estate plannning questionnaire

"Kelsey Raymond helped us set up our family estate planning documents.  She was easy to work with and met with us at our house, which was very convenient."

"Kelsey did a great job helping us to understand why we needed a trust and why a will was not enough.  She also helped us make the right decisions as far as naming guardians for our children."

"Kelsey did a great job helping my elderly father update my parents trust. She made sure that he understood all of the documents and took into consideration future planning regarding my parents wishes."

"Thank you so much, Kelsey, for helping my husband and I set up our trust and will. It has been so easy to update and change the documents as our lives have changed."