
I've been putting off making a trust and will for a long time but after hearing from Kristina, at the complimentary, first session, how a trust will make inheritance go more smoothly for my wife, kids, and grandkids, I am so glad I had her create our trust and other important documents. Kristina is so well organized and personable that she made it easier than I thought it would be to make a trust. She was able to answer all of my questions about inheritance and informed me about things I needed to know that I didn't even know that I didn't know, such as scenarios if a beneficiary dies or remarries. She helped us make a trust that will always make sure our wishes for beneficiaries are followed. The cost and peace of mind by creating the trust far outweighs the cost of making it. As the...
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Sentiment Analysis
She allowed me to share family history with her and I am secure in the fact my family will establish a relationship with Kristina during my lifetime that will help them later.
Kristina knows the law and alerted us to may advantages and pitfalls we might encounter further down the line.
This is something that had been on our to do list forever and we are so glad that we had Kristina to guide us.
Highly recommend to all who need to offload the burden of estate planning - Kristina met all my demands and delivered exceptional service .
She made the task of securing a will & trust feel easy to us as the customer, with her team doing all of the heavy lifting behind the scenes!
She made it really easy and gave us a peace of mind.
Kristina also went above and beyond to have her team come meet us at our home since it is a bit of a distance for us to travel to her office.
She is also super people centric and made sure we were understanding of our agreement and transactions.
She listened to every concern that we had and provided caring guidance helping us navigate the issues as she updated our documents.
She displayed her professionalism at every turn and I look forward to continuing our business relationship as our needs change.
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