Estate Planning Client Reviews

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Lori Hootman was professional, knowledgeable, and made us feel comfortable. She answered all our questions and made the entire process easy. Thanks!

Brenda and Ross

Ballwin, MO 

We agonized over the mere starting of the journey to financial peace of mind. This is not a DIY job for

the lay person. Susie Schoen made it very easy and we appreciate her holding our hands and leading us through

the process.

Rich and Helen  S. 

Manchester, MO

The whole process was very straightforward and efficient, and at an affordable price. My wife and I met with Lori Hootman, who was extremely professional, knowledgeable, and very personable, making it a great experience. She guided us through the entire process, sharing examples and discussing various scenarios with us so that we could make informed decisions. I've already recommended Lori to several friends and family members.

Todd and Kristin

Webster Groves, MO

I enjoyed working with Susie Schoen to create my estate plan.  Susie was professional, knowledgeable and patient.  She took time to listen to my unique situation and helped me build an individualized plan. Susie was compassionate and kind to me.   I have recommended her to family and friends. 

Melanie F.

Sunset Hills

Lori Hootman was very helpful to us. Not knowing anything about trusts at our first meeting, she explained things very well and in a way that we understood them. She has been very helpful to us on a few occasions when we have called with questions concerning our trust. We have recommended her to several family members and friends. Thanks, Lori!

Katherine and Donald

St. Louis, MO

We were initially concerned that creating a will and trust would be overwhelming and stressful, with many decisions and complexities to work through. But Susie Schoen made it simple and seamless, explaining the process and terminology, and providing thoughtful guidance and expertise.  She was extremely patient with our many questions, and kind and compassionate in counseling us on more delicate decisions.  We wholeheartedly recommend her for any estate planning needs. 

Tricia & Thad S.

University City, MO

Lori was great to work with. All my questions were answered. I was treated very well anytime I called or showed up for a meeting. I would highly recommend Lori.

Jeff

Wright City, MO

 We kept putting off out estate planning because it seems too overwhelming.  Susie was exactly the right person to help us.  Aside from the fact that she is extremely knowledgeable, she explained everything to us in a way that we "non-lawyers" could understand.  She thought of everything.  We highly recommend Susie to our friends and family.

Dan and Sandy K.

Sunset Hills