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What our clients have to say...
“It has been my good fortune to work with Susan Katzen on the preparation of my estate planning documents. I have also met with Susan on numerous occasions on a professional basis for the past 5 years. Susan demonstrates an extraordinary knowledge of this important field not only at the basic level but also in the most complicated areas. She took the time and has the patience to listen to the elements that were crucial to me and was able to devise a plan that fit my needs perfectly. Her plan is excellent for today and has the flexibility for my future needs.”
“Susan has a very quick mind and manner of speech and she is also able to break down the elements into understandable terms. She is very patient when a person needs more explanation and has a delightful sense of humor and fun that makes what could be a dry subject enjoyable. She has a great life experience and it serves this process well.”
“I can highly recommend Susan Katzen for estate planning on both a personal and professional level.”
- Marilyn J. Cavener, CFP
“When my husband and I established our estate plan with Susan, we never dreamt that it would be put to the test so quickly. Immediately after notifying Susan’s office of Norm’s diagnosis, Susan and her staff were immeasurably attentive, making sure Norm’s Health Care directives were accessible and offering out their many resources. And shortly after when Norm passed, not only did I get to experience the value of my estate plan, but I got to see first-hand what an office who truly cares can offer. Their care and concern was equivalent to what I’d expect from family and because of this I’ve since entrusted my closest friends and family to them. I’m so grateful to them and I can’t imagine what this experience would have been like without them.”
- Sandy Dant
“As a professional whose practice is centered on client service, Susan’s office is right in line with what I need in a referral for Estate Planning. My clients love that she takes the time to learn all about them, their families, their values, etc. and have been blown away by the options she presents them. I have 100% confidence in Susan’s ability to serve my clients. We just love her!”
- Amy Worth of Edward Jones
“We can’t express how wonderful an experience we’ve had with Susan and her office. They did an excellent job; professional and complete in all the details. They are definitely the Nordstrom of the estate planning industry and worth every penny!”
- Walter & Eleanor Gobas
“I must say that my experience with your office was not what I would have expected from a law firm. From the very second I walked in, I was greeted with a warmth and friendliness that is rare in this day and age. I felt extremely comfortable with you and your staff, which really made it easy to discuss such a delicate subject. Thank you for your patience, guidance and always being available to me when I have questions.”
- Sharon Gardell
“We are extremely impressed with Susan and her staff’s personalized attention. They were and continue to be caring and hospitable. Their process was made for us to fully understand our options and the outcomes of our decisions, which is rare and much appreciated. Not only have we recommended them to our close friends, but we feel completely at ease that our children’s affairs will be in order in the event of our passing. We are so very grateful for their service.”
- Steve & Debbie Cox
“I want to say thanks for the terrific job you and your staff did preparing our family trust and helping Joan with her mom’s estate. When we needed expert help and advice, you and your staff were really there for us.”
- Tim & Joan Florio