Thorough, Thoughtful, and Friendly
I’ve had the pleasure to know Michelle for the past four years. She is dedicated to her clients and her work. As a gift planning officer, I am grateful that Michelle takes the time to explore charitable planning techniques with her clients when they’ve expressed a desire to make a charitable gift as part of their estate plan. She is thorough, thoughtful, and friendly—a great combination for an effective elder law and estate planning attorney.
Michelle has prepared estate planning documents for some of my clients and has always done an excellent job. The clients have also been pleased with her and her wor product.
I hired Michelle to review my existing estate plan to ensure it adheres to existing and new Arizona laws. She provided in easy to understand terms on the areas of improvements to my existing estate in order to maximize the benefits for my retirement. She guided me through what is often a very arduous process in one of the most effective manners I have experienced. Her knowledge as it relates to the current laws ensured there were no mistakes and all potential loophole challenges would be closed. I would recommend Michelle to anyone seeking to have their estate plan evaluated or a new one created. Job well done Michelle.
A true community resource!
This is not a case-specific post but is a clear “shout out” to Michelle for her vast knowledge of community resources and her willingness to share them with her clients and with her community. She is a strong advocate for those she serves and is sought after as a community volunteer. All of this goes way above and beyond expectations!
Michelle and her associates completed all of my Will and Living Trust document preparation. She and her team we very professional and very thorough during the entire process. My financial advisor also reviewed the documents and said it was one of the best prepared he had seen. I definitely recommend her.
Absolutely Understanding, Compassionate and Professional!!!
I needed updates to my will and POAs as I have recently found out my lifespan is questionable. I am sure you realize how much this can encompass. My concern is totally for my daughter and help after my demise, since I am her only living parent. Michelle has helped me organize my priorities, updated my POAs and will, and I believe most important – shows such compassion and caring for my endeavor. When you have an attorney that you know will be there to counsel and help your loved ones in their grieving times with understanding and compassion, that tops everything in my book! I also want to mention that when I needed the POAs (and I had a short window of a few days) Michelle and her staff were on top of everything and at a whirlwind pace. Within 2 days (2 days!) I had all needed copies for my daughter, hospital and whoever depending on the outcome.
I was recommended to Michelle and let me tell you, I am so happy I found her and her wonderful staff. She knows the answers immediately and how to deal with them – no hesitation! I loved working with her!
Excellent Service and Compassion!
Michelle and her team were great in explaining and preparing legal documents for my twin sister who is facing some serious health issues and we wanted to get everything in order so she could receive the best care going forward and her wishes were carried out. Thanks to the entire team who showed such compassion and care for my sister and explaining things in a language we could easily understand. I am very happy with the service we received and would highly recommend Michelle, her team and the firm.
Absolutely the Best!
We hired Michelle and her team to evaluate two estates. She and her team invested the time to fully understand our current situation, along with the detail of our desires if/when we should pass away.
Since we are not married, this added some complexity because we wanted to create the necessary legal documents to flow as though we were married. Michelle asked all of the appropriate questions to get this done through wills, trusts, and various power of attorney documents.
I would highly recommend Michelle for any estate planning and probate related challenges. She will get it done!
My husband and I didn’t know what to do or expect out of estate planning, and Michelle made if very clear cut and simple to understand. We were unaware how important POA’s are, and are grateful for Michelle’s professionalism and patience through our signing.
Great Estate Planning Help in a Difficult Situation
We needed help with updates to estate planning documents (will, living will, POAs) due to a challenging family situation. Michelle was amazing – she listened, asked clarifying questions, and provided information in a respectful manner, making sure that my mother in law fully understood her options. She took the time to make her feel comfortable, and she focused on her concerns. I also really appreciated that Michelle clearly explained when a trust is needed or not – my mother in law had received some guidance previously that might have led to an unnecessary expense – Michelle provided the information in a manner that gave her the understanding she did not have previously, enabling her to make her own decision on good facts. The whole process was efficient and straight forward, and Michelle provided a clear list of instructions that needed to be completed outside of the office. They also offered a service to take care of those, had my mother in law not felt comfortable following up on her own. I would not hesitate to hire Michelle again.