Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
Hello Heidi,
My name is Bill S. I am the youngest child of Tony and Ann S. We have never met, but from what I have seen and heard from my Dad, you have done some amazing things to help him. He has praised your efforts enormously to both me and my Brother Bob.
I wanted to reach out and send a quick note of appreciation for helping him through a very tough time. Although you may have not received much in the way of money for your work on this, (My Dad shared with me your bill), please know that you have made an enormous difference in our lives.
My Dad has been a “prisoner” in his house for a few years now, and the help that he has been able to get through your assistance, has been truly invaluable. I was down there last week and we had a few tough days. I am not sure what we have done without the assistance that you helped provide.
Thank you dearly for all you have done, you have truly been an angel for our family. God Bless You and your family!!!
~ Bill S.
First of all, congratulations on putting together such a well-thought-out and well-executed estate plan. We were very impressed with the work your law firm did, particularly the fact that they provided specific instructions for every single account and exactly how each one should be registered.
I have honestly never seen a law firm provide that level of detailed follow-through. With your permission, I would actually like to share a copy of those instructions with two estate planning firms that we work with in our area. Of course, we would completely black out your names and any personal information, but I think it is a terrific example of how this process should be handled….
...Again, congratulations on getting all of this completed. It is a very well-organized estate plan, and you should feel good about having it in place. You will hear from us as we work through our part of the process.
~ Excerpt from a client’s financial advisor in NY
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