Theresa Clancy Law
If so, you are not alone. In fact you are like most Americans! More than 50% of Americans do not have an estate plan. Unfortunately, many of us WANT to create a will, but only remember about it when we are about to take a vacation, board an airplane or go into surgery. Don't let this be you any longer.
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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!
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Sentiment Analysis
She was extremely knowledgeable, patient, & quick to respond to questions we had - just so very willing to make our estate planning comfortable, & easy to understand.
We really enjoyed working with Theresa Clancy.
In the end, we have a very logical and well executed series of documents and, most importantly, a list of steps for each of us to follow as well as detailed directions for our successors.
Terry was fantastic to work with, explaining each step of the process in detail and helping us navigate the particular nuances of our planning situation.
She is extremely knowledgeable and affordable if you are looking for estate planning.
Perhaps it was our 52nd wedding anniversary that prompted us to think that we should put together our estate plan before too many more anniversaries slipped by.
The final product I received is a beautiful portfolio with all my paperwork and a flash drive copy of everything as well.
We finally called Theresa and she helped us get it done in short order with a professional and organized approach.
She thoroughly explains everything and has a very streamlined process to bring her clients through the complexities of the process with the greatest ease.
Her services were prompt and very through; especially in the creation of a binder with specific tabs and instructions to make navigation easier for trustees and successor agents.
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