Testimonials

Carol

Thanks so much for helping me navigate this complex and unfamiliar territory after my husband's death. I am grateful for your knowledge, wisdom and caring for me and my girls. 

Jefrey

It was very nice meeting you today. I was extremely impressed by your knowledge and your professionalism. You're a great listener who also offers clear, logical, and reasonable feedback. But, just as important to me, I appreciate your spirit and energy. I can tell this isn't only a "job" for you, but that you genuinely like helping people. I am positive that I made the right selection.

Laura

Bill, Thank you so much for refering us to Shannon Vogt. She is a delightful person, not to mention her attention to details and optimizing our estate documents. We can't imagine anyone doing a more complete and concise job! She's a pleasure to work with. 

 

Liz

You gave me peace... I have so much agony over all I went through and disdain of lawyers who set me up for failure, I might have been prickly.... you responded with kindness, professionalism and warmth.

Dennis

We are so pleased with the results of your efforts in updating our documents that were in dire condition. We feel much more comfortable now that we are leaving our sons with the information they will need down the road.

Susan

Thank you for all that you did to help me with my trust. I feel very good that it was all in your capable, competent, and caring hands. It is a relief that it is all organized and in one place. I will be recommending you to my friends and family.