The Estate Planner
We were very pleased with the services provided by both Stephanie Copp Martinez and Julie Irvin. For context, as a CPA, my standards are very exacting and I tend to follow a very thorough process in vetting legal and financial matters. We appreciated the due diligence and care exercised by Ms. Martinez in allowing us to customize our Trust documents, in listening to our wishes and desires, and in being patient with my internal vetting processes, all while carefully balancing our wishes and desires against the law and not allowing us to create unnecessary or burdensome hurdles for the Trustees. Ms. Martinez was the right fit for our situation and my personality. She knew when to challenge and to stand her ground and when to be flexible to achieve the desired objective. Ms. Irvin was...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Trust Administration & Probate
- Elder Law
- Special Needs Planning
Sentiment Analysis
Efficient, thorough, welcoming: Stephanie has a compassionate, caring nature that immediately put us at ease and helped to make the estate planning process much less daunting.
You will be delighted with their attention to detail, caring nature, and efficacy while bringing you comfort in knowing that your heirs will be provided for perfectly and in accordance with your intentions.
Stephanie has a way of giving an explanation in words that are understandable without using attorney language.
Stephanie and her team were knowledgeable and most helpful in getting our estate plan in place.
She listened attentively, made thoughtful suggestions, and made the process go smoothly.
We just completed the process using the group at The Estate Planner, LLC and it was worth the time and effort
All of our questions and concerns were answered and our finished will was presented in a manner that was easy to understand and available in a timely manner.
After more than 8 years of delaying the decision, we chose Stephanie Martinez because we felt she had the qualifications and ability to execute ALL aspects of our unique needs.
Covered all the bases efficiently.
The Estate Planner did a great job of explaining the options available for estate planning.
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