Randy Phillips

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...

Joseph Robles

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...