"Many people procrastinate when it comes to getting their affairs in order, especially estate planning. This is an important task. Planning now will give you peace of mind and ensure your loved ones can carry out your wishes with the least amount of stress and complication."
We were referred to Christine by one of our financial planners after we expressed concern over the updating our current wills. Having been through the process once before we were aware of how time consuming this can be. As well, as one’s financial and personal situations change, review is necessary, and changes often need to be made. This was our case.
Upon contacting Christine and spending time with her for an initial consultation, we immediately knew we had found the right person to help us. Christine simplified the process through her approach. She was extremely thorough, knowledgeable and gave us a real sense of comfort. She is well connected with other professionals needed to get estate planning done. What really sets her apart, is her dedication to delivering in a timely fashion, she is amazing to work with! She is experienced, concise and very attentive to detail. The approach she has developed for planning make it easy and nothing is over-looked.
If you are looking for someone who genuinely cares about helping you in an efficient and detailed fashion, we highly recommend working with Christine through Trusted Legacy.
Carol & Richard