Patricia made a very emotional process for our family feel easy, thorough and supported. She’s a lovely, warm and down-to-earth pro at what she does and answers all of our questions with clarity and care, never making us feel judged in any way. Her expertise, patience and guidance allowed us to consider possibilities about our son’s future and advanced life planning that would have been overlooked, which resulted in a more thoughtful and intentional estate plan than we expected. She truly lives up to her brand, ‘estate planning with heart’ — we felt her genuine care and presence throughout the engagement. It was especially convenient (and safe) to be able to get it done 100% virtually, given that our family was apart in different locations for a period of time during this pandemic year. We highly recommend working with Patricia!
