We recently worked with Cyndy and her team on updating our will and estate planning and they were amazing. They were helpful, compassionate and supportive through the whole process which was not the case years back with a different firm. They truly made this an easy and painless process. I cannot thank them enough and thank you to Valencia for being the first to greet us and help us coordinate this. Wonderful experience and I would refer them to anyone I know.
My husband and I recently worked with Cyndy and her team to update our wills and all estate planning. She was amazing to work with; so kind, compassionate, and efficient! She had great suggestions without putting pressure of any kind. I highly recommend this firm for any and all estate planning, etc. Thank you Cyndy!
Cyndy was recommended to me several years ago when my late step-mother was in what turned out to be her final illness and it was clear that she and my then 95 year old father needed assistance, despite their protestations to the contrary. At that time, as it developed, there was not much legal work to be done, but Cyndy very generously referred me to several people and services who were able to assist me in putting in place the kind of support my folks needed since I live in the N.O. area and could not do the work personally. As I am also an attorney, she took the time to consider our issues and make referrals without charge as a matter of professional courtesy. Perhaps the fact we are both UNC-CH grads factored in and it surely gave us common interests that flavored our always pleasant conversations. However, my field of practice was (I'm now retired) not estate planning and I had no experience in it whatsoever, so her assistance was doubly appreciated. When my step-mother passed away, Cyndy assisted me in preparing and filing her small succession. Though it was a very simple matter, she was as attentive as if it had been a much more substantial affair. In 2021, my father passed away at age 97. His estate was a bit more complex, but still not a major matter. Alicia entered the picture for the first time. From my 45 years of practice, I know the value of a good paralegal assistant. IMHO, Alicia is excellent. Thanks to her and Cyndy, we were able to take care of Dad's affairs and wind up the estate quickly, economically and effeciently. Again, they attended to the matter as if it was of much greater magnitude. Throughout my years working with the firm, I have been impressed with their responsiveness and professionalism. I have noted the staff stability, which I believe is a reliable indicator of a good work environment and of professionalism. In short, the firm--especially Cyndy and Alicia--have earned my highest recommendation and my heartfelt appreciation.
My wife and I both worked with Perry to have our Wills and Powers of Attorney's updated. Perry was worked very efficiently and kept the costs in line with the expectations that were set early on in the process. Valancia/office manager was very friendly. We will definitely go back if and when we need to make any changes or updates. We are very satisfied with the experience, end to end, and the final product.
We recently worked with Tony Orsbon to create our Estate Planning documents. He walked us through the planning documents, explaining each one carefully and thoughtfully. We highly recommend this firm. We now have peace of mind. Thank you!
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