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Google Reviews
7 months ago
Following the death of my lifelong partner, a colleague recommended I use Megan Wallace to settle the estate, which included multiple properties and brokerage accounts, some with and some without beneficiary status. She guided me through a complex process, patiently explaining the process and outcomes. I highly recommend her for estate planning and estate settlement. I also hired Megan to handle my estate planning, and, again, she was excellent at guiding me through the process of establishing a revocable trust, along with other critical documents such as a power of attorney, a medical power of attorney, and advance directives. I highly recommend Megan Wallace.
Guido R. Zanni
8 months ago
Wallace Law was the designated executor for the will and estate of a relative of mine. This was a somewhat complicated matter which required quite a bit of time, legal knowledge and expertise. Megan Wallace, and others in her firm, provided what was needed in a very efficient and professional way, all the time taking into account the feeling's and wishes of our relatives family members. In addition, she was very fair in billing for the time she spent on this matter. As a result, she has been chosen to handle the estates of other family members in the future
8 months ago
Megan Wallace was incredibly helpful throughout our process of establishing a trust. "Knowledgeable" doesn't come close to describing her expertise, and Megan also provided counsel to our investment advisor on how to transfer some of the assets into the trust. I can't recommend Wallace Law, LLC enough.
8 months ago
My husband and I had several things we wanted a living trust to do. Megan sat down with us and really listened to our goals and asked questions we hadn't even known we should think about. Through this process, she was able to develop a revocable trust that perfectly met our needs and goals. I confidently and enthusiastically recommend Wallace Law, LLC for legal advice and estate planning.
8 months ago
It was a pleasure to meet and work with Megan! In her efficient and caring manner she helped us set up our wills - never losing sight of what we had expressed as our ideas for such a “momentous” document - and always ready to join in smiles or even laughter. We can both HIGHLY recommend this lady!