Core details are sourced from this business's Google Business Profile (checked 2026-09-02). Website-sourced details were fetched 2026-08-10.
Most clients praise the firm's knowledge, clear communication, and calm handling of what many find stressful. Staff members including Christine are described as friendly, knowledgeable, and attentive to questions. Reviewers consistently mention transparent pricing and thorough document preparation that gives families confidence in their estate plans.
One intake contact proved difficult for an out-of-state family seeking help with aging parents' documents. This stands as the only clear complaint in the recent reviews and differs sharply from the firm's broader reputation for professionalism and ease of working with staff.
Eight of nine reviews praise Sandra Knox for professionalism, thoroughness, and clear communication on real estate closings and property deals. One recent complaint reports repeated calls and emails went unanswered on a time-sensitive matter. Review detail is limited for the special needs planning and estate planning services this firm lists.
Five-star reviewers praise smooth closings and staff friendliness; one calls a Cheri a skilled advocate for buyers. One-star and two-star complaints centre on unreturned calls, delayed paperwork, missing title searches, and reluctance to review closing disclosures before signing. The firm shows wide variance in execution.
One reviewer praised the firm's knowledge and willingness to present multiple options during their consultation. Review evidence is limited.
Last updated 2026-09-02