Testimonials

estate planning austin texas
"After a terrible experience dealing with the estate of a close family member, we knew that we did not want our 'what if' plan to include things like, what if we had the wrong paperwork, what if something was overlooked and, most importantly, what if our wishes were not fulfilled...that is why we chose Julia. We needed a rock solid, easily accessible plan that would insure our children, our money and our property would be handled in the way we desire. We got all that as well as the privilege to work with a caring, compassionate and extremely knowledgeable woman. We are so happy we chose Julia and her Plan B program, the security and peace of mind it provides is priceless."
Seth & Vanessa H., Austin, Texas


"Julia has such a passion for what she does-and it really came through when we were working on our 'Plan B'. It is a surprisingly emotional process to think about all of the "what-ifs"-especially when it has to do with your children. Julia is as compassionate as she is competent and was able to speak with expertise to our unique situation of my husband not being a U.S. citizen. If feel that I am educated about our "plan" and comfortable that we have put all necessary protections in place to meet our unique situation. Having a plan B is not an option-it's a necessity. "
Christopher & Melinda G., Austin, Texas

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