Testimonial 3

Like most people, the idea of thinking about estate planning isn’t one that makes me spring into action. However, knowing how important it is to have one’s “affairs in order,” I sought the services of Nicole James to help me take care of this crucial task.

I am so glad I did!

Nicole customizes each plan to meet each individual client’s specific circumstances. Her thoughtful, caring, and compassionate approach is just what I needed. She asked pertinent questions and listened carefully to my answers. She answered my questions and explained legalese in such a way that I understood.

I felt heard and valued as a client. Her guidance helped me make informed decisions that I feel good about. 

I highly recommend Nicole as your estate planner.