What Our Clients Are Saying
We are grateful to have found Julie in our search for an estate planning attorney! She provides a thorough, well rounded approach to planning your family’s future.
Although a difficult topic, Julie made the process seamless and timely.
Julie, thank you for providing our family with peace of mind! That is priceless!
From the very first phone call to inquire about the estate planning, I was kindly greeted and explained the entire process which made it that much easier. Julie is super nice and explained all the details for us it was a real eye opener. She helped us make the right decisions and gave us peace of mind. We are very satisfied with Julie and all her staff. Very attentive and nice. Definitely would recommend to everyone.
I recently completed my husband's succession and my estate planning with Julie and couldn't be more pleased. She is professional yet down to earth; speaking to me, not in legalese, but in everyday terms easily understood. Her competence in elder law and planning is exceptional and she goes beyond the basics in making everything clear and readily available, more than I expected from any attorney. Julie is where you find competence as well as compassion in dealing with difficult situations. She made a hard task as pleasant as it could possibly be for me.
Julie really knows how to handle difficult estate situations. She was able to help me understand my situation and offer several ways to handle it. For someone like me who has never been in a difficult family situation before, having someone like Julie available to help gain full perspective is really important. I really couldn't have asked for a better estate planning experience. I trust that she will be around to help walk me through estate changes down the road. Thank you very much, Julie!
Contemplating your final wishes can be daunting. For years I deferred making a plan because I thought it would be too complex.
Then I met Julie and years of anxiety melted away. Her process is succinct and it is clear that she thought about it so you don't have to. I appreciated her advise, efficiency and professionalism and would definitely recommend her to those wanting to protect their loved ones when the time comes.
With professionalism and warmth combined with expertise in her field Julie provides a turn key solution to your needs.
When you aren’t sure what your needs are this is an especially secure feeling.
This is more complex than you think even with a straight forward situation like mine.
She is thorough from technology to avoiding any pitfall along the way. Do not wait any longer whether you are young, middle aged or up in years. Get it together now!
My wife and I were looking to get a complete estate planning package (Will, Medical and Financial Power of Attorney, etc). Julie and her team made this arduous task relatively painless. Their forms were very complete and helped us gather our information required to generate a proper Will. We received hard copies of everything and also digital copies on a USB stick. We highly recommend Julie and her team!
We had a wonderful experience working with Julie for our family estate planning. She was incredibly knowledgeable and made what felt like an overwhelming process simple and straightforward. She was quick to respond, explained everything clearly, and guided us with confidence and care to make the right decisions for our family. We truly appreciated her professionalism and efficiency, and we now feel peace of mind knowing everything is in order. Highly recommend!
Julie Rosenzweig and her staff were great to work with. I really didn’t know a lot about Estate Planning, so that’s when I started searching for an attorney. I was so impressed by their presentation, professionalism that I knew that I had found the right fit for me. They walked me through the entire process, explaining every step in a way that I understood. The fee is reasonable and all inclusive. I wish I had done this sooner, I hesitated because I wasn’t sure how to take the first step. I’m so glad that I found Julie, I trust her completely!
Exceedingly professional and helpful. Julie explained everything clearly and in an understandable manner. We received an organized and comprehensive binder with all legal documents for our children. This would have been so helpful when we lost our parents. The binder included a flash drive with all documents so my children were able to download them. Thank you, Julie, for this peace of mind.
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