“In addition to her technical skills, she is a good listener, very collaborative and has the ability to manage circumstances that could become volatile with grace and integrity.”
“Estate planning and trusts are typically a difficult and stressful experience, but Wendi Efflandt helped answer all of my questions, was quick to respond, highly professional and reasonably priced for the services I required.”
“She made the whole process really seamless and was happy to answer all of my many questions on the various documents and legal terminology to put together an estate plan I feel great about.”
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“We wanted to setup a trust rather than have a will, and they helped us through what should have been confusing for a layman, but they made it very straightforward.”
“Having witnessed several heartbreaking family relationship breakups due to the lack of having a will in place that stated clear, unambiguous intentions of a deceased family member, my wife and I were determined to make the division of our inherited p...”
“Before I had even committed to her services, Katy Lovett went above and beyond to research my case and provide as much information and support as possible so that I could make the best decisions for my family.”
Planning For Your Children, Special Needs Planning, Trust Administration
“We hadn't thought about them needing it even in their 20's without kids of their own, but Stephanie pointed out that once they're over 18 we can no longer automatically as their parents make medical decisions or even see their medical records without...”
“The prosecutor in my case was intent on sending me to prison for six (6) months with a felony conviction but thanks to the effort and hard work of Matt Shanks I served only 37 days in the Williamson County Jail (country club/spa) + no felony on my re...”
“He literally helped us from beginning to end with every small detail, explained things very thoroughly, and made sure we understood what our options were as well as the process for each option.”