TESTIMONIALS

What Our Clients Have to Say

We love what we do.  We believe in building long-term relationships with our clients and providing the support they need when they need it.

Overall, a fantastic experience!

Tara was so great to work with! She took time to understand our family and needs, clearly explained our options, and helped us think through our decisions. We were able to schedule appointments and review drafts at our own convenience, and her flexible hours were perfect for us as two working parents. The process was quick and easy – from the day we initially reached out to her to the day we signed our documents was just two months (including a holiday season) and Tara was responsive, helpful, and supportive throughout. Overall, a fantastic experience!

Ilana

Amazing to work with!

Tara was awesome from start to finish. She broke everything down step by step and helped make the whole process seamless. I have already told several people how amazing she is to work with. Thanks Tara!

Casey

Top notch and highly knowledgeable.

Tara is top notch! Highly knowledgeable about the law, fast response time, and the work product was impeccable. She is super nice, too! I will be telling my family and friends to contact her.

Meg

So easy to work with.

Love Tara! She did our wills and trusts. She is so easy to work with (pretty sure I was nursing a child during our meeting one time), affordable and very knowledgeable. Highly recommend!

Rachel

Worked around our busy schedule.

We had an excellent experience with Tara. When we found out we were having a baby, we vaguely knew that we needed wills but didn’t know all our options. Tara explained will and trust arrangements in a clear and concise way. We realized a trust would help protect our family too. Tara was easy to work with, using a mix of calls, e-mails, and a meeting to work around our busy schedule. We felt she understood our needs and would recommend her to any new families.

Joshua

Listened to our thoughts and concerns.

Tara was wonderful to work with! She made the entire process so simple and straightforward. She really put us at ease and helped explain everything in a way that made sense to us! Tara walked us through different options, listened to our thoughts and concerns, and was great at answering all of our questions! She was very responsive and made sure we had everything we needed every step of the way! I could not recommend her more – this was something we put off for way too long because we didn’t know where to begin and it just seemed so daunting. Tara made it SO easy! Her appointment booking system was amazing too, everything is online and super simple!

Katie

A “family first” view.

We highly recommend Tara to assist families through the process of establishing wills and trusts. She has a “family first” view related to how she works – with evening (post-bedtime” conference calls) and even allowing us to bring our kids to sign formal documents. She’s honestly everything you’d want from someone advising families through this process – especially mine which had very little familiarity with it to begin with. And now we have some peace of mind for our family!

Caroline

The process was easy and efficient.

Tara is the best! While not something my husband and I wanted to think about, it was important to us to have a plan and the right documents in place for the well-being of our kids should the unimaginable happen, and Tara made the process easy and efficient. I highly recommend her firm, Trust!

Lauren

Understands the needs of parents.

Tara is extremely knowledgeable and family friendly! She makes the process easy for her clients with her flexibility and understanding the needs of parents. Kids are welcome, mostly everything can be done over the phone at times that are convenient for families.

Sarah

Questions?

LET’S SETUP A FREE CONSULTATION

Trust’s goal is to make estate planning accessible and easy for families. We can do most of our meetings over the phone (during nap time or after bedtime or on the weekends), we charge a flat fee, and children are always welcome to join us when we meet to finalize your documents.