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I cannot express how eternally grateful our family is with Julie–we could not be happier with her…Julie is a godsend.

I was overwhelmed in the confusion when my Mother fell ill, and I was in a panic in the attempt of assuring my Mother’s assets were properly managed as they were of paramount importance to her.

Julie made a weekend accomodation and walked us through the process with great attention, assurance, and patience while sitting besides my Mother in her hospital bed.

Julie was fully engaged and made sure our concerns were addressed thoroughly while offering relief that we were in good and compassionate hands.

Additionally, her assistant Maureen was such an excellent, valuable secondary resource–Maureen was always available to answer ancillary questions, and just warmly engaging.

We highly recommend Julie and her practice without hesitation, as the entire process was diligently professional and, importantly, brought a comforting peace of mind.

My mother asked Julie and team to update her Trust which had been pieced together (the original had been lost) + make some trustee changes. As Trustee for mom’s Trust, the final copy was outstanding, service was over the top as my mother is in a home and signed docs in her room, turned the docs in 2 weeks. We found her very professional, personable, methodical, and clearly knows her stuff. I highly recommend her.