A Personal Story Regarding One Of My Clients


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Aug 06, 2019

I recently received one of the nicest compliments...

Decades ago I represented a couple on the purchase of their first home and then their first Wills and Vital Documents package.  At the time, I visited the husband in the hospital to get closing documents.

He was so impressed with that visit that he recently came back for my services and relayed the memory and the impact it had on him.  He said that is why he wouldn't go anywhere else!

Their eldest daughter just turned 18 and they not only want to update their own Wills and Health Care Proxy (HCP), but they also want to get a HCP for their daughter so that they as parents could still be be entitled to information with regard to her healthcare despite HIPAA regulations (an important issue for parents with college age children).

Knowing that I made a difference in my client’s life so many years ago, and having the opportunity to not only help them again, but now their daughter…it’s a reminder of how much I love what I do!

I look forward to continuing to provide that same, high level of concierge service to both my existing and new clients.