Our clients tell you why things are A-OK!

(It’s what keeps us in business!)

Survivorship Planning
“Kristi facilitated a positive planning experience through her personal and caring touch in researching and documenting our personal information.   She has made us feel that our life, what we have built, is important and educated us on the parts of planning that often fall through the cracks.   The planning has given us peace of mind regarding our estate and made us aware of what’s important.”
Betty M. and John A., Business Owners, Thorndale, TX

Survivorship Planning
“While I was quite convinced that I had the knowledge, the ability and the gumption to put together the information that my survivors would need, I was quite surprised that I had none of these.   Kristi showed me what I needed, when I needed to get it done (during a transitional period), and how I needed to do it.   Without Kristi’s help, I would still be without an organized plan, and still planning to make one.    I found her service indispensable!”
Lila N. – Executive – Austin, TX

Survivorship Planning
“Kristi guided us through areas that we were very naive about.   She exposed us to the complexities of estate planning and provided an effective strategy to manage those complexities.   Our plan is now something we feel we can manage should something happen to one of us.”
Tom and Elizabeth S. -  Austin, TX

Executor Assistance
“My mother passed away unexpectedly.  She had almost everything in order; however, even with all the preparation,  there was an overwhelming amount of work to be done.  If it had not been for Kristi, I truly believe we would have missed important documents and steps in the process.  I know from an emotional standpoint you are not in the frame of mind to deal with financial and legal paperwork.  Kristi was able to come in and organize everything, which allowed us to follow a project sheet she designed and see what had to be taken care of and when.  She gave us the peace of mind knowing exactly what my father would be living on, she helped in the logistics of selling the house and manage all paperwork, phone calls, etc.  Death is not something we are taught to handle.  Kristi’s services alleviated a lot of chaos during a traumatic time.”
Rebecca S. – Northern New Mexico

Survivorship Planning
“Getting my survivorship plan completed has given me a new sense of order in my life.   I wanted to reduce stress on my family and protect them from conflict that can result from a lack of planning.  I wanted to take care of my private practice so that my clients would be taken care of in a respectful manner.    Kristi made the process of dealing with these emotionally laden issues very calming and manageable.   I trust her completely to take charge and guide people in dealing with the very sensitive topic.”
Amy P.,  Psychotherapist - Austin, TX

Executor Assistance
Ralph’s wife passed away suddenly in October 2006.   He was retired and she was working full time for the federal government.   His wife was also the  keeper of all their financial affairs.  This made it even more difficult for the family even though she had a current will in place.   See Ralph’s video where he describes the impact this had on his life after his wife passed away.