We’re proud of the service we provide our clients, and are always happy to receive your feedback. Take a look at what our past clients have to say about our services:

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Professional, organized, helpful. You are all fantastic! Compassionate and attentive to all of my needs. Thank you!


Lori’s ability to facilitate conversations around difficult topics made our experience both productive and enjoyable. We are confident our desires will be carried out because of her help and expertise.


The care and focus of the estate planning was always motivated by the ‘why’. ‘Why is this important to you?’ That is special and maintains the clearest of goals for the future.


You guys know what you’re doing! What a beautiful, magical, meaningful & yes FUN process you’ve guided us on. We deeply appreciate all your grace, wisdom, and care.

M & J M

Lori and her team are amazing at what they do. Focused on estate planning whether someone is looking for simple or complex planning. Myself and another advisor In SW Washington with NYL have both entrusted her with our clients and personal planning. You won’t find a more trustworthy and competent attorney if you should need to connect her with your clients.


Lori and the team are wonderful to work with!