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Google Reviews
a month ago
Katherine blew off my cousin for three months, while my Uncle was in cold storage, waiting to get legal documents. She didn't answer emails or voicemails and only responded to setting up an appointment when my cousin showed up in person demanding an appointment, at which time she was treated disrespectfully. During then in person meeting, Katherine could not answer basic questions and instead deflected by talking about her personal struggles that were not relevant. She then tried to pass us off to her friend attorney who has an exorbitant hourly rate. No stars. Do not recommend.
a month ago
We had a wonderful experience during the entire trust planning process. Everything was explained very well and they had transparent pricing. Only reason we are giving a 4 instead of the 5 is that we had a little problem with getting copies of paperwork and slow response to emails. Otherwise it was a great!
3 months ago
Katherine Parmer and her associates have done an outstanding job in establishing my trust. All have worked to create a document that is understandable and through. Thank you. TLH.
4 months ago
My wife and I are so pleased with how smoothly the trust creation went. Katherine explained everything thoroughly and helped us feel at ease. Very happy with the outcome.
5 months ago
I give the place 5 stars. They have made our estate planning easy . They are timely and have great payment plans. They make sure you understand and even offer their services for trustees when the time comes. I highly recommend them. It’s been a pleasure working with Katherine and the rest of the staff.