Legacy Wealth Counsel

Melissa was amazing to worth with. She made a potentially daunting process fast and painless all while being exceedingly thorough and providing me with excellent support and guidance throughout the process. I wholeheartedly recommend her services.

We engaged Legacy Wealth Counsel to establish a living trust for my family and I. I worked with Melissa and she was wonderful. She was friendly, understanding and patient. She explained the process of what would take place so you're mentally prepared when you meet with her. She was thorough and answer many of my "what if" questions. While our case was not super complicated, many of our relatives live out of state and wanted to understand with better granularity what some of the processes would be. On the day we signed the trust, everything was well organized and expedient. I would highly recommend her and I would go back to her for further estate planning or other services.

Melissa worked with my husband and me to create an estate plan. Over multiple meetings, Melissa took the time to understand our goals and personal situations, asking lots of questions and giving us things to think about and discuss. Melissa laid out clearly what we needed to do each step of the way. After our final meeting, she gave us clear instructions and helpful documents for tasks we needed to complete on our own. She was patient and kind -- a real joy to work with. Highly recommend.

I worked with Melissa on my Trust and Living Will which she delivered with outstanding professionalism and responsiveness. She incredibly knowledgeable, promptly addressing all my questions, explained complex concepts clearly, and tailored the plan to my needs. Highly recommended without any hesitation!!

I recently made a living will trust with Melissa and can only say she was a pleasure to work with! Very knowledgeable and helpful,did not rush me through the process. I can recommend Legacy Wealth Counsel 100%,very happy with how it all went!