Clear explanations(8)Knowledgeable(8)Professionalism(6)Organized documents(4)Thorough(4)Patient(4)Personalized care(3)Educational(3)Attention to detail(2)Compassionate approach(2)
About this business
Client Testimonials
Our experience was absolutely wonderful with Wynnie. We had a trust that we had built a decade ago and Wynnie greatly helped us in the entire process of simplifying it. The trust was way far from the way it should be, especially after having kids, moving across the country, and several changes in our end-of-life convictions. Wynnie walked us through the whole process and taught us as well. We had been very unclear as to why we had what we had in our documents, and Wynnie cleared up a lot of that mystery. Wynnie provided a great effort in pointing out what options we were missing and why we might want one choice over another. She proved to be very knowledgeable, helpful, and creating clean and clear documents. Give her a call! She is wonderful.
Estate Planning
Our family also chose to use Wynnie to finalize our estate planning documents. She took the time to explain everything to us so we were actually aware of what everything meant and helped us stay organized. She was flexible with us in working around our schedules and deadlines. We would recommend her to anyone who needs these types of services.
Customer Service Excellence
I would give 10 stars if I could! We recently had our family will and trust set up with Wynnie, and it was a smooth, reassuring experience. Wynnie is very knowledgeable and walked us through everything clearly, making sure we understood all the details. She was patient, professional, and thoughtful, which gave us a lot of confidence in the process.
Wynnie Johnson
Excellent customer service. Very knowledgeable and courteous. Highly recommend this firm for estate planning needs!