Address and Contact Information
Address: 233 Needham St #500, Newton, MA 02464
Phone: (617) 420-5100
Website: http://www.trustsandestateplanning.com/
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Reviews
Daniel Nova Estepan
Positive: Professionalism, Quality, Responsiveness, ValueWorking with Loren was an absolute pleasure. I was new to setting up a will and had only a minimal understanding of what to do. She took the time to speak with me, understand my needs, and help me identify the best path forward. I couldn’t be happier with the process and outcome! She was a pleasure to work with and I would and will choose her all over again to help me. I started working with her before the pandemic started and the transition was seamless. We met in person initially, then discussed offline, and went through revision of the documents. Her responses were always timely and clear and when the time came to complete the documents, she took great care in helping me and proper precautions with social distancing and exposure for the final signature. Would highly recommend her based on my experience.Working with Loren was an absolute pleasure. I was new to setting up a will and had only a minimal understanding of what to do. She took the time to speak with me, understand my needs, and help me identify the best path forward. I couldn’t …More
Working with Loren was an absolute pleasure. I was new to setting up a will and had only a minimal understanding of what to do. She took the time to speak with me, understand my needs, and help me identify the best path forward. I couldn’t be happier with the process and outcome! She was a pleasure to work with and I would and will choose her all over again to help me. I started working with her before the pandemic started and the transition was seamless. We met in person initially, then discussed offline, and went through revision of the documents. Her responses were always timely and clear and when the time came to complete the documents, she took great care in helping me and proper precautions with social distancing and exposure for the final signature. Would highly recommend her based on my experience.