Client
In March 2023 Rebecca helped us setup an estate plan for my elderly parents. She was very professional and helped walk my parents step by step through the process and get the appropriate revocable Trust, Will, POA and Medical Directive setup and notarized (all done at my parents home which was a great blessing given health issues). Also importantly after notarizing the Will/Trust, she made sure the real estate was transferred to the Trust and gave detailed instructions on how to transfer the other assets to the Trust. Ultimately when my parents passed, the whole process of managing their estate has been straightforward due to the plan she helped us put in place. I would recommend her for estate planning needs.