Client Success Stories
"As a mother, Thea is relentless in her pursuit to protect children should the "unthinkable" occur. She is incredibly knowledgeable about the law and how best to protect your family, but more importantly she knows how to have the hard discussions and ask the difficult questions without ever making you feel awkward."
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“Any competent estate lawyer can dot the i's and cross the t's, but we liked Thea's emphasis on children being the first and most important priority should something happen to us. The value of Thea’s services versus other estate planners that we interviewed is unparalleled. We would highly recommend her to any of our family members and friends.”
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| “Although my husband and I are both attorneys, we definitely appreciated the way Thea broke the seemingly daunting estate planning process down into accessible terms. Thea always made us feel like we were her most important clients.
We greatly appreciated the special touches that Thea offers that other estate planners don’t, such as transferring our assets into our new family trust and creating a recording of our hopes and dreams for our children. There were tears involved, but it was such a good exercise and I am so glad that we did it. It was good for our marriage too. After researching various estate planners, I really felt that Thea was worth the money and we were happy with the project from start to finish.”
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“Thea’s service is fantastic because it's geared towards parents. I loved our experience because everyone in the firm treats you like a friend.
I also loved the tool that enabled us to capture the intangible wealth that we’d like to pass to our sons: the "Priceless Conversation." Not only is it an amazing way to touch your family, it is incredibly thought-provoking and reflective. It was very emotional to talk about our thoughts and dreams for our children and made us realize how amazing it is to be a parent, bringing us closer as a family. I felt great getting the wonderful piece of mind that comes with completing an estate plan that fully protects our kids.”
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“Thea truly helped me and my family, and I'm forever grateful for the peace of mind. I will continue to advise any and all young families to act now, rather than later, based on my own experience and the chaos I've seen others endure when a will is not in place, and firmly in place, with a strong and moral attorney at the helm. Thea, keep on doing the work that must be done to protect the most vulnerable and most beloved in this grandmother's heart. “
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“We were very impressed with Thea’s expertise in child protection and the extra steps she takes to make sure her clients are prepared for the worst case scenarios.
Most of the other law firms we had heard about did not go that extra mile - making sure the trust is funded, prompting a review of your plan every three years and recording instructions for your guardians about how you would want your children raised.”
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“Thea has wonderful energy and commitment to her practice and at the same time is a woman who honors her role as a mother. Thea turned what could have been a very heavy and heart-wrenching project into an exercise of love and satisfaction.”
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“Thanks Thea – your firm has a huge heart and it’s clear you are passionate about serving your clients so they can be protected during their lives and after they’re gone. We felt confident that everything would be done flawlessly, and it was!”
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“We are able to sleep so much better knowing that if the unthinkable were to happen, our guardians will understand how we want our precious child raised not only financially, but emotionally as well. Thank you, Thea and Staff for peace of mind. You truly understand your jobs and our worries as parents. “
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“Our stock broker, who has been in the business for 30 years, told us that Thea had the most thorough and understandable paperwork he has ever seen!”
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| “From the first, we felt privileged to be guided by Thea personally through the very detailed, well thought-out and comprehensive plan.
Thea and her staff combine the highest level of professional expertise and conduct with wonderfully warm personalities. They go the extra mile, always with unflappable graciousness and patience. We will unequivocally recommend Thea to everyone we know.”
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“Thea is a relationship-based attorney who focuses on helping you manage and protect your estate as your cycle through life's phases, including the death of extended family. Thea helped us manage and settle our parent's estates in a way that was thoughtful and sensitive.
It is not often that I look forward to meeting with a lawyer. Thea is the exception. I feel like we are meeting with a trusted advisor who has our best interests in mind. How refreshing.”
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| “I was referred to Thea by my financial advisor and found her to be very approachable, personable, and sensitive to my goals and concerns. Thea’s attention to detail instilled confidence and great comfort of protection. Her inclusion of my financial advisors and accountant in my planning made me feel confident that my assets would be well-protected.
Now my team is aware of the big picture of my estate and goals of preserving wealth, charitable giving, and financial security for my family. I am so happy I met Thea and appreciate all she does!”
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“Thea's charming and very approachable personality could be the only reason to work with her, but there were many other reasons we chose her: the Parent's Protection Plan, the letters that are sent to family members and friends letting them know of their respective responsibilities in regard to our plan and the Priceless Conversation.
We didn't realize at first how wonderful the Priceless Conversation would be in being able to record our feelings about our children and what they should know if we were not around to tell them. Not only did we cry during the recording of these sweet thoughts but it made us appreciate that much more why it was that we were doing all of this in the first place.”
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“Thea’s overall approach and practice is particularly attractive because she understands the issues parents with small children face.”
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“Thea is more than just an attorney. We feel her warmth and appreciate her passion for what she does. Working with her we know we’ve come up with the best solution.”
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| “I knew the minute I met Thea that she was just what we needed – she is so warm and so real. I feel like she is our friend.
The benefits of working with Thea? I can't talk this up enough: being able to download everything and have Thea and her team do the rest, feeling a great connection with Thea as a person, having her explain everything so you understand the choices you’re making, and finally knowing she has left nothing to chance. I feel so relieved that we have taken care of this important task and the money was so worth spending. Her fee is just pennies on the dollar for the benefit she provides. The amount of work that goes into her plans is huge and I feel like we got a great bargain!!! I would and have recommended Thea to everyone we know. She is truly amazing and I look forward to working with her over the years as our lives change. I know we are in good hands!!!!! “
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