Testimonials

“Lisa was excellent. She took the time to explain every step which gave me time to really process what I wanted in both my will and trust. I never felt rushed, and she helped me to understand all the details. I am very happy with the way she presented the will/trust in a binder which was very easy to follow and with all the instructions needed to manage my trust while I am still living and upon my death. I will not hesitate to use her services again.”
 
–M. Rodriguez  

“I can't say enough nice stuff about Lisa Graetz! 

I was managing my deceased father's trust, which was set up by another attorney. I was given no education on how to manage the trust or what my lawful duties were. It was an extremely stressful situation for me. Ms. Graetz set my mind at ease.  She handled my case with the utmost professionalism and dedication.  She was caring, understanding, and attentive to what I was going through.  Ms. Graetz communicated with me every step of the way, so there were no more surprises. She went beyond the call of duty, contacting out of state attorneys and tax experts.  I got the answers and the guidance I needed to deal with a trust that was created in another state. I was then able to fulfill my father's wishes.”

–L. Diaz

“Lisa did my will and living trust and I highly recommend her.  Lisa explained the procedure to me before we started and made suggestions about my options based on my situation.  Lisa was thorough and detailed from start to finish.  Lisa was very accommodating. She met with me in person more than once even after our initial meeting.  Lisa took great care of me and made executing the documents 100% hassle free, even with my heinous work schedule. She arranged the notary and the witnesses necessary to get the job done. and.........she made sure I understood what was taking place.  Lisa also followed up with me several times after the paperwork was completed to make sure that I understood my trust and how to transfer any remaining assets into the trust.

I am delighted with Lisa's service.”

–B. Dinneen

“I had been talking about creating a Living Trust for quite some time but kept putting it on the back burner because I thought it was going to be a daunting and time consuming process. 
Then I contacted Lisa Graetz and before I knew it, I was done.  Lisa took extra care to make sure there wasn’t a question left unanswered.  She made things easier than I imagined, including meeting with me in the convenience of my own home. “ 

–Andrea K.

“When my wife and I were preparing to welcome our second child I began to understand, more than ever, the importance of creating a Living Trust so I contacted Lisa Graetz.  She was professional, very thorough, knowledgeable and easy to talk to. I am very pleased with the final product as well as how it was organized and presented. I would give her the highest recommendation to anyone looking to create a Living Trust. In fact, I already have.”

–Paul K.