Stephanie’s knowledge, honesty and professional advice was greatly appreciated. Her work was also always completed in a timely manner. We look forward to working with her in the future!
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.
Stephanie was so patient and kind. She explained things in plain language and helped us make important decisions about what would happen in a worst-case scenario. We are so appreciative of her help and guidance. Both Stephanie and Julie were a pleasure to work with.
Thank you for treating us with respect during this process. Estate planning is a sensitive task and can be overwhelming when you do not have knowledge of the process. You simplified and broke it down so it was manageable. We now have a sense of security knowing there is a plan in place. We also are relaxed knowing we can come back if questions arise.
Very friendly and thoroughly explained the hard to understand parts of my trust. They gave me thoughtful ways to change my previous trust.
You were so very professional. You were happy to protect my interest.
Stephanie was such a pleasure to work with. She is so knowledgeable. Her great personality made us feel at ease right away.
Personal, warm, not so legal-y that I felt like I didn’t understand what I was paying for / service / product I was receiving. Very pleasant and practical experience.
I appreciated their interest in my case, the friendliness of Stephanie and her staff and their professionalism.
I can’t say enough positive things about the performance I received from Stephanie Copp Martinez & her assistant Julie. I have no problem recommending them to family & friends, I know they will do a fine job.
Stephanie Martinez and her assistant, Julie Irvin, were both great. The work they did for us was very thorough and Stephanie had suggestions we had not thought of. One thing we really appreciated was the way they followed through on everything, especially calling and emailing in a timely manner and when they said they would.
Stephanie was absolutely as thorough and professional as I could hope for. The service was outstanding and I recommend her and the firm to my clients when they have that need. I was fortunate to have had my bank recommend her.
I like to thank The Estate Planner team for helping us through a difficult time when my wife was diagnosed with Alzheimer’s. We required legal help and The Estate Planner was recommended to us as lawyers specializing in elderly legal matters. After our first meeting, which lasted two hours, we knew we were talking to the right folks. They are very professional, knowledgeable and have navigated my family through the complexity of estate planning, power of attorneys, banking and much, much more.
My wife and I want to thank you for your help with our "will and testament". The service you provided was exemplary throughout. We will gladly recommend you to our friends and relatives.
I attended a networking event at which a panel (including Stephanie) shared the issues and challenges with finances, healthcare, legal protection, and decision-making as we face the future. I was so impressed with Stephanie's character and style as well as her competence on the subjects, that my husband and I met with her immediately. Soon thereafter, and without hesitation, we contracted with her to put many things in order. Unlike some legal experiences, there were no hidden costs, and the process was so easy. Stephanie and her team are amazingly supportive, and we now have much greater peace of mind.