it was an amazing experience. She was very patient and knowledgeable with all of our questions. Also, she was extremely flexible with our schedules and changes to our estate planning documents and gave us examples to help us make decisions. She made it a very personal interaction and we never felt rushed. She always had a smile on her face and wanted to make sure we understood everything all the time. We're thrilled that we were able to work with Dana to get our estate planning completed.