My wife and I had been putting off creating a trust for years. What could be more tedious, right? When we finally decided that LegalZoom might not cover everything we need, I asked my financial planner for a recommendation for a lawyer. He recommended the Fenelli Law Firm, and I am glad he did.
Kari and Tom Welch met with us at our get together meeting. We were instantly put at ease and found them both to be personable, open, straight-talking, and actually fun. It didn’t seem like a business meeting at all, even though they were very professional. In two more short meetings with Kari (with a few emails along the way), our trust, two new wills, two medical directives and two financial directives were complete. She thought of many things that we had never considered, told us all of our options in language that we could understand and gave good advice without pressuring us. It was clear to us that she wanted to meet our needs, not tell us what we should do. All of this in about two weeks, and for what I thought was a very reasonable price.
I was quite surprised that this turned out to be such a pleasant experience for my wife and I. I am very pleased with the end result. Not only did Kari make the process very easy, we learned a lot along the way. Both my wife and I ended up feeling proud of the life and estate we have created. That was an unexpected plus. Also, I now have a lawyer that I will continue to trust to help us out in the future.