Testimonials

“What a wonderful experience!  My friend had just updated her estate plan and she was so pleased with the service she received.  She highly recommended Masumi and therefore I reached out as well.  When I called, there was an immediate connection and flow to the conversation.  I knew I could trust her with this important and sensitive task. From start to finish, she exceeded my expectations.  My estate plan is very detailed, complete, legally sound, and it reflects my wishes. I will happily refer her to friends and colleagues.” 

- C. H.

“Masumi Patel helped us create and navigate our Living Trust.  We found her to be skillful and knowledgeable, available and able to explain issues clearly. She was a pleasure to work with, inviting ease, at a time of preparation for one of life’s most vulnerable natural events. We are grateful to have Masumi as a significant resource in our lives, and look forward to continuing our relationship. It brings further comfort knowing our daughter may call upon Masumi in the future as needed. My husband and I recommend Masumi Patel to you, wholeheartedly, without reservation. Feel free to call us, should you prefer a conversational inquiry.”

- C. P.-K.

“We reached out to Masumi thinking we had a clear understanding of what our business needed in the agreement.  Masumi took the information we provided and added everything that was missing. In short, she created the perfect balance of a personalized agreement that also included all of the legalese a layperson would leave out. The important stuff!

Our experience was that, as apprehensive as we were, we made the right decision to prepare our company’s partnership agreement. Having a concise document that detailed the parameters on which we would operate was a big relief. It’s important to say that Masumi was instrumental in creating an environment where we felt comfortable discussing issues that can be awkward. More importantly, Masumi’s understanding of the law helped navigate us through the complicated process that made the whole experience pleasurable.”

- P. M.

I have to say that the thought of estate planning always made me a bit nervous. Then, I met with Masumi. She is very professional and well organized. Masumi made the whole process easy from start to finish. I would highly recommend her for all your estate planning needs.

- K. B.