Testimonials from recent clients
“We needed a family trust. Loulena had performed all the work for my parent's family trust years ago and so we knew she would be perfect for the job. The process was smooth. Loulena was professional, knowledgeable and very patient with us. We needed all the help we could get and felt comfortable with the completed work! I highly recommend Loulena’s firm!”
— Dean B.
“A will and living trust is a daunting task but necessary. One aspect that can make it less daunting is working with Loulena. She walked me through all details and explained what everything meant. She helped me with obtaining necessary documents and was always efficient and timely. She was pleasant and calming. I highly recommend Loulena if you want a positive experience. Now I can rest easy knowing these documents are completed.” - Joyce J.
“Creating a living trust is one of those tasks that most people put off because it feels daunting and, frankly, a little scary. Loulena has a rare ability to take what seems overwhelming and turn it into a process that feels clear, approachable, and even empowering. She guided me through some of life’s hardest questions with both professionalism and genuine compassion, giving me confidence in every decision. Thanks to her clarity and care, something I had dreaded became an experience I’m truly grateful for.”
— Kathleen B.
“Since 2019, Loulena has not only helped us with our estate planning and trust administration but has also helped us to resolve unexpected fees from a 3rd party. She is personable and is always patient. Loulena does not push or rush her client into completing a trust. What we appreciate about Loulena is she kept us informed of the approximate cost of our trust and her statements provide a clear explanation of her billable time. Loulena has helped me with two trusts. The first one was for myself when I was single, and the second one was for my husband and me. She has invested in a legal practice platform that can be easily accessed by clients to either securely communicate with her or to allow her clients to securely view documents that she has uploaded. We are confident that Loulena genuinely cares about our needs and desires regarding our estate planning.”
— Ali T.