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What our clients are saying about us
Working with Dalia was an absolute pleasure. Her thorough reveiws and steady demeanor made me feel at ease as we worked through each step of our projects together. She has compassion and grace and made something so overwhelming become less stressful and in the end, I am confident I have done all I need to do in order to get my affairs in order. I highly recommend her. E.S
Dalia was so knowledgeable and never made us feel like we didn't know enough or have enough to protect our future and our children's future. Dalia was always available, ready and willing with our questions. She provided information to us and realistically looked at our current situation to give us the best options. The peace of mind we fo
Dalia was so knowledgeable and never made us feel like we didn't know enough or have enough to protect our future and our children's future. Dalia was always available, ready and willing with our questions. She provided information to us and realistically looked at our current situation to give us the best options. The peace of mind we found during this process and after is unequivocal due to Dalia's expertise and guidance. We will definitely recommend Dalia and Legacy Life Plan to all our friends and families!
Positive
Responsiveness, Quality, Professionalism, Value. W.A.
The team at Legacy Life Plan, LLC provided me highly efficient, timely, thorough, and individualized estate planning advice and services. The meticulous attention to clients’ particular circumstances and details was evident to me from my first interaction with the team. The clear explanations provided about this complex area of law allowe
The team at Legacy Life Plan, LLC provided me highly efficient, timely, thorough, and individualized estate planning advice and services. The meticulous attention to clients’ particular circumstances and details was evident to me from my first interaction with the team. The clear explanations provided about this complex area of law allowed me to feel very comfortable with the decisions I made throughout the entire process and will make as life circumstances trigger future trust and estate planning requirements. Thank you Legacy Life Plan, LLC for allowing me to complete an important project on the "Life Management to Do List". D.A.