I was hoping for efficiency, good service and answers to all my estate planning questions. I received all that, and more! Julie didn’t just write me a trust, she took the time to make sure I actually understood what it said. The office atmosphere is very friendly and Julie’s demeanor is very down-to-earth. I was glad I attended one of Julie’s estate planning workshops before I began the planning process. It made everything so much easier to understand.
— Medicaid & VA Irrevocable Trust Client