I have known Michele for 20 years. Her enthusiasm, communication skills and professional demeanor were apparent prior to hiring her three years ago to assist my sister and I with our estate trustee responsibilities as named executors in my mother’s will.
We anticipated working without executor assistance, however, executing the will was more complicated than we originally expected.
Michele consistently affirmed our trust in her management of our estate trustee issues.
Michele is reliable, dedicated, and eternally upbeat with an ability to calm us with efficient and effective issue resolution suggestions.
Michele shared a wealth of relevant experience on estate trustee planning with timely meetings and written reports with accurate and thorough document preparation and filings.
Of particular value to us was the quality of professionals that were important components of Michele’s estate trustee management network.
Michele coordinated the involvement of these selected professionals that play an important role in estate planning such as lawyers, accountants, and investment advisers with relevant experience.
Michele provided a vital service to us with immeasurable value to my mother’s estate at minimal cost.
Michele is a hardworking and top-performing estate trustee professional. She has my highest recommendation, and I am happy to furnish more details if you would like additional information.
Stephen Groom, DVM, PhD, DACVP