- I used Kanoa Ostrem for my will. He made the process very straightforward and simple since he specializes in Estate Planning. I first tried using Legal Zoom and that was a disaster! Maybe it was fine, but since I didn't understand the implications of the questions I didn't feel very secure with what was generated. My visit to Kanoa took about an hour and viola, we have a will.
- Paracle Advisors have managed all of our financial planning for years. They coordinate all of our work with lawyers (estate planning, wills), accountants (tax) and more. They are a fee-only financial planner and work with many folks from Amazon, Microsoft, Expedia and other local companies.
Hi Liz - as you know we (www.Coldstream.com) work with our clients on all aspects of their personal and financial lives. Estate planning is one of the planning items we address - typically laying out all the options and then partnering with an estate planning attorney to execute. We have worked with Kanoa and many others. I think you would love Laura Hoexter from Helsell Fetterman
Steven A. Chayer
This crisis has lit a fire under Elizabeth's and my-you know what. We will be asking Tracy Codd to help us. We've known him for 10 plus years and he is a solid, reliable and skilled attorney, and very personable.