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We were very pleased with the services provided by both Stephanie Copp Martinez and Julie Irvin.  For context, as a CPA, my standards are very exacting and I tend to follow a very thorough process in vetting legal and financial matters.  We appreciated the due diligence and care exercised by Ms. Martinez in allowing us to customize our Trust documents, in listening to our wishes and desires, and in being patient with my internal vetting processes, all while carefully balancing our wishes and desires against the law and not allowing us to create unnecessary or burdensome hurdles for the Trustees.  Ms. Martinez was the right fit for our situation and my personality.  She knew when to challenge and to stand her ground and when to be flexible to achieve the desired objective.  Ms. Irvin was always responsive and attentive to our needs.  I highly recommend The Estate Planner.

 

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